Financial Investment Team Revenue
Financial Services • 
Tigard, Oregon, United States • 11-20 Employees
Financial Investment Team revenue & valuation
| Annual revenue | $22,500,000 |
| Revenue per employee | $1,872,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $71,900,000 |
| Total funding | No funding |
Key Contacts at Financial Investment Team
Diana Harrison
Owner - Investment Adviser Representative
Hr Naresh
Director
Company overview
| Headquarters | 15350 SW Sequoia Pkwy, Suite 150, Portland, Oregon 97224, US |
| Phone number | +15039065205 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Charitable Planning, Wealth Management, Tax, Annuities, Exit Planning, College Planning, Retirement Income, Fiduciary, Insurance, Financial Planning, Business Consulting, Estate Planning, 401(K), Retirement Plans, Widows, Special Needs, Cash Balance, Cash Flow Analaysis |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Financial Investment Team Email Formats
Financial Investment Team uses 2 email formats. The most common is {first initial} (e.g., j@fi-team.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fi-team.com | 75% |
{first name} | john@fi-team.com | 25% |
About Financial Investment Team
FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management. Our Mission: To become your most trusted advisory team by confidently constructing a comprehensive financial plan that is flexible and strongly tailored to your needs using the 11 wealth management strategies. To promote confidence by providing opportunities for coaching and education by way of our open door policy, distinctive events, and excellent communication. Our Commitment to You: We will constantly strive to proved our clients with the highest level of service available in the industry. Additionally, our objective is to ensure that all investment decisions and recommendations are responsible: financially, socially, and morally. Our Principle: Our company is based on the belief that in order to be successful, it is critical to constantly seek improvement. Thus we pride ourselves not just on current level of knowledge and service, but also on our commitment to reaching higher. As such we are very receptive to client feedback and responsive to any opportunity to provide more complete service. Our services include: IRA Rollovers, IRA's and Roth IRA's, Individual Stocks, Life Insurance, Estate Planning, Retirement Planning, Financial Planning, Company 401(k)'s, 401(k) Rollovers, 529 College Funds, Disability Insurance, Long Term Care Insurance, Annuities, 457 Rollovers.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Investment Team has 4 employees across 1 departments.
Departments
Number of employees
Funding Data
Financial Investment Team has never raised funding before.
Financial Investment Team Tech Stack
Discover the technologies and tools that power Financial Investment Team's digital infrastructure, from frameworks to analytics platforms.
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