Financial Reserve
Financial Services • 
Tigard, Oregon, United States • 11-20 Employees
Company overview
| Headquarters | 12725 SW 66th Ave, Ste 102, Portland, OR 97223-2547, US |
| Phone number | +15036244600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1985 |
| Employees | 11-20 |
| Socials |
Key Contact at Financial Reserve
Brandon Erickson
Cpa, Chfc, Certified Financial Planner® Cfp®, Shareholder, Investment Director
Financial Reserve Email Formats
Financial Reserve uses 2 email formats. The most common is {first initial} (e.g., j@financialreserve.com), used 78.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@financialreserve.com | 78.9% |
{first name} | john@financialreserve.com | 21.1% |
About Financial Reserve
Financial Reserve Companies Financial Reserve, Inc. Converting Potential Into Reality Financial Reserve Investors, Inc. Wealth Creation, Preservation and Transfer Our Mission: To build and preserve our clients' wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success! Our Core Values: • Helping Others and Having Fun in the Process • Ethics, Integrity, and Trust • Lead a Balanced Life • Passion for Excellence in Everything we do Our Core Purpose is to HELP our clients achieve: • Peace of mind • Enduring wealth • Achieve goals/dreams • Quality of life Disclosure: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Reserve Investors, Inc., are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Financial Reserve revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Financial Reserve has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Financial Reserve has never raised funding before.
Financial Reserve Tech Stack
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