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Showing 1 - 12 of 32 results
JENSEN INVESTMENT MANAGEMENT, INC.
JENSEN INVESTMENT MANAGEMENT, INC.
Lake Oswego, Oregon
25-49 employees
At Jensen Investment Management, our pursuit of quality defines us. We bring clients an unwavering dedication to a consistent investment process while striving to provide exceptional client service. The strength of our investment philosophy is built on a long-term perspective and a commitment to investing in quality businesses. We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with less risk than the overall market. Jensen offers quality growth, quality value, and global quality growth strategies derived from a singular investable universe of companies—the Jensen Quality Universe.
Retirement Benefits Rank
Top Benefits
TRUE PRIVATE WEALTH ADVISORS, LLC
TRUE PRIVATE WEALTH ADVISORS, LLC
Salem, Oregon
1-24 employees
Salem, the capital city of Oregon, lies in the heart of the lush Willamette River Valley. Centrally located, Salem is 47 miles south of Portland along I-5, an hour from the Cascade mountains to the East, and an hour from the Pacific ocean to the West. Salem currently has several exciting career opportunities: https://www.governmentjobs.com/careers/cityofsalem
Retirement Benefits Rank
Top Benefits
AUXIER ASSET MANAGEMENT LLC
AUXIER ASSET MANAGEMENT LLC
Aurora, Oregon
1-24 employees
Financial analysis and investment-based company research
Retirement Benefits Rank
Market Competitive
HUMAN INVESTING LLC
HUMAN INVESTING LLC
Lake Oswego, Oregon
1-24 employees
Human Investing was established in 2004 under a fiduciary standard. This means being legally and ethically bound to putting your interests first and foremost. There will be no selling pressures, no commissions, no inflated promises, and no incomplete truths. We understand that money touches all aspects of life and are proud to employ a team of credentialed financial experts that work together for you. If you're an individual, family, or company that values all of these things, come talk with us.
Retirement Benefits Rank
Top Benefits
FINITY GROUP, LLC
FINITY GROUP, LLC
Portland, Oregon
25-49 employees
Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the medical community. As an independent firm without any proprietary relationship to insurance companies or investment related products, Finity is able to delve into each clients situation to produce a plan specific to their unique goals. "Providing financial clarity to our clients focusing on long term relationships built on trust, integrity and service."​ Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC
Retirement Benefits Rank
Top Benefits
VEBER PARTNERS LLC
VEBER PARTNERS LLC
Wilsonville, Oregon
1-24 employees
VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including: • manufacturing/distribution, • technology, • business services, • consumer/retail, and • healthcare Veber Partners has broad industry exposure, with particular expertise in multiple industries including forest products, healthcare, computer hardware and software, food processing, energy, building materials, and industrial products.
Retirement Benefits Rank
Market Laggard
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MARATHON MANAGEMENT INC.
MARATHON MANAGEMENT INC.
Wilsonville, Oregon
1-24 employees
Marathon Management Inc is a company based out of 547 E Washington St, Chagrin Falls, Ohio, United States.
Retirement Benefits Rank
Market Laggard
ALLEN TRUST COMPANY
ALLEN TRUST COMPANY
Lake Oswego, Oregon
1-24 employees
Allen Trust Company, a trust-only bank, is a Portland-based company with offices in Oregon, Washington and Alaska. In 2001, Stuart B. Allen founded the firm on the principles of being locally-owned, remaining independent, and providing highest-quality, personalized service. We provide tailored financial services to trusts, charitable organizations, and individuals seeking comprehensive asset management. Dedicated to meeting your financial goals with objectivity and flexibility, we nurture and protect your financial well-being.
Retirement Benefits Rank
Market Competitive
PREISZ ASSOCIATES, INC.
PREISZ ASSOCIATES, INC.
Portland, Oregon
1-24 employees
PREISZ Financial, is a "one-stop shop"​ financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being. Our firm was founded by Michael Preisz who started our financial services firm under the name of Preisz Associates, later incorporating to become Preisz Associates, Inc. and in 2015 becoming PREISZ Financial. We have expanded from a one-person office to a team of dedicated professionals offering comprehensive financial services to individuals, families, and businesses. While we have changed names, grown, and evolved, our mission to help clients pursue financial security has never wavered. A Servant’s Heart We care! Our people possess a servant’s heart - the heart of someone who places themselves in the position of our clients, listens to their needs, and is dedicated to providing them with a timely strategy. As professionals dedicated to your needs, our advisors and staff will always put your needs ahead of our own. Our goal is to ensure you are completely satisfied with every aspect of your relationship with us. CONTACT US If you have any questions or would like to meet to discuss your group retirement plan, employee benefits, financial plan or other financial services needs, please contact us. The financial consultants of PREISZ Financial are Registered Representatives with, and Securities offered through, LPL Financial, Member SIPC www.sipc.org. Investment advice offered through PREISZ Financial, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Financial consultants for PREISZ Financial are securities licensed in the following states: Arizona, California, Colorado, Georgia, Maryland, Oregon, Texas, Virginia and Washington.
Retirement Benefits Rank
Market Competitive
BLUE WATER WEALTH, INC.
BLUE WATER WEALTH, INC.
Portland, Oregon
1-24 employees
Served as Lead or Associate Advisor on nearly 200 client relationships providing holistic wealth planning advice and strategies. Served as main advisor for new prospect meetings.
Retirement Benefits Rank
Below Market
CGC FINANCIAL SERVICES, LLC
CGC FINANCIAL SERVICES, LLC
Lake Oswego, Oregon
1-24 employees
Administrative and client support for a team of 3 financial advisors servicing circa 2,500 active clients in addition to prospects. Brokerage and Fund Direct account set-up along with ongoing maintenance. Fielding client queries regarding general investment accounts and qualified accounts, calculation of annual RMD, and general market concerns.
Retirement Benefits Rank
Below Market
ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.
ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.
Silverton, Oregon
1-24 employees
We are a comprehensive financial and investment services firm. Our mission is to help you preserve and build upon the wealth that you have worked hard to create. For over thirty years we have successfully employed a comprehensive planning approach that combines sophisticated investment portfolio analysis with retirement and legacy planning. We build personal relationships based on competent professional advice and continual communication. Along with financial guidance, we provide simplicity and organization, giving you more time to focus on the things that matter to you most. A primary reason for our success over the years is our dedication to ongoing client relationships. We are accessible. We are proactive. We take the time to listen. We are dedicated to staying in constant communication with our clients and working to give them an excellent understanding of their financial picture. To ensure a foundation of unbiased advice and independent research, since 1982 we have chosen to partner with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. LPL Financial provides us with independent investment research and excellent operational services. * As reported in Financial Planning magazine 1996-2013, based on total revenues. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states:AK, AZ, CA, CO, FL, HI, IA, ID, IL, KY, LA, MY, NV, NY, OR, SD, WA. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor - Member FINRA/SIPC www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
Retirement Benefits Rank
Market Competitive