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Showing 1 - 8 of 8 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
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
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
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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
ROOT EXECUTIVES, LLC
ROOT EXECUTIVES, LLC
Clackamas, Oregon
1-24 employees
The lending business is continuously changing. As we enter the next era of lending in our country, we feel it's our responsibility to provide the tools and education required for continued success in today’s financial environment. At Root Mortgage we love working with people. We have an expert team of individuals with the ultimate goal of serving our clients. We will work hard for you, your family, and your situation. That’s why we serve our clients by giving them the same advice we’d give to our family and friends. Root Mortgage is a DBA of Root Executives, LLC | NMLS 1830982 | Equal Housing Opportunity
Retirement Benefits Rank
Below Market