FocusPoint Solutions

FocusPoint Solutions

Financial Services Portland, Oregon, United States 27 employees
Employees
27
Contacts
4
Emails
4
Phones
2

FocusPoint Solutions Overview

Headquarters
Portland, Oregon, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
27
Founded
2003
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About FocusPoint Solutions

For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

FocusPoint Solutions Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

FocusPoint Solutions Org Chart

Sample employees and titles
Name Title Contact
Ryan Long, Cfa Director of Investments
Email
Elizabeth Orozco Passionate About Developing
Email Phone
Brian Krieg
Email
Karl Dight Retired - on the Water Somewhere.
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 2 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1
Finance 1 1 1
Executive 1 1 1

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