ROI Financial Advisors, LLC
Financial Services
Beaverton, Or, United States
11 employees
- Employees
- 11
- Contacts
- 1
- Emails
- 1
ROI Financial Advisors, LLC Overview
- Headquarters
- Beaverton, Or, United States
- Website
- roi-fa.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 2012
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About ROI Financial Advisors, LLC
+ Financial Planning + Investments + Retirement Services + Tax Planning We’ll help you build a brilliant plan - and stick to it. Expect real results from our integrated approach to financial planning. If you’d like to reach financial freedom faster, let’s talk. Schedule a free consultation today. 503.941.5925 | hello@roi-fa.com | www.roi-fa.com ROI+ offers a suite of affordable, integrated services such as ROI+ Financial, ROI+ Tax, ROI+ Real Estate, and ROI+ Marketing & Design. The goal is to optimize planning, convenience, and returns for clients. This holistic approach is already exceeding client expectations. Lance Johnson, CEO, says, “It’s simple, smart, and effective.”
ROI Financial Advisors, LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
ROI Financial Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mitchell Reed | Financial Analyst at Roi Financial Advisors, Llc | Portland, Oregon Metropolitan Area, United States |
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| Jen Dubois, Mba, Cosc | Strategist - Advisor - Chief of Staff - Competitive & Market Intel - Communications |
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|
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| Trevor Bruno | Investment Advisor Representative at Roi Financial Advisors, Llc | Portland, Oregon, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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