Single Point Financial Advisors, Inc.
Financial Services
4905 Sw Griffith Dr
5 employees
ABOVE
- Employees
- 5
- Contacts
- 2
- Emails
- 2
Single Point Financial Advisors, Inc. Overview
- Headquarters
- 4905 Sw Griffith Dr
- Website
- singlepointadvisors.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2009
- Stock Symbol
- ABOVE
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Single Point Financial Advisors, Inc.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. At Single Point Financial Advisors, our clients are our focus. They are our "single point." We strive to create an experience for our clients that gives them great service, provides a wide variety of potential solutions to their planning needs, and builds a positive relationship based on trust. We are always working to improve our knowledge in all aspects involving financial planning and the needs of our clients. In turn, Single Point is also about our clients' view of us. We want to be the first place you think of when you have transition in your life. When you have a change such as marriage, birth, divorce, death, purchase of a home, change of job, etc., we strive to be among the first you consult. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Single Point Financial Advisors is not an affiliated entity of Osaic Wealth.
Single Point Financial Advisors, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Single Point Financial Advisors, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Makenzie Devault | Student at George Fox University |
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|
|
| Lisa Lehwalder | Executive Assistant & Receptionist | Hillsboro, Oregon, United States |
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|
| Stasya Jackson | Young Professional with Lofty Graduate | Beaverton, Oregon, United States |
Email
|
| Christy Aleckson, Mba, Bfa™, Ricp®, Wmcp® | Making Financial Advice Easier for Busy | Beaverton, Oregon, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Associate / junior
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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