Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals. At Thimbleberry Financial we take the time to know our clients and their financial goals. We help our clients with all stages of their financial plan, from defining their goals to identifying possible strategies to implementing and reviewing the solutions.
At Thimbleberry Financial our clients are treated like family. Clients appreciate the relationship and personal focus that we give to their financial goals and accounts; they are truly treated like a person and not an account number. It is this human approach that nurtures each relationship at Thimbleberry Financial.
A thimbleberry is a fruit (think thorn-less gourmet raspberry) that thrives in the Pacific Northwest and is known for being uniquely flavored and particularly sensitive to being shipped. Only those native to its local market can enjoy this spectacular berry.
Our philosophy at Thimbleberry Financial is similar in that service is best kept local and thrives when given focused attention. Each client at Thimbleberry Financial is carefully and actively managed to ensure strategies are implemented in a manner to achieve optimum results.
Our approach allows us to develop a clear roadmap for the future and have clients gain a full understanding of their financial and personal goals and what it takes to achieve them. Through maintaining a strong relationship and monitoring progress, Thimbleberry Financial can ensure clients the ability to keep strategies up to date and aligned with their specific life stages.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thimbleberry Financial are not affiliated.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Portland, Oregon
- Phone
- +1 5036106510
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thimbleberryfinancial.com
- Keywords
- Portland.
- HQ
- Portland, Oregon
Thimbleberry Financial Questions
Thimbleberry Financial's helpline number is +1 5036106510
Thimbleberry Financial's website is thimbleberryfinancial.com
Thimbleberry Financial's LinkedIn profile is https://www.linkedin.com/company/thimbleberry-financial
Thimbleberry Financial has
5 employees.
View email and phone details for 5
employees at Thimbleberry Financial.
Thimbleberry Financial's industry is
Financial Services
Thimbleberry Financial's top competitors are
Bam Advisory Group,
Fp Solutions Ri, Llc,
Cambridge Investment Research, Inc.,
Wayfyndr,
Sc Insurance Advisors,
Thimbleberry,
Urban Resources, Inc.,
Harvest Wealth Group,
Selective Wealth Management,
Milestone Financial Planning, Llc.
Thimbleberry Financial's support email address is info@thimbleberryfinancial.com
Thimbleberry Financial's categories are Financial Services
Thimbleberry Financial's founding year is 2016
