Thimbleberry Financial
Financial Services
Portland, Oregon, United States
5 employees
- Employees
- 5
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Thimbleberry Financial Overview
- Headquarters
- Portland, Oregon, United States
- Phone Number
- Available in AeroLeads
- Website
- thimbleberryfinancial.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2016
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Thimbleberry Financial
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.
Thimbleberry Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Thimbleberry Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Amy Groshong Walls, Cfp®, Ricp®, Crpc® | President and Financial Advisor | Portland, Oregon Metropolitan Area, United States |
Email
Phone
|
| Sara Bundy | Vancouver, Washington, United States |
View
|
|
| Katherine Walzer | Tigard Chiropractic and Auto Injury | Beaverton, Oregon, United States |
View
|
Employees by Management Level
Executive
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
Thimbleberry Financial Tech Stack
Compare Similar Companies to Thimbleberry Financial
Cambridge Investment Research, Inc.
Financial Services
Milestone Financial Planning, LLC
Financial Services
Urban Resources, Inc.
Construction
FP Solutions RI, LLC
Financial Services
Harvest Wealth Group
Financial Services
BAM Advisory Group
Financial Services
Selective Wealth Management
Financial Services
SC Insurance Advisors
Insurance Agencies And Brokerages
Wayfyndr
Software Development
Thimbleberry
Venture Capital And Private Equity Principals