Thimbleberry Financial

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
Industry
Financial Services
Employees
5
Founded
2016
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Amy Groshong Walls, Cfp®, Ricp®, Crpc® President and Financial Advisor
Email Phone
Sara Bundy
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Katherine Walzer Tigard Chiropractic and Auto Injury
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Employees by Management Level

Executive 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

Thimbleberry Financial Tech Stack

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