Kingsview Partners

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Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner

Company Details

Employees
199
Founded
-
Address
509 Se 7th Street, Grants Pass,oregon 97526,united States
Industry
Financial Services
Website
kingsviewam.com
Keywords
Grants Pass.
HQ
Grants Pass, Oregon
Competitors
DRESSAGE AT DEVON, UBS, Fidelity Investments, igc partners US, Mercer Advisors, Edward Jones, The TE Group, Knight Strategic Wealth, Point72, Curi Capital.
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