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2014-08-22T00:00:00.000Z

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Wrong Mary Moose?

Mary T. Moose

Registered Financial Consultant

Resource Financial Planning Inc

HQ Phone: (503) 245-3110

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Resource Financial Planning Inc

9115 SW Oleson Rd. Suite 303

Portland, Oregon 97223

United States

Find other employees at this company (12)

Background Information

Employment History

Owner

Victory Wealth Management, Inc

President

Victory Wealth Management, Inc

Affiliations

Board Member
Rufty-Holmes Senior Center Inc

Member
Financial Planning Association

Member
Kannapolis Church of God

Education

Catawba College

Central Piedmont Community College

Metropolitan State College of Denver , CO

Web References (52 Total References)


Resource Financial Planning, Inc.

www.resourcefinancial.com [cached]

Mary Moose

With over 15 years experience as a financial planning professional, Mary is able to discern her client’s needs, help them gain clarity, and coach them towards financial independence. Mary understands where her clients live and tailors a financial plan to meet their specific needs. Action and ongoing communication are key.
The minimum standards in the financial planning industry are generally met thru education and obtaining professional designations. Not only has Mary obtained this knowledge she also possesses real life experience that enhances her capacity, not only to understand the nuts and bolts of the financial planning industry but, to also empathetically help her clients face challenging life issues with a plan of action.Â
Mary believes in building deep, long term relationships with her clients. She achieves this goal by being readily available for her clients when it matters most.
As an Investment Advisor Representative with her broker dealer, Royal Alliance Associates, Inc, Mary is able to offer her clients quality research, analysis and portfolio construction. Because Mary believes in the power of synergistic relationships and sharing ideas with other professionals she has sought out and built relationships with other financial planning professionals all over the United States. Associations with local professionals such as Certified Public Accountants, attorneys, insurance and mortgage professionals further enhance her ability to offer quality resources to her client so that their planning needs are fully met.


Victory Wealth Management, Inc. : Press Releases / Recent Events

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Cathy Eller presents Mary Moose with the


Location

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Mary T. Moose, RFC, RFP, President

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Mary T. Moose, RFC, RFP, President


Victory Wealth Management, Inc. : Mary T. Moose, RFC, RFP, President

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Mary T. Moose, RFC, RFP, President Victory Wealth Management, Inc. : Mary T. Moose, RFC, RFP, President

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Mary T. Moose, RFC, RFP, President
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Mary T. Moose, RFC, RFP, President
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Mary T. Moose, RFC, RFP Financial Planner President-Victory Wealth Management, Inc
Versatility best describes Mary's knowledge and capability as a financial planning professional. Mary has the gifts of: being able to discern her client's needs, help them gain clarity, and perpetuate them toward financial independence. Mary understands "where her clients live" and tailors a financial plan to their specific needs. Her mission is to help her client realize their wildest dreams!
As a Registered Principal with her broker dealer, Advantage Capital Corporation/AIG Advisor Group, she is able to offer her clients quality research, analysis and portfolio construction. Mary believes a key to her success has been surrounding herself with some of the best and the brightest professionals who share the same level of integrity, dedication and commitment to excellence.
Mary is President and founder of Victory Wealth Management, Inc. She has built an impressive client base that has grown to rely on her savvy advice and guidance. Because Mary believes in the power of synergistic relationships and sharing ideas with other professionals she has sought out and built relationships with other financial planning professionals all over the United States who are considered to be icons in the financial planning arena. Associations with local professionals such as CPA's, attorneys and mortgage professionals further enhance her ability to offer limitless resources to her client so that their every financial need is met.
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Rufty Holmes Senior Center Board Member- Mary currently serves as a board of Rufty -Holmes Senior Center located in Salisbury, NC. She has been involved at the center since 2001. Kannapolis Church of God- Mary and her family enjoy time in fellowship and worship at Kannapolis Church of God.
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Mary T. Moose, RFC, RFP, President


Victory Wealth Management, Inc. : Cathy S. Foster, RFP, Wealth Plan Design Manager

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Mary T. Moose, RFC, RFP, President

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Mary T. Moose, RFC, RFP, President

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