Cuthbert Financial Guidance

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

650 NE Holladay St Ste 1600, Portland, O...

Phone Number

(404) 633-6420

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1
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1
1

About Cuthbert Financial Guidance

Cuthbert Financial Guidance, Inc. is an independent financial planning and Registered Investment Advisory firm based in Portland, Oregon. The firm offers a range of services including retirement needs analysis, investment management, education planning, estate and tax planning, and cash flow analysis. They operate as fee-only fiduciaries, ensuring that clients receive objective advice with their interests prioritized. Cuthbert Financial Guidance aims to provide transparent, actionable financial advice to help clients achieve long-term financial confidence.Explore more
Popular SearchesCuthbert Financial Guidance IncFinancial Guidance IncCuthbert Financial GuidanceLimited Few IncSIC Code 62,628NAICS Code 52,523Show more

Cuthbert Financial Guidance Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cuthbert Financial Guidan...

<$5M
1-10
Private
-
2004
HC
Helga CuthbertFounder & Principal
<$5M
1-10
Private
-
-
PC
Paul CimaPresident & CEO
<$5M
1-10
Private
-
1993
ML
Michael LunsfordChief Operating Officer & Owner
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2018
BF
Brian FryFinancial Planner & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cuthbert Financial Guidance is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cuthbert Financial Guidance is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cuthbert Financial Guidance.

Cuthbert Financial Guidance Tech Stack

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Frequently Asked Questions Regarding Cuthbert Financial Guidance

What is Cuthbert Financial Guidance's official website?
Cuthbert Financial Guidance's official website is www.cuthbertfinancial.com
What is Cuthbert Financial Guidance's Revenue?
Cuthbert Financial Guidance's revenue is <$5 Million
What is Cuthbert Financial Guidance's SIC code?
Cuthbert Financial Guidance's SIC: 62,628
What is Cuthbert Financial Guidance's NAICS code?
Cuthbert Financial Guidance's NAICS: 52,523
How many employees does Cuthbert Financial Guidance have?
Cuthbert Financial Guidance has 1-10 employees
What industry does Cuthbert Financial Guidance belong to?
Cuthbert Financial Guidance is in the industry of: Finance, Securities Trading
What is Cuthbert Financial Guidance competition?
Cuthbert Financial Guidance top competitors include: Total Wealth Advisors, Highsmith Financial Planning, Lunsford Financial Planning, Safe Landing Financial
What technology does Cuthbert Financial Guidance use?
Some of the popular technologies that Cuthbert Financial Guidance uses are: Squarespace Online Stores, Adobe Typekit, GoDaddy DNS, Google Workspace
How do I contact Cuthbert Financial Guidance?
Cuthbert Financial Guidance contact info: Phone number: (404) 633-6420 Website: www.cuthbertfinancial.com
What does Cuthbert Financial Guidance do?

Cuthbert Financial Guidance, Inc. is an independent financial planning and Registered Investment Advisory firm based in Portland, Oregon. The firm offers a range of services including retirement needs analysis, investment management, education planning, estate and tax planning, and cash flow analysis. They operate as fee-only fiduciaries, ensuring... that clients receive objective advice with their interests prioritized. Cuthbert Financial Guidance aims to provide transparent, actionable financial advice to help clients achieve long-term financial confidence.Read More

Is Cuthbert Financial Guidance a public company?
Cuthbert Financial Guidance is private company therefore does not currently have an official ticker symbol
See more information about Cuthbert Financial Guidance

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