iTi Financial Services

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

2733 NW Monte Vista Ter, Portland, Orego...

Phone Number

(503) 224-9800

Revenue

<$5 Million

Industry

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

About iTi Financial Services

iTi Financial Services offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, iTi Financial Services can help you every step of the way. Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at iTi Financial Services aims to provide a continued education that will strengthen our working relationship. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on aRead more
iTi Financial Services's Social MediaPopular SearchesIti Financial ServicesHD Vest Insurance Agency LLCT I Financial ServicesFinancial Services LLCiti-fs.comSIC Code 62,628NAICS Code 52,523Show more

iTi Financial Services Org Chart

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Revenue

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Type

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Founded In

Top Executive

iTi Financial Services

<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2012
SS
Sidney SteckerClient Services Specialist
<$5M
1-10
Private
-
-
SU
Shellie UrsoOffice Manager
<$5M
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Private
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-
N/A
<$5M
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Private
-
1999
MH
Marcus HaddadFinancial Advisor & Tax Accountant
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-
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Private
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2000
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

iTi Financial Services Tech Stack

A closer look at the technologies used by iTi Financial Services

Top Finance Companies

Frequently Asked Questions Regarding iTi Financial Services

What is iTi Financial Services's official website?
iTi Financial Services's official website is www.iti-fs.com
What is iTi Financial Services's Revenue?
iTi Financial Services's revenue is <$5 Million
What is iTi Financial Services's SIC code?
iTi Financial Services's SIC: 62,628
What is iTi Financial Services's NAICS code?
iTi Financial Services's NAICS: 52,523
How many employees does iTi Financial Services have?
iTi Financial Services has 1-10 employees
What industry does iTi Financial Services belong to?
iTi Financial Services is in the industry of: Finance, Securities Trading
What is iTi Financial Services competition?
iTi Financial Services top competitors include: Fenger Financial, KL Johnson Advisors, Urso & Rahmeier Tax and Financial Planning, Bushkin Financial Services
What technology does iTi Financial Services use?
Some of the popular technologies that iTi Financial Services uses are: Amazon Web Hosting, Google Workspace, Gmail
How do I contact iTi Financial Services?
iTi Financial Services contact info: Phone number: (503) 224-9800 Website: www.iti-fs.com
What does iTi Financial Services do?

iTi Financial Services offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, iTi Financial... Services can help you every step of the way. Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at iTi Financial Services aims to provide a continued education that will strengthen our working relationship. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA , SIPC , Insurance services offered through an Avantax affiliated insurance agency. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. The Avantax family of ...Read More

What are iTi Financial Services social media links?
iTi Financial Services Linkedin page
Is iTi Financial Services a public company?
iTi Financial Services is private company therefore does not currently have an official ticker symbol
See more information about iTi Financial Services

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