Resource Financial Planning
Finance · Oregon, United States · 11-50 Employees
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Overview
Headquarters
10300 SW Greenburg Rd, Portland, Oregon,...Phone Number
(503) 245-3110Website
www.resourcefinancial.comRevenue
$5.5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
2
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2
About Resource Financial Planning
Resource Financial Planning specializes in wealth management services aimed at helping clients plan and manage their finances for future goals such as retirement and education. They prioritize understanding each client's unique situation, aspirations, and values, fostering long-lasting relationships through open communication. Their seasoned advisors work collaboratively with clients to align financial resources with core values, empowering them to focus on what matters most. The company serves individuals and families looking for personalized financial planning and investment strategies.Explore more
Resource Financial Planning Org Chart
RM
Financial Advisor
LH
Cfp Wealth Advisor
AG
Financial Planning To Ryan Mccarthy & Laura H...
JO
Financial Advisor
RL
Cfp, Cslp Financial Advisor
JB
Financial Planning Assistant
LM
Financial Assistant
KP
Financial Planning & Analysis Assistant
GI
Financial Planning & Analysis Assistant
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Company Profile Activity
Activity Insights
Resource Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.
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Resource Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Resource Financial Planning.
Resource Financial Planning Tech Stack
A closer look at the technologies used by Resource Financial Planning
Most Recent Scoops
Facilities Relocation / Expansion
Resource Financial Planning is planning to move its offices in December 2022. The move will impact approximately 12 employees at their existing office located at 9115 Sw Oleson Rd, Suite #303, Portland, OR.
Project
A front-line source in financial planning has indicated that the organization is in the midst of initiatives related to financial processes automation.
Automation, Financial Planning
Project
A front-line source in financial planning has indicated that the organization is in the midst of initiatives related to financial systems.
Financial Planning, Financial Systems
Project
A front-line source in financial planning has indicated that the organization is in the midst of initiatives related to financial reporting.
Financial Planning
Project
CRM, Financial Planning, Sales
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Resource Financial Planning specializes in wealth management services aimed at helping clients plan and manage their finances for future goals such as retirement and education. They prioritize understanding each client's unique situation, aspirations, and values, fostering long-lasting relationships through open communication. Their seasoned adviso... Read More
