Resource Financial Planning
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
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
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Revenue
Number of Employees
Type
Funding
Founded In
Resource Financial Planni...
$5.5M
11-50
Private
-
1982
MS
Michelle SkinnerManager, Program & Business Operations & Scope) Chief of Staff
Resource Financial Planning Tech Stack
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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
