Rothermel Financial Services

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

205 SE Spokane St Ste 340, Portland, Ore...

Phone Number

(503) 730-8644

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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1
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About Rothermel Financial Services

Rothermel Financial Services, LLC offers a range of financial services including retirement planning, estate planning, tax planning, and investment services. They focus on helping clients across the country achieve their long-term financial goals through personalized and reliable support. Their services are designed to transform savings into a sustainable income source for retirement while minimizing tax burdens. The company is committed to providing customized financial solutions to clients in various states, ensuring effective wealth management and preservation.Explore more
Rothermel Financial Services's Social MediaPopular SearchesRothermel Financial Services LLCRothermel Financial ServicesRothermel LtdSIC Code 62,628NAICS Code 52,523Show more

Rothermel Financial Services Org Chart

PhoneEmail
JR
United States flag for contact location.

Client Services Specialist

PhoneEmail
DR
United States flag for contact location.

Certified Financial Planner & Practitioner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
MR
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rothermel Financial Servi...

<$5M
1-10
Private
<$5M
-
JR
Jordan RoskeClient Services Specialist
$8.6M
1-10
Private
-
1963
DM
Denise MillerVice President
$6.6M
11-50
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2003
N/A
<$5M
1-10
Private
-
1988
PP
Peter PetrusoManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Rothermel Financial Services financials insights

Gather financial insights about Rothermel Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$25K

See All Rothermel Financial Services's Financials Insights

Rothermel Financial Services Tech Stack

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Frequently Asked Questions Regarding Rothermel Financial Services

What is Rothermel Financial Services's official website?
Rothermel Financial Services's official website is www.rothermelfinancial.com
What is Rothermel Financial Services's Revenue?
Rothermel Financial Services's revenue is <$5 Million
What is Rothermel Financial Services's SIC code?
Rothermel Financial Services's SIC: 62,628
What is Rothermel Financial Services's NAICS code?
Rothermel Financial Services's NAICS: 52,523
How many employees does Rothermel Financial Services have?
Rothermel Financial Services has 1-10 employees
What industry does Rothermel Financial Services belong to?
Rothermel Financial Services is in the industry of: Finance, Securities Trading
What is Rothermel Financial Services competition?
Rothermel Financial Services top competitors include: Petruso Financial Services, Milestone Financial Group, Willie Schuette, Blanchard Financial
What technology does Rothermel Financial Services use?
Some of the popular technologies that Rothermel Financial Services uses are: DocuSign, WooCommerce, WordPress.org, New Relic Browser
How do I contact Rothermel Financial Services?
Rothermel Financial Services contact info: Phone number: (503) 730-8644 Website: www.rothermelfinancial.com
What does Rothermel Financial Services do?

Rothermel Financial Services, LLC offers a range of financial services including retirement planning, estate planning, tax planning, and investment services. They focus on helping clients across the country achieve their long-term financial goals through personalized and reliable support. Their services are designed to transform savings into a sust... ainable income source for retirement while minimizing tax burdens. The company is committed to providing customized financial solutions to clients in various states, ensuring effective wealth management and preservation.Read More

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

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