Sittner & Nelson
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
497 Oakway Rd Ste 300, Eugene, Oregon, 9...Phone Number
(541) 636-4001Website
www.sittnerandnelson.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
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1
About Sittner & Nelson
Sittner & Nelson is a comprehensive wealth management firm that focuses on understanding the personal goals and purposes of their clients' wealth. The company emphasizes empathy and a personal approach to investment management, aiming to help clients achieve their aspirations, whether it's leaving a legacy or making an impact. Their team of investment advisors is dedicated to solving problems creatively and providing expert advice to navigate the complexities of wealth management. They cater to individuals seeking to manage their investments with a focus on personal success and meaningful outcomes.Explore more
Sittner & Nelson Org Chart
JM
Client Service Manager
LO
Client Service Manager
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Sittner & Nelson is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sittner & Nelson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sittner & Nelson.
Sittner & Nelson Tech Stack
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Sittner & Nelson is a comprehensive wealth management firm that focuses on understanding the personal goals and purposes of their clients' wealth. The company emphasizes empathy and a personal approach to investment management, aiming to help clients achieve their aspirations, whether it's leaving a legacy or making an impact. Their team of investm... Read More
