SMB Financial Services
Finance · Oregon, United States · 11-50 Employees
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Overview
Headquarters
11535 SW 67th Ave, Portland, Oregon, 972...Phone Number
(503) 387-3222Website
smb.financialRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
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ZI Rank
1
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2
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2
About SMB Financial Services
SMB Financial is a registered investment advisor based in the Portland, OR area, established in 2003. The company specializes in financial planning services aimed at alleviating clients' financial anxieties, including retirement planning, investment management, risk management, tax planning, and estate planning. Their clients range from individuals concerned about retirement to those needing assistance with special needs planning. Through their refined Allevi-8 Process, SMB Financial is committed to putting clients' interests first and providing tailored financial solutions.Explore more
SMB Financial Services Org Chart
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Company Profile Activity
Activity Insights
SMB Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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SMB Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SMB Financial Services.
SMB Financial Services Tech Stack
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Most Recent Scoops
Project
A front-line source in the finance department has indicated that the organization is focusing on utilizing e-signature solutions for paperwork.
Project
A front-line source in the finance department has indicated that the organization's main priority over the next three months is documenting client communications.
Project
A front-line source in the finance department has indicated that the organization is prioritizing compliance efforts over the next three months.
Compliance
Project
A front-line source has indicated that the organization's largest upcoming technology-related initiative will focus on using electronic signatures on paperwork.
Document Management
Project
Customer Engagement, Messaging
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Frequently Asked Questions Regarding SMB Financial Services
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SMB Financial is a registered investment advisor based in the Portland, OR area, established in 2003. The company specializes in financial planning services aimed at alleviating clients' financial anxieties, including retirement planning, investment management, risk management, tax planning, and estate planning. Their clients range from individuals... Read More
