Von Borstel & Associates
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
308 E 3rd St, The Dalles, Oregon, 97058,...Phone Number
(541) 296-6669Website
www.vonborstel.comRevenue
<$5 MillionIndustry
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
3
About Von Borstel & Associates
von Borstel & Associates is an independent financial planning firm dedicated to providing integrated wealth management services to affluent families across the country. Their offerings include financial planning, investment management, retirement planning, and intentional purposeful giving, all designed to align clients' values and vision with their financial goals. The firm emphasizes education and collaboration, utilizing robust technology to enhance financial organization and decision-making. With a commitment to fiduciary responsibility, they aim to exceed client expectations through their Vision to Wealth Process.Explore more
Von Borstel & Associates Org Chart
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2020
Debt
$150K
Von Borstel & Associates Tech Stack
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Von Borstel & Associates News & Media
Wayne von Borstel Launches Fee-Only RIA
PORTLAND, Ore., Aug. 11, 2020 /PRNewswire/ -- Wayne von Borstel, president and founder of von Borstel & Associates, Inc., today announced the launch of von Borstel & Associates, Inc. as an independent registered investment advisory firm (RIA). The firm, which has been in practice for over...Wayne von Borstel Recognized by Forbes as a 2020 Top Wealth Advisor in Oregon
PORTLAND, Ore., Feb. 13, 2020 /PRNewswire/ -- Wayne von Borstel of von Borstel & Associates was recently ranked No. 6 in Oregon in the 2020 Best-In-State Wealth Advisors list published by Forbes. von Borstel is the president and founder of von Borstel & Associates, Inc., an independent,...
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von Borstel & Associates is an independent financial planning firm dedicated to providing integrated wealth management services to affluent families across the country. Their offerings include financial planning, investment management, retirement planning, and intentional purposeful giving, all designed to align clients' values and vision with thei... Read More
