Water Tower Financial

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

6500 S Macadam Ave Ste 125, Portland, Or...

Phone Number

(503) 517-9363

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Water Tower Financial

Water Tower Financial LLC offers tailored wealth management strategies and financial planning services aimed at helping clients achieve their financial goals. The firm focuses on providing personalized attention while leveraging the resources of a larger financial institution. Their services include retirement planning, estate planning, investment management, insurance, and tax strategies. They cater to individuals and families, emphasizing trust and integrity in their client relationships.Explore more
Popular SearchesWater Tower Financial LLCwatertowerfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Water Tower Financial Org Chart

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Water Tower Financial

<$5M
1-10
Private
-
-
ND
Nick DepnerFinancial Advisor
<$5M
1-10
Private
-
2008
CW
Carrie WeyersDirector, Operations
<$5M
1-10
Private
-
2005
DH
Diane HagerstromManager, Operations
<$5M
1-10
Private
-
-
AB
Andrea BrownFinancial Advisor
<$5M
1-10
Private
-
-
MC
Mark ConardFinancial Professional
<$5M
1-10
Private
-
1996
LB
Lisa BrulaConsultant
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Water Tower Financial Tech Stack

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Frequently Asked Questions Regarding Water Tower Financial

What is Water Tower Financial's official website?
Water Tower Financial's official website is www.watertowerfinancial.com
What is Water Tower Financial's Revenue?
Water Tower Financial's revenue is <$5 Million
What is Water Tower Financial's SIC code?
Water Tower Financial's SIC: 62,628
What is Water Tower Financial's NAICS code?
Water Tower Financial's NAICS: 52,523
How many employees does Water Tower Financial have?
Water Tower Financial has 1-10 employees
What industry does Water Tower Financial belong to?
Water Tower Financial is in the industry of: Finance, Securities Trading
What is Water Tower Financial competition?
Water Tower Financial top competitors include: Weyers McKeever Financial Partners, Rich Michaels Investments, Sage Financial, LeClaire Financial Services
What technology does Water Tower Financial use?
Some of the popular technologies that Water Tower Financial uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Water Tower Financial?
Water Tower Financial contact info: Phone number: (503) 517-9363 Website: www.watertowerfinancial.com
What does Water Tower Financial do?

Water Tower Financial LLC offers tailored wealth management strategies and financial planning services aimed at helping clients achieve their financial goals. The firm focuses on providing personalized attention while leveraging the resources of a larger financial institution. Their services include retirement planning, estate planning, investment... management, insurance, and tax strategies. They cater to individuals and families, emphasizing trust and integrity in their client relationships.Read More

Is Water Tower Financial a public company?
Water Tower Financial is private company therefore does not currently have an official ticker symbol
See more information about Water Tower Financial

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