Financial Investment Team
Financial ServicesOregon, United States11-50 Employees
FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management. Our Mission: To become your most trusted advisory team by confidently constructing a comprehensive financial plan that is flexible and strongly tailored to your needs using the 11 wealth management strategies. To promote confidence by providing opportunities for coaching and education by way of our open door policy, distinctive events, and excellent communication. Our Commitment to You: We will constantly strive to proved our clients with the highest level of service available in the industry. Additionally, our objective is to ensure that all investment decisions and recommendations are responsible: financially, socially, and morally. Our Principle: Our company is based on the belief that in order to be successful, it is critical to constantly seek improvement. Thus we pride ourselves not just on current level of knowledge and service, but also on our commitment to reaching higher. As such we are very receptive to client feedback and responsive to any opportunity to provide more complete service. Our services include: IRA Rollovers, IRA's and Roth IRA's, Individual Stocks, Life Insurance, Estate Planning, Retirement Planning, Financial Planning, Company 401(k)'s, 401(k) Rollovers, 529 College Funds, Disability Insurance, Long Term Care Insurance, Annuities, 457 Rollovers.
1-888-653-2347 
support@leadiq.com 
