Financial Investment Team

Financial Investment Team is a financial services business specializing in direct asset management.

Financial Investment Team 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.

09/04/2024

keep up to date with upcoming events at:
https://fi-team.com/events/upcoming-events

09/02/2024
08/30/2024

FINANCE FRIDAY FUNNY - have a wonderful weekend

08/27/2024

Missed National Dog Day by a day, but we couldn't forget it was also Women's Equality Day yesterday! We decided to give them each the day they deserve without having to share. Here's to the pups of FIT! 🐢❀️ Happy BELATED National Dog Day!

08/26/2024

08/20/2024

Happy Tuesday - it's going to be a great day for an ice cold glass of lemonade

08/19/2024

πŸŽ‰ Our team had the wonderful opportunity to raise a glass in celebration with an incredible group of clients! 🍾 We're deeply grateful to each of you for entrusting us with your friends, family, colleagues, and neighbors through your referrals. Your trust and confidence in our team mean the world to us. Thank you for being a part of our journey! πŸ™βœ¨

08/17/2024

Photos from Financial Investment Team's post 08/15/2024

A visit from George (Joe's 7 yr. old Irish Golden Doodle) today - This happy guy can make anyone smile. 🐢

08/15/2024

August 15th - have a RELAXING day!

08/09/2024

Have a wonderful day - and happy reading!

08/08/2024

FIT felines! Happy International Cat Day -
Please share a pic of yours 🐱

08/07/2024

Are you financially prepared for emergencies?
TIP #3

08/05/2024

Registration is Required - be sure to join Joe Hutchinson this evening at 6pm PST
https://fi-team.com/events/upcoming-events

07/30/2024

Are you financially prepared for emergencies?
TIP #2

07/29/2024

Welcome to the team, Travis.
https://fi-team.com/travis-wesley-bio

07/27/2024

Deva realized that the flower buffet is in the front yard and she is a little upset that the gate is closed

07/26/2024

FINANCE FRIDAY FUNNY - have a wonderful weekend

07/25/2024

What is your favorite event?

07/23/2024

Are you financially prepared for emergencies?
TIP #1

07/21/2024

Sunday, July 21
What a great day - National Ice Cream Day...HIP HIP HOORAY!

07/17/2024

πŸŒπŸŽ‰ Happy World Emoji Day! πŸŽ‰πŸŒ - July 17th

Today, we celebrate those tiny little symbols that add so much life to our messages! Whether it's a smiley face 😊, a heart ❀️, or a thumbs up πŸ‘, emojis help us express our feelings in a fun and creative way.

What's your favorite emoji? Drop it in the comments below! Let's see which ones make you smile the most! πŸ₯³πŸ‘‡

07/15/2024

https://fi-team.com/appointments
MAKE YOUR APPOINTMENT ONLINE - it's easy and convenient!

Want your business to be the top-listed Accountant in Portland?
Click here to claim your Sponsored Listing.

Videos (show all)

#Oregon #portland #WealthManagement #fiduciary #financialinvestmentteam #financialplanning #rachelgustafson #dianaharris...
Long Term Care - reach out today for important planning
Financial Investment Team wishes everyone a wonderful school year ahead!  #Oregon #FinancialPlanning #Fiduciary #portlan...
In this webinar we will be discussing what a life transition is, how it can affect your well-being, and ways to prepare ...

Telephone

Address


15350 SW Sequoia Pkwy, Ste 150
Portland, OR
97224

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Other Financial Planning in Portland (show all)
von Borstel & Associates von Borstel & Associates
9955 SE Washington Street , Suite 105
Portland, 97216

Welcome to von Borstel & Associates, Inc. an independent financial planning firm.

Northwestern Mutual - Portland Northwestern Mutual - Portland
200 SW Market Street Suite 1600
Portland, 97201

IGNITE YOUR IMPACT. LIVE WITH PURPOSE.

Schulmerich & Associates Asset Management, LLC Schulmerich & Associates Asset Management, LLC
10260 SW Greenburg Road Suite 400
Portland, 97223

Simply stated, we manage your wealth while helping you find the resources and advice you need to make informed financial decisions. Your assets are domiciled at TD Ameritrade and w...

Infinite Heights Wealth Management Infinite Heights Wealth Management
2175 NW Raleigh Street Suite 110
Portland, 97210

A planning-focused firm specializing in helping business owners translate their success into personal

Multnomah Group, Inc Multnomah Group, Inc
111 SW 5th Avenue, Suite 4000
Portland, 97204

A holistic view to financial planning and strategic investment management. True financial success pu

Todd Porterfield, CFP Todd Porterfield, CFP
5603 SW Hood Avenue
Portland, 97239

Retirement Planning

NWRetire.com NWRetire.com
Portland, 97239

We are dedicated to providing comprehensive financial services to our clients. We will not recommend

Paul Spangler - Associate Wealth Advisor Paul Spangler - Associate Wealth Advisor
4380 SW Macadam Avenue, Suite 440
Portland, 97239

Financial Advisor in the Portland Metro Area. I provide help with budgeting, debt, insurance, inves

Abeona Group Abeona Group
5200 SW Macadam Avenue , Suite 595
Portland, 97239

Kobe Mandrou - Northwestern Mutual Kobe Mandrou - Northwestern Mutual
Portland

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine...

Mark Sharp Retirement, LLC Mark Sharp Retirement, LLC
818 SW 3rd Avenue # 221-1228
Portland, 97204

Mark Sharp Retirement is a fee-only investment advisory firm helping women create retirement income.

Empowering Finance, LLC Empowering Finance, LLC
Portland, 97202

Empowering Finance is a firm for the bold, ambitious and badass so you can make wise decisions with your money and the resources to live the life of your dreams.