Name: Finity Group
Address: 4380 SW Macadam Ave,Suite 245, Portland, OR, 97239, US
Telephone: (503) 841-5840
Rating: 5

Finity is more than just a great name, it's an always present reminder of what we're in business to deliver. In every effort, Finity Group serves to provide its clients clear direction and reliable advice for all aspects of their financial world. Every member of Finity Group believes in a business built on trust, integrity, and service.

We work tirelessly to build and maintain relationships structured around these core values. From the advisors to our operations team, to the many professional relationships we have cultivated, our team aspires to serve the needs of our clients. Advisors at Finity Group provide wealth management and strategic financial planning through our independent structure.

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Services

Services Report

Every circumstance is unique, and there are countless financial strategies available for meeting and addressing goals. Here you'll find some of the many areas where the advisors at Finity Group can either help directly, or provide guidance to your financial plan. There are a wide variety of accounts that are designed specifically for meeting retirement income needs.

Careers Report

As an independent firm, we provide comprehensive financial planning services, focusing our efforts to serve the unique needs of physicians, dentists and other medical professionals. We're looking for motivated, energetic and dedicated individuals who vow to serve the best interests of our clients.

Mission & Values Report

Finity Group's mission is to be a welcoming place to work, one where the contributions and talents of every member of the team are respected and rewarded. We will continue to remove barriers and equip our advisors in the service of their clients. Finity will remain the preeminent firm for our team to excel by encouraging growth and innovation, while remaining grounded in our core values.

Meet With Us Report

We want to hear from you! Whether you'd like to meet with one of our advisors regarding your personal financial situation or request information on a workshop or seminar for your company or program, we can help. Advisors at Finity Group are active in every state and many times throughout the year we host educational financial planning workshops through residency and fellowship programs.

Assessing Your Financial Plan Report

Setting Goals - Outline what you're looking to accomplish. This is often specific, such as investing for retirement or funding a child's education. It can be more general too, possibly looking to understand how much home you can afford or simply begin to learn what makes up a strong financial plan.

Reviews (1)

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Tyler Lawhead

Jul 03, 2017

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The Team at Finity Group are super helpful with managing my investment portfolio. They are always available to answer my questions. I appreciate the quick turn around. Finity Group has the forward thinking advisers, time tested backers and creative personnel that I am looking for.