Von Borstel & Associates, Inc.
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- von Borstel & Associates is a financial services company focused on helping clients align their values, vision and wealth to help achieve financial clarity and continued success. We design, implement and maintain custom-tailored wealth management solutions for affluent families, business owners, highly compensated professionals and people who have recently lost a spouse. Our top-level credentials, vast experience and depth of knowledge ensure that some of the best and brightest minds are strategically formulating a sound financial plan. We maintain a very low client to team member ratio, lower than many firms in the industry. We do so intentionally to ensure the highest level service experience for our clients. We are independent, which means we are free of pressures to sell proprietary in-house products. We recommend investments based upon the merits of those investments and their level of appropriateness for the individual plans. A joint venture between Craig Smith, and me incorporates two unique financial planners under one roof. Each of us has a diverse background and experience, further enabling a highly customized financial plan for each client.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA von Borstel & Associates, a registered investment advisor. Financial Advocates Investment Management, von Borstel & Associates and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, FL, HI, ID, IL, IN, MO, NC, NV, OH, OK, OR, PA, SD, TX, VA, WA, WV, and WY.
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Headquarters:9955 Se Washington St Ste 105, Portland, Oregon, United States
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Phone Number: +1 503-257-6969
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Website: https://www.vonborstel.com
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Employees:5
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Revenue:$0 - 1M
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Legal Name:Von Borstel & Associates, Inc.
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Von Borstel & Associates, Inc.'s Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Von Borstel & Associates, Inc.
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Where are Von Borstel & Associates, Inc.'s Headquarters?
Von Borstel & Associates, Inc.'s Headquarters are in 9955 Se Washington St Ste 105,Portland,Oregon,United States
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What is Von Borstel & Associates, Inc.'s phone number?
Von Borstel & Associates, Inc.'s phone number is +1 503-257-6969
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What is Von Borstel & Associates, Inc.'s official website?
Von Borstel & Associates, Inc.'s official website is https://www.vonborstel.com
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What is Von Borstel & Associates, Inc.'s Revenue?
Von Borstel & Associates, Inc.'s revenue is $0 - 1M
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What is Von Borstel & Associates, Inc.'s NAICS code?
Von Borstel & Associates, Inc.'s NAICS code is 523930
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How many employees are working in Von Borstel & Associates, Inc.
Von Borstel & Associates, Inc. has 5 employees
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What is Von Borstel & Associates, Inc.'s Industry?
Von Borstel & Associates, Inc. is in the industry of Financial Services
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Who is Von Borstel & Associates, Inc.'s Certified Financial Plannerâ | Chartered Financial Consultant | President?
Von Borstel & Associates, Inc.'s Certified Financial Plannerâ | Chartered Financial Consultant | President is Wayne Von Borstel