Top 20 Financial Services Companies in Tigard

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Below is the list of Top 20 Financial Services Companies in Tigard ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Tigard

1. Noted Financial

Industry: Financial Services

Location: Tigard, Oregon

Website: notedfinancial.com

Company Size: 1-10

Company Address: 11575 Southwest Pacific Highway, Tigard, Oregon, United States

Noted Financial Contact Details

Name Title LinkedIn Phone Email
Sándor Lau Chief Inspiration Officer
Requires/Intent
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
and more

2. Firenze Wealth Management

Industry: Financial Services

Location: Tigard, Oregon

Website: firenzewealth.com

Company Founded: 2019

Company Size: 11-50

Company Address: 16083 Southwest Upper Boones Ferry Road, Tigard, Oregon, United States

Firenze Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kalin Rooney Financial Representative
Carrie Mullins Chief Executive Officer And Wealth Advisor
Requires/Intent
Sales & Lead Generation Strategy
Wealth Management
Online Advertising & SEO
Document Management & E-signature Solutions
Omnichannel Customer Support
and more

3. Paragon Payroll & Hr

Industry: Financial Services

Location: Tigard, Oregon

Website: paragonpayrollhr.com

Company Founded: 1996

Company Size: 1-10

Company Address: 12585 Southwest 68th Avenue, Tigard, Oregon, United States

Paragon Payroll & Hr Contact Details

Name Title LinkedIn Phone Email
Sam Thannickal President
Shauna Thannickal Director Of Business Operations
Requires/Intent
Risk Management & Compliance
Corporate Finance Strategy
Securities Trading & Brokerage
Blockchain & Cryptocurrency Solutions
and more

4. Swipenow

Industry: Financial Services

Location: Tigard, Oregon

Website: swipenow.com

Company Founded: 1998

Company Size: 11-50

Company Address: 10220 Southwest Greenburg Road, Tigard, Oregon, United States

Swipenow Contact Details

Name Title LinkedIn Phone Email
Lamont Mitchell President
Chastidy Aguilar Sales Manager
Joy Fasbender Sales
Tony Holstein Merchant Consultant
Charlie Stone-henry Manager
Deanna Marcum Regional Sales Manager
Melody Lambert Senior Account Specialist
Requires/Intent and 1 more Employees
Risk Assessment & Mitigation
Hedge Fund & Private Equity Consulting
and more

5. Mortgage Cafe Nw

Industry: Financial Services

Location: Tigard, Oregon

Website: mortgagecafenw.com

Company Founded: 2016

Company Size: 1-10

Company Address: 9295 Southwest Electric Street, Tigard, Oregon, United States

Mortgage Cafe Nw Contact Details

Name Title LinkedIn Phone Email
Michelle Rodríguez Loan Officer And Partner
Adrian Hinckley Partner And Loan Officer- Specialize In Helping Home Buyers With Various Programs And Lower Rates
Lauran Harvey Loan Officer And Production Manager
Requires/Intent
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
and more

6. Investment Design Management

Industry: Financial Services

Location: Tigard, Oregon

Website: investmentdesignmanagement.com

Company Founded: 2015

Company Size: 1-10

Investment Design Management Contact Details

Name Title LinkedIn Phone Email
Chase Weaver Analyst
Requires/Intent
Online Advertising & SEO
Technology Consulting
and more

7. The Essential Planning Group

Industry: Financial Services

Location: Tigard, Oregon

Website: essentialplanninggroup.net

Company Founded: 1985

Company Size: 11-50

Company Address: 8955 Southwest Commercial Street, Tigard, Oregon, United States

The Essential Planning Group Contact Details

Name Title LinkedIn Phone Email
Alicia Vassallo Director Of Client Services
Lori Mortier Administrative And Marketing Assistant
Craig Martin President And Chief Financial Officer
Kathy Lambrecht Accountant
Steve Buss Financial Analyst And Computer Services Manager
Hunter Lord Paraplanner
Penny Fowler Senior Account Manager
Requires/Intent and 1 more Employees
Branding & Public Relations
Corporate Finance Strategy
API Integration For FinTech
and more

8. Mace Financial

Industry: Financial Services

Location: Tigard, Oregon

Website: macefinancial.com

Company Founded: 2013

Company Size: 1-10

Company Address: 9020 Southwest Washington Square Road, Tigard, Oregon, United States

Mace Financial Contact Details

Name Title LinkedIn Phone Email
Jeremy Cruz Financial Services Professional
Requires/Intent
Marketing Services
Employee Training & Workforce Development
Omnichannel Customer Support
Technology Consulting
Mergers & Acquisitions Advisory
and more

9. Retirement Income Advisors

Industry: Financial Services

Location: Tigard, Oregon

Website: joinria.com

Company Founded: 2003

Company Size: 1-10

Company Address: 11535 Southwest 67th Avenue, Tigard, Oregon, United States

Retirement Income Advisors Contact Details

Name Title LinkedIn Phone Email
Denny Frasiolas Chief Portfolio Manager
Requires/Intent
Securities Trading & Brokerage
Data Analytics & Business Intelligence
Marketing Services
Branding & Public Relations
and more

10. Jps Newton

Industry: Financial Services

Location: Tigard, Oregon

Website: jpsnewton.com

Company Founded: 2001

Company Size: 1-10

Company Address: 7180 Southwest Fir Loop, Tigard, Oregon, United States

Jps Newton Contact Details

Name Title LinkedIn Phone Email
John Newton Financial Advisor
Requires/Intent
Customer Relationship Management (CRM)
Online Advertising & SEO
Treasury & Cash Flow Management
Securities Trading & Brokerage
and more

11. Lawry | De Freitas Wealth Management, Llc.

Industry: Financial Services

Location: Tigard, Oregon

Website: lawrydefreitas.com

Company Founded: 2016

Company Size: 1-10

Company Address: 12909 Southwest 68th Parkway, Tigard, Oregon, United States

Lawry | De Freitas Wealth Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Virginia Rice Sales Assistant At Lawry | De Freitas Wealth Management, Llc
Requires/Intent
AI-powered Financial Insights
Mobile App Development For Financial Services
Mortgage & Loan Processing
and more

12. Range Financial Group Llc

Industry: Financial Services

Location: Tigard, Oregon

Website: rangefinancialgroup.com

Company Founded: 2017

Company Size: 1-10

Company Address: 7307 Southwest Beveland Street, Tigard, Oregon, United States

Range Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Scott Adler Lead Advisor
Requires/Intent
Risk Management & Compliance
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
and more

13. Makin Managemental

Industry: Financial Services

Location: Tigard, Oregon

Company Founded: 2011

Company Size: 1-10

Makin Managemental Contact Details

Name Title LinkedIn Phone Email
Lubow Makin Member
Requires/Intent
HR & Talent Acquisition
Tax Planning & Strategy
and more

14. Durig Capital, Inc.

Industry: Financial Services

Location: Tigard, Oregon

Website: durig.com

Company Size: 1-10

Company Address: 11600 Southwest 69th Avenue, Tigard, Oregon, United States

Durig Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Hugh Smithers Investment Advisor Representative
Requires/Intent
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
Risk Assessment & Mitigation
Quality Control & Assurance
and more

15. Rain City Capital Of Oregon

Industry: Financial Services

Location: Tigard, Oregon

Website: raincitycapitalor.com

Company Founded: 2014

Company Size: 1-10

Company Address: 16037 Southwest Upper Boones Ferry Road, Tigard, Oregon, United States

Rain City Capital Of Oregon Contact Details

Name Title LinkedIn Phone Email
Nicole Navarro-mccutchan Regional Operations Manager
Requires/Intent
Financial Forecasting & Modeling
AI-powered Financial Insights
and more
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Tigard Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sándor Lau Noted Financial Chief Inspiration Officer
2 Kalin Rooney Firenze Wealth Management Financial Representative
3 Carrie Mullins Firenze Wealth Management Chief Executive Officer And Wealth Advisor
4 Sam Thannickal Paragon Payroll & Hr President
5 Shauna Thannickal Paragon Payroll & Hr Director Of Business Operations
6 Lamont Mitchell Swipenow President
7 Chastidy Aguilar Swipenow Sales Manager
8 Joy Fasbender Swipenow Sales
9 Tony Holstein Swipenow Merchant Consultant
10 Charlie Stone-henry Swipenow Manager
11 Deanna Marcum Swipenow Regional Sales Manager
12 Melody Lambert Swipenow Senior Account Specialist
13 Michelle Rodríguez Mortgage Cafe Nw Loan Officer And Partner
14 Adrian Hinckley Mortgage Cafe Nw Partner And Loan Officer- Specialize In Helping Home Buyers With Various Programs And Lower Rates
15 Lauran Harvey Mortgage Cafe Nw Loan Officer And Production Manager
16 Chase Weaver Investment Design Management Analyst
17 Alicia Vassallo The Essential Planning Group Director Of Client Services
18 Lori Mortier The Essential Planning Group Administrative And Marketing Assistant
19 Craig Martin The Essential Planning Group President And Chief Financial Officer
20 Kathy Lambrecht The Essential Planning Group Accountant
21 Steve Buss The Essential Planning Group Financial Analyst And Computer Services Manager
22 Hunter Lord The Essential Planning Group Paraplanner
23 Penny Fowler The Essential Planning Group Senior Account Manager
24 Jeremy Cruz Mace Financial Financial Services Professional
25 Denny Frasiolas Retirement Income Advisors Chief Portfolio Manager
26 John Newton Jps Newton Financial Advisor
27 Virginia Rice Lawry | De Freitas Wealth Management, Llc. Sales Assistant At Lawry | De Freitas Wealth Management, Llc
28 Scott Adler Range Financial Group Llc Lead Advisor
29 Lubow Makin Makin Managemental Member
30 Hugh Smithers Durig Capital, Inc. Investment Advisor Representative
31 Nicole Navarro-mccutchan Rain City Capital Of Oregon Regional Operations Manager

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