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- Finity Group, LLC
Finity Group, LLC
Finity Group, LLC is an independent financial advising firm, headquartered out of Portland, Oregon and operating in all 50 states. We are a full service,
comprehensive financial planning organization specializing in assisting physicians, dentists and other medical professionals to meet and achieve their
financial goals. Finity Group provides both personal and business services ranging from life and disability coverage to wealth management, through
investment planning and advisory services related to the design, implementation and maintenance of the overall plan.
comprehensive financial planning organization specializing in assisting physicians, dentists and other medical professionals to meet and achieve their
financial goals. Finity Group provides both personal and business services ranging from life and disability coverage to wealth management, through
investment planning and advisory services related to the design, implementation and maintenance of the overall plan.
Purpose
Finity Group serves to provide its clients clear direction and reliable advice for all aspects of their financial world
Vision
To foster opportunities for long term Financial Independence for our clients.
Mission
To provide financial clarity to clients through relationships built on trust, integrity, and service.
Additional Culture Details
The Finity Family is an experience unlike any other financial advising firm. We have a built a foundation which values continued education and personal
development for each team member. As a start up, we continue to evolve and believe in creating an environment that allows our employees to excel in
various roles and exploit new and improving opportunities. It's wonderful to work with a group of individuals who truly care about your succ... Read more
development for each team member. As a start up, we continue to evolve and believe in creating an environment that allows our employees to excel in
various roles and exploit new and improving opportunities. It's wonderful to work with a group of individuals who truly care about your succ... Read more
Values
- Trust