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Thimbleberry Financial
650 Northeast Holladay Street, Portland, Oregon, United States
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About the Thimbleberry Financial
Thimbleberry Financial is a finance institution located at 650 Northeast Holladay Street in Portland, Oregon, United States. We specialize in working with professionals from various backgrounds, offering personalized financial planning services tailored to each client's unique goals and needs. Our team takes the time to build strong personal relationships with our clients, ensuring that we understand their financial situation and can provide consistent service over time. Whether you are in the prime of your career or facing a difficult period, we are here to help you navigate your financial journey. Securities are offered through Cambridge Investment Research, Inc, a Broker/Dealer, and advisory services are provided through Cambridge Investment Research Advisors, Inc. We are dedicated to helping our clients define their financial goals, identify strategies, and implement solutions to achieve positive growth. Visit our website to learn more about our services and schedule a consultation with us.
Photos of Thimbleberry Financial
650 NE Holladay St #120, Portland, OR 97232, United States
Opening hours of Thimbleberry Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Thimbleberry Financial
"My ongoing experience with Thimbleberry Financial, particularly with my advisor Amy, has been nothing short of excellent. I am incredibly pleased with the services they provide, which extend far beyond basic financial planning. Thimbleberry's holistic approach has not only covered my financial needs but has also guided me through estate planning and end-of-life care decisions. Additionally, their services have been instrumental in reducing my financial anxieties. The biannual video calls with Amy are insightful, and her podcast offers valuable financial advice that I regularly follow. One of the most remarkable aspects of Thimbleberry's service is their responsiveness. They consistently respond within one business day and are readily available for video calls within a week when needed. This level of attentiveness is rare and highly appreciated. A recent example of their impactful service was Amy's simple yet effective solution to my concern about overspending. By changing the way I manage my paycheck deposits, she not only helped streamline my budget but also greatly improved my peace of mind. What truly sets Amy apart is her exceptional listening skills. She attentively addresses all my fears and concerns, often proposing solutions proactively. Her ability to perceive and act on my unspoken needs has positively impacted both my financial stability and mental well-being. This anticipatory and empathetic approach makes Thimbleberry Financial an invaluable partner in managing my finances. In conclusion, I highly recommend Thimbleberry Financial for anyone seeking comprehensive, responsive, and genuinely caring financial advisory services. Their ability to blend professional financial planning with a personalized touch is truly exceptional."
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