Single Point Financial Advisors

Financial Services - Beaverton, OR, US

Single Point Financial Advisors Employees
Christy Aleckson

Founder, CEO and Financial Advisor

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Lisa Lehwalder

Executive Assistant & Receptionist

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Single Point Financial Advisors Senior Management
Christy Aleckson

Founder, CEO and Financial Advisor

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Single Point Financial Advisors Details

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.At Single Point Financial Advisors, our clients are our focus. They are our "single point."​ We strive to create an experience for our clients that gives them great service, provides a wide variety of potential solutions to their planning needs, and builds a positive relationship based on trust. We are always working to improve our knowledge in all aspects involving financial planning and the needs of our clients.In turn, Single Point is also about our clients'​ view of us. We want to be the first place you think of when you have transition in your life. When you have a change such as marriage, birth, divorce, death, purchase of a home, change of job, etc., we strive to be among the first you consult.Securities offered through Securities America, Inc., a Registered Broker/Dealer. Member FINRA (http://www.finra.org)/SIPC(http://www.sipc.org). Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm. Single Point Financial Advisors is not an affiliated entity of the Securities America Companies. Securities licensed in: AK, AZ, CA, FL, ID, ME, MD, MT, NY, OR, WA

Single Point Financial Advisors logo, Single Point Financial Advisors contact details
Employees: 5 - 9
HQ: 503-350-2321
Location: Beaverton, OR, US
Revenue: Not Available
Financial Advising Personalized Wealth Management Retirement Planning Social Security Benefits Investment Banking Insurance Advising SRI and ESG Investing
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