Jim Leonard's Contact Details

Jim Leonard's Company Details

Rosenbaum Financial

Portland, OR, US • 10 - 19 Employees
Financial Services

ABOUTAt Rosenbaum Financial, we help our clients with integrated strategies that move beyond the status quo, while holding ourselves accountable to executing plans that are true to your vision.Since 1956, we have been deeply rooted in the Pacific Northwest and pride ourselves on our ability to identify emerging trends that impact our industry, the global marketplace, and the well-being of our clients.Our team pursues the best for our clients and advocates for information that will drive more efficient, comprehensive financial decisions. We are fiduciaries, meaning we always provide objective advice that is in the client's best interest.We work with clients across the U.S. and routinely collaborate with each client's other professional team.CORE VALUESThe following core values guide our decisions and interactions, both with our clients and our team: integrity, leadership, perseverance, creativity, and compassion.WHO WE HELP• Business Owners• Individuals and Families• InstitutionsSERVICES• Investment Management• Alternative Investment Opportunities• Estate Planning Integration• Financial Planning• Insurance Planning• Charitable GivingTo learn more about how we can help you achieve your goals, email us at info@rosenbaumfinancial.com to schedule an appointment.