Financial Investment Team

Financial Investment Team Financial Investment Team is a financial services business specializing in direct asset management.

Financial Investment Team is based on the belief that in order to be successful, it is critical to constantly seek improvement. Thus we pride ourselves not just on current level of knowledge and service, but also on our commitment to reaching higher. As such we are very receptive to client feedback and responsive to any opportunity to provide more complete service.

Kids and teens are learning about money from social media, but are they learning the right lessons?We’re seeing more you...
06/01/2026

Kids and teens are learning about money from social media, but are they learning the right lessons?

We’re seeing more young people interested in investing earlier than ever. The key is turning that curiosity into real understanding:
• What investing actually means
• The importance of diversification
• Long-term thinking vs. quick wins

Guided early experiences can make a lasting difference.

Curious how to introduce investing to your kids or grandkids? We’re here to help guide the conversation.

💬 Staying socially active isn’t just good for your wellbeing, it reduces long-term financial risks like rising care need...
05/29/2026

💬 Staying socially active isn’t just good for your wellbeing, it reduces long-term financial risks like rising care needs or unexpected health costs.

At FIT, we help ensure your financial plan supports the lifestyle that keeps you happiest, healthiest, and most independent.

Strong community + strong plan = a stronger retirement.

HBD to you, Rachel! Wishing you a wonderful day and an amazing year ahead!
05/26/2026

HBD to you, Rachel! Wishing you a wonderful day and an amazing year ahead!

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.

Their sacrifice is the foundation of the freedoms we enjoy today, and we are deeply grateful for their courage, dedication, and service.

Wishing you a meaningful Memorial Day as we reflect, remember, and honor those who made the ultimate sacrifice.

🕰️ Many retirees underestimate longevity, risking outliving their money.FIT builds plans assuming long life, evolving co...
05/22/2026

🕰️ Many retirees underestimate longevity, risking outliving their money.

FIT builds plans assuming long life, evolving costs, and real-world uncertainties.

Plan for a future you can enjoy without fear of running out.

We aren’t just investment advisors — we are financial advocates working for your beneFIT. That means:✔️ Transparent comm...
05/20/2026

We aren’t just investment advisors — we are financial advocates working for your beneFIT.

That means:
✔️ Transparent communication
✔️ Ongoing education and coaching
✔️ A team that listens and adapts
✔️ Decisions that serve YOU first
Our team is here to strengthen every area of your financial life.

📈 Ready for financial peace of mind? Learn more: www.fi-team.com

FRAUD AWARENESS TIP:FEELING PRESSURED? THAT’S THE TACTIC“Act now.”“Your account is at risk.”“Respond immediately.”Scamme...
05/18/2026

FRAUD AWARENESS TIP:
FEELING PRESSURED? THAT’S THE TACTIC

“Act now.”
“Your account is at risk.”
“Respond immediately.”

Scammers create urgency so you won’t think clearly.
Pressure = Red flag.

Future-Proof Your FinancesMarkets change. Tax laws shift. Life happens.What doesn’t change? The need for a solid plan.🕒 ...
05/15/2026

Future-Proof Your Finances

Markets change. Tax laws shift. Life happens.
What doesn’t change? The need for a solid plan.

🕒 It’s never too early (or too late) to take control of your financial story.
👉 Schedule a strategy session and start your plan today.

Happy Wednesday from our entire team!
05/13/2026

Happy Wednesday from our entire team!

Christine, - May your day be filled with all of the things you love the most! Happy Birthday to YOU!
05/03/2026

Christine, - May your day be filled with all of the things you love the most! Happy Birthday to YOU!

Address

15350 SW Sequoia Pkwy, Ste 150
Portland, OR
97224

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15039065205

Website

Alerts

Be the first to know and let us send you an email when Financial Investment Team posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Investment Team:

Shortcuts

Share

Category