Company profile
Kingsview Partners
Elevating the Standard of Care
- Industry
- Financial Services
- Employees
- 256
- Headquarters
- Grants Pass, Oregon
- Founded
- 2014
- LinkedIn followers
- 1,832
- Office locations
- 3
Kingsview Partners company summary
Kingsview Partners is a company in the Financial Services industry, headquartered in Grants Pass, Oregon, founded in 2014. On LinkedIn the company has around 256 employees and 1,832 followers. The company lists 3 office locations.
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About Kingsview Partners
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner
Where is Kingsview Partners located?
Kingsview Partners lists 3 office locations.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Kingsview Partners kingsview.com | Financial Services | 256 | 2014 | Grants Pass, Oregon |
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Frequently asked questions about Kingsview Partners
What does Kingsview Partners do?
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner
How many employees does Kingsview Partners have?
Kingsview Partners has around 256 employees on LinkedIn.
Where is Kingsview Partners headquartered?
Kingsview Partners is headquartered in Grants Pass, Oregon.
Where does Kingsview Partners have offices?
Kingsview Partners lists 3 office locations, including Grants Pass, Oregon, US; Chicago, Illinois, US; Westport, CT, US.
When was Kingsview Partners founded?
Kingsview Partners was founded in 2014.
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