Portland, United States
Finity Group, LLC ® is a privately owned and independent financial services firm that specializes in physician wealth management. Established in 2011, the company is dedicated to providing unbiased and tailored financial recommendations to individuals, businesses, and the medical community without any proprietary relationships to insurance companies or investment products. Finity's approach is geared towards delivering long-term financial clarity, built on trust, integrity, and exceptional service.
Catering to the finance, financial services, and insurance industries, Finity Group, LLC operates as an independent firm, offering securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
In the startup ecosystem, while details about their headquarters and the latest investment round and investors are yet to be publicly disclosed, the company’s commitment to providing personalized financial solutions and its alignment with the needs of the medical community positions it as an attractive prospect for potential investors seeking opportunities in the financial services sector.
