Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Sommers Financial Management

linklinkedinfacebooktwitter

sommers financial management creates wealth management solutions to fit your needs and your lifestyle. we use a disciplined, personalized approach that takes the stress out of investing. •complete independence: no commissions or hidden fees •personalized service: large-firm services with a small-town approach •trusted advice: independent, fee-only registered investment advisor status ensures we always act in your best interest we encourage you to explore our site to learn more about our services for individuals, families and businesses. you can also send an e-mail or call 503-397-1545 to talk with us directly.

Headquarters:
Oregon, United States, 97051
Industry:
Investment Management
Founded:
2002
Employees:
4
Annual Revenue:
-

Type: Private
Ticker: -
United States 4
Traditional IraExchange-Traded Funds (Etfs)Options (Puts & Calls)Mututal FundsStocksBondsRetirement PlanningRoth Ira401(k) RolloversInvestment Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice

Frequently asked questions about Sommers Financial Management

Let us help answer the most common questions you might have.

Where is Sommers Financial Management located?

angle left

Sommers Financial Management's headquarters is located at Oregon, United States, 97051

What is Sommers Financial Management's official website?

angle left

Sommers Financial Management's official website is sommersfinancial.com

What is Sommers Financial Management's SIC code?

angle left
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Sommers Financial Management's NAICS code?

angle left
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 523930Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Investment AdviceNational Industry: Investment Advice

How many employees does Sommers Financial Management have?

angle left

Sommers Financial Management has 4 employees

What industry does Sommers Financial Management belong to?

angle left

Sommers Financial Management is in the industry of: Investment Management

What are Sommers Financial Management's social media links?

angle left

Sommers Financial Management Facebook page
Sommers Financial Management Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog