Blancher and Company Reviews: Trust Us for Your Investment Needs
James Lawson- Blancher and Company is an independent, full-service financial firm with a good reputation for service.
- Blancher and Company is a full-service, independent financial firm with a reputation for quality service.
- Blancher and Company offers a range of investment management services, including customized portfolios, retirement, and college savings plans.
Blancher and Company is an established, full-service, independent financial firm with a reputation for quality service. The company provides investment, insurance, and wealth management services.
Blancher and Company provides a wide range of investment services. The firm focuses on helping individuals, families, and businesses meet their financial goals.
Blancher and Company Reviews: An Overview
Founded in 1975, Blancher and Company is an independent, investment advisory firm based in Portland, Oregon. It manages assets on behalf of approximately 3,000 clients.
The Blancher team provides wealth management services to individuals, families, business owners, and corporations.
Experience
Founded in 1876, Blancher & Company traces its roots to 1853 when Louis Blancher started his business as a trainee at Mayer & Smith, the oldest investment bank in New York City. In 1868, Blancher & Company was born and has grown into a full service investment bank.
Modernization
Today, Blancher & Company is directed by David R. Duncan, who assumed leadership from his father, George M. Duncan in 1972. Over the years, Duncan has expanded the firm's profile and business model, focusing on investment banking, investment management and wealth management, and private equity.
Quote from Blancher and Company
"After over 20 years of helping our clients pursue their financial goals, we know that our clients' trust is our most valuable asset. We pledge to continue to earn that trust by providing sound, unbiased advice and by delivering results."
Quote from a Blancher and Company Client
"Karl and Sue are 'different'. They do things differently-the way they are supposed to be done. They treat clients and employees with respect and genuine concern. They truly care about their clients' and employees' success. They are known for their integrity, honesty, and transparency. They focus on their clients' needs and goals. They put their clients' interests first and do everything they can to help. They are true professionals, and we appreciate their service."
Quote from a Blancher and Company Prospect
"I've been with Blancher and Company for 20 years. The firm is deeply involved in the community. They sponsor various events throughout the year, and they're always looking for ways to help. Blancher and Company is a smaller firm, which allows for greater attention to detail. They are not only our financial advisor; they are our friends. Their service is fantastic. They are always available when we need them."
Quote from a Blancher and Company Employee
"I have been an independent financial advisor for almost 20 years, and in that time I have had the pleasure of working with many talented financial service professionals. I am consistently impressed with Blancher and Company's level of integrity, knowledge, and professionalism. Their dedication to providing their clients with exceptional service is without question, and I am proud to be associated with such a fine organization."
Quote from a Blancher and Company Representative
"Blancher and Company is very well known and well respected in the financial planning industry. They offer great services and have excellent customer experience ratings. Their staff is highly knowledgeable and I would also say that they are very trustworthy.
The only drawback is that you can only get their services if you reside in the United States.
Quote from a Blancher and Company Competitor
"Blancher and Company is a great firm, and they do great work. They are very professional, efficient, and easy to work with."
Quote from a Blancher and Company Client
"Blancher and Company has been a great partner in my business. They are always there when I have a question and when I have different maturities that need attention. They are always prompt and if I need something done or answered quickly, they get it done."
Quote from a Blancher and Company Client
Gold IRA: Should You Open One To Save For Retirement?
Quote from a Blancher and Company User
"I am very happy about the overall experience. My financial advisor has been very good about keeping me informed and helping me with my investments. Plus, the Blancher and Company website is very easy to use. I would highly recommend Blancher and Company to anyone."
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