Find a Financial Advisor in Eugene, OR

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Financial Planning Firms in Eugene, OR

Frank Johnston - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2020
Language https://us.rbcwealthmanagement.com/thejohnstoninvestmentteam?utm_source=GMB&utm_medium=Yext
Directions
Sanders Coffee Group
SEC File# 801-76997
CRD# 164947
Location 576 Olive St Suite 303, Eugene, OR 97401, USA
Phone (541) 650-6061
Language https://sanderscoffeegroup.com/
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
CorLux Financial
Location 1580 Valley River Dr #270, Eugene, OR 97401, USA
Phone (541) 505-9896
Directions
Legacy Financial Services, Inc.

5 out of 5

Location 1860 Coburg Rd, Eugene, OR 97401, USA
Phone (541) 302-9400
Language http://www.legacyplanners.com/
Directions
Ryan Dwyer - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2032
Language https://us.rbcwealthmanagement.com/nehljohnsendwyer?utm_source=GMB&utm_medium=Yext
Directions
Mike Roberts Financial Advisor/Wealth Management
SEC File# 801-55518
CRD# 25803
Location 2300 Oakmont Way, Eugene, OR 97401, USA
Phone (480) 656-8306
Language http://www.oakwm.com/location.htm
Directions
Edward Jones - Financial Advisor: Bruce E Burbank, AAMS™

5 out of 5

Location 1955 Empire Park Dr Ste B, Eugene, OR 97402, USA
Phone (541) 607-8761
Language https://www.edwardjones.com/us-en/financial-advisor/bruce-burbank
Directions
Willamette Wealth Partners: Independence Powered By LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 895 Country Club Rd a150, Eugene, OR 97401, USA
Phone (541) 343-1420
Language http://www.willamettewealth.com/
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Laura Duvall, LPL Financial
SEC File# 801-10970
CRD# 6413
Location 895-B Country Club Rd #100, Eugene, OR 97401, USA
Phone (541) 833-5020
Language http://www.lduvall.com/
Time Monday: 9:00 AM – 3:00 PM Tuesday: 9:00 AM – 3:00 PM Wednesday: 9:00 AM – 3:00 PM Thursday: 9:00 AM – 3:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Web Hayward - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2007
Language https://us.rbcwealthmanagement.com/web.hayward/?utm_source=GMB&utm_medium=Yext
Directions
Financial Advisors | U.S. Bancorp Investments
Location 800 Willamette St, Eugene, OR 97401, USA
Phone (541) 465-4038
Language https://www.usbank.com/wealth-management/find-an-advisor/or/eugene/andrew-smithiii.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
Directions
Hathaway Financial Services
SEC File# 801-120599
CRD# 164970
Location 399 E 10th Ave # 111, Eugene, OR 97401, USA
Phone (541) 345-4400
Language http://www.hathawayfinancialservices.com/
Directions
Gary D Jurden - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 2260 Oakmont Way Ste 5, Eugene, OR 97401, USA
Phone (541) 484-2444
Language https://www.ameripriseadvisors.com/gary.d.jurden/?cid=IP_local_google
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Rick Karr
SEC File# 801-3297
CRD# 250
Location 1190 Olive St, Eugene, OR 97401, USA
Phone (541) 484-7004
Language https://www.edwardjones.com/us-en/financial-advisor/rick-karr
Directions
Edward Jones - Financial Advisor: Craig A Leonard, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 86 E Broadway, Eugene, OR 97401, USA
Phone (541) 485-9470
Language https://www.edwardjones.com/us-en/financial-advisor/craig-leonard
Directions
Sittner & Nelson, LLC
SEC File# 801-119243
CRD# 309757
Location 497 Oakway Rd, Eugene, OR 97401, USA
Phone (541) 636-4001
Language http://www.sittnerandnelson.com/
Directions
Edward Jones - Financial Advisor: Dan Watkins
Location 3067 W 11th Ave, Eugene, OR 97402, USA
Phone (541) 431-4400
Language https://www.edwardjones.com/us-en/financial-advisor/dan-watkins
Directions
Gary Richter - Willamette Wealth Partners

5 out of 5

Location 895 Country Club Rd a150, Eugene, OR 97401, USA
Phone (541) 343-1420
Language http://willamettewealth.com/
Directions
MCS Family Wealth Advisors
SEC File# 801-36692
CRD# 106327
Location 79 Centennial Loop, Eugene, OR 97401, USA
Phone (541) 345-7023
Language http://www.mcsfa.com/
Directions
Transamerica Financial Advisers, Inc-Scott Whiteley
Location 975 Willagillespie Rd Suite 1, Eugene, OR 97401, USA
Phone (541) 653-9733
Language http://www.tfaconnect.com/
Directions
Edward Jones - Financial Advisor
Location 30 Irving Rd, Eugene, OR 97404, USA
Language http://www.edwardjones.com/
Directions
Edward Jones - Financial Advisor: Matt Siel, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1400 Executive Pkwy Suite 307, Eugene, OR 97401, USA
Phone (541) 484-3168
Language https://www.edwardjones.com/us-en/financial-advisor/matt-siel
Directions
AJ Smith - Financial Advisor, Ameriprise Financial Services, LLC
Location 2260 Oakmont Way Ste 5, Eugene, OR 97401, USA
Phone (541) 484-2444
Language https://www.ameripriseadvisors.com/Andrew.J.Smith/?cid=IP_local_google
Directions
Edward Jones - Financial Advisor: Stephen Matteucci, ChFC®|AAMS™
Location 497 Oakway Rd Ste 270, Eugene, OR 97401, USA
Phone (541) 485-7667
Language https://www.edwardjones.com/us-en/financial-advisor/stephen-matteucci
Directions
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1142 Willagillespie Rd Ste 23, Eugene, OR 97401, USA
Phone (541) 517-5696
Language https://www.ameripriseadvisors.com/robert.b.welle/contact?cid=IP_local_google
Directions
Tetralogy Financial Planning Group
SEC File# 801-77135
CRD# 165127

5 out of 5

Location 1600 Executive Pkwy Suite 230, Eugene, OR 97401, USA
Phone (541) 600-3344
Language http://tetralogyfpg.com/
Directions
Merrill Lynch Wealth Management Advisor Randall J Collis
Location 800 Willamette St Suite 650, Eugene, OR 97401, USA
Phone (541) 342-5634
Language https://fa.ml.com/oregon/eugene/collis_group
Directions
Terry Burgess - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2006
Language https://us.rbcwealthmanagement.com/terry.burgess?utm_source=GMB&utm_medium=Yext
Directions
Edward Jones - Financial Advisor: Cary Richardson, AAMS™
SEC File# 801-3297
CRD# 250
Location 450 Country Club Rd Suite 300, Eugene, OR 97401, USA
Phone (541) 342-8134
Language https://www.edwardjones.com/us-en/financial-advisor/cary-richardson
Directions
Edward Jones - Financial Advisor: Stephen P Smith
Location 81 Centennial Loop Suite 5, Eugene, OR 97401, USA
Phone (541) 342-8500
Language https://www.edwardjones.com/us-en/financial-advisor/stephen-p-smith
Directions
Future Planning Systems, Inc.

5 out of 5

Location 2290 Oakmont Way, Eugene, OR 97401, USA
Phone (541) 485-0276
Directions
Stephen Watkins - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2025
Language https://us.rbcwealthmanagement.com/stephen.watkins?utm_source=GMB&utm_medium=Yext
Directions
Michael Jackson - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2014
Language https://us.rbcwealthmanagement.com/michael.jackson?utm_source=GMB&utm_medium=Yext
Directions
Merriman Wealth Management
Location 1400 Executive Pkwy Suite #110, Eugene, OR 97401, USA
Phone (541) 683-2900
Directions
Syman-Degler Group
Location 1163 Olive St #100, Eugene, OR 97401, USA
Phone (541) 345-9681
Language http://symandeglergroup.com/
Directions
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About Eugene, OR

Eugene, Oregon is a city located in the Pacific Northwest region of the United States. The city is the second largest in Oregon, after Portland, and has a population of over 156,000 people. Eugene is home to a number of notable landmarks, including Skinner Butte Park, Spencer Butte, and Autzen Stadium. The top employers in Eugene are the University of Oregon, PeaceHealth, and the Eugene School District. Major highways and streets in Eugene include Interstate 5, Oregon Route 126, and Amazon Parkway. The neighborhoods of Eugene include West University, East University, South Hillsdale, and North Hillsdale.

Related Services

Banks and Credit Unions

Banks provide a wide range of essential services to Eugene, OR residents. These services include checking and savings accounts, mortgages, car loans, and home equity loans. In addition, banks offer a variety of other services, such as online banking and bill pay, which make it easy for customers to manage their finances. Banks are also a valuable source of information on financial planning and investing.

Insurance Broker

Residents of Eugene, OR can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and get the money they deserve after an accident or other disaster.

Retirement Planning

Eugene, OR residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some advisors are more knowledgeable about the options available to Eugene, OR residents than others. Some advisors may be more willing to work with you on a personal level to ensure that your retirement plan meets your specific needs. It is important for Eugene, OR residents to do their research before choosing a financial advisor for retirement planning. Talk to friends and family members who have used financial advisors in the past. Ask them for recommendations and then do some online research to find out more about those advisors who were recommended to you. Once you have narrowed down your choices, set up appointments with each of the remaining advisors so that you can ask them questions and get a feel for how they operate.

Wealth Management

Wealth management is a service that can help Eugene, OR residents make the most of their money. There are many different wealth management strategies, and each one is tailored to meet the specific needs of the individual or family. Wealth management can help people save money, invest money wisely, and protect their assets. It is important to find a wealth manager who understands your needs and who you can trust to help you make sound financial decisions.

Estate Planning Lawyer

Estate planning lawyers can help Eugene, OR residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed in the way you want after you die. They can also help you set up guardianship arrangements for your children, and make sure your medical wishes are carried out. Estate planning is an important step to take to ensure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Eugene, OR can help residents by providing them with the best mortgage rates and terms available. By shopping around for a mortgage, residents can save money on their home purchase. Loan officers can also help residents understand the different types of mortgages available, and they can provide advice on which mortgage is best for each individual.

Tax Services

Residents of Eugene, OR can benefit from the help of tax accountants in order to make sure they are getting the best return on their investment. Tax accountants can help residents understand what deductions they are eligible for and how to file their taxes correctly. This can save residents a lot of money in the long run, as well as ensure that they are compliant with all state and federal laws.