TOP 10 Creating financial plan in Eugene, Oregon

Located at 2911 Tennyson Avenue in Eugene, Oregon, the Finley Davis Financial Group is a finance and insurance agency with a unique approach to financial planning. Unlike traditional firms, our financial planners are dedicated to understanding your goals and aspirations, not just your money. We believe in creating personalized plans tailored to your individual needs, drawing upon a wide range of solutions to ensure financial success. Our independent structure allows us the flexibility to offer services and strategies that are truly one-of-a-kind, designed specifically for you. Whether you're planning for retirement, saving for your grandchild's education, or dreaming of buying a second home, our team will work with you every step of the way to achieve your goals.

Guiding Financial, LLC is a financial institution located in Eugene, Oregon, United States, specializing in financial planning, counseling, and coaching for women. Our fee-only financial advisor works closely with middle-income women to help remove uncertainty in their financial decisions, allowing them to enjoy the life they are creating in the present. Our services cover a wide range of financial topics, including investments, taxes, insurance, estate planning, cash flow, and retirement. At Guiding Financial, we believe in creating a personalized approach to financial planning, taking into consideration each client's values and goals. Our goal is to help women create financial security and freedom, allowing them to live a life they love and can afford. Our founder, with a background in financial planning and counseling, is dedicated to serving clients with the utmost care and respect.

Merrill Lynch Financial Advisor Gregory M Ilg, located at 800 Willamette Street in Eugene, Oregon, is a finance institution dedicated to managing your wealth with a personalized approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Ilg can help create a flexible strategy tailored to your unique financial goals. By participating in the community and volunteering with local organizations, Gregory Ilg demonstrates a commitment to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Gregory Ilg can help you build a personalized plan centered on your goals and focused on what you want to achieve. By understanding your investment personality and preferences, he can customize a financial approach to help you pursue what matters most to you. With regular check-ins to discuss changes in your life and financial markets, Gregory Ilg aims to help you stay on track to achieve your goals.

Merrill Lynch Financial Advisor Sally Stender Kesey is a finance institution located at 800 Willamette Street in Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Sally Stender Kesey focuses on understanding your family, goals, and priorities to help you pursue your financial goals while managing investment risk. The institution believes in creating personalized plans to help you manage, grow, and preserve your wealth today and for the future. Through the Investment Personality Assessment, they aim to understand your investing preferences and create a customized financial approach tailored to your needs. The team at Merrill Lynch Wealth Management is committed to helping you achieve your financial goals by staying on track, regardless of market fluctuations or life changes. By getting to know you personally and understanding what matters most to you, they can offer advice and guidance to help you address challenges and reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Sally Stender Kesey is dedicated to helping you live your best financial life.

Future Planning Systems, Inc. is a leading finance institution located at 2290 Oakmont Way in Eugene, Oregon, United States. With a team of experienced financial experts, we specialize in helping individuals and businesses create comprehensive financial plans to secure their future. Whether you are looking to invest, save for retirement, or plan for major life events, our dedicated team is here to provide personalized solutions to meet your financial goals. Contact us today to start planning for a brighter tomorrow with Future Planning Systems, Inc.

The US Charitable Planned Giving Group is a finance institution located at 1500 Valley River Drive in Eugene, Oregon. We specialize in helping individuals and organizations plan and execute charitable giving strategies to support causes they are passionate about. Our team of experienced financial advisors provides personalized guidance and expertise to maximize the impact of charitable donations while also benefiting donors financially. Whether you are looking to create a lasting legacy or support a specific charitable organization, our team is here to help you make a difference in the world.

Robert Cavens, a financial advisor at Ameriprise Financial Services, LLC, located at 2292 Oakmont Way in Eugene, Oregon, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is important to each individual, Robert helps clients feel more confident and in control of their financial lives. He can assist with saving for college, planning for retirement, making smart investments, and more. Background and qualification information for Robert Cavens can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for more information.

Merrill Lynch Financial Advisor Samuel L Stender is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Registered Senior Wealth Management Client Associate focuses on understanding the client's family, goals, and priorities to create a personalized financial plan. The institution offers various services such as investment insights, banking solutions, and personalized financial approaches to help clients pursue their financial goals. The advisors at Merrill Lynch Wealth Management are committed to helping clients achieve their goals by getting to know them personally and creating a customized investment approach. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and clients should consult their legal and tax advisors before making any financial decisions.

Rory C Robison, Financial Advisor at Eagle Strategies, located at 120 Oakway Center in Eugene, Oregon, offers holistic financial planning services to help clients protect their future and enjoy life's pleasures. With over two decades of experience, the institution focuses on providing clarity and peace of mind by creating personalized financial plans that align with individual goals and priorities. Clients receive personal support, extensive resources, and guidance to help them make informed decisions and achieve their financial objectives with confidence. The institution values trusted human guidance and aims to be a partner in helping clients maximize their wealth and lead fulfilling lives. Services include insurance sales through New York Life Insurance Company, investment advisory services through Eagle Strategies LLC, and securities products and services through NYLIFE Securities LLC. Clients in Oregon, Arizona, Idaho, Utah, and Washington can benefit from the institution's expertise in financial planning. Contact Rory Robison for more information on how to protect, grow, and maximize your financial assets.

Farmers Insurance - Kenneth Vendley is an insurance agency located at 1163 Olive Street in Eugene, Oregon, United States. Kenneth Vendley is dedicated to helping individuals and businesses in Oregon and California protect what matters most to them. As a past board member of the Oregon Track Club Masters and Leadership Board member of CPY-Big Brothers Big Sisters of Lane County, Kenneth is actively involved in the local community. He is also a member of the Eugene Downtown Rotary and a committee member of a local BNI network. Kenneth believes in keeping clients informed and aware of Farmers® Insurance and financial products, and is committed to helping them develop a plan to meet their insurance and financial needs. Whether it's comprehensive coverage, collision coverage, deductibles, or medical payments, Kenneth and his staff are ready to assist clients in selecting the right insurance coverage for their needs and budget.

Farmers Insurance - David Schwieger is an insurance agency located at 2655 Willamette Street, Eugene, Oregon, United States. If you have questions about comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related queries, feel free to give them a call. They can assist you in selecting the right car insurance coverage for your needs and budget. With over 80 years of experience, Farmers Insurance has been providing reliable insurance products for homes, offering competitive rates and multi-line insurance discounts. They also offer life insurance, renters insurance, business insurance, condo insurance, and recreational insurance options. Additionally, they can help you create a solid financial plan to secure your future. Farmers Insurance - David Schwieger is dedicated to providing personalized insurance solutions to meet your specific needs.

Farmers Insurance - Timothy Cracolice is a trusted insurance agency located at 933 River Road in Eugene, Oregon, United States. As your local Farmers® agent, Timothy Cracolice helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, umbrella, and recreational insurance. Customers can get personalized quotes and learn about discounts to save money on their insurance policies. Timothy Cracolice can help you create a solid financial plan to secure your future. For added protection, a Personal Umbrella insurance policy is also available. Contact Timothy Cracolice today for a consultation and start building a secure financial future.

Sherry Schaefers - State Farm Insurance Agent is a trusted insurance agency located at 252 West 7th Avenue in Eugene, Oregon. With 37 years of experience in the industry, Sherry and her team are dedicated to providing exceptional service to their clients in Eugene, Lane County, and all of Oregon. Specializing in auto insurance, home insurance, life insurance, and business insurance, they work closely with each individual to create personalized insurance plans that meet their specific needs. As a long-standing member of the Eugene community, Sherry is actively involved in local organizations such as the Eugene Chamber of Commerce and the Lane Arts Council. She is committed to helping her clients manage the risks of everyday life, recover from the unexpected, and realize their dreams.

Farmers Insurance - Jeffrey Sharp is a local insurance agency located at 2651 Willamette Street in Eugene, Oregon, United States. As a Farmers® agent, Jeffrey Sharp helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jeffrey can provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers® has been providing reliable insurance products to protect your most valuable possessions. Jeffrey Sharp is service-oriented and ensures that his clients receive the best possible care. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Jeffrey can help take the mystery out of selecting the right insurance coverage for your needs and budget. Farmers® offers competitive rates and multi-line insurance discounts to help you save money.

Mitch Hanan - State Farm Insurance Agent, located at 111 South 47th Street in Springfield, Oregon, is your go-to insurance agency for all your insurance needs. With over 23 years of experience, Mitch Hanan and his team are dedicated to helping you plan for the future and protect your loved ones. Whether you need Auto, Home, Life, Business, or any other type of insurance, we are here to provide reliable and caring service to the residents of Springfield, Eugene, and Lane County. As a second-generation agent, Mitch Hanan believes in the Good Neighbor mission and strives to build relationships with each customer to create a personalized insurance plan that fits their lifestyle. The team at Mitch Hanan State Farm is committed to exceeding customer expectations and providing recommendations tailored to each unique situation.

Farmers Insurance - Michael Barclay is an insurance agency located at 379 Coburg Road in Eugene, Oregon, United States. As a lifelong resident of Oregon, Michael Barclay takes pride in serving the Eugene/Springfield community as a local Farmers® agent. With over 35 years of experience in the insurance industry, he is dedicated to providing excellent customer service and ensuring that each client is properly covered and protected. Located near the Oakway Center, the agency offers personalized and comprehensive insurance solutions for auto, home, life, and commercial needs. Whether you need help with selecting the right coverage, understanding your options, or saving money with insurance discounts, Michael Barclay is here to assist you. Additionally, the agency offers mortgage loan and origination services through representatives of Rocket Mortgage. From car insurance to renters insurance, condo insurance, and business insurance, Farmers Insurance - Michael Barclay has you covered. Contact Michael Barclay today to create a financial plan that meets your needs and goals.

Farmers Insurance - Michael Fisher is an insurance agency located at 377 Coburg Road in Eugene, Oregon, United States. As your local Farmers® agent, Michael Fisher helps customers identify insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Michael has the knowledge and experience to assist you in understanding your options. With over 80 years of providing insurance products, Farmers® is a reliable choice for protecting your assets in case of disaster. Contact Michael Fisher for personalized assistance and to learn about insurance discounts that can help you save money. Whether you need coverage for your car, home, life, rental property, or small business, Farmers Insurance - Michael Fisher has you covered. Contact Michael today to create a plan to help provide financial support for your loved ones and protect your investments. With flexible coverage options for recreational vehicles and the option to bundle policies for additional savings, Farmers Insurance - Michael Fisher is your one-stop shop for all your insurance needs. Schedule an appointment with Michael Fisher to discuss your financial goals and build a solid financial plan. Farmers Insurance - Michael Fisher is committed to providing added protection for your assets and future earnings with a Personal Umbrella insurance policy. Contact Michael Fisher today to learn more about the insurance options available to you.

Farmers Insurance - Sharaya Agoff is a local insurance agency located at 74 East 18th Avenue in Eugene, Oregon. Originally from California, Sharaya Agoff is proud to serve the Eugene community, as well as other states such as California, Washington, Idaho, and Nevada. With over 11 years of experience in Eugene, Sharaya and her team have a deep appreciation for the area and are dedicated to providing personalized insurance solutions for families and businesses. One of the unique offerings of Farmers Insurance - Sharaya Agoff is their partnership with Arcimoto, a local company based in Eugene. They have created the first-ever insurance option for Arcimoto FUV customers, showcasing their commitment to innovation and tailored coverage solutions. Sharaya and her team work hard to find creative solutions and think outside the box to meet the needs of their clients.

Farmers Insurance - Christopher Yorges is a local insurance agency located at 116 State Highway 99 North in Eugene, Oregon, United States. As your Farmers agent in Eugene, I am dedicated to helping customers like you find the insurance coverage that best suits your needs. Whether you are looking for auto, home, renters, business insurance, or more, I have the knowledge and experience to guide you through the process and ensure you are well-informed about your options. When it comes to car insurance, I can help you understand comprehensive coverage, collision coverage, deductibles, and more. I can provide you with an online auto insurance quote and inform you about our insurance discounts to help you save money.

Samuel Jones, Bankers Life Agent is an insurance agency located at 2295 Coburg Road in Eugene, Oregon. As a dedicated Bankers Life agent, Samuel Jones provides personalized insurance solutions to help individuals and families protect their assets and secure their financial future. With a commitment to exceptional customer service and a wealth of knowledge in the insurance industry, Samuel Jones is a trusted advisor for all insurance needs. Contact Samuel Jones, Bankers Life Agent today to discuss your insurance options and create a customized plan that fits your unique needs.

Cascade Bankruptcy is a finance and lawyer institution located at 1907 Garden Avenue in Eugene, Oregon, United States. If you are facing debt problems and considering filing for bankruptcy, our experienced Eugene bankruptcy attorney team is here to help. We offer a free consultation to discuss your options and determine the best course of action for your financial situation. Our goal is to provide you with the information and support you need to make an informed decision about your future. Whether you are eligible for a chapter 7 bankruptcy or a chapter 13 bankruptcy, our Eugene bankruptcy attorney team will guide you through the process and ensure that your best interests are always a top priority. We understand the importance of providing security for your family and will work with you to create a plan that meets your needs. Our office is conveniently located near the Bankruptcy Court and Springfield, making it easy for clients from both areas to access our services. If you are in Eugene, simply head east on Franklin and turn left on Villard at the Matthew Knight Arena. From Springfield, head west on Franklin and turn right on Villard. Regardless of your location, continue straight on Villard to the stop sign at Garden Avenue and then proceed straight ahead into the parking lot. Trust Cascade Bankruptcy to provide you with expert legal guidance and support during this challenging time.

Sage Wealth Strategies is a finance and insurance agency located at 576 Olive Street in Eugene, Oregon. Our mission is to help you achieve your dream retirement by providing personalized financial strategies tailored to your unique goals. Led by Ginger Ottesen since 2000, our team offers a comprehensive Sage Empowerment Process to analyze your current financial situation and create a customized retirement plan. Attend one of our informational events to learn more about retirement income strategies and wealth management. We also offer insurance products through Sage Wealth Strategies, LLC and investment advisory services through AE Wealth Management, LLC. Please note that investing involves risk and individuals should consult with a qualified professional before making any purchasing decisions. Contact us today to schedule a meeting and start working towards your ideal retirement.

Roehl & Yi Investment Advisors is an independent wealth management firm located in Eugene, Oregon, catering to high-net-worth individuals and qualified retirement plans along the West Coast. Our experienced team offers personalized financial planning and management services, collaborating with clients' attorneys and accountants to create tailored portfolios that align with their goals. Our WealthInsights program provides a comprehensive approach to estate planning, tax strategies, risk management, and asset protection. Stay informed with our MoneyMatters Market Updates and Money Manager Video Series, offering expert perspectives on economic trends and market developments.

Merrill Lynch Wealth Management is a finance institution located at 800 Willamette Street in Eugene, Oregon, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies based on years of combined knowledge and experience, covering retirement income planning, concentrated stock positions, and traditional investments. Our advisors collaborate with clients to create personalized financial strategies that align with their long-term objectives. Additionally, we are committed to giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by a disciplined wealth planning platform and technological resources. Our culture emphasizes professional training, mentoring, and technology to assist advisors in helping clients pursue their financial goals. Investing involves risk, and we encourage clients to consult legal and tax advisors before making financial decisions. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their unique financial goals.

Merrill Lynch Wealth Management Advisor Irina Pack, CFA, CFP(R) is a finance institution located at 800 Willamette Street, Eugene, Oregon, United States. With over 15 years of experience in finance, Irina is dedicated to helping clients understand their investments and simplify their financial lives. She offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Irina's mission is to understand each client's unique goals and aspirations, designing personalized plans to help them pursue financial success while managing investment risk. By listening carefully and asking thoughtful questions, Irina aims to turn client's goals into reality. She believes in creating an approach that aligns with the client's aspirations, whether it's planning for retirement, funding a child's education, or preparing for the future. With a focus on investment insights and banking solutions, Irina works with clients to develop strategies tailored to their financial needs. The institution offers tools to help clients track changes in their lives and adjust their financial approach accordingly. By providing access to the investing insights of Merrill and banking capabilities of Bank of America, Irina helps clients make informed decisions as they pursue their goals. The institution goes beyond the traditional role of an advisor, offering research, resources, and personalized financial guidance to help clients achieve their financial objectives.

Practice Peak Advisors powered by Jones & Roth CPAs is a leading institution located at 260 Country Club Road in Eugene, Oregon, United States. Specializing in accounting and finance, our team is dedicated to maximizing your unique opportunities through a proactive advisory perspective. Our Practice Success Plan offers a comprehensive range of advisory, accounting, and tax services to ensure that your practice and personal finances thrive. At Practice Peak Advisors, we go beyond traditional year-end tax preparation by providing ongoing value throughout the year to enhance your practice and personal financial management. Our client meetings are conducted online using user-friendly conferencing software, and we utilize cloud-based apps to access real-time financial reports for accounting, bookkeeping, and practice performance. Through collaboration and strategic planning, we help you achieve your personal and practice goals while staying in constant communication to keep you informed and prepared for what lies ahead.