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TOP 30 Financial education in Eugene, OR
38 results found
A convenient service for searching for businesses, places and services
Finley Davis Financial Group
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.
Legacy Financial Services, Inc.
Legacy Financial Services, Inc. is a comprehensive financial planning services company located at 1860 Coburg Road in Eugene, Oregon, United States. Led by David W. Hinson, a Registered Representative with multiple certifications including MSFS, CPA, CFP®, and more, our firm is dedicated to helping clients navigate the complexities of their financial circumstances. We believe that financial success requires intentional planning and our team is here to guide you through the accumulation, conservation, or distribution phases of your life. With a focus on integrity and character, we offer a range of services to help you achieve your life goals, whether it's buying a house, saving for retirement, or planning for your child's education. Our success is measured by your success, and we are committed to providing professional guidance to help you secure your future. Visit our website to watch informative videos and use helpful calculators, and trust in Legacy Financial Services, Inc. to help you plan for a financially secure future.
Office of Student Financial Aid and Scholarships
The Office of Student Financial Aid and Scholarships at the University of Oregon in Eugene, Oregon, is dedicated to helping students achieve their academic goals by providing financial assistance and scholarship opportunities. Our team of experienced professionals is committed to helping students navigate the complex world of financial aid, offering guidance on grants, loans, work-study programs, and scholarships. Visit us at 1278 University Street to learn more about how we can help you fund your education and achieve your dreams.
Merrill Lynch Financial Advisor Gregory M Ilg
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.
Bonebrake Financial Planning & Wealth Management
Bonebrake Financial Planning & Wealth Management is a leading finance institution located at 390 High Street in Eugene, Oregon, United States. With a team of experienced financial advisors, they offer personalized financial planning and wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, Bonebrake Financial Planning & Wealth Management provides expert guidance and tailored solutions. Trustworthy, reliable, and dedicated to helping clients secure their financial future, this institution is committed to excellence in finance.
Merrill Lynch Financial Advisor Dale W Hartley
Merrill Lynch Financial Advisor Dale W Hartley is a renowned finance institution located at 800 Willamette Street in Eugene, Oregon, United States. With a team of experienced professionals led by Dale W Hartley, clients can expect personalized financial advice and strategies tailored to their individual needs and goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Merrill Lynch Financial Advisor Dale W Hartley is committed to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC
Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1142 Willagillespie Road in Eugene, Oregon, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Tetralogy Financial Planning Group
Tetralogy Financial Planning Group is a leading finance institution located at 1600 Executive Parkway in Eugene, Oregon, United States. Our team of experienced financial advisors provides comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experts are here to guide you every step of the way. Trust Tetralogy Financial Planning Group to help you secure a stable financial future.
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC is a renowned financial institution located at 1142 Willagillespie Road in Eugene, Oregon, United States. As a private wealth advisor, Bob Welle offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Bob Welle and his team strive to empower individuals and families to make informed decisions about their finances. Whether you are planning for retirement, saving for education, or managing your investments, Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping you secure your financial future.
Erin Johnson - Morgan Stanley Financial Advisor
Erin Johnson - Morgan Stanley Financial Advisor is a reputable financial institution located at 975 Oak Street in Eugene, Oregon, United States. As a trusted advisor, Erin Johnson provides personalized financial planning and investment services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Erin Johnson offers tailored solutions to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Erin Johnson can provide the guidance and support you need to make informed decisions. Trust in Erin Johnson - Morgan Stanley Financial Advisor for all your financial needs.
Edward Jones - Financial Advisor: Mark J Hewitt
Edward Jones - Financial Advisor: Mark J Hewitt is a reputable financial institution located at 1200 High Street in Eugene, Oregon, United States. Mark J Hewitt is a dedicated and experienced financial advisor who offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, Mark J Hewitt can provide expert guidance and advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark J Hewitt is committed to helping clients secure their financial future.
RBC Wealth Management Branch - Eugene
The RBC Wealth Management Branch in Eugene is a leading financial institution located at 975 Oak Street in Eugene, Oregon, United States. Our dedicated team of financial advisors and wealth management experts are committed to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team is here to provide the guidance and support you need. Visit us today to learn more about our comprehensive range of financial services and how we can help you secure your financial future.
Edward Jones - Financial Advisor: Duane L Morgan
Edward Jones - Financial Advisor: Duane L Morgan is a trusted financial institution located at 366 East 40th Avenue in Eugene, Oregon, United States. Duane L Morgan is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Duane L Morgan can provide tailored solutions to meet your needs. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Duane L Morgan is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Diane McClusky
Edward Jones - Financial Advisor: Diane McClusky is a trusted financial institution located at 81 Centennial Loop in Eugene, Oregon. As a dedicated financial advisor, Diane McClusky provides personalized investment strategies and comprehensive financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Diane McClusky is committed to providing expert guidance and exceptional customer service. Visit Edward Jones - Financial Advisor: Diane McClusky today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Richard W Smith, WMCP®
Edward Jones - Financial Advisor: Richard W Smith, WMCP® is a trusted financial institution located at 1190 Olive Street in Eugene, Oregon, United States. Specializing in wealth management, Richard W Smith is a highly skilled advisor who helps individuals and families achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is committed to providing top-notch financial guidance to help clients secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Richard W Smith and the team at Edward Jones are here to help you every step of the way.
Edward Jones - Financial Advisor: Selene Witcher
Edward Jones - Financial Advisor: Selene Witcher is a trusted finance institution located in Eugene, Oregon. With a focus on personalized financial planning and investment strategies, Selene Witcher provides expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Selene Witcher offers tailored solutions to meet your individual needs. Visit us at 4730 Village Plaza Loop to start your journey towards financial success.
Edward Jones - Financial Advisor: Rich Driessnack, AAMS™|CRPC™
Edward Jones - Financial Advisor: Rich Driessnack, AAMS™|CRPC™ is a reputable financial institution located at 2295 Coburg Road in Eugene, Oregon, United States. Specializing in finance, they offer personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on integrity and professionalism, Rich Driessnack, AAMS™|CRPC™ provides expert guidance and support to individuals looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones is committed to helping you make sound financial decisions. Contact them today to schedule a consultation and start building a solid financial foundation.
AJ Smith - Financial Advisor, Ameriprise Financial Services, LLC
AJ Smith - Financial Advisor, Ameriprise Financial Services, LLC, located at 2260 Oakmont Way, Eugene, Oregon, United States, offers a wide range of financial services to meet the diverse needs of individuals. The institution provides expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. The team at AJ Smith includes professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their commitment to excellence and ongoing education in the field of finance. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, AJ Smith has the knowledge and experience to help you achieve your financial goals. With a focus on ethical practices and a dedication to client satisfaction, AJ Smith is a trusted partner in financial planning and wealth management.
Tim Schor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Tim Schor - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2260 Oakmont Way in Eugene, Oregon, is a finance institution specializing in providing comprehensive wealth management services. Tim Schor holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Tim Schor is also a Certified Divorce Financial Analyst and a Certified Estate Planner™, offering specialized services for clients going through major life transitions. Additionally, he is recognized as a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, ensuring a high standard of excellence in personal financial planning. With a commitment to ongoing education and professional development, Tim Schor is dedicated to providing tailored financial solutions to meet the unique needs of each client.
Edward Jones - Financial Advisor: Stephen Matteucci, ChFC®|AAMS™
Edward Jones - Financial Advisor: Stephen Matteucci, ChFC®|AAMS™ is a reputable financial institution located at 497 Oakway Road in Eugene, Oregon. As a Certified Financial Planner, Stephen Matteucci specializes in providing personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a range of financial services including retirement planning, wealth management, and investment guidance. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Stephen Matteucci and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Reliant Wealth Advisors - Ameriprise Financial Services, LLC
Reliant Wealth Advisors - Ameriprise Financial Services, LLC, located at 2260 Oakmont Way in Eugene, Oregon, is a top-rated finance institution that has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Their team of financial advisors prioritize what is most important to you, whether it be retirement planning, education savings, or a major purchase like a second home. They provide personalized investment recommendations based on your individual goals and risk tolerance, and regularly review and adjust your portfolio as needed. With easy access to your investments and accounts from any device, you can track your progress towards your financial goals securely. Ameriprise financial advisors are registered to do business in certain U.S. states, and offer complimentary initial consultations to discuss your financial needs. While they cannot guarantee future financial results, they are committed to helping you achieve your goals. Contact them today to learn more about how they can assist you in reaching your financial objectives.
Michael Hall - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael Hall - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2292 Oakmont Way, Eugene, Oregon, United States, is a finance institution offering a wide range of services to meet the needs of individuals seeking asset management solutions. Michael Hall holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in areas such as wealth transfers, retirement planning, estate planning, and investment management. With a commitment to ethical practices and ongoing education, Michael Hall provides personalized financial advice tailored to each client's unique situation. Whether you are a retiree, small business owner, or high net worth individual, Michael Hall can help you navigate the complex world of finance and achieve your financial goals.
Seth Yost - State Farm Insurance Agent
Seth Yost - State Farm Insurance Agent is a trusted health and insurance agency located at 485 Alexander Loop, Eugene, Oregon, United States. With over 15 years of experience in the industry, Seth Yost and his team are dedicated to protecting the community and helping individuals save on insurance. They have received local recognition for exceptional service and have achieved prestigious milestones within the State Farm network. The agency offers a range of insurance services including auto, homeowners, renters, life, and small business insurance. Their experienced team is committed to assisting customers in finding the perfect policies to meet their needs. Whether you prefer to contact them online, by phone, or in person, the State Farm office in Eugene is conveniently located for easy access.
The Pick Insurance
The Pick Insurance is an insurance agency located at 366 East 40th Avenue in Eugene, Oregon, United States. Specializing in Auto & Home Insurance, Life & Health Insurance, and Business Insurance, we are dedicated to helping you and your business find the right coverage. Our team of experts will analyze your insurance needs and customize a plan that fits your requirements. As an independent insurance agent in Oregon, we offer competitive quotes to meet your personal or business needs. Give us a call today for a free quote. The legacy of Kenny Wheaton, known as "The Pick," continues with The Kenny Wheaton Foundation. We are committed to providing financial literacy and education to small business owners for their success. With April being Financial Literacy Month, now is the perfect time to learn more about managing your finances effectively.
Primerica
Primerica is an insurance agency located at 1000 Willagillespie Road in Eugene, Oregon, United States. Our dedicated team is committed to providing personalized insurance solutions to meet the individual needs of our clients. With a focus on financial education and empowerment, Primerica offers a range of insurance products including life, auto, home, and health insurance. Our goal is to help our clients protect their assets and secure their financial future. Contact us today to learn more about our services and how we can assist you with your insurance needs.
OnPoint Community Credit Union
OnPoint Community Credit Union is a financial institution located at 16798 Southwest Edy Road in Sherwood, Oregon. As a full-service bank and ATM, we offer a wide range of financial services including mortgage loans, savings accounts, and auto loans to individuals and businesses in the Portland, Vancouver, Salem, Bend, and Eugene areas. Our Business Bundle Rewards program provides discounts and bonuses to help businesses save money and streamline their operations. To qualify, all you need is a Business Savings and Checking Account with Digital Banking and two additional services.
SELCO Community Credit Union
SELCO Community Credit Union, located at 299 East 11th Avenue in Eugene, Oregon, is a full-service institution offering ATM, finance, and insurance agency services. Credit unions like SELCO provide all the same services as traditional banks, making them a great choice for all your banking needs. Whether you're looking to apply for a loan, understand your credit score, or explore life insurance options, SELCO is here to help guide you through the process. Their community giving program supports a variety of causes, including educator support and financial education. By saving with SELCO, you can earn even more through Certificate Rewards, allowing you to reach your financial goals faster. With a focus on financial literacy and community support, SELCO is dedicated to helping you achieve a better life. Explore their services and resources, including the Zogo financial literacy app and the Vault Education Hub, to start your journey toward financial wellness today.
SELCO Community Credit Union
SELCO Community Credit Union, located at 221 Division Avenue in Eugene, Oregon, is a trusted institution offering a range of financial services. As a credit union, SELCO provides the same services as banks but with a focus on community support and member satisfaction. Whether you need an ATM for convenient access to your funds or are looking for assistance with loans or insurance, SELCO is here to help. With a strong commitment to financial education, SELCO offers resources such as the Zogo app to help members improve their financial literacy. Additionally, SELCO's community giving program supports various initiatives, including educator support and financial education. By saving with SELCO, members can earn even more through Certificate Rewards, allowing them to reach their financial goals faster. With a focus on giving back to the community and empowering members to achieve financial wellness, SELCO Community Credit Union is a reliable partner for all your banking needs.
UO Cameron Center for Finance and Securities Analysis
The UO Cameron Center for Finance and Securities Analysis, located at 955 University Street in Eugene, Oregon, is a leading institution dedicated to providing education and research in the field of finance and securities analysis. Our center offers a comprehensive curriculum that prepares students for successful careers in the financial industry. With state-of-the-art facilities and expert faculty members, we strive to cultivate a dynamic learning environment where students can gain valuable skills and knowledge in the ever-evolving world of finance. Join us at the UO Cameron Center and unlock your potential in the world of finance.
University of Oregon Foundation
The University of Oregon Foundation is a non-profit organization located at 1720 East 13th Avenue in Eugene, Oregon. As a foundation associated with the University of Oregon, its primary mission is to support the university's academic and research programs through fundraising and financial management. The foundation plays a vital role in securing resources for scholarships, faculty support, and infrastructure improvements, ensuring the continued success and growth of the university. With a commitment to excellence in education and innovation, the University of Oregon Foundation serves as a key partner in advancing the university's mission of providing a world-class education to its students.
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