TOP 30 Senior financial planning in Eugene, Oregon
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Senior Lifestyle Solutions
● OpenSenior Lifestyle Solutions, located at 1600 Valley River Drive in Eugene, Oregon, is dedicated to providing outstanding service with a people-friendly approach. They offer supplemental insurance to help cover co-pays, deductibles, and co-insurance not covered by Medicare, making quality healthcare more affordable. With a 70% chance of needing long-term care after turning 65, a long-term care policy could save you money and reduce stress on your loved ones. Their services also include financial planning to help secure your future and protect your assets. Life insurance is available to provide additional financial support for your loved ones in the event of your passing, with no income or estate tax implications. Senior Lifestyle Solutions takes the time to understand your needs and guide you through the process, ensuring you make informed decisions for your future.
1600 Valley River Dr #120, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor Sally Stender Kesey
● OpenMerrill 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.
800 Willamette St Suite 650, Eugene, OR 97401, United States -
Merrill Lynch Financial Advisor Samuel L Stender
● OpenMerrill 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.
800 Willamette St Suite 650, Eugene, OR 97401, United States -
Benjamin R Thornton
● OpenBenjamin R Thornton is a reputable dental institution located in Eugene, Oregon. With a convenient address at 622 East 22nd Avenue, this facility offers top-notch dental services to patients in the area. Dr. Benjamin R Thornton and his team are dedicated to providing high-quality care and personalized treatment plans to ensure the oral health and well-being of their patients. Whether you are in need of a routine check-up, a cleaning, or more advanced dental procedures, you can trust the experienced professionals at Benjamin R Thornton to provide exceptional care in a comfortable and welcoming environment.
622 E 22nd Ave C, Eugene, OR 97405, United States -
Jeffrey Jimenez, Bankers Life Agent
● OpenJeffrey Jimenez, Bankers Life Agent is an insurance agency located at 2295 Coburg Road in Eugene, Oregon, United States. Specializing in life insurance, health insurance, and retirement planning, Jeffrey Jimenez is dedicated to helping individuals and families secure their financial futures. With a focus on personalized service and tailored solutions, clients can trust Jeffrey Jimenez to provide expert guidance and support in navigating the complexities of insurance. Contact Jeffrey Jimenez, Bankers Life Agent today to start planning for tomorrow.
2295 Coburg Rd Ste 100, Eugene, OR 97401, United States
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