Explore Financial Advisors Serving Eugene, OR

Syman-Degler Group is a Registered Investment Advisory firm providing personalized financial planning and investment management services. We specialize in retirement planning, estate preservation, risk management, and tax-efficient strategies, guided by the fiduciary standard. Our CFP professionals deliver tailored solutions to help clients achieve long-term financial security.

Hathaway Financial Services provides personalized financial planning and investment management services, specializing in socially responsible investing. The firm helps individuals and couples achieve long-term financial security through customized retirement plans, college funding strategies, and estate planning. As fiduciary advisors, they prioritize clients interests while aligning investment portfolios with personal values and risk tolerance.

Bridge Financial Service is a financial advisory firm specializing in retirement planning and wealth management. We help clients create personalized strategies to achieve financial confidence through services like Social Security optimization, tax-efficient planning, and risk assessment. Our Bridge Planning Process ensures tailored solutions that align with individual retirement goals.

Roehl & Yi is an independent wealth management firm offering personalized financial planning, retirement plan consulting, and investment management services. We specialize in creating customized portfolios for high-net-worth individuals, foundations, and qualified retirement plans. Our client-focused approach combines expertise in risk management, estate planning, and tax strategies to ensure long-term financial security.