Financial Advising in Eugene, OR

12 locations found near Eugene
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“I would encourage anyone wanting to understand what their financial futures can be to meet with Kyrene. She is someone that really cares and wants the best for her clients.”

5 Superb2 Reviews

“They have been extremely helpful over the many years that I've been with them.Good listeners with thoughtful, timely suggestions.The are always prompt in their responses as well as empathetic & compassionate when times get tough.”

5 Superb1 Reviews

“Although I've had investments with Future Planning Systems for years, I had never actually met my adviser, Mark Lerfald until today. He is personable, knowledgeable, and answered my many questions in a way that I could understand. I am very pleased with the returns on my investments and am feeling very optimistic about my financial future with the help of Future Planning Systems.”

5 Superb1 Reviews

“I’m very new to the world of finances and Christina (I’m not sure how to spell her name) was very accommodating, nice and patient with me as my end of the day brain is maxed out even as her shift neared the end. I’m glad I chose to come to this location.”

2.9 Average18 Reviews

“I cannot speak more highly about Craig and his staff. They have helped me through an incredibly difficult time while managing my grandmother's finances. They have been gracious and incredibly flexible with my needs. They always are there for me when I need them and sometimes just to listen. He has managed my grandmother's finances fantastically and I highly recommend him and his team. Shout out to Ashley she's also really great.”

3 Average2 Reviews