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Showing 1 - 12 of 12 results
ROEHL & YI INVESTMENT ADVISORS, LLC
ROEHL & YI INVESTMENT ADVISORS, LLC
Eugene, Oregon
1-24 employees
Roehl & Yi is an independent wealth management firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism—we are the financial advisors you can trust. We serve clients across the West Coast, from northern California to Washington, ranging from high-net-worth individuals to qualified retirement plans, foundations, and endowments. Our private wealth advisors come from a variety of backgrounds including business administration, law, international banking, marketing, and organizational behavior. With their extensive education, experience, and certifications, our advisors have the expertise required to successfully develop your custom financial portfolio.
Retirement Benefits Rank
Market Leading
TRUE PRIVATE WEALTH ADVISORS, LLC
TRUE PRIVATE WEALTH ADVISORS, LLC
Salem, Oregon
1-24 employees
Salem, the capital city of Oregon, lies in the heart of the lush Willamette River Valley. Centrally located, Salem is 47 miles south of Portland along I-5, an hour from the Cascade mountains to the East, and an hour from the Pacific ocean to the West. Salem currently has several exciting career opportunities: https://www.governmentjobs.com/careers/cityofsalem
Retirement Benefits Rank
Top Benefits
AUXIER ASSET MANAGEMENT LLC
AUXIER ASSET MANAGEMENT LLC
Aurora, Oregon
1-24 employees
Financial analysis and investment-based company research
Retirement Benefits Rank
Market Competitive
VEBER PARTNERS LLC
VEBER PARTNERS LLC
Wilsonville, Oregon
1-24 employees
VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including: • manufacturing/distribution, • technology, • business services, • consumer/retail, and • healthcare Veber Partners has broad industry exposure, with particular expertise in multiple industries including forest products, healthcare, computer hardware and software, food processing, energy, building materials, and industrial products.
Retirement Benefits Rank
Market Laggard
MARATHON MANAGEMENT INC.
MARATHON MANAGEMENT INC.
Wilsonville, Oregon
1-24 employees
Marathon Management Inc is a company based out of 547 E Washington St, Chagrin Falls, Ohio, United States.
Retirement Benefits Rank
Market Laggard
ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.
ROBERTS, RING & FISCHER WEALTH MANAGEMENT, INC.
Silverton, Oregon
1-24 employees
We are a comprehensive financial and investment services firm. Our mission is to help you preserve and build upon the wealth that you have worked hard to create. For over thirty years we have successfully employed a comprehensive planning approach that combines sophisticated investment portfolio analysis with retirement and legacy planning. We build personal relationships based on competent professional advice and continual communication. Along with financial guidance, we provide simplicity and organization, giving you more time to focus on the things that matter to you most. A primary reason for our success over the years is our dedication to ongoing client relationships. We are accessible. We are proactive. We take the time to listen. We are dedicated to staying in constant communication with our clients and working to give them an excellent understanding of their financial picture. To ensure a foundation of unbiased advice and independent research, since 1982 we have chosen to partner with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. LPL Financial provides us with independent investment research and excellent operational services. * As reported in Financial Planning magazine 1996-2013, based on total revenues. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states:AK, AZ, CA, CO, FL, HI, IA, ID, IL, KY, LA, MY, NV, NY, OR, SD, WA. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor - Member FINRA/SIPC www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
Retirement Benefits Rank
Market Competitive
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MOMENTUM LLC
MOMENTUM LLC
Eugene, Oregon
1-24 employees
Over 20 years of branding, marketing and advertising experience form the foundation of skills that Jason uses to focus an organization’s message and drive their customers to take action. With a background in the highly competitive broadcast television industry, Jason offers Momentum’s clients strategic brand positioning through innovative brainstorm sessions, customer driven research, marketing and media planning, as well as creative design and event services. Jason works with an organization’s leadership team to define their core values and bring clarity to their marketing messages. Often this includes concurrently developing the internal messaging to motivate company employees. During his time in marketing and advertising roles at ABC and NBC affiliates, Jason earned numerous EMMY, ADDY and Promax awards for his creative work. His leadership in leveraging new technologies creates the opportunity for a multi-platform approach to projects. Whether working in print, radio and television and/or web, mobile and social, an organization’s marketing messages are optimized for maximum effectiveness and a concept-to-completion approach to creative production provides excellent and efficiency along the way.
Retirement Benefits Rank
Market Leading
JOURNEY TREE, LLC
JOURNEY TREE, LLC
Eugene, Oregon
1-24 employees
At JourneyTree Financial Advisors, our friendly, experienced professionals provide customized financial plans and wise investment management. We help you prepare for your future, so you can enjoy the present. Financial peace of mind starts here.
Retirement Benefits Rank
Top Benefits
LULAY FINANCIAL, LLC
LULAY FINANCIAL, LLC
Stayton, Oregon
1-24 employees
Lulay Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. *For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.
Retirement Benefits Rank
Top Benefits
CLARITY WEALTH DEVELOPMENT
CLARITY WEALTH DEVELOPMENT
Corvallis, Oregon
1-24 employees
Taking the stress out of money. We are a Financial planning firm empowering clients with clarity and financial confidence. Your go to team when you are looking for objective, clear advice.
Retirement Benefits Rank
Market Competitive
DIX INVESTMENT MANAGEMENT INC DBA LEGACY FINANCIAL
DIX INVESTMENT MANAGEMENT INC DBA LEGACY FINANCIAL
Woodburn, Oregon
1-24 employees
As an independent wealth management firm, we guide our clients to help preserve and grow assets over multiple generations. We specialize in advising small business owners, retirees, and those looking to create financial freedom with a trustworthy team. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Competitive
RICE FINANCIAL GROUP
RICE FINANCIAL GROUP
Wilsonville, Oregon
1-24 employees
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.
Retirement Benefits Rank
Market Leading