Top Three Rated

Best Financial services in EUGENE

3 trusted local Financial Services in Eugene, Oregon

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Edward Jones: Tim De Paepe

1600 Valley River Dr Suite 230, Eugene, OR
Pincode: 97401
5.0 (3 reviews) Since 2002
Specialties
Investment Planning Retirement Strategies Wealth Management Portfolio Reviews Estate Planning & Financial Consultation
About Business

Tim De Paepe is a Eugene area financial advisor at Edward Jones providing personalized investment retirement and wealth planning services to clients.

Contact Information
(541) 484-0766
tim.depaepe@edwardjones.com
https://www.edwardjones.com/us-en/financial-advisor/tim-depaepe
Working Hours
Open Mon - Fri: 8:30am - 5pm Fri: 8:30am - 4pm Sat & Sun: Closed
Customer Review
Tim and his team have done a great job servicing my company’s 401k plan. I really appreciate the time and energy they put into putting a financial plan together for the participants, getting everyone set-up and being there when we have questions. Thanks for all your help!
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Momentum: Jeffery Hill

2288 Oakmont Way, Eugene, OR
Pincode: 97401
5.0 (5 reviews) Since 2018
Specialties
Investment Planning Retirement Planning Wealth Management Financial Planning Portfolio Strategy & Client Consultation
About Business

Momentum is a Eugene financial advisory firm led by Jeff Hill helping clients with personalized investment retirement and wealth planning strategies.

Contact Information
(541) 686-4353
jeff@buildmomentum.net
https://www.buildmomentum.net/
Working Hours
Open Mon - Fri: 9am - 4pm Sat & Sun: By Appointment
Customer Review
Jeff has been a great resource of knowledge, is down to earth and just wants to help people achieve their goals, present and future. Highly recommend him.
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Ascend Wealth Partners,LLC

1600 Valley River Dr Ste 150, Eugene, OR
Pincode: 97401
5.0 (4 reviews) Since 1992
Specialties
Financial Planning Wealth Management Retirement Planning Investment Strategy Estate Planning & Risk Management
About Business

Ascend Wealth Partners is a Eugene financial planning and wealth management firm guiding clients in personalized investment retirement and comprehensive financial strategies.

Contact Information
(541) 345-7466
awpservice@ascendplanners.com
https://www.ascendplanners.com//
Working Hours
Open Mon - Thu: 9am - 5pm Fri: 9am - 2pm Sat & Sun: Closed
Customer Review
I've been working with Tony for years and couldn't be happier with his service. He is honest, straightforward and easy to work with. He understands the PERS system and helps me to work with it to create the retirement I want. I recommend Tony to anyone looking for a partner in their retirement planning.
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