3 Best Financial Services in Eugene, OR

Here’s The Deal:
Tim De Paepe has been a successful financial advisor with Edward Jones since 2002 and is dedicated to helping his clients understand and meet their financial goals. He graduated from the University of Oregon in 1992 with a bachelor's degree in finance and marketing. In 2000, he earned his MBA from Portland State University, and in 2007, he earned his AAMS™ (Accredited Asset Management Specialist™) designation. Edward Jones is an investment firm that acknowledges the importance of face-to-face conversations about your financial goals. They have nearly 12,000 financial advisors serving about 7 million investors. The team works with clients to limit risk and help them achieve their goals. Contact them to request an appointment.

Here’s The Deal:
Jeff Hill is the Managing Director and Financial Advisor at Momentum in Eugene, Oregon. He holds an Accredited Investment Fiduciary® (AIF®) designation and completed his Bachelor of Science (BS) in Economics at Southern Oregon University. At Momentum, the team believes financial services should be accessible, accepting, and professional. Each individual has unique needs, and their design plan is tailored to their specific situation. They work closely with you to build a strategy and a lasting relationship. They work with you to understand where you are now and where you want to be, helping you plan the path to pursue your dreams. The team also works with you to know where you are today and build a detailed roadmap of action items designed to help attain your goals. They help implement and reassess to ensure you stay on track.

Here’s The Deal:
Retirement Planning Group LLC is a fee-only financial planner in Eugene, Oregon. The team provides multigenerational planning by translating complex financial concepts so clients can enjoy their wealth with clarity and confidence. Besides their own experience and knowledge, the team is uniquely able to offer a total solution to your planning needs, as they work closely with advanced professionals in each area of financial planning. They design, implement, and proactively manage your financial planning on an ongoing basis. Although many of their clients have existing advisors who are focused specialists, they use a cross-disciplinary approach to bring together various components into one coordinated plan.