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BEST RATED EUGENE, OR FINANCIAL SERVICES

3 Best Financial Services in Eugene, OR

Expert-recommended Top 3 Financial Services in Eugene, Oregon. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP, LLC

(4.8 Score)
975 Oak Street, Suite 670,
Eugene, OR 97401 Directions

Since 2001

Specialty:

✓ Investment Management Services ✓ Retirement Income and Distribution Planning ✓ Tax Reduction Strategies ✓ College Funding ✓ Life and Disability Insurance ✓ Wealth and Legacy Planning ✓ Business Planning

“2026 Update: Financial Freedom Wealth Management Group, LLC guiding you, your loved ones, and your legacy toward lasting financial independence and a life of fulfillment. Julia M. Carlson is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. ,She holds Series 24, 7, 63 and 66 Securities registrations and also state Life and Health Insurance licenses. She was recognized as one of Forbes’ 2018-2022 Top Women Wealth Advisors from 2018 to 2022 and Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research from 2018 to 2021. Financial Freedom Wealth management Group, LLC offers meetings over the phone, on video conference and at Office.”

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License #165639999

Contact:

(458) 777-4458

By Appointment

TBR® Inspection Report:

Momentum - Eugene, OR Financial Services - Portrait
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MOMENTUM

(4.8 Score)
2288 Oakmont Way,
Eugene, OR 97401 Directions

Since 2018

Specialty:

✓ Portfolio Management ✓ Retirement Planning ✓ Risk Management ✓ Estate Strategy ✓ Life Insurance ✓ Extended Care Strategies ✓ Social Security Strategies ✓ Education Strategies ✓ Charitable Giving ✓ Financial Education

"Momentum works with you to understand where you are today and build a detailed roadmap of action items designed to help you attain your goals. They help implement and reassess along the way to make sure you stay on track. At Momentum, they believe that financial services should be accessible, accepting, and professional. Each individual has unique needs, and the plan they design together is tailored to your specific situation. They work closely with you to build a strategy and relationship that lasts. Jeff Hill is the Managing Director and Financial Advisor at Momentum. He holds an Accredited Investment Fiduciary® (AIF®) designation and completed his Bachelor of Science (BS) in Economics at Southern Oregon University.

2026 Update: Momentum offers no Obligation consultation."

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License CRD #5729777

Contact:

(541) 686-4353

Mon-Thu: 8am - 5pm
Fri: 8am - 3pm
Sat & Sun: By Appointment

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Ascend Wealth Partners - Eugene, OR Financial Services - Portrait
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ASCEND WEALTH PARTNERS

(4.7 Score)
1600 Valley River Drive, Suite 150,
Eugene, OR 97401 Directions

Since 1992

Specialty:

✓ Estate and Risk Management Planning Strategies ✓ Retirement Planning ✓ Employer Benefits Review ✓ Investment and Tax Reduction Strategies ✓ Financial Planning ✓ Insurance ✓ Long-term Planning ✓ Financial Education ✓ Business Owner Plans ✓ Asset Analysis and Modeling

"Ascend Wealth Partners is a fee-based financial planning practice with prodigious experience in asset management, business continuity, and wealth transfer strategies. They provide clients with fee-based retirement, estate, and business succession planning strategies, as well as related estate tax, investment, and insurance strategies. Whether you are investing to help build wealth, protect your family, or preserve your assets, their personalized service focuses on your needs, wants, and long-term goals. Their team of professionals has years of experience in financial services. Ascend Wealth Partners can help you address your needs of today and for many years to come. They look forward to working with you.

2026 Update: Jimmy Maxon is the managing partner at Ascend Wealth Partners and holds Chartered Retirement Planning Counselor (CRPC®) designation."

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License CRD #3978

Contact:

(541) 345-7466

Mon-Thu: 9am - 5pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

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FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP, LLC REVIEWS

We sought a Financial Advisor over 10 years ago to organize former job 401K to IRA's, and to have a full-proof exit strategy to retire no matter what the markets were doing. DJ has helped us do just that. March 2025 I retired and moved that work 403B over. DJ asks us what our goals and needs are, provides guidance and perspective. Even with a lot of travel plans and expenses, I know with his help, we will not run our financial future off in a ditch. For me, there is a big difference between investing money for retirement every paycheck and then managing it for income once one retires. We trust DJ, and appreciate his professionalism and collaborative approach to achieving our goals.

My wife and I were seeking reliable financial advice for our nest-egg. We previously didn’t have a tremendous grasp of our many specific options. Financial Freedom WMG turned out to have nice features: very user-friendly and personable, an apparently great level of competence, and enough humility to listen intently to our questions and concerns. We’ve found DJ to be savvy and well-resourced, ensuring that we’re diversified enough to be secure. Being a fiduciary is important selling point to us as well. We’re so pleased to have him helping us and looking out for us.

Financial Freedom and D.J. Wright specifically have guided our investments wonderfully. The strategy D.J. presented to us was tailored made for our particular circumstances. D.J. is kind, professional and a wealth (pun intended) of information. Our funds have done amazingly well. D.J. is an honest fiduciary! That's important.

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MOMENTUM REVIEWS

Jeff does an amazing job at educating you on the different options available to you. He has helped my wife and I with our retirement investments and he has also helped my employees get their investments set up. He will listen to what your goals are and then help you achieve them.

I’ve worked with Jeff since he replaced my previous planner when she retired. He’s kind, knowledgeable and treats me as if I’m a major account, which I am not. Office staff kind and efficient as well.

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.

ASCEND WEALTH PARTNERS REVIEWS

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.

TBR® Inspection Score Report

FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP, LLC Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MOMENTUM Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Reviews Study: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ASCEND WEALTH PARTNERS Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Pricing: 10
Website Source: 10
Website Standard: 10