T. Mann Financial is an award-winning financial service firm in Eugene, OR. Its mission is to provide its clients with transparency, professionalism, and best-in-class service. They are a registered investment advisor and have Oregon Health and Life Insurance License. Todd Mann is the owner and professionally certified fee-only financial planner. T. Mann Financial is proudly serving financial planning services available nationwide. They provide a complete range of financial planning as an independent fiduciary, fee-only and goal-oriented wealth management, and competitive insurance services to families, individuals, small businesses, and non-profits. T. Mann Financial also offers virtual, phone, & in-person appointment options for your convenience. The team provides a complimentary consultation.
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.
T. MANN FINANCIAL REVIEWS
Todd Mann is excellent at what he does! He takes the time to really help you with your financial needs. He looks at challenges as exciting adventures and he cares about what happens for your future. He has helped me with multiple financial avenues in my life. From helping me understand my budget and where my spending habits are, to guiding me in managing new assets to empowering me to save and balance my finances in a productive goal-oriented way. He is knowledgeable, dedicated, takes the time to truly listen and helps problem solve in any situation. He has even responded via text & phone calls without an appointment when I was in a pinch and needed some quick financial advice. He is easy to talk to and genuinely likes what he does for a living. I value his positive nature, his opinions and his recommendations. I am so grateful that I have found a trustworthy financial advisor to guide me in the process of managing my money and assets. I highly recommend him for any financial services! Thank You, Todd!! You're Awesome!! -Megan B
Working with Todd has changed my perspective on how I view, build, and protect my life's assets. I engaged his services for financial advice but quickly learned that what he has been able to offer transcends money, but a way of thinking about my value holistically. Todd is a passionate teacher who I feel truly wants to help me achieve my goals and protect my assets VS make money off of them. I can see Todd being an important advocate in my life for many years to come. Highly recommended. - Chris E
Todd Mann Financial services is an asset to our community and were even voted the #1 financial planner in the RG readers choice awards this past year. Not only an excellent resource for solutions in financial planning, Todd is also dedicated to financial literacy education and is an active member of the community and the Chamber of Commerce. Thanks for all you do Todd! - Paige S
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Gary D Jurden is a financial advisory practice at Ameriprise Financial Services, LLC. Gary D Jurden takes time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. Ameriprise Financial Services, LLC help guide its clients toward the freedom that economic strength and contentment can bring. They offer a wide range of advice and investment support to meet your needs. First, they work with their clients to explore their financial objectives' values, priorities, and concerns. Then, they focus on removing the stress and confusion that often comes with financial decision-making to provide clear guidance toward those objectives and a stronger financial position. Contact them to schedule a complimentary initial consultation.
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GARY D JURDEN -AMERIPRISE FINANCIAL SERVICES, LLC. REVIEWS
They help the clients achieve their dreams for today, tomorrow, and well into the future by using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, they can help take the uncertainty out of planning for your financial future.
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Tim De Paepe has been a financial advisor at Edward Jones since 2002. he completed his Bachelor of Science in University of Oregon and Master of Business Admin in Portland State University. Edward Jones is an investment firm acknowledging that you need a face-to-face conversation about your financial goals, with nearly 12,000 financial advisors serving about 7 million investors. Their firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. The firm help you to prepare for your retirement and be a tax-smart investor. Every aspect of their business is aligned to help them understand and meet your individual needs and unique goals. They work with their clients to limit their risk and help them achieve their goals. Contact them to request an appointment.
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TIM DE PAEPE - EDWARD JONES REVIEWS
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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