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.
3 Best Financial Services in Eugene, OR
Expert recommended Top 3 Financial Services in Eugene, Oregon. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 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!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Jeff Hill - Momentum Eugene Financial Services Jeff Hill - Momentum Eugene Financial Services](https://threebestrated.com/images/JeffHillMomentum-Eugene-OR.jpeg)
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.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
TOP 3 JEFF HILL - 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.
Jeff is awesome. I trust in him to take care of my agents' retirement accounts. He gets great returns for his clients. He specializes in listening to each client's needs and goals to create a taylormade portfolio for each individual. If you value your retirement? You need to talk to Jeff.
If you're looking to invest for retirement, Jeff is knowledgeable in all aspects of retirement accounts. He is very personable and will listen to your needs, educate you in all your options and give excellent advice.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Retirement Planning Group LLC Eugene Financial Services Retirement Planning Group LLC Eugene Financial Services](https://threebestrated.com/images/RetirementPlanningGroupLLC-Eugene-OR.jpeg)
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.
Specialty:
Contact:
Working Hours:
Fri: 9am - 2pm
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 RETIREMENT PLANNING GROUP LLC 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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.