3 Best Financial Services in Eugene, OR

“Tim De Paepe has been a financial advisor at Edward Jones since 2002. He completed his Bachelor of Science at the University of Oregon and his Master of Business Administration at 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 helps you 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 schedule an appointment.”

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“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. 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. 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.”

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“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.”

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