The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Eugene area.
Learn how we score.
Prominent finalists A-Z in Eugene
ADB Capital Management
Accurate Bookkeeping & Tax Service
Bonebrake Financial Planning & Wealth Management
Bright Future Wealth Management
Buller, Wuite, Olsson & Rosenberg
Fiscal Funding
Future Planning Systems
Generations Financial Partners
Green Leaf Financial Consulting
Guiding Financial
Kevin P. Greig, CPA
Legacy Financial Services
Mallery Financial
Northwest Retirement Services
Powers Howard Quimby
Practice Peak Advisors Powered by Jones & Roth Cpas
Principle Accounting
Retirement Planning Group
Roehl & Yi Investment Advisors
Syman-Degler Group
Tetralogy Financial Planning Group
Voya Financial
W. Ben Utley at Physician Family Financial Advisors
Willamette Wealth Partners: Independence Powered By LPL Financial
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Legacy Financial Services
(2)
Tell A Friend, Cltc
“David Hinson and his team are extremely knowledgeable and helpful.”
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Buller, Wuite, Olsson & Rosenberg
“Oregon-grown Buller, Wuite, Olsson & Rosenberg, P.C. began in Eugene in 1968 as Jurgenson & Buller CPAs. We built our reputation working locally with individuals and small businesses to provide sound financial advice combined with personalized, frien...”
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Practice Peak Advisors Powered by Jones & Roth Cpas
(5)
Year-Long Advisory Meeting Schedule, How we Work With You, On-Demand Media
“Jeremy & his team are always professional and do an excellent job of keeping me up to date on tax law changes and recommendations for the financial health of my practice.”
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Accurate Bookkeeping & Tax Service
(4)
Business Services, Tax Services, Quickbooks Services
“What a relief to know that our somewhat complicated return will be handled quickly and competently.”
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Willamette Wealth Partners: Independence Powered By LPL Financial
(1)
“We appreciate his ability to remember out details and to explain things with visuals, sometimes a few times until we understand.”
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Guiding Financial
“Based in the beautiful Northwest, I am doing what I love! My children have grown into amazing adults, my dog is happy to go out on the trail but okay to rest when I'm busy geeking out on finance. My husband has taken up sailing - a hobby that challen...”
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Northwest Retirement Services
Articles, Newsletters, Tax Library
“Northwest Retirement Services, Inc. was incorporated in 1994 as a firm specializing in financial planning. We have become one of the largest companies of its kind in the Pacific Northwest. The firm does not represent any one financial intermediary, t...”
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Mallery Financial
Services to Non-Profits, Financial Planning, Investments
“Whether you're investing for current income, long-term objectives, or a specific goal in between, we will tailor an investment program specific to your risk profile, goals, and preferences. We welcome you to join our values-based, transparent, collab...”
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Generations Financial Partners
(2)
“After receiving a fast response to my request for an appointment, I was pleased to meet with Martin Hansen.”
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Green Leaf Financial Consulting
(2)
“Great folks you can trust!”
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ADB Capital Management
(1)
“I found Art to be very knowledgeable when it comes to complex financial management.”
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Syman-Degler Group
(1)
“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”
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Retirement Planning Group
(1)
“He understands the PERS system and helps me to work with it to create the retirement I want.”
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Bright Future Wealth Management
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
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Principle Accounting
(7)
“Great, friendly and competent accountants!”
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W. Ben Utley at Physician Family Financial Advisors
(3)
“He was very generous with his time, gave great advice and explains complicated things very clearly!”
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Voya Financial
(1)
“I was a bit nervous about the paperwork needing to be filled out and it was a comfort to have someone to help me fill it out.”
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Future Planning Systems
(1)
Mutual Funds|
“I am very pleased with the returns on my investments and am feeling very optimistic about my financial future with the help of Future Planning Systems.”
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Tetralogy Financial Planning Group
“We operate differently than your average financial advisors. Rather than assigning you a single advisor, we work as a team, pooling our expertise in every service we provide. With over sixty years of combined experience, we take best practices from a...”
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Fiscal Funding
Top Free Software, Medicare Quote, HSA Application
“This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.”
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Roehl & Yi Investment Advisors
Retirement Plan, Wealth Management
“We pride ourselves on our defining qualities—we are experienced, personal, independent, and collaborative. When you partner with us, you receive a tailored financial portfolio built upon your personal goals, our expertise, and insight from your own a...”
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Kevin P. Greig, CPA
Divorce Settlements, Speaker, Financial Planning
“Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR 97401 -- 541.915.4636 -- [email protected]”
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Bonebrake Financial Planning & Wealth Management
Securing Your Data, Advanced Planning Team, Retirement Consulting Services Team
“Through our financial planning process, we address your financial questions so you can go forward with what's truly important to you.From establishing cash reserves to building retirement savings—and everything in between—we help you prioritize your ...”
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Powers Howard Quimby
“Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in ou...”
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Retirement Planning and Investment Management Services in Eugene, OR Cost Estimates