Oregon Pacific Wealth Management, LLC is a comprehensive wealth management firm dedicated to helping individuals, families, and institutions grow, preserve, and transfer wealth. We have the freedom to offer unbiased advice without the potential for conflicts of interest often present with large broker dealers. We offer personalized financial planning, investment management, and advisory services tailored to our ' unique goals and life circumstances. Our client-centric approach combines deep industry expertise with a commitment to long-term partnerships and fiduciary responsibility.

We serve the pursuits of individuals, families, and companies with tailored financial planning and advice.

Certified financial planners Employee benefit packages health Insurance Life Insurance Long and short term disability Insurance 401K IRA Investemnts

Worldview Wealth Advisors is an independent investment firm to international and globally-oriented individuals and families in the United States and abroad. Since 2005, our fiduciaries have worked closely with our clients to lay out their financial and non-financial goals, identify opportunities for improvement and create a plan of action to achieving them. Our various retirement and investment solutions including real estate investments, 401k consulting and planning, asset protection and insurance, international taxation, international estate and inheritance planning, charitable giving, and more. For a truly global perspective on the investment landscape, contact Worldview Wealth Advisors today.

Forget what you think you know about financial advisors. Because we're so much more. With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get-from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth-now and in the future.

Capital Nomics offers comprehensive and flawless business valuations and appraisal services in areas like Medford, Redmond, Eugene, Bend etc. Its team of expert Business Valuation Consultants cater to clients hailing from diverse sectors successfully. Its services include: • Customized advisory and consultation for business acquisitions and mergers. • Comprehensive consultation for Business Valuation. • Exit planning services for various types of businesses. • Goodwill value assessment services for enterprises. • Family transactions, valuation of marital business and employee buyouts.

For more than seven decades, Waddell & Reed has helped millions of Americans develop customized financial plans to help them get to where they want to go in life. Waddell & Reed Inc Contact Person: Michael Landis Contact Email: [email protected] Website: http://www.lo.wrfa.com investing, financial planner, retirement advisor, financial consultants, wealth management

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

A financial plan that's personally focused is the best way we know to help you navigate an environment that's increasingly complex and chaotic. At Carter and Carter Financial, we believe confidence, trust and mutual respect are the cornerstones of a successful financial partnership. Personal attention is our commitment to your financial success.

Fiscal Funding, Inc., assists business owners, professionals, and more informed individuals in attaining and maintaining wealth through a network of risk management systems and companies. We help individuals and businesses design , implement, fund, and administer tax-qualified, tax-exempt, and tax-deferred programs for themselves and their key people. Our objectives include increasing spendable income, reducing tax exposure, and enhancing the bottom line net asset value of their holdings. We specialize in providing access to retirement plans, estate planning, planned giving, and money management. Numerous financial opportunities are avaiable to individuals and businesses in these areas. Most people overlook many of these, particularly special situations open to the prudent investor.

FIDELIS iM is a financial advisor in Medford, Oregon. We offer a refreshing financial experience designed to help you make prudent choices, take effective actions, and attain your goals. As an independent, fee-only financial advisor and investment management firm, we offer tailored financial planning to meet your needs. We specialize in the management of assets for a select group of individuals, entities, and company retirement plans. We can manage your Individual Retirement Account (IRA), Qualified Retirement Plan (401k, 403b), foundation, endowment, corporate account, or taxable account; we can serve as your trusted financial advisor.