Associated Benefits Group

Orca Investment Management LLC, based in Roseburg, Oregon, is a fee-only registered investment advisory firm dedicated to providing straightforward investment strategies that prioritize long-term returns for individual investors. With a focus on simplicity, the firm specializes in core portfolios consisting of individual stocks, bonds, mutual funds, and ETFs, ensuring that clients receive tailored financial solutions without unnecessary complexity. Founded by Shawn Willard in 2003, Orca has grown from a small operation to a team of over six investment professionals, leveraging a combined 140 years of experience in the investment management industry. The firm emphasizes a client-centered approach, beginning with a discovery meeting to understand each client's unique situation and risk tolerance, followed by personalized portfolio management and support. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Our Primary Purpose Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.