Independant Financial Group LLC

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Located in Medford, OR, Raymond James Financial Services is a prominent establishment specializing in tailored wealth management services, investment banking, asset management, and capital market solutions. Catering to individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and specialized assistance aligned with each client's unique objectives. Drawing on their extensive expertise, Raymond James excels in guiding clients through intricate financial landscapes, providing detailed analysis and personalized support to ensure prudent risk management and optimal growth, protection, and transfer of financial assets. Emphasizing a global reach with a local touch, Raymond James in Medford, OR, distinguishes itself through a community-oriented approach to delivering attentive, objective-based solutions. With a steadfast commitment to meaningful interactions and client-centric services, the company stands out for its dedication to offering valuable insights and support. Clients benefit from a wealth of experience and a focus on fostering lasting relationships built on trust, transparency, and a shared goal of achieving financial success. Generated using this brand's available information

Blue Rock Financial is a registered investment advisory firm based in Medford, Oregon and California, offering comprehensive financial services to clients looking to transition from their careers to a more self-directed lifestyle. With a focus on coordinating various tools and techniques, they provide personalized guidance and recommendations to help individuals effectively manage their financial assets and maintain their desired lifestyle. Blue Rock Financial offers two types of relationships: a guidance relationship, which includes a one-time consultation to assess the client's financial situation and provide specific recommendations, and a managed relationship, which involves ongoing investment management and fiduciary advice. Their pricing schedule includes a minimum fee for comprehensive financial reviews and a percentage-based fee for investment portfolio management, ensuring that clients receive tailored services that align with their needs and goals.Generated from the website