McKenzie Wealth Management - UBS Financial Services Inc.
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McKenzie Wealth Management, a team of dedicated Financial Advisors based in Eugene, OR, is committed to providing personalized financial strategies tailored to meet clients' short-term needs and long-term goals. With a focus on building lasting relationships, they emphasize quality client service and aim to be the primary source of financial advice for their clients.
The team, led by experienced professionals including Terry Allen, Ronda Schleicher, and Gregory Wooten, offers expertise in areas such as retirement and estate planning, portfolio management, and liability management. Their collective knowledge and commitment to client success enable them to navigate the complexities of today's financial landscape effectively.
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