Waddell & Reed

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

Oregon Pacific Financial Advisors is a financial services firm located in Medford, OR. We offer a variety of services to our clients, including personalized and comprehensive financial plans, retirement planning, investment management, risk management, and estate planning. We believe that organic growth underlies all we do, and we take a holistic approach to helping our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing our clients with the highest level of service. We accept all major credit cards.

Located in the vibrant city of Medford, OR, Eisenstein Financial Services stands out as a trusted ally for those navigating the complexities of financial planning. With a keen eye for detail and a dedication to personalized strategies, they offer a comprehensive range of services tailored to each client's unique needs. From retirement planning to investment management, their team of experts is committed to helping individuals and families secure their financial futures. At Eisenstein Financial Services, clients can expect a warm and welcoming atmosphere where their financial goals take center stage. By fostering open communication and providing clear guidance, they empower clients to make informed decisions with confidence. Whether you're looking to build wealth or safeguard your assets, this reputable financial planner is a beacon of support in the ever-changing landscape of personal finance. Generated using this place's available information