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Top Rated Financial Advisors in Eugene, Oregon

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Eugene, Oregon is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

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Matt Adams

Jones & Roth
CFP®, CLU®, ChFC®
Matt Adams, a financial fiduciary, provides financial services to clients in the Eugene, Oregon area. Matt holds a CFP®, CLU®, ChFC® certification. Matt has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals

    Name(s) of Custodian(s):
    National Financial Services

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