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Matt Adams

Jones & Roth
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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