I am a Financial Planner & Investment Advisor serving clients in Corvallis and Salem. I help pre-retirees plan for and transition into retirement; help retirees with income planning for asset preservation; and work with women who manage their own money.
PacWest Wealth Partners provide our families peace of mind through collaborative financial planning.
Our Confident Retirement approach to financial planning is the basis and hallmark behind the success of our clients. We understand busy lifestyles and juggling commitments and activities from one day to the next.
We know what it's like being hard-working and busy professionals, which is why we do what we can to make it easier for our clients to work with us.
We offer flexibility, personalized service and a comprehensive approach to financial planning. We help our clients plan to accomplish their dreams and goals.
With plans in place, our clients can have more time to enjoy with their families, friends, hobbies or careers.
I am a financial advisor specializing in money management and retirement income stream planning, with an emphasis in the Public Employee Retirement System (PERS).
Offering Independent Advice for Comprehensive Long-Term Financial Solutions
An SEC Registered Investment Advisory Firm Specializing in Retirement Planning.
Securities offered through Geneos Wealth Management, Inc. a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Hurley Financial Group, Inc., a registered investment advisor.
Member Proudly Supports: - Heartland Humane Society
- Arts Center
- Grace Center for Adult Day Services
Clarity is the key to making sound decisions. Our mission is to help people navigate the financial planning process with knowledge and confidence. We provide personal service, investment advice and education to develop a solid strategy and point you in the right direction.
Since our founding in 1957, Citizens Bank has become one of the most successful and stable community banks in the country. While many things have changed since then, we are most proud of what hasn't changed, our mission to provide superior financial services to our customers, to promote economic growth and stability in our communities, and to deliver outstanding value to our shareholders.
Financial Freedom Wealth Management Group, LLC is a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue Financial Freedom. Our customized programs are designed with the goal to help grow and conserve our clients? wealth while delivering an unprecedented level of personalized service. Our locations include branch offices in Newport and Salem; satellite offices in Corvallis and Eugene.
Nancy will get to know you and understand all you want to accomplish by taking you through a consultative process intended to uncover an appropriate path for you. Nancy Leads a team of investment. insurance and financial planning experts from U. S. Bancorp Investments, plus banking experts from our affiliate, U. S. Bank. With comprehensive resources and the personalized attention you deserve, our experienced team of professionals can help work toward meeting all of your financial needs.
Investment products and services are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc. member FINRA and SIPC, in investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank