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
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 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.
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 and Trust officers 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
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.
Founded in 1952 by a few astute people at Hewlett-Packard and Tektronix, First Tech is the nation?s premier credit union serving the world?s leading technology-oriented companies and their employees. We offer a full range of customized products and services, as well as individual tools for financial wellness. We invest in our members with great rates and convenient digital, face-to-face and self-service banking solutions.
We also provide exclusive financial services for business and their employees through our partnerships with Select Employer Groups, such as, HP Inc., Hewlett Packard Enterprise, Microsoft, Agilent, Intel, Cisco, Amazon, Nike, Intuit, Google, and more.
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.
Spectrum Strategic Capital Management, LLC, is an independent, federally registered investment advisor and full-service financial planning firm. We provide our clients with asset management, retirement planning, investment planning, estate planning and a broad range of additional services.
We believe the skill, commitment and creativity of our professionals sets us apart from our competitors. Thanks to our deep collective experience, we have the ability to provide sophisticated, research-based strategies that are tailored to needs of each individual client. We are dedicated to delivering superior service and establishing personal, long-term relationships that support each client's progression through cycles of family, career, retirement and prosperity.
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.