Connect with Top-Rated Financial Planners in Eugene!

Legacy Financial Services, Inc. is a comprehensive financial planning company that offers wealth management, investment management, retirement planning, estate planning, tax planning, and insurance planning services to individuals with significant assets and/or complex financial needs.

Gallagher Financial Services is a family-owned business that has been providing financial planning and tax services to individuals and families since 1974. We pride ourselves on our personalized approach, working diligently with our clients to understand their unique financial situations and providing them with tailored solutions. Our team, led by owner Susan Gallagher, offers a range of services including tax return preparation, consulting, and planning, as well as representation before the Internal Revenue Service. We believe that financial planning is not just about numbers, but about understanding our clients' individual stories, challenges, and goals. With offices in Downtown Eugene, we serve clients in the Eugene and Springfield areas, and offer remote services through phone and video conferences.

The Syman-Degler Group is a comprehensive financial planning firm that provides investment advisory services, wealth management, and financial planning to individuals and families. Our dedicated team of financial professionals will work with you to understand your goals and aspirations, and help you achieve financial peace of mind. We offer a range of services, including investment guidance, risk management, retirement planning, tax planning, estate planning, and employee benefits. Our team is committed to delivering personalized service, expert guidance, and innovative solutions to help you achieve your financial goals. With our expertise and personalized approach, we can help you create a customized financial plan that aligns with your values, goals, and aspirations. By bringing together all of your financial elements, we can help you optimize your financial well-being and ensure a more secure financial future.

Hathaway Financial Services is a fee-based, locally owned business providing individualized full-service financial planning, investment management, and asset management services. Our mission is to help individuals and couples realize their financial goals through thoughtful planning and prudent management of their investments. We specialize in socially responsible investing (SRI) and offer hourly consulting services as needed. Our team, led by Patricia Hathaway, CFP, AIF, is dedicated to providing objective unbiased advice and a higher standard of client care.

Bridge Retirement Resources is a financial services company that provides comprehensive financial planning and wealth management services to individuals and families. Our team of experienced financial professionals is dedicated to helping clients achieve their ideal retirement through customized financial planning, tax optimization strategies, and investment advisory services.

Roehl & Yi is an independent wealth management firm located in Eugene, Oregon, serving high-net-worth individuals and qualified retirement plans across the West Coast. We pride ourselves on our defining qualities - experienced, personal, independent, and collaborative. When you partner with us, you receive a tailored financial portfolio built upon your personal goals, our expertise, and insight from your own attorneys and accountants. Our team of advisors provides strategic and personalized approach to wealth management, wealth planning, and retirement solutions.

Bridges Wealth Management is a financial planning and wealth management firm that offers personalized services to individuals and families. Our team of experienced professionals helps clients create and manage their financial portfolios to achieve their long-term goals. We provide comprehensive services including retirement planning, investment management, tax planning, and more. Our mission is to help our clients build a secure financial future and retire with dignity.