Financial Planners - Certified

 
 
 
 
Jones & Roth CPAs & Business Advisors
Jones & Roth CPAs & Business Advisors
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260 Country Club Rd.
Eugene, OR 97401
Teresa RickardTeresa Rickard
Work Phone: (541) 687-2320(541) 687-2320
Member Since: 1986
Jones & Roth CPAs and Business Advisors is one of the largest CPA firms headquartered in Oregon. We serve companies, nonprofits, and individuals from our offices in Eugene, Hillsboro, and Bend.
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Bright Future Wealth Management
Bright Future Wealth Management
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169 W. 6th Avenue, Suite 102
Eugene, OR 97401
Work Phone: (541) 683-0766(541) 683-0766
Member Since: 2024
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Integrity Wealth
Integrity Wealth
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576 Olive Street Suite 303
Ste 303
Eugene, OR 97401
Work Phone: (541) 650-6061(541) 650-6061
Member Since: 2024
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Mainsail Financial Group
Mainsail Financial Group
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975 Oak St. ste 785
Eugene, OR 97401
Work Phone: (541) 485-3154(541) 485-3154
Member Since: 2014
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Merriman Wealth Management, LLC
Merriman Wealth Management, LLC
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1400 Executive Pkwy
Suite #110
Eugene, OR 97401
Work Phone: (541) 683-2900(541) 683-2900
Member Since: 2018
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Tetralogy Financial Planning Group
Tetralogy Financial Planning Group
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1600 Executive Pkwy, Suite 230
Eugene, OR 97401
Work Phone: (541) 600-3344(541) 600-3344
Member Since: 2021
We are committed to building deep, long-term relationships with you because the best financial decisions grow from knowing where you’ve been and where you’re going.
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Tailored Financial Planning, LLC
Tailored Financial Planning, LLC
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600 E 39th PL
Eugene, OR 97405
Work Phone: (541) 321-0715(541) 321-0715
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​1401 Willamette Street  |  Eugene, OR 97401
Phone: 541-484-1314  |  Fax: 541-484-4942
Eugene Chamber of Commerce