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Sittner & Nelson, LLC is proudly serving the Eugene metro area. Wealth management is more than providing investment advice. We advise our clients on every aspect of their financial affairs with a genuine commitment to their personal and financial success. We create and implement strategies that are designed to build and preserve wealth. As an independent advisory firm, we are objective and unbiased. We don't offer any proprietary products. Instead, we use our time-tested philosophy and process to select the best long term investments tailored to the objectives of our clients. Our services include: financial planning, investment management, individual retirement planning, education planning, risk management, and business retirement plans. Call us for an appointment today.
Tidepool Wealth Strategies is a fee-based fiduciary retirement planning firm serving pre-retirees ages 55–65 across Eugene, Oregon and the Pacific Northwest. We specialize in retirement income planning, Social Security optimization, retirement tax planning, and in-house estate planning services, from initial document preparation through in-office notarization. Phillip Smith, holds the CRPC®, AIF®, and TPCP® designations and brings a fiduciary-first approach to every client relationship. We work with married couples nearing retirement who want a clear, actionable plan, not a product pitch. Located at 450 Country Club Road, Suite 350, Eugene, OR. Schedule a conversation at tidepoolwealth.com.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
