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Qualifications of Financial Advisor in Eugene

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Financial Advisors in Eugene, Oregon
Financial Advisor Office Location Phone Number
Nate Oeming CFP®, AIF®,
The Oeming Group
2282 Oakmont Way,
Eugene, OR  97401
(541) 228-9924
Matt Adams,
Jones & Roth
432 W. 11th Ave,
Eugene, OR  97401
(541) 687-2320

Information on Qualified Financial Advisors in Eugene

Office Location 2282 Oakmont Way,
Eugene,
OR 
97401
Phone Number (541) 2289924

Nate is a graduate of Oregon State University, where he earned a degree in finance and a minor in communications. He's an expert at goal discovery, assessing personal financial situations and creating a detailed roadmap that leads to where you'd like to go. Nate is known for his highly illustrative financial parables, and he is the author of the popular financial blog, Nathanomics. As a native Eugenian, Nathan is both community- and family-focused. He serves on the board of several local nonprofit groups, as well as fund-raises for charities that benefit children.

About The Oeming Group

At the Oeming Group, we take care of all your financial needs. From goal discovery and portfolio review, to financial planning and investing, to estate planning and the protection of your assets, we offer you a full-service, personal approach to managing your wealth.



Qualifications CRD# 2354504
FirmCRD# 30349
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 432 W. 11th Ave,
Eugene,
OR 
97401
Phone Number (541) 6872320

Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 20 years of experience in the financial services profession. Matt is a CERTIFIED FINANCIAL PLANNER professional (CFP), Chartered Life Underwriter (CLU) for special knowledge in risk management, and Chartered Financial Consultant (ChFC). He has passed the Financial Industry Regulation Authority (FINRA) Series 7, 63 & 65 exams. Matt is also insurance licensed in OR, CA, WA, AZ, TX, IN, NM, AR, MI, ME, OH, FL, & KY. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. Matt is licensed to offer securities in AZ, AR, CA, CO, HI, IL, IN, MT, NC, OR, WA. This is not an offer to sell securities in any other state or jurisdiction.

About Jones & Roth

Financial Advisory Services Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual. Investment Planning Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction. Retirement Planning No cookie cutter approach You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work. Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations. We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.