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342 advisors near
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Out of 400,000+ nationwide
Michael S
CFP®, Series 63, Series 66
Eugene, OR
Ameriprise
Michael Schor is a CFP® professional with 17 years of experience in financial advising, currently with Ameriprise Financial Services, LLC. His career includes prior roles at Brighton Jones LLC and multiple positions within Ameriprise since 2009. He is also the owner of Reliant Solutions, LLC, a non-investment-related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm combines proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies and asset allocation recommendations.
William L
CFP®, Series 65
Eugene, OR
W.H. Lewis Financial, LLC.
William Lewis III is a CFP® certificant and Series 65 registered advisor with 14 years of industry experience. He is the sole advisor at W.H. Lewis Financial, LLC, an independent firm based in Eugene, OR, where he has worked since 2009. Outside of his financial practice, he serves as Chief Operations Officer for Lebanon Community School District, overseeing K-12 operations. W.H. Lewis Financial, LLC is an independent firm serving clients with personalized financial planning and investment advisory services.
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Finding advisors...
342 advisors near
97404
within the area shown on the map
Out of 400,000+ nationwide