Colonial Life Insurance

Lewellyn Financial Management is a well-established wealth management firm based in Medford, OR. With over 25 years of experience, their team of dedicated professionals provides personalized financial planning and investment consulting services to help clients achieve their goals. They take pride in their consultative approach, utilizing advanced tax mitigation strategies and tactical investment consulting to maximize the probability of success for each client. As fiduciary advisors, they prioritize their clients' interests and offer fee-based advice, ensuring that their clients receive the highest level of service. With a team of experienced advisors, estate planning attorneys, TPAs, and CPAs, Lewellyn Financial Management serves as the one point of contact for all their clients' dynamic needs. While they recommend new clients to have over $1,000,000 of investable assets, they are committed to being stewards of their clients' wealth and understanding the intricate details of each client's situation. Their comprehensive wealth management services include investment management, retirement strategies, estate conservation, income planning, and more, all aimed at providing simple and elegant solutions that last for generations.Generated from the website

About Cetera Advisor Networks Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.