Dustin Sain - Ryan Harbert-COUNTRY Financial Rep

Roehl & Yi Investment Advisors is an independent wealth management firm based in Eugene, Oregon, dedicated to serving high-net-worth individuals and qualified retirement plans across the West Coast. They pride themselves on offering personalized investment strategies that are tailored to each client's unique financial goals and circumstances. With a focus on collaboration and expertise, Roehl & Yi partners with clients to manage their wealth, investments, and legacy while also supporting foundations and endowments. Their comprehensive insights cover estate tax mitigation, asset protection, and market trends, ensuring clients receive informed guidance in navigating the complexities of financial planning. Generated from the website

McKenzie Wealth Management, a team of dedicated Financial Advisors based in Eugene, OR, is committed to providing personalized financial strategies tailored to meet clients' short-term needs and long-term goals. With a focus on building lasting relationships, they emphasize quality client service and aim to be the primary source of financial advice for their clients. The team, led by experienced professionals including Terry Allen, Ronda Schleicher, and Gregory Wooten, offers expertise in areas such as retirement and estate planning, portfolio management, and liability management. Their collective knowledge and commitment to client success enable them to navigate the complexities of today's financial landscape effectively. Generated from the website