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Christmas without Cash Medford OR

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Medford, OR. We have compiled a list of businesses and services around Medford, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Maura Van Heuit
Ashland Financial Solutions
(541) 488-0460
570 A Street
Ashland, OR
Expertises
College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Stephen L. Gerritz, CFP®
2401 Meadowcreek Drive
Medford, OR
Firm
Gerritz Wealth Management, Inc.
Areas of Specialization
Investment Management, Retirement Income Management, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Ms. Alesia M. Davenport, CFP®
(541) 857-7026
1200 Mira Mar Ave
Medford, OR
Firm
Rogue Valley Manor Foundation

Data Provided By:
Mr. Lawrence Anthony Cogdell Jr., CFP®
(541) 770-6999
833 Alder Creek Dr Ste A
Medford, OR
Firm
Planner4U LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Wesley Read, CFP®
(541) 973-2602
3140 Juanipero Way Ste 102
Medford, OR
Firm
Symmetric Wealth Management LLC
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided By:
Paul T Caswell, CFP®
(541) 779-5633
716 Cardley Ave
Medford, OR
Firm
Financial Network Investment Corporation
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Paul B. Smith, CFP®
(541) 618-6408
680 Biddle Road
Medford, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Benjamin J. Kalina, CFP®
(541) 773-2246
3140 Juanipero Way Ste 101
Medford, OR
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mr. Jason J. Peters, CFP®
(541) 618-5923
2600 E. Barnett Rd.
Medford, OR
Firm
PremierWest Investment Service
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Socially Responsible Investments
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Ms. Nancy J. Sash, CFP®
(541) 773-6633
640 Superior Court
Medford, OR
Firm
KDCO Financial Services
Areas of Specialization
General Financial Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management

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