Edward Jones - Katrina Williams

​Empowering clients to reach their financial goals is our passion. We help clients become confident in their decisions. We do that by creating personalized financial strategies to meet their unique goals, and we partner with clients throughout their lifetimes to help them stay on track.

Edward Jones - Larry Steiner

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

Edward Jones- Mike Lewis

Edward Jones Agent

Evergreen Federal Bank, Ashland Branch

Operating as a Mutual, Evergreen Federal Bank is committed to serving customers locally and investing in their community.

H&R Block

Harfst and Associates, Inc.

Registered Investment Advisor Excellence in Financial Services - Wealth Management - Investment Management - Retirement Planning

Jacob Finch - State Farm Agency

Our incredible team has over 60 years of combined experience serving the insurance and financial service needs of Ashland and the surrounding communities. The Jacob Finch State Farm Agency provides all forms of insurance including: Auto, Home, Life, Health, Business and the State Farm Bank.

Jon Snowden Insurance Agency

shland State Farm Insurance Agent Jon Snowden (541) 482-2461 is located directly across from SOU at 420 Bridge Street, Ashland OR,97520. See Jon Snowden for all of your Auto Insurance, Home or Renters Insurance,Life Insurance and Financial Services in Ashland...

loanDepot

At loanDepot, we understand that in today’s market, home financing requires a company with a proven track record, financial strength, and integrity. Our unwavering commitment to excellence in these three key areas has made us highly regarded within the industry.

Nations Lending

We are a lending company located in Ashland, we are new to the area!

New York Life Insurance Company

New York Life Insurance Company

MY APPROACH Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

Oregon Pacific Financial Advisors

At Oregon Pacific Financial Advisors, our team of advisors serve both individuals and families with personalized and comprehensive financial plans, retirement planning, investment management, risk management, as well as tax and estate planning strategies. We also help businesses and business owners with employer-sponsored retirements plans and business transition/succession planning. Founded in 1995, we have offices in Medford and Grants Pass and serve clients all across S. Oregon and beyond.

Raymond James Financial Services

I tailor my full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, I go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax, higher education planning, and estate planning strategies specifically for you...

Retirement Planning Specialists, Inc.

Retirement Planning Specialists, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ assets by delivering an unprecedented level of personalized service...

Rogue Credit Union

A credit union is a financial cooperative, owned by the members who use its services. Credit unions serve groups that have a common bond, such as where they work, live, or go to church. Credit unions are not-for-profit, and exist to provide a safe, convenient place for members to save money and acquire loans at reasonable rates...

Strategy One Home Loans, LLC.

Melissa Redding is a highly experienced Mortgage Strategist with Strategy One Home Loans, LLC. With a career spanning over 25 years, Melissa has been instrumental in helping countless individuals and families achieve housing stability and build generational wealth through homeownership. As a Certified Mortgage Advisor, she possesses the expertise to guide borrowers in selecting the best personalized financing strategy that aligns with their unique financial goals. What's Your Strategy?

Umpqua Bank

Umpqua believes that we can build economic vitality together. We do that by putting our priority on people and the communities they live in. That’s true if Umpqua is your personal bank, business bank, or private bank. We are the largest bank headquartered in the Northwest and a leading western U.S. financial institution, with over $50 billion in assets and more than 300 locations in Washington, Oregon, Idaho, California, Nevada, Arizona, Utah and Colorado.