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Oregon Pacific Financial Advisors
- Medford, OR
About this business
Oregon Pacific Financial Advisors is a financial services firm located in Medford, OR. We offer a variety of services to our clients, including personalized and comprehensive financial plans, retirement planning, investment management, risk management, and estate planning. We believe that organic growth underlies all we do, and we take a holistic approach to helping our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing our clients with the highest level of service. We acce... read more
Location details
210 West 8th Street, Medford, OR, 97501, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I've had the pleasure of working with James Monroe. What an amazing professional! Not only is he extremely knowledgeable and prompt in communication; he genuinely cares about you and your personal goals and needs. He truly wants to help. It seems there is nothing James can't do and he is so trustworthy. He has greatly helped me personally and I look forward to many more years of working with him.
We’ve had James Monroe as our financial advisor for over a year now. Always takes the time to explain things which we really appreciate. Everyone I’ve met at OPFA is great and easy to work with.
Royal Standley is tops! My experience with Royal was nothing short of amazing. He is truly gifted at making sense of retirement and wealth planning and creating a pathway to financial wellbeing. Before jumping into investments, put the horse before the cart and go see Royal! I know others that are clients with other OPFA planners as well (which is why I went). It's so nice to have a company that does it all; retirement planning, investment management, risk management, estate planning, and actually does a thorough plann... read more
We had a 401k plan for our staff that no one understood how to access. Getting the plan administrator on the phone to help was difficult. I am so happy we have Royal and Emma from OPFA on our side. They actually care about us and our team. They take time explain and walk us through things. If you are a business owner, give them a call. If you are looking for someone to advise you on financial matters, give them a call. They see you, as a person, not dollar signs.
Royal is so easy to work with and is very knowledgeable.
Frequently asked questions about Oregon Pacific Financial Advisors
How is Oregon Pacific Financial Advisors rated?
Oregon Pacific Financial Advisors has a 5 star rating with 5 reviews.
When is Oregon Pacific Financial Advisors open?
Oregon Pacific Financial Advisors is closed now. It will open on Monday at 8:00 a.m.