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Organic growth underlies all we do at Oregon Pacific Financial Advisors. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.
210 West 8th Street, Medford, OR, 97501, United StatesGet directions
|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.|
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.
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 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
Royal is so easy to work with and is very knowledgeable.
Oregon Pacific Financial Advisors has a 5 star rating with 4 reviews.
Oregon Pacific Financial Advisors is closed now. It will open on Monday at 8:00 a.m.