Matthew Gailey

Pacific Northwest Retirement Planners is a family-owned independent financial advisory firm located in Bend, Oregon, dedicated to helping individuals and small businesses in the Pacific Northwest achieve financial independence since 1977. With a client-centric approach and a fee-based model, they provide personalized financial planning, investment management, and retirement plan services tailored to their clients' unique goals and aspirations. Backed by a partnership with LPL Financial, the firm offers a wide range of investment products and services designed to meet evolving financial needs. Their experienced team is committed to providing clear, actionable advice, whether clients are planning for retirement, navigating career transitions, or managing business finances. Generated from the website

Meyer Wealth Management, based in Portland, boasts a team with over 30 years of experience and a deep-rooted passion for investing. Their rich local history in family and finance sets them apart, offering clients a unique perspective and personalized approach to wealth management. Generated from their website's infomation