PERSAdvisor

Blue Rock Financial Services is a registered investment advisor (RIA) operating in Oregon and California. The firm offers a range of financial services, guided by Mike Harris, to assist clients in achieving their financial goals. Currently, the company's site is undergoing maintenance, indicating a commitment to enhancing its digital presence. For immediate assistance, clients are encouraged to reach out directly to Mike Harris. Generated from the website

Blue Rock Financial is a registered investment advisory firm based in Medford, Oregon and California, offering comprehensive financial services to clients looking to transition from their careers to a more self-directed lifestyle. With a focus on coordinating various tools and techniques, they provide personalized guidance and recommendations to help individuals effectively manage their financial assets and maintain their desired lifestyle. Blue Rock Financial offers two types of relationships: a guidance relationship, which includes a one-time consultation to assess the client's financial situation and provide specific recommendations, and a managed relationship, which involves ongoing investment management and fiduciary advice. Their pricing schedule includes a minimum fee for comprehensive financial reviews and a percentage-based fee for investment portfolio management, ensuring that clients receive tailored services that align with their needs and goals.Generated from the website

Medicare Advisor and broker in the Rogue Valley since 1999. Advising Medicare Beneficiaries through the necessary steps and decisions when approaching age 65 and beyond. As a broker, I have access to the major insurance carriers' rates and plans to help you find coverage that best meets your needs and budget. My services are free with no obligation whatsoever.