Orca Investment Mgmt LLC

Hall Investment Group is a financial services firm based in Roseburg, Oregon, specializing in wealth management and investment advisory services. With a focus on personalized financial planning, the company assists clients in achieving their long-term financial goals through strategic investment strategies and portfolio management. Generated from their business information

Orca Investment Management LLC, based in Roseburg, Oregon, is a fee-only registered investment advisory firm dedicated to providing straightforward investment strategies that prioritize long-term returns for individual investors. With a focus on simplicity, the firm specializes in core portfolios consisting of individual stocks, bonds, mutual funds, and ETFs, ensuring that clients receive tailored financial solutions without unnecessary complexity. Founded by Shawn Willard in 2003, Orca has grown from a small operation to a team of over six investment professionals, leveraging a combined 140 years of experience in the investment management industry. The firm emphasizes a client-centered approach, beginning with a discovery meeting to understand each client's unique situation and risk tolerance, followed by personalized portfolio management and support. Generated from the website

Roehl & Yi Investment Advisors is an independent wealth management firm based in Eugene, Oregon, dedicated to serving high-net-worth individuals and qualified retirement plans across the West Coast. They pride themselves on offering personalized investment strategies that are tailored to each client's unique financial goals and circumstances. With a focus on collaboration and expertise, Roehl & Yi partners with clients to manage their wealth, investments, and legacy while also supporting foundations and endowments. Their comprehensive insights cover estate tax mitigation, asset protection, and market trends, ensuring clients receive informed guidance in navigating the complexities of financial planning. Generated from the website