Matthew  Adams,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Adams, CFP®

CLU, ChFC

Financial Advisor

Jones & Roth

260 Country Club Rd, Ste 100
Eugene, OR 97401-6026

Jones & Roth

260 Country Club Road, 100
Eugene, OR 97401
FINANCIAL ADVISOR'S WEBSITE
(541) 382-3590
(541) 687-2320

General

Matthew Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jones & Roth in Eugene, OR and the surrounding communities.

Financial Advisor Overview

A team of tax and financial professionals helping people reach their financial goals.

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Financial Advisor Experience

The Right People Beside You.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter (CLU)

Insurance Licenses

  • Life insurance: AR AZ CA FL IN KY ME MI NM OH OR TX
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC.  www.finra.org.
Investment advisory Services offered through 1st Global Advisors, LLC.
 

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Special Needs

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Helpful Financial Planning Resources