Medford & Jackson County Member Financial Planning and Services

Medford & Jackson County Member Financial Planning and Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
New York Life Insurance Company
New York Life Insurance Company
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562 Parsons Drive
Medford, OR 97501
Leslie AjariLeslie Ajari
Work Phone: (530) 412-2809(530) 412-2809
Member Since: 2023
Financial professional who specializes in helping individuals and families plan for retirement, protect their loved ones, and build emergency savings.
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D.A. Davidson & Co.
D.A. Davidson & Co.
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3210 Hillcrest Park Dr.
Medford, OR 97504
Work Phone: 541-608-4360541-608-4360
Member Since: 2009
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
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888 SW Fifth Avenue, Suite 1200
Portland, OR 97204
Work Phone: 503-226-1444503-226-1444
Member Since: 2014
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Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions
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2436 W. Main St.
Medford, OR 97501
Work Phone: 541-773-9567541-773-9567
Member Since: 2001
Our investment process centers around the client. We base our recommendations on a personalized approach, using multiple investment strategies.
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KDP Certified Public Accountants, LLP
KDP Certified Public Accountants, LLP
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841 O'Hare Parkway
Medford, OR 97504 6181
Work Phone: 541-773-6633541-773-6633
Member Since: 1979
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KDP Wealth Management
KDP Wealth Management
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841 O'Hare Parkway, 2nd Floor
Medford, OR 97501
Work Phone: 541-773-6633541-773-6633
Member Since: 2019
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Money Concepts Financial Services
Money Concepts Financial Services
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930 Town Centre Drive
Medford, OR 97504
Work Phone: 541-690-1069541-690-1069
Member Since: 2020
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Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
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3103 Signature Court, Ste. 101
Medford, OR 97504
Work Phone: 541-779-5010541-779-5010
800-547-1741800-547-1741
Member Since: 1975
We believe that private sector capital can play a key role in driving large-scale solutions to the most critical environmental social challenges facing the world today. We work to maximize capital to build a more sustainable future.
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Oregon Pacific Financial Advisors, Inc.
Oregon Pacific Financial Advisors, Inc.
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210 W. 8th St.
Medford, OR 97501
Work Phone: 541-772-1116541-772-1116
800-223-1281800-223-1281
Member Since: 1996
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Oregon Pacific Wealth Management
Oregon Pacific Wealth Management
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3250 Hillcrest Park Drive, Suite 100
Medford, OR 97501-0140
Work Phone: 541-858-0191541-858-0191
Member Since: 2016
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Preszler Wealth Planning, Advisors with DA Davidson & Co
Preszler Wealth Planning, Advisors with DA Davidson & Co
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3210 Hillcrest Park Dr., STE 200
Medford, OR 97504
Work Phone: 541-608-4382541-608-4382
866-236-3156866-236-3156
Member Since: 1996
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Primerica - Keith Stone
Primerica - Keith Stone
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1050 Crater Lake Ave. Unit C
Medford, OR 97504
Work Phone: 541-690-1329541-690-1329
Member Since: 2022
We help individuals and families become debt free, property protected and financially independent. We do this by providing a financial GPS, a road map, to freedom. Our office hours are flexible to better serve you. Reach out to us anytime.
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Smith, David C., CFP
Smith, David C., CFP
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716 Cardley
Medford, OR 97504 5575
Work Phone: 541-779-5633541-779-5633
541-772-9777541-772-9777
Member Since: 1991
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Stifel
Stifel
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2770 Biddle Road
Medford, OR 97504
Work Phone: 541-608-4271541-608-4271
Member Since: 2019
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The Chamber of Medford & Jackson County

Hours: Monday - Friday 9am-5pm
​101 E 8th Street | Medford, Oregon 97501
phone: 541.779.4847 | fax: 541.776.4808 | email: business@medfordchamber.com 
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