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First Allied Securities Inc
Eugene, Lane

Financing specialist
 : 
First Allied Securities Inc

Eugene, Lane

Prices

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About First Allied Securities Inc
Professional experience
First Allied Securities Inc: Generating Financial Bright Future Welcome to the world of First Allied Securities Inc., a leading financial services firm located in Eugene, Oregon. We collaborate with a team of dedicated professionals who specialize in delivering personalized financial solutions to help individuals and businesses achieve their goals. With years of experience in the industry, First Allied Securities Inc. has become a trusted name in the Eugene community. Our commitment to excellence is evident in our partnership with certified financial planners, like Emily A. Secord, who possesses the prestigious CFP® designation. As a Certified Financial Planner™, Emily brings her wealth of knowledge and expertise to our subsidiary company, Bright Future Wealth Management with Cetera Advisors. Together, we offer comprehensive financial planning and investment advisory services to cater to the unique needs of our clients. Located conveniently at 169 W. 6th Ave Suite 102, Eugene, OR 97401, First Allied Securities Inc. serves as a hub for our innovative strategies and solutions. Our registered broker/dealer status ensures that we adhere to the highest standards of compliance and ethics when it comes to providing investment products and services. One of the key focal points of our services is retirement planning. We understand the importance of securing a stable financial future, and our team of experts is well-equipped to guide you through the intricate process. Whether it's leveraging qualified-retirement plans, maximizing Social Security benefits, utilizing personal savings and investments, or exploring other avenues, we have the knowledge and resources to help develop a tailored retirement strategy that aligns with your goals. Dominic Corleto, a seasoned professional at First Allied Securities Inc., specializes in providing investment advisory services for retirement plans and private clients. With a strong understanding of the market and a personalized approach, Dominic ensures that your investments are aligned with your long-term objectives. Susan Kauble, another esteemed member of the First Allied Securities Inc. family, brings with her a unique perspective to the company. Born and raised in Eugene, Oregon, Susan's family background in teaching and pioneering independent financial advising has shaped her into a compassionate and trustworthy advisor. At First Allied Securities Inc., we believe that every client deserves an individualized approach to financial planning. Our team of professionals is here to listen, educate, and guide you along the path to achieving financial freedom. With a commitment to integrity and a focus on building long-term relationships, we take pride in exceeding our clients' expectations. In conclusion, First Allied Securities Inc. serves as a beacon of financial guidance in Eugene, Oregon. With our talented team of advisors, including Emily A. Secord, Dominic Corleto, and Susan Kauble, we are dedicated to providing exceptional service to our clients. Let us be your partner on the journey to financial success. Contact us today and experience the difference of working with First Allied Securities Inc.

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Location

Eugene, Lane (97401)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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