Financial Advisor

Gold

Epic Journey Financial LLC - Gary Duvall

(541) 690-1069 Visit Website
930 Town Centre Dr, Medford, OR 97504

2023 Categories Won

Description

For over 20 years, Gary Duvall has served the Rogue Valley as a trusted financial advisor. From retirement planning and investment management to estate planning, our comprehensive services are designed to help you climb confidently toward your financial security. Whether you're just starting out, nearing the summit, or enjoying the view in retirement, we'll be with you every step of the way.

Total Wins for All Years

Gold
4
Silver

KDP Wealth Management – Claire O'Connor

(541) 622-7325 Visit Website
1370 Center Dr, Medford, OR 97501

2023 Categories Won

Description

Claire serves members as a Financial Advisor, CRC ® with Rogue Investment Services, focusing on holistic retirement planning and management. Claire O'Connor has worked in the financial services industry for over 25 years, joining Rogue Credit Union in 2013. Her extensive career has taken her through many areas of financial services, giving her a unique insight that is valuable in helping members find the right solution for their needs.

Total Wins for All Years

Silver
2