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Waddell & Reed in Corvallis, OR, is a financial services firm that specializes in providing investment and wealth management services to individuals and businesses. With a focus on personalized financial planning and investment strategies, Waddell & Reed aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information

Royal Alliance Associates, now operating under the name Osaic, offers a range of securities and investment advisory services through its affiliated broker-dealers and registered investment advisers, which are members of FINRA and SIPC. The firm provides a platform for clients to explore their financial professionals' backgrounds through FINRA's BrokerCheck, ensuring transparency and access to professional histories. Osaic Wealth Inc. and its affiliates, including Triad Advisors LLC and Osaic Institutions Inc., offer various advisory programs and services sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. The company emphasizes independence, as other entities and marketing names referenced are not directly associated with Osaic Wealth Inc. Generated from the website

Edward Jones Investments - Sam Mercer, situated in Corvallis, OR, is a financial advisory firm led by Sam Mercer. Specializing in serving clients with a minimum investment of $500,000, the firm offers expertise in various financial areas including retirement savings strategies, estate and legacy planning, wealth management, and charitable giving. With a focus on personalized service, Sam Mercer and the team at Edward Jones cater to individual interests such as snowboarding, golfing, hiking, basketball, and fishing. Additionally, the branch office includes Gin Visser as the Senior Branch Office Administrator, ensuring a comprehensive and supportive client experience. Generated from the website content