Top 20 Financial Services Companies in Eugene

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Below is the list of Top 20 Financial Services Companies in Eugene ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Eugene

1. Alpine Mortgage Planning

Industry: Financial Services

Location: Eugene, Oregon

Website: alpinemc.com

Company Founded: 2002

Company Size: 1001-5000

Company Address: 1200 Executive Prkwy, Eugene, Oregon, United States

Alpine Mortgage Planning Contact Details

Name Title LinkedIn Phone Email
Davina Fitzgibbon Transaction Coordinator
Lacy Cole Mortgage Advisor
Brittany Desadier Mortgage Advisor
Micah Dyson Mortgage Loan Officer
Melissa Wolcott Branch De Underwriter
Peter Jameson Mortgage Planner
Curtis Stoecklin Director Of Business Technology
Requires/Intent and 50 more Employees
Banking & Payment Processing
Loan Origination & Servicing Platforms
and more

2. Summit Benefit And Actuarial Services, Inc.

Industry: Financial Services

Location: Eugene, Oregon

Website: summitbenefit.com

Company Founded: 1994

Company Size: 11-50

Company Address: 374 West 12th Avenue, Eugene, Oregon, United States

Summit Benefit And Actuarial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Mike Hawley Marketing Specialist
Norman Levinrad President At Summit Benefit And Actuarial Services, Inc
Beth Mathison Task And Project Manager
Matt Rustige Enrolled Actuary
Andrea Bullock-braunger Junior Dc Administrator
Kristiina Digesu Aca Compliance Assistant
Becky Youtz Aca Operations Assistant
Requires/Intent and 6 more Employees
Wealth Management
Automation & Workflow Optimization
and more

3. Eugene Mortgage Brokers

Industry: Financial Services

Location: Eugene, Oregon

Company Founded: 2015

Company Size: 1-10

Company Address: 1310 Coburg Road, Eugene, Oregon, United States

Eugene Mortgage Brokers Contact Details

Name Title LinkedIn Phone Email
Lauren Hatmaker Owner And Loan Consultant
Matthew Boytz Mortgage Broker
Cara Bottineau Mortgage Advisor Nmls 730454
Brian Young Mortgage Broker
Requires/Intent
Cybersecurity & Data Protection
Marketing Services
ERP For Financial Institutions
Automation & Workflow Optimization
Document Management & E-signature Solutions
and more

4. Precision Funding

Industry: Financial Services

Location: Eugene, Oregon

Website: precisioncapital.net

Company Founded: 1995

Company Size: 1-10

Company Address: 4710 Village Plaza Loop, Eugene, Oregon, United States

Precision Funding Contact Details

Name Title LinkedIn Phone Email
Pam Hoepfl Investment Manager
Nicole Writer Mortgage Loan Originator
Justin Dillon Loan Originator
Julie Smith Mortgage Consultant
Kristen Thrasher Executive Assistant
Kimberly Clements Loan Partner I
Latoya Williams Mortgage Loan Partner
Requires/Intent and 5 more Employees
Performance Tracking & KPI Analytics
API Integration For FinTech
Financial Forecasting & Modeling
Mobile App Development For Financial Services
and more

5. Heitman Analytics

Industry: Financial Services

Location: Eugene, Oregon

Website: heitmananalytics.com

Company Founded: 1985

Company Size: 11-50

Company Address: 2233 Willamette Street, Eugene, Oregon, United States

Heitman Analytics Contact Details

Name Title LinkedIn Phone Email
Erik Mills President
Diana Engelstad Vice President Of Product Development
Kelly Wassell Data Entry Specialist
Requires/Intent
Automation & Workflow Optimization
Risk Assessment & Mitigation
Wealth Management
Securities Trading & Brokerage
and more

6. Finley Davis Financial Group, Inc.

Industry: Financial Services

Location: Eugene, Oregon

Website: finleydavis.com

Company Founded: 1981

Company Size: 1-10

Company Address: 2911 Tennyson Avenue, Eugene, Oregon, United States

Finley Davis Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Tj Davis Financial Advisor
Nichole Zahner Financial Advisor
Ashley Gresham Office Manager
Requires/Intent
Financial Auditing & Reporting
Data Analytics & Business Intelligence
Financial Planning & Retirement Solutions
ERP For Financial Institutions
Accounting Services
and more

7. Omt Mortgage

Industry: Financial Services

Location: Eugene, Oregon

Website: omtmortgage.com

Company Founded: 2007

Company Size: 1-10

Company Address: 2645 Suzanne Way, Eugene, Oregon, United States

Omt Mortgage Contact Details

Name Title LinkedIn Phone Email
Dick Martin Mortgage Loan Officer
Terry Johnson Senior Loan Officer
Dawn Ensley Mortgage Loan Processor
Elaine Chang Administrator And Loan Officer
Ryan Haas Mortgage Loan Officer
Requires/Intent
Accounting Services
Legal Compliance & Advisory
Blockchain & Cryptocurrency Solutions
Marketing Services
and more

8. Cetan Funds

Industry: Financial Services

Location: Eugene, Oregon

Website: cetanfunds.com

Company Founded: 2017

Company Size: 1-10

Company Address: 72c Centennial Loop, Eugene, Oregon, United States

Cetan Funds Contact Details

Name Title LinkedIn Phone Email
Mary Merriman Chief Executive Officer And Principal
Zach Smith Associate And Loan Officer
Requires/Intent
Performance Tracking & KPI Analytics
Digital Payment & Subscription Solutions
Technology Consulting
Financial Planning & Retirement Solutions
and more

9. Journey Tree Financial Planning & Investments

Industry: Financial Services

Location: Eugene, Oregon

Website: journeytree.com

Company Founded: 1993

Company Size: 1-10

Company Address: 975 Oak Street, Eugene, Oregon, United States

Journey Tree Financial Planning & Investments Contact Details

Name Title LinkedIn Phone Email
Jason Nelson-elting Associate Advisor
Jonathan Brandt Founder And Portfolio Manager
Jennifer Paterson Office Manager
Requires/Intent
Insurance & Underwriting Services
Mortgage & Loan Processing
Technology Consulting
and more

10. Roehl & Yi Investment Advisors, Llc

Industry: Financial Services

Location: Eugene, Oregon

Company Size: 1-10

Roehl & Yi Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Zachary Daeges Analyst
Requires/Intent
ESG & Sustainable Finance Consulting
Compliance & Regulatory Advisory
and more

11. Physician Family Financial Advisors Inc.

Industry: Financial Services

Location: Eugene, Oregon

Website: physicianfamily.com

Company Founded: 1998

Company Size: 1-10

Company Address: 399 East 10th Avenue, Eugene, Oregon, United States

Physician Family Financial Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Chelsea Smith Service Technician
Requires/Intent
Insurance & Underwriting Services
Debt Collection & Recovery
Treasury & Cash Flow Management
Financial Forecasting & Modeling
and more

12. Osborne & Associates, Llc

Industry: Financial Services

Location: Eugene, Oregon

Company Size: 1-10

Company Address: 1580 Valley River Drive, Eugene, Oregon, United States

Osborne & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Louise Osborne President
Requires/Intent
Cloud Computing Solutions
Wealth Management
and more

13. Silver Cache Trading Co

Industry: Financial Services

Location: Eugene, Oregon

Website: silvercache.com

Company Size: 1-10

Company Address: 574 Fenster Street, Eugene, Oregon, United States

Silver Cache Trading Co Contact Details

Name Title LinkedIn Phone Email
Richard Ogden Vice President Systems
Requires/Intent
Technology Consulting
Debt Collection & Recovery
Credit Rating & Analysis
Document Management & E-signature Solutions
ERP For Financial Institutions
and more

14. Alison & Hill Llc Investment Advisors

Industry: Financial Services

Location: Eugene, Oregon

Website: alison-hill.com

Company Founded: 2004

Company Size: 1-10

Company Address: 450 Country Club Road, Eugene, Oregon, United States

Alison & Hill Llc Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Robin Barchus Receptionist And Processor
David Igl Investment Advisor, Cfp
Requires/Intent
Loan Origination & Servicing Platforms
Customer Relationship Management (CRM)
Marketing Services
ESG & Sustainable Finance Consulting
Cybersecurity & Data Protection
and more

15. Oregon Auto Finance

Industry: Financial Services

Location: Eugene, Oregon

Company Size: 11-50

Company Address: 1700 Valley River Drive, Eugene, Oregon, United States

Oregon Auto Finance Contact Details

Name Title LinkedIn Phone Email
Mary Jensen Administrative Assistant
Requires/Intent
Technology Consulting
HR & Talent Acquisition
and more

16. Trimark Legal Funding Llc

Industry: Financial Services

Location: Eugene, Oregon

Website: tlfllc.com

Company Founded: 2003

Company Size: 1-10

Company Address: 1056 Green Acres Road, Eugene, Oregon, United States

Trimark Legal Funding Llc Contact Details

Name Title LinkedIn Phone Email
Ana Colwell Administrative Assistant
Requires/Intent
Omnichannel Customer Support
Compliance & Regulatory Advisory
Banking & Payment Processing
and more

Eugene Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Davina Fitzgibbon Alpine Mortgage Planning Transaction Coordinator
2 Lacy Cole Alpine Mortgage Planning Mortgage Advisor
3 Brittany Desadier Alpine Mortgage Planning Mortgage Advisor
4 Micah Dyson Alpine Mortgage Planning Mortgage Loan Officer
5 Melissa Wolcott Alpine Mortgage Planning Branch De Underwriter
6 Peter Jameson Alpine Mortgage Planning Mortgage Planner
7 Curtis Stoecklin Alpine Mortgage Planning Director Of Business Technology
8 Mike Hawley Summit Benefit And Actuarial Services, Inc. Marketing Specialist
9 Norman Levinrad Summit Benefit And Actuarial Services, Inc. President At Summit Benefit And Actuarial Services, Inc
10 Beth Mathison Summit Benefit And Actuarial Services, Inc. Task And Project Manager
11 Matt Rustige Summit Benefit And Actuarial Services, Inc. Enrolled Actuary
12 Andrea Bullock-braunger Summit Benefit And Actuarial Services, Inc. Junior Dc Administrator
13 Kristiina Digesu Summit Benefit And Actuarial Services, Inc. Aca Compliance Assistant
14 Becky Youtz Summit Benefit And Actuarial Services, Inc. Aca Operations Assistant
15 Lauren Hatmaker Eugene Mortgage Brokers Owner And Loan Consultant
16 Matthew Boytz Eugene Mortgage Brokers Mortgage Broker
17 Cara Bottineau Eugene Mortgage Brokers Mortgage Advisor Nmls 730454
18 Brian Young Eugene Mortgage Brokers Mortgage Broker
19 Pam Hoepfl Precision Funding Investment Manager
20 Nicole Writer Precision Funding Mortgage Loan Originator
21 Justin Dillon Precision Funding Loan Originator
22 Julie Smith Precision Funding Mortgage Consultant
23 Kristen Thrasher Precision Funding Executive Assistant
24 Kimberly Clements Precision Funding Loan Partner I
25 Latoya Williams Precision Funding Mortgage Loan Partner
26 Erik Mills Heitman Analytics President
27 Diana Engelstad Heitman Analytics Vice President Of Product Development
28 Kelly Wassell Heitman Analytics Data Entry Specialist
29 Tj Davis Finley Davis Financial Group, Inc. Financial Advisor
30 Nichole Zahner Finley Davis Financial Group, Inc. Financial Advisor
31 Ashley Gresham Finley Davis Financial Group, Inc. Office Manager
32 Dick Martin Omt Mortgage Mortgage Loan Officer
33 Terry Johnson Omt Mortgage Senior Loan Officer
34 Dawn Ensley Omt Mortgage Mortgage Loan Processor
35 Elaine Chang Omt Mortgage Administrator And Loan Officer
36 Ryan Haas Omt Mortgage Mortgage Loan Officer
37 Mary Merriman Cetan Funds Chief Executive Officer And Principal
38 Zach Smith Cetan Funds Associate And Loan Officer
39 Jason Nelson-elting Journey Tree Financial Planning & Investments Associate Advisor
40 Jonathan Brandt Journey Tree Financial Planning & Investments Founder And Portfolio Manager