Medford, OR: Oregon Pacific Financial Advisors, Inc (OPFA), one of Oregon’s premier wealth management firms for both individual investors and businesses, celebrates its 25th anniversary this year, a milestone that complements the firm’s focus on providing long-term financial wisdom to their clients and the communities they serve for decades. “From the beginning, we focused on being a full-service financial firm to our clients and an active member in our community. We weren’t concentrated on being the biggest firm, rather we started small and eventually built our services and client base over time, keeping this focus top of mind,” says OPFA President and CEO Royal Standley. OPFA specializes in creating an approach that is designed to address a client’s individual situation, whether that client is an individual or a business. Clients can expect an unequaled standard of excellence in their personalized, value-added services. OPFA strives to assist in helping clients make educated, intelligent financial decisions. “The financial industry has seen a number of changes in the last 25 years and though it’s one thing to endure and adapt to constant challenges, it’s another to continue to reach the highest standards in providing financial expertise to our clients,” says Standley. “The talent and commitment of our tenured staff and our loyal clientele has made this happen.”
OPFA uses a teamwork approach which adds a broader perspective to everything the company does and provides increased benefits to their clients. The team of experts can address: financial planning, investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, risk management, and more. In addition to being a leading provider of specialized investment management services for individuals, families, and businesses, OPFA has also been recognized for their strong commitment to the Southern Oregon community, volunteering and supporting causes that include: Maslow Project, Asante Foundation and Southern Oregon Head Start.
To learn more about Oregon Pacific Financial Advisors, please visit the website at: https://www.opfa.com/
© 1987-2023 SOREDI 1311 East Barnett Road, Suite 301, Medford 97504 • Phone: (541) 773-8946 • Fax: (541) 779-0953