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Home > Financial Planner Directory > Oregon > Eugene > Charlene D. Carter, CFP®

Charlene D. Carter, CFP®

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Carter & Carter Financial

871 Country Club Rd

PO Box 7848

Eugene, OR 97401

Phone: (541) 683-2900

Fax: (541) 343-7945

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Job Loss
Insurance
Life Planning
Retirement
Stocks & Bonds
Sudden Wealth

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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