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Hathaway Financial Services
399 East 10th Avenue
Suite 111
Eugene, OR 97401
Phone: (541) 345-4400
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Household Income Minimum: $0 Investable Asset Minimum: $0
Here at Hathaway Financial Services, I offer comprehensive financial planning and investment management in an environment of highly personalized client service. Client relationships, goal-based planning, and investment management are at the heart of my business. My goals are to educate you, the client, as to the most beneficial and prudent solutions to meet your individual planning needs. I value on-going client relationships and provide you with a high level of commitment to meet your changing goals and needs. When you work with an independent, community-based firm like Hathaway Financial Services, you also benefit from a network of strategic alliances with professionals of all areas of the planning process, including tax and estate planning.My initial consultation is free and without obligation. I am available for one-time or periodic consultations, or for on-going management, depending on the services desired and what is most beneficial for you.
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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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