Mallery Financial

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Neighborhoods: Willakenzie, Cal Young
AKA: Mallery Financial LLC
Other Link: http://malleryfinancial.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (541) 687-7678

Address: 923 Country Club Rd Ste 100, Eugene, OR 97401

Website: http://malleryfinancial.com

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Mallery Financial

Tax Planning
Charitable Giving
Donor-advised funds are an attractive way to allocate money for charitable giving while retaining flexibility and control over the fund’s investments. Mallery Financial offers personalized support that gives you maximum flexibility and influence.
Estate Taxes
Tax Services
Income Tax

Investment Management
Board members and other leaders bring great talent and energy, but often not in the areas of investment management or fiduciary/stewardship-based investment policies.
Wealth Management
Bella joined Mallery Financial in October 2023, bringing extensive financial services experience. Over the previous seven years, she worked in banking, wealth management, insurance, and taxes, including managing three H&R Block locations in Eugene. She passed the SIE and Series 7 securities-related exams and holds life and health insurance licenses.

Accounting Services

Financial Planning
Have you ever felt like financial planning advice doesn’t really match your situation? Maybe it feels like the advice isn’t aligned with your values, or maybe your lifestyle? Maybe you feel like your life is more complicated than what’s shown in financial planning documents?
Retirement Planning
Annuities
The common theme: these products insure your money. While all of them hold potential to provide substantial long-term benefits, they can also be complicated, opaque, and confusing. Mistakes can be costly and limiting.
Long Term Care
Outside of the financial planning context, whether you’re a current client or not, you can hire us to consult on a wide range of issues involving life, disability, or long-term care insurance or annuities. Here are just some of the things we’ve helped clients with...
College Funding
The model also captures one-off events; for example, major purchases like new cars through time, college funding, weddings, roof repair/replacement, home renovation, grandchildren, major travel. We build the model of your present, and the future you expect and want to see.

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