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Stephen Matteucci, Financial Advisor

FINANCIAL ADVISOR
Stephen Matteucci

ChFC®, AAMS™
497 Oakway Rd Ste 245, Eugene, OR 97401opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Stephen

I believe America, our society and communities, families and individuals are better off if more people are successful and have a good handle on their finances. After more than 25 years' experience in high tech and the financial industry, I have learned that the principles for success are simple. However, it is the implementation that can be the real challenge. Today, I take the lessons I've learned and apply it to helping families accomplish their financial goals by helping them make smart decisions with their money, mitigate taxes, taking care of their heirs, protecting their assets from unexpected circumstances and...

Work History

  • Edward JonesJuly 2016 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Ami Orr
    Sr. Branch Office Administrator
  • Adelya Harris
    Branch Office Administrator
  • Jennifer ONeil
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed Closed for Holiday
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(541) 485-7667

Fax

(877) 418-3885

Office Address

497 Oakway Rd Ste 245
Eugene, OR 97401opens in a new window

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