Financial Planning

Edward Jones

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals.

New York Life Insurance Company

For more than 160 years New York Life Insurance Company ‘s unwavering financial strength and time-tested investment strategies have provided consistent value and solid financial protection for our clients and their families.  We offer life and long term care insurance, investments and annuities.

Mid Oregon Credit Union

Headquartered in Central Oregon since 1957, Mid Oregon Business services and loans is a member-owned, non-profit financial institution. Mid-Oregon Credit Union offers its members free checking, saving accounts, Home loans, Auto/RV loans, Visa as well as Retirement and Investment services.

Edward Jones

Edward Jones–Making Sense of Investing. Edward Jones was built on a foundation of principles that help guide us every day. Our clients are serious investors who aren’t  interested in gambling with their money.

Country Financial

Roger Peer is an agent for COUNTRY Insurance & Financial Services in Prineville, Oregon.  With 15 years of experience, and 11 of those with COUNTRY, he specialize in all lines of insurance, as well as investment management and retirement planning.

COUNTRY Financial – Susan McDermott

Susan McDermott is a 28 year veteran of the Insurance & Financial Services industry, representing COUNTRY Financial since 1993. Professional analysis of client needs allows for customized financial advice and products that protect families and grows assets. Life Insurance, Long Term Care Insurance, Retirement and Education planning, along with superior Home and Auto insurance provide coverage for all aspects of life.