Investments

Investments are important because they build wealth and financial security for the future. When working with Finley Davis Financial Group, we will help you determine the amount of money you need at various points throughout your life and design an investment portfolio that helps you reach your monetary goals. There is a wide range of investment options available to you including: Mutual Funds, Bonds, CDs, Money Markets, Stocks, ETF (Exchange Traded Funds) and REITs (Real Estate Investment Trust) to name a few.

With so many options, it is important to have the investment opportunities that best match your goals, timeline, and apparent risk.  We can help you determine which investments are the best uses of your money. We create an individual custom portfolio to match your needs and deliver long-term financial success. 

If you are a business, we can help you or your employees invest the money they earn in ways that will secure positive financial futures for their investment. We can provide financial plans for each of your valued employees.

If you are an individual or business interested in investments, please give us a call at 541-342-2224 to schedule an appointment.

For further information, please see Wealth Management and Financial Planning Tools.