Top 20 Financial Services Companies in Medford

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Below is the list of Top 20 Financial Services Companies in Medford ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Medford

1. Rogue Credit Union

Industry: Financial Services

Location: Medford, Oregon

Company Founded: 1956

Company Size: 201-500

Company Address: 1370 Center Drive, Medford, Oregon, United States

Rogue Credit Union Contact Details

Name Title LinkedIn Phone Email
Gene Pelham President And Chief Executive Officer
Pamela Landis Mortgage Loan Officer
Karen Zerger Chief Administration Officer
Theresa Morris Management And Soft Skills Trainer
Bonnie Glidewell Financial Education Coordinator
Neil Jones Creative
Tyler Holbrook Assistant Vice President Of Member Delivery
Requires/Intent and 104 more Employees
Fraud Detection & Prevention
Customer Relationship Management (CRM)
Portfolio Management
and more

2. Steelhead Finance

Industry: Financial Services

Location: Medford, Oregon

Website: steelheadfinance.com

Company Founded: 1981

Company Size: 11-50

Company Address: 3518 Heathrow Way, Medford, Oregon, United States

Steelhead Finance Contact Details

Name Title LinkedIn Phone Email
Stephen Atkinson Business Development Consultant
Rich Templeton Vice President Of Marketing And Sales
Dana Snowden Executive Vice President
Roger Hull Chief Executive Officer
Tiffany Barnes Operations Supervisor
Kymberli Meese Business Development Officer
Yvonne Garrett Compliance Officer
Requires/Intent and 12 more Employees
Treasury & Cash Flow Management
Mortgage & Loan Processing
and more

3. Rogue Credit Union

Industry: Financial Services

Location: Medford, Oregon

Website: roguecu.org

Company Founded: 1956

Company Size: 501-1000

Company Address: 1370 Center Drive, Medford, Oregon, United States

Rogue Credit Union Contact Details

Name Title LinkedIn Phone Email
Matt Stephenson Executive Vice President And Chief Operating Officer
Jessica Helman Human Resource Manager
Kyle Sinclair Mortgage Loan Officer Nmls# 1681613
Michael Trumm Programmer Analyst Ii
Mckensey Peters Non- Licensed Assistant To Vice President Of Investments Services
Jina Sherwood Member Solutions Counselor
Requires/Intent
Portfolio Management
Investment Advisory
Cybersecurity & Data Protection
Data Analytics & Business Intelligence
and more

4. Oregon Pacific Financial Advisors

Industry: Financial Services

Location: Medford, Oregon

Website: opfa.com

Company Founded: 1995

Company Size: 1-10

Company Address: 210 West 8th Street, Medford, Oregon, United States

Oregon Pacific Financial Advisors Contact Details

Name Title LinkedIn Phone Email
James Monroe Financial Planner
Richard Todd Financial Planner
Al Densmore Financial Planner
Marlaine Mitchell Administrative Assistant
Carie Hayes Assistant
Kenneth Hedstrom Partner
Requires/Intent
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
Mobile App Development For Financial Services
Technology Consulting
and more

5. Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam

Industry: Financial Services

Location: Medford, Oregon

Website: focus1associates.com

Company Founded: 2005

Company Size: 1-10

Company Address: 835 Alder Creek Drive, Medford, Oregon, United States

Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Contact Details

Name Title LinkedIn Phone Email
Victoria Luiten Iaccp , Director
Linda Beckmann Senior Member
Shalon Zimmerman Operations Manager And Coordinator
Kevin Poteracke Compliance Associate
Tom Walker Compliance Associate
Caleb Diaz Compliance Associate
Mark Comish Director
Requires/Intent
Performance Tracking & KPI Analytics
Financial Planning & Retirement Solutions
Risk Management & Compliance
and more

6. Fidelis Im

Industry: Financial Services

Location: Medford, Oregon

Website: fidelisim.com

Company Size: 1-10

Company Address: 3551 East Barnett Road, Medford, Oregon, United States

Fidelis Im Contact Details

Name Title LinkedIn Phone Email
Keegan Denn Partner
Madi Richards Executive Coordinator
Tracy Richards Partner
Requires/Intent
Fraud Detection & Prevention
Securities Trading & Brokerage
Online Advertising & SEO
and more

7. Pacific Capital Solutions, Llc - Nmls 1117939

Industry: Financial Services

Location: Medford, Oregon

Website: pac-capital.com

Company Founded: 2013

Company Size: 1-10

Company Address: 801 East Main Street, Medford, Oregon, United States

Pacific Capital Solutions, Llc - Nmls 1117939 Contact Details

Name Title LinkedIn Phone Email
Morgan Hawkins Founding Llc Member
Requires/Intent
Performance Tracking & KPI Analytics
ERP For Financial Institutions
Securities Trading & Brokerage
and more

8. Sec Compliance Solutions Llc

Industry: Financial Services

Location: Medford, Oregon

Website: seccsllc.com

Company Founded: 2017

Company Size: 1-10

Company Address: P/o Box 8178, Medford, Oregon, United States

Sec Compliance Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Kate Mogan Senior Compliance Consultant
Requires/Intent
Automation & Workflow Optimization
Tax Planning & Strategy
Banking & Payment Processing
Credit Rating & Analysis
and more

9. Annuityadvantage

Industry: Financial Services

Location: Medford, Oregon

Website: annuityadvantage.com

Company Founded: 1999

Company Size: 11-50

Company Address: 930 Town Centre Drive, Medford, Oregon, United States

Annuityadvantage Contact Details

Name Title LinkedIn Phone Email
Debi Dieterich Senior Annuity Analyst
Rich Beugli Senior Annuity Specialist
Shelley Reed Annuity Specialist
Bruce Pitts Senior Annuity Specialist
Jeff Webb Annuity Specialist
Requires/Intent
Asset Management
Credit Rating & Analysis
Document Management & E-signature Solutions
and more

10. Koenig Investment Advisory

Industry: Financial Services

Location: Medford, Oregon

Company Size: 1-10

Company Address: 1020 East Jackson Street, Medford, Oregon, United States

Koenig Investment Advisory Contact Details

Name Title LinkedIn Phone Email
Greg Koenig Registered Investment Advisor
Requires/Intent
ERP For Financial Institutions
Corporate Finance Strategy
Mortgage & Loan Processing
and more

11. Cairn Investment Performance Consulting

Industry: Financial Services

Location: Medford, Oregon

Website: cairnipc.com

Company Founded: 2012

Company Size: 1-10

Company Address: 228 East Main Street, Medford, Oregon, United States

Cairn Investment Performance Consulting Contact Details

Name Title LinkedIn Phone Email
Anthony Trout Client Service Associate
Zachary Innes Performance Consultant
Requires/Intent
Omnichannel Customer Support
Treasury & Cash Flow Management
Insurance & Underwriting Services
Digital Payment & Subscription Solutions
Accounting Services
and more

12. Action Financial Services, Llc

Industry: Financial Services

Location: Medford, Oregon

Website: actionfinancialservices.net

Company Founded: 2010

Company Size: 201-500

Company Address: 2055 Cardinal Avenue, Medford, Oregon, United States

Action Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Pamela Pablus Collection Specialist
Jeff Elliott Compliance Officer
Sydney Galligan Account Specialist
Shontaja Brewer Collections Representative
Requires/Intent
IoT-enabled Smart Banking Solutions
Business Strategy & Growth Consulting
Marketing Services
Sales & Lead Generation Strategy
and more

13. Skyoak Financial

Industry: Financial Services

Location: Medford, Oregon

Company Founded: 2010

Company Size: 11-50

Company Address: 229 North Bartlett Street, Medford, Oregon, United States

Skyoak Financial Contact Details

Name Title LinkedIn Phone Email
Robert Wisnovsky Wealth Advisor, Options And Hedging Expert, Retirement And 401, K Specialist
Sky Oak Financial Advisor - Skyoak Fiancial
Requires/Intent
Automation & Workflow Optimization
Mortgage & Loan Processing
Banking & Payment Processing
Data Analytics & Business Intelligence
Risk Management & Compliance
and more

14. Jones & Associates Premier Financial Solutions

Industry: Financial Services

Location: Medford, Oregon

Website: jones-associates.net

Company Size: 11-50

Company Address: 2436 West Main Street, Medford, Oregon, United States

Jones & Associates Premier Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Jeff Blum Investment Advisor Representative
Requires/Intent
Asset Management
Treasury & Cash Flow Management
Securities Trading & Brokerage
and more

15. United Industrial Equipment

Industry: Financial Services

Location: Medford, Oregon

Website: unitedindustrialequip.com

Company Size: 1-10

Company Address: 960 Gilman Road, Medford, Oregon, United States

United Industrial Equipment Contact Details

Name Title LinkedIn Phone Email
Jeff Asay Owner
Tyler Asay Sales Manager
Requires/Intent
Financial Auditing & Reporting
Portfolio Management
Automation & Workflow Optimization
Customer Relationship Management (CRM)
Tax Planning & Strategy
and more

16. Griffin Creek Elementary Schl

Industry: Financial Services

Location: Medford, Oregon

Company Size: 1-10

Company Address: 2430 Griffin Creek Road, Medford, Oregon, United States

Griffin Creek Elementary Schl Contact Details

Name Title LinkedIn Phone Email
Cheree Dale Teacher
Requires/Intent
Compliance & Regulatory Advisory
Cybersecurity & Data Protection
and more
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Medford Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Gene Pelham Rogue Credit Union President And Chief Executive Officer
2 Pamela Landis Rogue Credit Union Mortgage Loan Officer
3 Karen Zerger Rogue Credit Union Chief Administration Officer
4 Theresa Morris Rogue Credit Union Management And Soft Skills Trainer
5 Bonnie Glidewell Rogue Credit Union Financial Education Coordinator
6 Neil Jones Rogue Credit Union Creative
7 Tyler Holbrook Rogue Credit Union Assistant Vice President Of Member Delivery
8 Stephen Atkinson Steelhead Finance Business Development Consultant
9 Rich Templeton Steelhead Finance Vice President Of Marketing And Sales
10 Dana Snowden Steelhead Finance Executive Vice President
11 Roger Hull Steelhead Finance Chief Executive Officer
12 Tiffany Barnes Steelhead Finance Operations Supervisor
13 Kymberli Meese Steelhead Finance Business Development Officer
14 Yvonne Garrett Steelhead Finance Compliance Officer
15 Matt Stephenson Rogue Credit Union Executive Vice President And Chief Operating Officer
16 Jessica Helman Rogue Credit Union Human Resource Manager
17 Kyle Sinclair Rogue Credit Union Mortgage Loan Officer Nmls# 1681613
18 Michael Trumm Rogue Credit Union Programmer Analyst Ii
19 Mckensey Peters Rogue Credit Union Non- Licensed Assistant To Vice President Of Investments Services
20 Jina Sherwood Rogue Credit Union Member Solutions Counselor
21 James Monroe Oregon Pacific Financial Advisors Financial Planner
22 Richard Todd Oregon Pacific Financial Advisors Financial Planner
23 Al Densmore Oregon Pacific Financial Advisors Financial Planner
24 Marlaine Mitchell Oregon Pacific Financial Advisors Administrative Assistant
25 Carie Hayes Oregon Pacific Financial Advisors Assistant
26 Kenneth Hedstrom Oregon Pacific Financial Advisors Partner
27 Victoria Luiten Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Iaccp , Director
28 Linda Beckmann Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Senior Member
29 Shalon Zimmerman Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Operations Manager And Coordinator
30 Kevin Poteracke Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Compliance Associate
31 Tom Walker Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Compliance Associate
32 Caleb Diaz Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Compliance Associate
33 Mark Comish Focus 1 Associates Llc: Sec Compliance - Annual Compliance Review, Mock Sec Exam Director
34 Keegan Denn Fidelis Im Partner
35 Madi Richards Fidelis Im Executive Coordinator
36 Tracy Richards Fidelis Im Partner
37 Morgan Hawkins Pacific Capital Solutions, Llc - Nmls 1117939 Founding Llc Member
38 Kate Mogan Sec Compliance Solutions Llc Senior Compliance Consultant
39 Debi Dieterich Annuityadvantage Senior Annuity Analyst
40 Rich Beugli Annuityadvantage Senior Annuity Specialist

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