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Roehl & Yi Investment Advisors, LLC Email Format
Financial ServicesOregon, United States11-50 Employees
Roehl & Yi Investment Advisors, LLC is an independent wealth management firm based in Eugene, Oregon. It serves high net worth individuals, qualified retirement plans, foundations, and endowments, offering guidance to manage and preserve assets for long-term financial objectives. Positioned within the financial services industry, the firm focuses on personalized advisory services for clients with complex or demanding investment needs, operating as a boutique alternative to larger, more expansive institutions. The company’s presence in the Eugene area and its private, independent structure suggest a emphasis on tailored, client-focused solutions rather than standardized product offerings. In its recent activity, Roehl & Yi expanded its advisory team with the addition of Jillian Roehl, reflecting ongoing growth in its professional staff.
1-888-653-2347 
support@leadiq.com 
