About PERSAdvisor

PERSAdvisor, led by financial advisor Gary Duvall, offers a personal and proactive approach to financial planning for teachers and public employees in Oregon. With services that include retirement planning, investing, estate planning, trusts, cash flow, and insurance strategies tailored to PERS benefits, clients can expect comprehensive support. Gary's years of experience and expertise in the PERS retirement system allow him to understand individual financial situations and provide custom solutions for a secure retirement. Clients appreciate his calm demeanor, knowledge, and commitment to customer service, which help simplify the complex world of investments and PERS benefits. Many have expressed gratitude for his guidance and positivity in navigating their retirement options, making the process clearer and less frustrating. PERSAdvisor aims to help clients enjoy life and family while retiring with peace of mind. Interested individuals can schedule a free consultation at PERSAdvisor.com.

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Reviews for PERSAdvisor

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  • May 2023

    Navigating the complex world of investments can be daunting, but with an experienced financial advisor like Gary, by your side, you can rest assured that you are in good hands. With years of experience and expertise in the PERS retirement system, Gary is dedicated to understanding your financial situation and finding the best solution to maximize your returns on investments and plan for the future. With an understanding of each individual's specific needs, Gary is committed to providing custom solutions that will ensure a secure retirement. Gary can help you navigate the complex world of investments and understand your PERS benefits with confidence.

  • Mar 2022

    I really appreciated Gary’s knowledge and positivity while navigating my PERS benefits and walking me and my wife through my retirement options. We’re lucky to have him in Southern Oregon.

  • Feb 2022

    I have known Gary for several years now and he has been doing my retirement for me that I have separate from my work and he does a phenomenal job. He knows what he doing. I have heard him speak several times on PERS which I do not have but he is extremely knowledgeable in the field. I would highly recommend him if you are a PERS retirement person.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services

Location

930 Town Centre Dr, Medford

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