Social Security Advisors in Oregon

Oregon residents planning for retirement can connect with 9 professionals who hold the National Social Security Advisor (NSSA®) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Salem, Eugene, Medford, and Tualatin, and communities across Oregon.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Oregon advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

9 Advisors in Oregon

David Pont

Financial Advisor, Bridge Financial

Tualatin, OR

NSSA®

James Ryan

Financial Advisor, Schultz Retirement Solutions

OR

NSSA®

Jeff Schultz

CERTIFIED FINANCIAL PLANNING (R) Professional, Schultz Retirement Solutions

OR

NSSA®

Jonathan Monroy

Managing Partner, Castro Monroy Group

Salem, OR

NSSA®

Lee Birmingham

Insurance Agent, Jones and Associates Premier Insurance Solutions

Medford, OR

NSSA®

Michael Leipzig

Insurance agent, Schultz Retirement Solutions

OR

NSSA®

Nick Stahl

Financial Advisor, BluePine Financial

OR

NSSA®

Peggy Faulkner

Retirement Planner, North Star Retirement LLC

Salem, OR

NSSA®

Ross Anderle

Wealth Manager, Sapient Private Wealth Management

Eugene, OR

NSSA®

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