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Troy Bennett

Mr. Bennett provides financial management and investment advisory services to corporations and individuals, and consulting and investment advisory services to company retirement plans. Troy combines his investment strategies with client’s tax considerations.


Investment Advisory Services - Financial Planning - Estate Tax Planning - Comprehensive Financial Analysis - Comprehensive Portfolio Analysis


Fee Based Brokerage Accounts - IRA - Roth IRA - Rollover IRA - SEP IRA - SIMPLE - Individual 401(k)


401(k) - 403(b) - Defined Benefit Pension Plans


Annuity and Life Insurance Analysis and Counseling

Student Loan and Mortgage Debt Counseling







4497 Brownridge Terrace

Suite 108

Medford, OR 97504



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Our Financial Org # is 5HQ

Beauty. Dreams. A Future.


Troy is located at 4497 Brownridge Terrace, Suite 108, in Medford, OR. Troy and his wife Jeannie grew up in Southern Oregon and returned in their late 20's to raise their son in the Rogue Valley's Mediterranean climate, small town atmosphere, quality public schools and close proximity to the natural beauty of the surrounding Cascade Mountains.