Jeremey Santee-Malloy, Financial Advisor located in Dallas, OR

Financial Advisor
Jeremey W Santee-Malloy

CFP®, CRPC™
760 S Main St Suite B, Dallas, OR 97338opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Board Games
  • Camping
  • Fishing
  • Community Outreach

Team Members

  • Alicia Copeland
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(541) 678-5010

Fax

(844) 298-6712

Office Address

760 S Main St Suite B
Dallas, OR 97338opens in a new window

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