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Financial Planning

Together we can create a strategy designed to help guide you along the path toward financial well-being.

Stocks & Bonds

A stock is a purchase of a share of ownership in a company’s net worth and makes the owner a stockholder in that business with a share of the company’s profits and dividends.  Bonds are debt securities, a loan by the investor to the issuer.  The issuer agrees to pay the loan back by a specified date and to pay interest on the loan amount.  Stock investing involves risk including loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity.  Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

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Schedule a free, no-obligation appointment today by contacting [email protected] (Oregon),  [email protected] (Byron), or [email protected] (Byron).

To best serve you, Byron Financial Services has two offices that have full or part-time investment representatives. 

Check the background of this firm on FINRA's BrokerCheck


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Byron Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Byron Financial Services, and may also be employees of Byron Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Byron Bank or Byron Financial Services. The Byron Financial Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the follow states: AR, AZ, CA, CO, FL, GA, ID, IL, MD, MN, MO, NC, NV, OR, SC, TN, UT, WA, WI, and WY. Securities and insurance offered through LPL or its affiliates are: