Best Financial Advisors in Jackson County, OR

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List of Firms

Jackson County, OR Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Kody Alexander, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 907 J, Vann Dr, Jackson, TN 38305, USA
Phone (731) 664-9614
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Adam C Winters, AAMS™
SEC File# 801-3297
CRD# 250
Location 721 E Tamarack Rd, Altus, OK 73521, USA
Phone (580) 477-3606
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Dalton T Lewis, CFP®
SEC File# 801-3297
CRD# 250

3 out of 5

Location 201 W Main St Suite H, Union City, TN 38261, USA
Phone (731) 885-1684
Lincoln Financial Group
Location 616 S Jackson St, Pratt, KS 67124, USA
Phone (620) 672-3887
Edward Jones - Financial Advisor: Jeremy T Mikkelsen, AAMS™|CRPS®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2046 S Highland Ave Ste A, Jackson, TN 38301, USA
Phone (731) 736-2052
Edward Jones - Financial Advisor: Corey L Baker, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2685 E Main St B, Jackson, MO 63755, USA
Phone (573) 204-9127
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
modern horizons wealth advisors

5 out of 5

Location 1900 W 47th Pl #320, Mission, KS 66205, USA
Phone (816) 548-4155
LeFleur Financial

5 out of 5

Location 2906 N State St Suite 207, Jackson, MS 39216, USA
Phone (601) 956-5600
Powell Management & Investment
Location 1741 Jackson Ave, Pascagoula, MS 39567, USA
Phone (228) 235-3815
Voya Financial
SEC File# 801-46585
CRD# 2882

4 out of 5

Location 24 Old Hickory Cove, Jackson, TN 38305, USA
Phone (731) 668-9818
Rivertree Financial Planning

4 out of 5

Location 2630 Ridgewood Rd Ste. C, Jackson, MS 39216, USA
Phone (601) 714-1668
Edward Jones - Financial Advisor: Rebecca J Fischer
SEC File# 801-3297
CRD# 250
Location 114 2nd St, Jackson, MN 56143, USA
Phone (507) 847-3333
Michelle Prince - Raymond James
Location 534 Carriage House Dr, Jackson, TN 38305, USA
Phone (731) 668-1010
Merrill Lynch Wealth Management Advisor John C Wehner
Location 79 Stonebridge Blvd Suite B, Jackson, TN 38305, USA
Phone (731) 984-8109
Edward Jones - Financial Advisor: Adam R Jackson
SEC File# 801-3297
CRD# 250
Location 201 S Chestnut St, Seymour, IN 47274, USA
Phone (812) 523-8153
JCB Investment Services - Raymond James
Location 311 N Ewing St, Seymour, IN 47274, USA
Phone (812) 519-1500
Koenig Investment Advisory
SEC File# 801-119834
CRD# 311422

5 out of 5

Location 1020 E Jackson St, Medford, OR 97504, USA
Phone (541) 608-0551
Kevin McLoughlin
Location 3210 Hillcrest Park Dr #200, Medford, OR 97504, USA
Phone (541) 608-4369
Schultz & Associates Inc
Location 125 N 2nd St, Ashland, OR 97520, USA
Phone (541) 482-5170
D.A. Davidson & Co.

4 out of 5

Location 3210 Hillcrest Park Dr #200, Medford, OR 97504, USA
Phone (541) 608-4360
Blue Rock Financial Services
Location 6023, 16 N Riverside Ave, Medford, OR 97501, USA
Phone (541) 734-2224
Patsy Burton, CFP - UBS Financial Services Inc.
Location 830 Alder Creek Dr, Medford, OR 97504, USA
Phone (541) 734-7129
Edward Jones
SEC File# 801-3297
CRD# 250

4 out of 5

Location 115 W Stewart Ave Suite 201, Medford, OR 97501, USA
Phone (541) 245-6239
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Nicholas Nachbur - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3369 Crater Lake Hwy Ste 101, Medford, OR 97504, USA
Phone (541) 500-8144
KDP Wealth Management, LLC
Location 841 O'Hare Pkwy, Medford, OR 97504, USA
Phone (541) 773-6633
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About Jackson County, OR

Jackson County is located in the southwestern corner of Oregon and is home to the cities of Medford and Ashland. Some of the area's most notable landmarks include Mount McLoughlin and Crater Lake National Park. Major employers in the area include Jackson County School District, Rogue Valley Medical Center, and Lithia Motors. The major highways and streets in the area include Interstate 5 and Highway 62. The neighborhoods in Jackson County are diverse and include everything from rural areas to affluent suburbs.

Where Certified Financial Advisors in Jackson County, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Jackson County, OR residents have a variety of banking services to choose from. Each bank has its own set of products and services, so it's important for customers to compare what each one offers before signing up. Some banks offer traditional checking and savings accounts, while others have more specialized products like CD's and money markets. Customers should also consider the interest rates that the banks are offering, as well as any fees that might be associated with their account. In addition, many banks offer online banking and bill pay options which make it easy to take care of all your transactions without having to leave home.

Insurance Broker

Residents of Jackson County, OR have a number of choices when it comes to choosing an insurance broker. While some people may choose to go with a national chain, others may prefer a smaller, more local company. No matter what your preference is, there are a few things you should keep in mind when making your decision.

Retirement Planning

Financial advisors can help Jackson County, OR residents with retirement planning by providing advice on how to save for retirement and what investments to make. They can also help retirees understand their options and make the best choices for their retirement. Advisors can work with retirees to create a plan that will allow them to live comfortably in retirement.

Wealth Management

Residents of Jackson County, OR have a number of wealth management options to choose from. Wealth management firms offer a variety of services, from investment advice and portfolio management to estate planning and tax preparation. Residents can find a wealth manager that meets their specific needs by researching the different firms in the area and reading reviews online.

Estate Planning Lawyer

Estate planning lawyers can help Jackson County, OR residents protect their families and their assets. If you die without a will, the state will decide how your property is divided among your heirs. This may not be what you would have wanted. A lawyer can help you create a will that accurately reflects your wishes and that is legally binding. In addition, if you become incapacitated, a lawyer can help to make sure that your loved ones are able to make decisions about your care.

Mortgage Loan Officer

Mortgage loan officers can help Jackson County, OR residents by providing them with the best mortgage rates and products available. In addition, they can offer advice on how to get the most out of their home purchase or refinance, and they can help people who are struggling to make their monthly payments.

Tax Services

Tax accountants can help Jackson County, OR residents by helping them to understand their tax liabilities and how to best file their taxes. They can also help to ensure that residents are getting the best possible return on their investment. By working with a tax accountant, residents can be sure that they are taking full advantage of all available tax deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jackson County, OR