Best Financial Advisors in Lane County, OR

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Lane County, OR Fiduciary Financial Advisors

Edward Jones - Financial Advisor: George Soulayrac
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2137 B W Anderson Ln., Austin, TX 78757, USA
Phone (512) 467-0007
First Allied Securities, Inc. - Emily Secord, CRPC, CFP and Susan Kauble, Principal
Location 169 W 6th Ave #102, Eugene, OR 97401, USA
Phone (541) 683-0766
Edward Jones - Financial Advisor: Heidi J Jordan
SEC File# 801-3297
CRD# 250
Location 5600 W Lovers Ln Ste 310, Dallas, TX 75209, USA
Phone (214) 358-6485
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: Lane R Elmore
SEC File# 801-3297
CRD# 250

5 out of 5

Location 271 McGregor Ave, Mobile, AL 36608, USA
Phone (251) 345-0801
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 – 3:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Charlotte B Willis, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1670 Beaulieu Ln Suite A, Port Allen, LA 70767, USA
Phone (225) 749-7707
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
RBC Wealth Management Branch - Eugene

5 out of 5

Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 485-4550
Morgan Stanley Financial Advisors
Location 975 Oak St Suite 300, Eugene, OR 97401, USA
Phone (541) 485-1111
Benjamin F. Edwards
Location 11621 Catalpa Ln, Woodstock, IL 60098, USA
Phone (855) 337-4485
First Command Financial Advisor - Bobby Lane
SEC File# 801-56942
CRD# 281958
Location 615 Wooten Rd Ste 130, Colorado Springs, CO 80915, USA
Phone (719) 465-5555
Steve Jones - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2018
Edward Jones
SEC File# 801-3297
CRD# 250
Location 6300 Riverside Plaza Lane NW, #150, Albuquerque, NM 87120, USA
Phone (505) 792-8902
Edward Jones - Financial Advisor: Marc Bickley
SEC File# 801-3297
CRD# 250
Location 576 Olive St Suite 206, Eugene, OR 97401, USA
Phone (541) 844-1409
Mallery Financial LLC

5 out of 5

Location 923 Country Club Rd # 100, Eugene, OR 97401, USA
Phone (541) 687-7678
Edward Jones - Financial Advisor: Lane D Talbert, AAMS¿
SEC File# 801-3297
CRD# 250
Location 207 W Chihuahua St Suite 105, La Vernia, TX 78121, USA
Phone (830) 779-2401
Edward Jones - Financial Advisor: Ed Hellums
SEC File# 801-3297
CRD# 250
Location 31207 Keats Way Ste 204, Evergreen, CO 80439, USA
Phone (720) 379-4177
Edward Jones - Financial Advisor: Lauren Fowler Young
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 Mimosa Ln Suite 1, Tahlequah, OK 74464, USA
Phone (918) 708-9045
Vendley Insurance & Financial Services
Location 1163 Olive St #201, Eugene, OR 97401, USA
Phone (541) 393-2469
Edward Jones
SEC File# 801-3297
CRD# 250

4 out of 5

Location 3702 Antilley Rd, Abilene, TX 79606, USA
Phone (325) 698-5064
Edward Jones - Financial Advisor: David C Goeres, CFP®|RICP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2710 Willakenzie Rd, Eugene, OR 97401, USA
Phone (541) 485-1079
Hansen Financial Services
Location 85140 Chezem Rd, Eugene, OR 97405, USA
Phone (541) 431-0647
Edward Jones - Financial Advisor: Lane Easterling
SEC File# 801-3297
CRD# 250
Location 131 W Main St, Prattville, AL 36067, USA
Phone (334) 365-1660
Merrill Lynch Wealth Management Advisor Casey A McCright
Location 800 Willamette St Suite 650, Eugene, OR 97401, USA
Phone (541) 342-5650
Roehl & Yi Investment Advisors
SEC File# 801-56145
CRD# 109258
Location 450 Country Club Rd #200, Eugene, OR 97401, USA
Phone (541) 683-2085
Frank Johnston - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2020
Reliant Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2260 Oakmont Way Ste 5, Eugene, OR 97401, USA
Phone (541) 484-2444
Legacy Financial Services, Inc.

5 out of 5

Location 1860 Coburg Rd, Eugene, OR 97401, USA
Phone (541) 302-9400
The Allen Schleicher Wooten Group - UBS Financial Services Inc.
Location 450 Country Club Rd, Eugene, OR 97401, USA
Phone (541) 632-7864
Edward Jones - Financial Advisor
Location 30 Irving Rd, Eugene, OR 97404, USA
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About Lane County, OR

Lane County is located in the western part of Oregon and is the second most populous county in the state. The county seat is Eugene, which is also the largest city in Lane County. Some of the other larger cities in Lane County include Springfield, Cottage Grove, and Veneta. Lane County is home to a number of landmarks, including Skinner Butte Park, Spencer Butte, and Mount Pisgah. The University of Oregon is also located in Lane County. Lane County's top employers include the University of Oregon, PeaceHealth, and Hewlett-Packard. Major highways and streets in Lane County include Interstate 5, Interstate 205, and U.S. Route 26. neighborhoods in Lane County include Churchill-Haldane, Southtowne, and Whiteaker.

Where Certified Financial Advisors in Lane County, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an integral part of the community, and Lane County, OR residents can benefit from their services. Banks provide a variety of services that are essential to the community. Among these are lending money, issuing credit cards, and cashing checks. In addition, banks offer a wide range of other services, such as online banking and bill payment. Banks also offer a variety of products, such as savings accounts and certificates of deposit.

Insurance Broker

Lane County, OR residents can benefit from the services of insurance brokers. Insurance brokers are professionals who can help residents compare and contrast the different policies offered by various insurers. They can also help residents choose the policy that best suits their needs and budget. Brokers are impartial third parties who work for the insured, not the insurance company. This means that they have the resident's best interests at heart and will always recommend a policy that is right for them.

Retirement Planning

Lane County, OR residents are fortunate to have a number of financial advisors available to help them plan their retirement. While all advisors differ in their approach, they can generally be divided into two categories: those who focus on investments and those who focus on planning.Investment-focused advisors will typically work with you to create a portfolio of stocks, bonds, and other securities that will provide you with a steady income in retirement. Planning-focused advisors, on the other hand, will help you make sure that your savings are allocated in the most efficient way possible so that you don't outlive your money.No matter which type of advisor you choose, it is important to remember that retirement planning is not a one-time event. You should expect to meet with your advisor at least once a year to update your plan and make sure it is still on track.

Wealth Management

Lane County, OR is home to many retirees who are looking for ways to protect their wealth. One option that is becoming increasingly popular is wealth management. Wealth management can help retirees by providing a variety of services, including investment advice, estate planning, and tax preparation. Retirees in Lane County, OR who are interested in learning more about wealth management should contact a local financial advisor for more information.

Estate Planning Lawyer

Estate planning lawyers can help Lane County, OR residents protect their assets and plan for the future. Estate planning is the process of organizing one's affairs in advance to ensure that one's wishes are carried out after death. This includes creating a will, setting up trusts, and naming executors and guardians for minor children. An estate planning lawyer can help you to create an estate plan that meets your specific needs and is tailored to your unique situation. They can also advise you on how to best protect your assets and provide for your loved ones in the event of your death.

Mortgage Loan Officer

Mortgage loan officers in Lane County, OR can help residents by providing them with the best mortgage loans available. They can also help residents understand the mortgage process and what to expect. In addition, mortgage loan officers can provide advice on choosing the right type of mortgage for a particular resident's needs.

Tax Services

Tax accountants are a valuable resource for residents of Lane County, Oregon. They can help residents understand their tax obligations and file their tax returns accurately and on time. Tax accountants can also help residents take advantage of tax credits and deductions that may be available to them. Thanks to the help of tax accountants, Lane County residents can rest assured that they are taking full advantage of the tax laws and getting the most bang for their buck.

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FAQs About Personal Financial Advisors in Lane County, OR