Best Financial Advisors in McMinnville, OR

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List of Firms

McMinnville, OR Fiduciary Financial Advisors

Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 207 NE 19th St Suite 302, McMinnville, OR 97128, USA
Phone (503) 434-2757
Edward Jones - Financial Advisor: Kristine K Brill
SEC File# 801-3297
CRD# 250

5 out of 5

Location 715 NE Adams St, McMinnville, OR 97128, USA
Phone (503) 472-0444
Goldman Sachs Personal Financial Management Willamette Valley
Location 400 NE 2nd St, McMinnville, OR 97128, USA
Phone (503) 472-4631
Edward Jones - Financial Advisor: Kevin S Gebhart
SEC File# 801-3297
CRD# 250
Location 2235 NE Evans St, McMinnville, OR 97128, USA
Phone (503) 472-0234
United Finance

5 out of 5

Location 951 NE Adams St, McMinnville, OR 97128, USA
Phone (503) 472-3121
PacRes Mortgage - McMinnville, OR

5 out of 5

Location 609 NE Baker St #270, McMinnville, OR 97128, USA
Phone (971) 706-2011
Linfield College Financial Aid
Location 900 SE Baker St, McMinnville, OR 97128, USA
Phone (503) 883-2225
Edward Jones - Financial Advisor: Michael Sipes
SEC File# 801-3297
CRD# 250

5 out of 5

Location 112 N Garfield St Ste 101, Newberg, OR 97132, USA
Phone (971) 281-2205
Edward Jones - Financial Advisor: Kylee Williams
Location 115 McNary Estates Dr N Suite C, Keizer, OR 97303, USA
Phone (503) 304-8641
Red Sky Financial Planning, LLC

5 out of 5

Location 29030 SW Town Center Loop E Suite 202-251, Wilsonville, OR 97070, USA
Phone (503) 703-6765
Edward Jones - Financial Advisor: Jeff Canfield
Location 1499 SE 1st Ave Suite 102, Canby, OR 97013, USA
Phone (503) 263-2143
Edward Jones - Financial Advisor: Zachary J Heckman
SEC File# 801-3297
CRD# 250
Location 4755 SW Watson Ave STE 100, Beaverton, OR 97005, USA
Phone (503) 626-6400
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About McMinnville, OR

McMinnville is a city located in Yamhill County, Oregon, United States. The city was founded in 1846 and is the county seat of Yamhill County. McMinnville is located about 30 miles southwest of Portland and has a population of 34,183 as of the 2010 census. Some of the landmarks in McMinnville include the Evergreen Aviation Museum, the Yamhill Valley Heritage Center, and the Linfield College campus. The top employers in McMinnville are Western Star Dairy, Daimler Trucks North America, and Legacy Health. Major highways and streets in McMinnville include Highway 18, Highway 99W, and Third Street. Neighborhoods in McMinnville include Westside, Sunnybrook, and Highland Park.

Where Certified Financial Advisors in McMinnville, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

McMinnville, OR is a small town with a population of just under 30,000 residents. It is home to a few banks including Bank of America and Wells Fargo. While both banks offer the typical services such as checking and savings accounts, mortgage loans, and credit cards, there are some unique services that each bank could provide in order to better serve the residents of McMinnville.Bank of America could consider offering more rural-focused products and services. This could include products such as agribusiness loans, farm equipment financing, and crop insurance. In addition, Bank of America could work with local schools to develop financial literacy programs for students in grades K-12. These programs would teach students about budgeting, saving money, and using credit responsibly.Wells Fargo could focus on developing products specifically for small business owners in McMinnville. This could include products such as lines of credit, term loans, and merchant processing services. Wells Fargo could also work with the Chamber of Commerce to host workshops on business planning and starting a business.

Insurance Broker

McMinnville, OR residents can benefit from the services of insurance brokers. Insurance brokers are professionals who can help you find the best insurance policy for your needs. They can also help you save money on your premiums by negotiating discounts with insurance companies. If you live in McMinnville, OR and need help finding a good insurance policy, contact an insurance broker today.

Retirement Planning

McMinnville, OR residents have a variety of financial planning needs that require the expertise of a qualified financial advisor. A good financial advisor can help McMinnville, OR residents create and stick to a budget, save for retirement, and invest money wisely. Residents of McMinnville, OR should interview several advisors to find one who fits their specific needs.

Wealth Management

Residents of McMinnville, OR can benefit from Wealth Management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances and grow their wealth over time. There are many different aspects to wealth management, including investment planning, risk management, tax planning, and estate planning. Each of these areas is important in order to build long-term wealth and protect it from any potential risks. A qualified wealth manager can help residents of McMinnville create a customized plan that fits their unique needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help McMinnville, OR residents with a variety of tasks, including creating wills and trusts, handling probate, and more. No matter your age or situation, it's important to have an estate plan in place. An estate planning lawyer can help you create the best plan for your needs.

Mortgage Loan Officer

Mortgage loan officers in McMinnville, OR can help residents with a variety of services, including home loans, refinancing, and more. By working with a mortgage loan officer, you can get the best rates and terms for your home loan. You can also find out about special programs available to help you buy or refinance your home.

Tax Services

Residents of McMinnville, OR can benefit from the services of tax accountants. These professionals can help taxpayers understand their tax obligations and file returns correctly and on time. Tax accountants can also advise clients on ways to reduce their taxable income, making it easier for them to meet their financial obligations. In addition, tax accountants may be able to help residents recover money that they are owed by the government.


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