Best Financial Advisors in Medford, OR

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Medford, OR Fiduciary Financial Advisors

Nathaniel Hardy | Financial Advisor D.A. Davidson
Location 3210 Hillcrest Park Dr Suite 200, Medford, OR 97504, USA
Phone (541) 608-4374
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3255 Hillcrest Park Dr #104, Medford, OR 97504, USA
Phone (541) 773-2293
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
Magen L Fong Voya Financial Advisors, Inc.
Location 724 S Central Ave, Medford, OR 97501, USA
Phone (541) 734-9833
Cheryl Dyer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1150 Crater Lake Ave Ste A, Medford, OR 97504, USA
Phone (541) 779-0800
LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 950 Town Centre Dr # A, Medford, OR 97504, USA
Phone (541) 618-0693
Image of Medford, OR

About Medford, OR

Medford, Oregon is located in the southern part of the state and is home to around 78,000 people. Some of the city's landmarks include Crater Lake National Park, Mount Ashland, and the Bear Creek Greenway. The top employers in Medford are Providence St. Vincent Medical Center, Rogue Valley Medical Center, and Jackson County. Major highways and streets in Medford include Interstate 5, Oregon Route 62, and Barnett Road. Some of the neighborhoods in Medford are West Medford, North Medford, Central Point, and Phoenix.

Where Certified Financial Advisors in Medford, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of society, and provide many essential services to the people who live in Medford, OR. Banks offer checking and savings accounts, which allow customers to easily store their money and access it when they need it. They also offer loans for cars, homes, and businesses, as well as credit cards that can be used for emergencies or everyday purchases. In addition to these services, banks can also help their customers plan for their financial future by offering investment advice and retirement planning services. By using all the resources that banks have to offer, Medford residents can make sure they are taking care of their finances and preparing for the future.

Insurance Broker

If you live in Medford, OR and are looking for insurance, you may want to consider working with a broker. Insurance brokers can help residents find the right policy for their needs, and they can also save them money on premiums. Brokers have access to a variety of policies from different providers, so they can find the best deal for their clients. Additionally, brokers are well-versed in the industry and know which policies offer the best coverage.

Retirement Planning

Most people in Medford, OR don't have a financial advisor to help them with their retirement planning. This can be a huge mistake, as financial advisors can help you save money and make the most of your retirement funds. Here are four reasons why you should work with a financial advisor to plan for your retirement.

Wealth Management

Wealth management can help Medford, OR residents in many ways. Wealth management is the process of organizing, managing, and protecting a family's wealth. It includes tasks such as budgeting, investing, insuring, and estate planning. Wealth management can help families achieve their financial goals and protect their assets. Families in Medford, OR may want to consider hiring a wealth manager to help them with their finances. A wealth manager can provide guidance on budgeting and investing. He or she can also help families plan for retirement and estate planning. Families in Medford, OR should research wealth managers carefully before choosing one. They should ask for referrals from friends and family members, and they should interview several candidates before making a decision.

Estate Planning Lawyer

Estate planning lawyers in Medford, OR can help residents protect their assets and plan for the future. A good estate lawyer will work with you to create a plan that fits your specific needs, and will help you to understand the options available to you. They can also advise you on how to best protect your interests, and can provide support during times of transition. If you are looking for estate planning advice, contact a local lawyer today.

Mortgage Loan Officer

Mortgage loan officers can help Medford, OR residents in a number of ways. They can provide advice on what type of mortgage is best for each individual, help with the application process, and answer any questions that may arise. In addition, mortgage loan officers can also provide information on refinancing or home equity loans.

Tax Services

Residents of Medford, OR can benefit from the services of tax accountants. Tax accountants can help residents save money on their taxes and file their taxes correctly. Tax accountants can also help residents find deductions and credits that they may be eligible for.


FAQs About Personal Financial Advisors in Medford, OR