Best Financial Advisors in Yamhill County, OR

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Yamhill County, OR Fiduciary Financial Advisors

Finley Financial
SEC File# 801-110657
CRD# 131442
Location 1709 NE 27th St # B, McMinnville, OR 97128, USA
Phone (503) 474-3535
Headwater Investment Consulting, Inc.
Location 408 SE 1st St, McMinnville, OR 97128, USA
Phone (503) 565-2100
St Ores Financial Services
5 out of 5
Location Tax Accountant, 435 NE Evans St, McMinnville, OR 97128, USA
Phone (971) 279-7788
Edward Jones - Financial Advisor: Colt D Freitas
Location 715 NE Adams St, McMinnville, OR 97128, USA
Phone (503) 472-0444
Edward Jones - Financial Advisor: Trevor A Hoskinson, AAMS™
Location 2909 E Portland Rd, Newberg, OR 97132, USA
Phone (503) 538-1162
Edward Jones - Financial Advisor: Heath Cornick, CRPC®
5 out of 5
Location 2510 Portland Rd Suite C, Newberg, OR 97132, USA
Phone (503) 538-1161
Heidi Moore - COUNTRY Financial representative
5 out of 5
Location 303 NE 3rd St, McMinnville, OR 97128, USA
Phone (503) 472-2545
H & R Investments
Location 1130 NE 28th St, McMinnville, OR 97128, USA
Phone (503) 472-4849
Michael Rogers - COUNTRY Financial representative
5 out of 5
Location 616 NE Baker St, McMinnville, OR 97128, USA
Phone (503) 565-2040
Edward Jones Investments
Location 1227 NE Baker St, McMinnville, OR 97128, USA
Phone (503) 472-0555
Matt Stephens - COUNTRY Financial representative
5 out of 5
Location 1124 N Springbrook Rd, Newberg, OR 97132, USA
Phone (503) 538-7547
Above All Accounting, Inc.
5 out of 5
Location 1709 NE 27th St F, McMinnville, OR 97128, USA
Phone (503) 648-6184
4:8 Financial
5 out of 5
Location 266 NW 1st Ave, Canby, OR 97013, USA
Phone (503) 266-4848
Edward Jones - Financial Advisor: Shawn M Moyer-DeMarre, AAMS™
5 out of 5
Location 1389 Meridian Dr, Woodburn, OR 97071, USA
Phone (503) 981-7040
Financial Advisors in Yamhill County, OR

Where Certified Financial Advisors in Yamhill County, OR Serve

Yamhill County is located in the northwestern part of Oregon. It is home to some of the most beautiful landscapes in the state, including the Willamette Valley and the Oregon Coast. Some of the major landmarks in Yamhill County include McMinnville's Evergreen Aviation and Space Museum, which features a massive water tower sculpture affectionately known as the Spruce Goose, and Newberg's George Fox University. The top employers in Yamhill County are wineries and vineyards, followed by agriculture and food processing. Major highways and streets in Yamhill County include Highway 18 and Highway 99W. The neighborhoods in Yamhill County are diverse and include rural areas, suburban developments, and college towns.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Yamhill County, OR can benefit from a wide range of services offered by local banks. Banks can provide residents with access to a variety of products and services, including checking and savings accounts, loans, mortgages, and credit cards. In addition, banks can offer a variety of other services, such as online banking and bill pay, mobile banking, and 24-hour customer service. By choosing a local bank, residents can enjoy the convenience of in-person service combined with the flexibility and features offered by larger banks.

Insurance Broker

Residents of Yamhill County, OR can benefit from the services of insurance brokers. These professionals can help residents find the right insurance policies for their needs, and they can also help them to understand the complex language used in insurance contracts. In addition, insurance brokers can assist residents with filing claims and with resolving disputes with insurance companies.

Retirement Planning

Financial advisors can help Yamhill County, OR residents with retirement planning in a number of ways. One way is by helping people to understand what they need to do in order to have a comfortable retirement. Advisors can also help people to invest their money wisely, so that they will have enough savings to cover their costs during retirement. In addition, advisors can offer guidance on when it is the right time to start withdrawing money from retirement accounts, and how much money should be withdrawn each year.

Wealth Management

The citizens of Yamhill County, OR have a lot to be proud of. Not only is the county home to some of the most beautiful scenery in the country, but its residents are also hardworking and community-minded. But even the most industrious and civic-minded people need help managing their money sometimes, which is where wealth management comes in. Wealth management can help Yamhill County residents make the most of their money by providing expert advice on how to save, invest, and grow their wealth.

Estate Planning Lawyer

Estate planning lawyers help Yamhill County, OR residents create a will, power of attorney, and healthcare directive. These legal documents help to ensure that your wishes are carried out after you die or become incapacitated. A well-crafted estate plan can also minimize the amount of taxes your heirs have to pay on your estate.

Mortgage Loan Officer

Mortgage loan officers in Yamhill County, OR can help residents by providing them with the best rates and options for their mortgage. They can also assist residents in filling out the necessary paperwork and helping them through the process of getting a mortgage.

Tax Services

Tax accountants can help residents of Yamhill County, OR in a number of ways. They can help residents file their taxes, which can save them money on their tax bill. They can also help residents plan their taxes, so they can take advantage of all the deductions and credits available to them. Finally, tax accountants can help residents with audits and other tax-related issues.

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