Best Financial Advisors in Ashland, OR

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List of Firms

Ashland, OR Fiduciary Financial Advisors

Savage And Company Wealth Management, LLC
Location 146 Clear Creek Dr Suite 101, Ashland, OR 97520, USA
Phone (541) 708-6763
Language http://www.savageandcompany.com/
Directions
Eisenstein Financial Services
Location 835 Alder Creek Dr, Medford, OR 97504, USA
Phone (541) 842-4405
Language http://www.eisensteinfs.com/
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 565 N Main St, Ashland, OR 97520, USA
Phone (541) 488-4368
Language https://www.edwardjones.com/us-en
Directions
Ashland Investment Services
Location 525 A St #2, Ashland, OR 97520, USA
Phone (541) 201-0929
Language http://www.ashlandinvestments.com/
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 67 E Main St, Ashland, OR 97520, USA
Phone (541) 488-0436
Directions
SilverTree Wealth Partners
Location 542 Washington St STE 104, Ashland, OR 97520, USA
Phone (541) 201-8988
Language https://www.raymondjames.com/silvertreewealthpartners
Directions
A Street Financial Advisors
Location 525 A St #2, Ashland, OR 97520, USA
Phone (541) 488-7150
Language http://www.astreetfinancial.com/
Directions
Nathaniel Hardy | Financial Advisor D.A. Davidson
Location 3210 Hillcrest Park Dr Suite 200, Medford, OR 97504, USA
Phone (541) 608-4374
Language http://www.nathaniel-hardy.com/
Directions
Financial Advisors in Ashland, OR

Where Certified Financial Advisors in Ashland, OR Serve

Nestled in the picturesque Rogue River Valley, Ashland, OR is a charming city with a rich history and vibrant cultural scene. Home to the renowned Oregon Shakespeare Festival, the city boasts a plethora of landmarks that draw visitors from all over the world. From the stunning Lithia Park to the historic Ashland Springs Hotel, there's no shortage of things to see and do in this idyllic town. But Ashland isn't just a tourist destination - it's also a thriving community with a diverse economy and top employers in industries ranging from healthcare to education. With major highways like I-5 and Highway 99 running through the city, it's easy to get around and explore all that Ashland has to offer. As for neighborhoods, Ashland is known for its charming downtown area, which is home to a variety of shops, restaurants, and galleries. Other popular neighborhoods include the historic Railroad District and the picturesque Siskiyou-Hargadine area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ashland, OR have a variety of banking options to choose from. One of the most common ways that residents are serviced by banks is through traditional checking and savings accounts. These accounts allow residents to deposit and withdraw money, pay bills, and earn interest on their deposits. Additionally, many banks in Ashland offer online banking services that allow residents to manage their accounts from the comfort of their own homes. One specific thing about Ashland is that it is a popular tourist destination, known for its Shakespeare festival and outdoor recreation opportunities. As a result, many banks in the area also offer foreign currency exchange services to assist tourists with their financial needs while visiting.

Insurance Broker

Residents of Ashland, OR could benefit from the expertise of an insurance broker in a variety of ways. For example, an insurance broker could help them navigate the unique insurance needs of living in a high-risk wildfire area like Ashland. They could also assist residents in finding affordable health insurance options, as well as coverage for their homes, cars, and businesses. With their knowledge of the insurance industry, an insurance broker could help residents understand their policies and make informed decisions about their coverage. Additionally, an insurance broker could provide personalized attention to each client, ensuring that their insurance needs are met and that they are adequately protected in the event of an unexpected event.

Retirement Planning

Residents of Ashland, OR can benefit greatly from the guidance of a retirement planner. With its high cost of living and limited job opportunities, many individuals in Ashland may struggle to save for retirement on their own. A retirement planner can help them navigate the complexities of retirement planning, such as selecting the right investment vehicles, creating a budget, and maximizing Social Security benefits. Additionally, a retirement planner can help Ashland residents plan for the unique challenges of retirement in this area, such as the high cost of healthcare and the potential impact of wildfires on their financial future. By working with a retirement planner, residents of Ashland can feel more confident in their retirement plans and better prepared for the future.

Wealth Management

Residents of Ashland, OR could benefit from a wealth manager in a variety of ways. Firstly, a wealth manager can help residents create a personalized financial plan that takes into account their unique goals and financial situation. This can include creating a budget, establishing investment accounts, and setting up retirement savings. Additionally, a wealth manager can provide guidance on tax planning and estate planning, ensuring that residents are maximizing their financial potential and minimizing their tax burden. One specific aspect of Ashland, OR that a wealth manager can assist with is navigating the local real estate market. With a high demand for housing and limited inventory, a wealth manager can help residents make informed decisions about buying or selling property in the area. Overall, a wealth manager can provide valuable financial guidance and support to residents of Ashland, OR, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Ashland, OR can benefit from the expertise of a mortgage loan officer in a number of ways. For one, a loan officer can help residents navigate the unique real estate market in Ashland, which is known for its high home prices and competitive bidding wars. Additionally, a loan officer can assist residents in finding the best mortgage rates and loan options to fit their specific financial situation and goals. With the help of a loan officer, residents of Ashland can feel more confident in their ability to purchase a home and make one of the biggest investments of their lives.

Tax Services

Residents of Ashland, OR can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on the state and local tax laws specific to Ashland. For example, Ashland has a transient occupancy tax that applies to short-term rentals, such as Airbnb properties. A tax advisor can help residents understand their obligations and ensure they are properly reporting and paying this tax. Additionally, Ashland is home to many artists and creative professionals who may have unique tax considerations, such as deductions for home studios or expenses related to performances. A tax advisor can provide personalized advice to help these individuals maximize their tax savings. Overall, a tax advisor can help residents of Ashland navigate the complex world of taxes and ensure they are in compliance with all applicable laws.

Estate Planning Lawyer

Residents of Ashland, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Ashland residents is by assisting them in creating a comprehensive estate plan that reflects their unique needs and circumstances. This may include drafting a will, setting up trusts, and naming beneficiaries for important accounts and assets. Additionally, an estate planning lawyer can help Ashland residents navigate the complex legal requirements associated with estate planning, such as tax laws and probate procedures. With its vibrant arts scene and beautiful natural surroundings, Ashland is a unique community that requires specialized legal expertise. An estate planning lawyer can provide the guidance and support that residents need to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ashland, OR

Financial advising services provided by a financial advisor in Ashland, OR are comprehensive and tailored to meet the unique needs of each client. From retirement planning to investment management, a financial advisor in Ashland, OR can offer a wide range of services. One specific aspect that sets Ashland apart is its vibrant arts community, which can present unique financial opportunities and challenges. A financial advisor in Ashland, OR can help clients navigate these opportunities and make informed decisions about investing in the arts. Additionally, with its proximity to outdoor recreation areas such as the Rogue River and Mount Ashland, a financial advisor in Ashland, OR can also provide guidance on managing wealth in relation to outdoor activities and hobbies. Overall, a financial advisor in Ashland, OR can offer complex and nuanced financial advice to clients in a variety of areas.

Located in the heart of Southern Oregon, Ashland is a charming town that boasts a thriving economy and a strong community. As a hub for the arts and culture, Ashland attracts a diverse group of individuals who are passionate about their financial success. With its beautiful natural surroundings, Ashland offers an ideal environment for those seeking financial advice. Whether you are looking to invest in stocks, plan for retirement, or manage your debt, the financial advisors in Ashland are equipped with the knowledge and expertise to help you achieve your financial goals. With a deep understanding of the local economy and a commitment to personalized service, financial advisors in Ashland can provide you with the guidance you need to make informed decisions about your money. So, if you're looking for the best place to get financial advising, look no further than Ashland, Oregon.