Corvallis, OR Financial Advisors and Resources



Financial Advisor Firms in Corvallis, OR


HURLEY FINANCIAL GROUP, INC.

Website

(541) 757-2331

111 Sw 4th Street

Corvallis, OR 97333

SEC#: 801-57809
Years in Business: 21 years

COMPASS INVESTMENTS LLC

Website

(541) 745-2529

857 Ne Granger Ave

Corvallis, OR 97330

SEC#: 801-67114
Years in Business: 15 years

COMPASS INVESTMENTS LLC

Website

(541) 745-2529

857 Ne Granger Ave

Corvallis, OR 97330

SEC#: 801-67114
Years in Business: 15 years

CUSO FINANCIAL SERVICES, L.P.

Website

(800) 732-0173

1980 Nw 9th Street
Oregon State
Corvallis, OR 97330

SEC#: 801-60300
Years in Business: 20 years


How Retirement-Friendly is Corvallis, OR?

  • Population: 58,028
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $341,800
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $74,265
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)


Corvallis, OR Financial Advisor FAQs

The best way to choose a financial advisor is by trusting the referrals you receive from friends, family, business associates and community organizations.
The first step is to talk with your accountant and they will be able to recommend someone in your area.
Many people who invest on their own without guidance often end up putting too much of their money into speculative ventures, things they don't understand. It's difficult to account for the day-to-day fluctuations in investments or know which companies are doing shady dealings that might come back to haunt you. A good financial advisor will make sure this doesn't happen, and can even provide advice about your day-to-day spending habits. They'll also help by providing investment plans depending on what you believe is most important to you at the moment - wealth, health, family time or an adventure.
Financial advisors are generally paid in one of four different ways—through commissions, asset based charges, by charging an annual fee, or charges for services rendered.