Find a Financial Advisor in Hood River, OR

 

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We did the hard work of finding trustworthy partners in Hood River, OR.

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We Only Work With The Best Hood River Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Hood River, OR


  • Financial Advisor Close to Hood River, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Hood River, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Hood River, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Hood River financial advisors.
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How Retirement-Friendly is Hood River, OR?

  • Population: 7,715
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $358,200
  • Average Monthly Housing Cost: $1,149
  • Average Household Income: $80,742
  • 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.)



The Top Financial Advisor Firms in Hood River, OR

 

NORTHSIDE CAPITAL MANAGEMENT LLC

Website

(541) 387-2080

116 3rd Street, Suite 313

Hood River, OR 97031

SEC#: 801-56071
Years in Business: 22 years

NWAM, LLC

Website

(312) 961-0650

3960 Acree Dr

Hood River, OR 97031

SEC#: 801-69483
Years in Business: 13 years

 


Hood River, OR Financial Advisor FAQs

A financial advisor advises clients on investment and financial decisions. His or her expertise includes general management of the client's money, as well as specific judgments about stocks, bonds, commodities futures or other investments.
A financial advisor is an expert who helps make decisions about your money. Advisors act as the trained professionals for client's needs in terms of financial planning.
People turn to financial advisors when they want more than just basic information about investments or banking; rather, these professionals want an expert handling everything from saving for retirement through education savings accounts, home ownership or getting out of debt
Looking at credentials from the Certified Financial Planner Board of Standards® demonstrates that they have been educated on topics such as taxation law, retirement income planning, asset allocation and even federal insurance regulations.