Find a Financial Advisor in Jacksonville, OR

 

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

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We Only Work With The Best Jacksonville 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 Jacksonville, OR


  • Financial Advisor Close to Jacksonville, 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 Jacksonville, 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 Jacksonville, OR

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

  • Population: 2,884
  • % of Population 62 Years and Over: 46.1%
  • Average Home Value: $556,800
  • Average Monthly Housing Cost: $1,021
  • Average Household Income: $86,369
  • 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 Jacksonville, OR

 

PFG INVESTMENTS, LLC

Website

(541) 973-2602

725 N. 5th Street,
Suite 200
Jacksonville, OR 97530

SEC#: 801-117949
Years in Business: 1 years

CUTLER INVESTMENT COUNSEL, LLC

Website

(541) 770-9000

525 Bigham Knoll

Jacksonville, OR 97530

SEC#: 801-62469
Years in Business: 17 years

HARFST AND ASSOCIATES, INC.

Website

(541) 488-2634

900 Hamilton Road

Jacksonville, OR 97530

SEC#: 801-71661
Years in Business: 11 years

 


Jacksonville, OR Financial Advisor FAQs

You should verify that your advisors are licensed or registered to provide investment advice with the Securities and Exchange Commission (SEC) or a state's securities regulator. In addition, you should research their background including legal, educational and professional backgrounds.
If you want to enjoy your money and invest it wisely (protecting what you've already got), yes, you should find a financial advisor.
Financial advisors are professionals who handle the long-term financial affairs of high net worth families. Typically, they do this by working with their clients on two ends of the spectrum. First, they help get their clients excited about ensuring that they're on the right side of their finances for retirement and other major expenses like college tuition. Secondly, advisers help coordinate strategies to diversify investments and help them save money on taxes while maintaining confidence in their portfolio stability through difficult economic climates.
Always remember to work with someone who can point out your mistakes. This person should already have some investments themselves, preferably one that is comparable to what you are looking for. You need someone who will offer you constructive criticism without trying to make a commission on your investment/loan