Find a Financial Advisor in Roseburg, OR

 

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

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We Only Work With The Best Roseburg 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 Roseburg, OR


  • Financial Advisor Close to Roseburg, 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 Roseburg, 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 Roseburg, OR

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

  • Population: 23,083
  • % of Population 62 Years and Over: 26.6%
  • Average Home Value: $208,700
  • Average Monthly Housing Cost: $868
  • Average Household Income: $59,493
  • 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 Roseburg, OR

 

ORCA INVESTMENT MANAGEMENT, LLC

Website

(541) 672-3469

2250 Aviation Drive
Suite 3
Roseburg, OR 97470

SEC#: 801-68050
Years in Business: 14 years

EDWARD D. JONES & CO., L.P.

Website

(541) 957-5225

2510 Nw Edenbower Blvd
Suite 136
Roseburg, OR 97471

SEC#: 801-3297
Years in Business: 58 years

 


Roseburg, OR Financial Advisor FAQs

A financial advisor is professional who will help you plan for your financial goals. Their goal is to take the pressure off making major decisions and give tips on how small changes can be made gradually when appropriate.
A financial advisor provides advice in the areas of investing, retirement planning and portfolio management to clients looking to meet a wide range of personal financial objectives.
The financial advisor basically acts as a partner in the client's financial life. They handle everything from investments to insurance and taxes - anything that impacts your bottom line.
Financial advisors get paid in different ways, for example; through an annual fee, a flat-rate fee (a straight percentage) or through commissions related to the product they are selling.