Wealth Management in Aurora, OR

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List of Firms

Aurora, OR Wealth Management Firms

Wealth Management Inc
SEC File# 801-113325
CRD# 170591
Location 8655 SW Citizens Dr #108, Wilsonville, OR 97070, USA
Phone (503) 682-8888
Oswego Wealth Management
5 out of 5
Location 18840 SW Boones Ferry Rd Suite 200, Tualatin, OR 97062, USA
Phone (503) 603-0872
SEC File# 801-112288
CRD# 290694
5 out of 5
Location 760 SW 9th Ave. Suite 2350, Portland, OR 97205, USA
Phone (503) 446-6450
Time Monday: 6:30 AM – 4:00 PM Tuesday: 6:30 AM – 4:00 PM Wednesday: 6:30 AM – 4:00 PM Thursday: 6:30 AM – 4:00 PM Friday: 6:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Lifelong Wealth Management
5 out of 5
Location 5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Phone (503) 747-6534
Wealth Management in Aurora, OR

Where Wealth Management Advisors in Aurora, OR Serve

Aurora, OR is a quaint town located in the heart of the Willamette Valley, boasting a rich history and a variety of landmarks. The town is home to the Aurora Colony Museum, which showcases the unique culture and lifestyle of the Aurora Colony, a group of German immigrants who settled in the area in the 1850s. Additionally, the town is known for its vibrant downtown area, which features a number of charming shops and restaurants. As for top employers, Aurora is home to a number of agricultural businesses, including Wilco, a farm supply cooperative, and Franz Bakery, a popular bakery chain. The town is also home to a number of small businesses, many of which are family-owned and operated. Major highways and streets in Aurora include Interstate 5, which runs through the western edge of town, as well as Highway 99E, which runs through the center of town.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Aurora, OR can benefit from banks in a multitude of ways. For example, a bank can provide financial assistance to small businesses in Aurora, which is a primarily agricultural community. This could include loans for equipment or funding for expansion projects. Additionally, banks can offer personal loans and mortgages to residents looking to purchase homes or make renovations. With Aurora being a small town, many residents may not have access to financial advisors or investment opportunities, but a bank can provide these services as well. Furthermore, a bank can help residents with their day-to-day banking needs, such as checking and savings accounts, online banking, and mobile banking. Overall, a bank can play a crucial role in supporting the financial needs of Aurora's residents and businesses.

Insurance Broker

Residents of Aurora, OR could greatly benefit from the expertise of an insurance broker. With the town's proximity to the Willamette River, flood insurance is a must-have for homeowners. However, navigating the options and requirements of flood insurance can be overwhelming. An insurance broker can provide detailed information on flood insurance policies and help residents find the best coverage for their specific needs. Additionally, Aurora has a growing population of small business owners who may need assistance with selecting and managing their business insurance policies. An insurance broker can offer guidance on liability coverage, property insurance, and workers' compensation insurance. With the help of an insurance broker, residents of Aurora can have peace of mind knowing that they are properly protected in the event of unexpected events.

Retirement Planning

Residents of Aurora, OR would greatly benefit from the expertise of a retirement planner. With a population of just over 1,000 people, Aurora is a small town that is home to many retirees. A retirement planner can help these individuals navigate the complexities of retirement planning, including creating a budget, managing investments, and planning for healthcare costs. Additionally, a retirement planner can help Aurora residents take advantage of unique retirement opportunities, such as the Oregon Public Employees Retirement System (PERS). With the help of a retirement planner, Aurora residents can feel confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Residents of Aurora, OR can benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor can be helpful is in navigating the unique challenges of the local economy. As a small, rural town, Aurora faces a number of economic hurdles that may not be present in larger, more urban areas. For example, many residents may work in agriculture or other seasonal industries, which can lead to irregular income streams and financial instability. A financial advisor can help residents develop strategies for managing these challenges, such as creating emergency funds or exploring alternative income sources. Additionally, a financial advisor can provide guidance on investing in local businesses or real estate, which can be a key way to support the local economy and build wealth over time. With the help of a skilled financial advisor, residents of Aurora can navigate the complexities of their local economy and achieve their financial goals.

Mortgage Loan Officer

Residents of Aurora, OR can benefit greatly from the expertise of a mortgage loan officer. With the town's population of just over 1,000, many residents may not have extensive experience in navigating the complex world of home loans. A knowledgeable loan officer can help guide residents through the process of securing a mortgage, including assessing their financial situation, determining the best type of loan for their needs, and identifying any available financial assistance programs. Additionally, with Aurora's location in the heart of Oregon's Willamette Valley, residents may be eligible for special loan programs designed to promote rural development and homeownership. A skilled mortgage loan officer can help residents take advantage of these programs and achieve their dream of owning a home in Aurora.

Tax Services

Residents of Aurora, OR can benefit greatly from the expertise of a tax advisor. One specific way a tax advisor can help is by advising on the tax implications of the Aurora Colony Historical Society. This organization is dedicated to preserving the history and culture of the Aurora Colony, a communal society that settled in the area in the 1850s. The society operates a museum and hosts events throughout the year, but its tax status can be complex and confusing. A tax advisor can help the society navigate the rules and regulations of tax-exempt organizations, ensuring that it remains in compliance and can continue to serve the community. Additionally, a tax advisor can help individuals in Aurora navigate the intricacies of federal and state tax laws, maximizing their deductions and minimizing their liabilities. With the help of a tax advisor, residents of Aurora can feel confident that their taxes are being handled correctly and efficiently.

Estate Planning Lawyer

Residents of Aurora, OR can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, and powers of attorney. This can help ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Aurora, OR, and minimize the tax burden on their estate. They can also assist in setting up special needs trusts for family members with disabilities and help protect assets from creditors. With Aurora, OR being a small town, it is important for residents to have a lawyer who understands the unique needs and challenges of the community.


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