Best Financial Advisors in Hood River, OR

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List of Firms

Hood River, OR Fiduciary Financial Advisors

SEC File# 801-72021
CRD# 155312
5 out of 5
Location 200 SW Market St #550, Portland, OR 97201, USA
Phone (503) 224-3700
Directions
SEC File# 801-60701
CRD# 115785
Location 166 E Jewett Blvd, White Salmon, WA 98672, USA
Phone (509) 640-3623
Directions
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Vanessa Lalli Dittenhofer RE/MAX River City
5 out of 5
Location 209 3rd St, Hood River, OR 97031, USA
Phone (541) 399-6122
Directions
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David M. Roth, Financial Planner @ Fair Planet Advisors
Location 107 W Jewett Blvd Suite 100, White Salmon, WA 98672, USA
Phone (541) 705-7918
Directions
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U.S. Bank ATM
SEC File# 801-60449
CRD# 122141
5 out of 5
Location 1309 12th St, Hood River, OR 97031, USA
Phone (800) 872-2657
Directions
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Ray Broughton @ CrossCountry Mortgage LLC
5 out of 5
Location 504 Cascade Ave #102, Hood River, OR 97031, USA
Phone (360) 521-6903
Directions
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Edward Jones - Financial Advisor: Tara J Donivan
SEC File# 801-3297
CRD# 250
Location 3591 Klindt Dr Ste 200, The Dalles, OR 97058, USA
Phone (541) 298-8538
Directions
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Prime Vest Financial Services
Location 390 NE Snohomish Ave, White Salmon, WA 98672, USA
Phone (509) 493-6010
Directions
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Thomas Torok - COUNTRY Financial representative
4 out of 5
Location 2940 Cascade Ave UNIT 105, Hood River, OR 97031, USA
Phone (541) 386-0284
Directions
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Jared Langford - State Farm Insurance Agent
5 out of 5
Location 506 Cascade Ave, Hood River, OR 97031, USA
Phone (541) 386-2366
Directions
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Edward Jones - Financial Advisor: Chuck Britton, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 20015 SW Pacific Hwy Suite 203, Sherwood, OR 97140, USA
Phone (503) 625-4934
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Kestrel Consulting
Location 2700 Wells Dr, Hood River, OR 97031, USA
Phone (541) 399-6806
Directions
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Klinke Investments LLC
Location 1733 Heritage Loop, Hood River, OR 97031, USA
Phone (541) 386-2979
Directions
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Hausman Advisors LLC
SEC File# 801-121197
CRD# 152681
Location 202 Oak St suite 600, Hood River, OR 97031, USA
Phone (503) 922-3010
Directions
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Keith Howell - Country Financial
5 out of 5
Location 1414 13th St, Hood River, OR 97031, USA
Phone (541) 386-3334
Directions
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Hausman Advisors
SEC File# 801-121197
CRD# 152681
Location 10260 SW Greenburg Rd, Portland, OR 97223, USA
Phone (503) 922-3010
Directions
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Edward Jones - Financial Advisor: Brian W Harvey, CRPC®
SEC File# 801-3297
CRD# 250
Location 1925 NE Stucki Ave Ste 110, Hillsboro, OR 97006, USA
Phone (503) 430-7942
Directions
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Edward Jones - Financial Advisor: Mark A Simpson, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 16325 SW Barrows Rd Suite 101, Beaverton, OR 97007, USA
Phone (503) 524-2078
Directions
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Edward Jones - Financial Advisor: Derek R Sandell, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15350 SW Sequoia Pkwy Suite 110, Portland, OR 97224, USA
Phone (503) 885-0136
Directions
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Hood River Vibrant Living
Location 1029 May St, Hood River, OR 97031, USA
Phone (541) 490-9350
Directions
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Herman & Associates, CPAs PC
4 out of 5
Location 1000 E Jewett Blvd, White Salmon, WA 98672, USA
Phone (509) 493-1717
Directions
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Edward Jones - Financial Advisor: Charisa L Henckel
SEC File# 801-3297
CRD# 250
4 out of 5
Location 6377 Ulali Dr, Keizer, OR 97303, USA
Phone (503) 393-4677
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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S & S Estate Sales & Services
5 out of 5
Location 2527 Reed Rd, Hood River, OR 97031, USA
Phone (541) 386-3559
Directions
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Edward Jones - Financial Advisor: Branden Buel
SEC File# 801-3297
CRD# 250
Location 417 Sherman Ave Suite 6, Hood River, OR 97031, USA
Phone (541) 386-1655
Directions
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Robb Severdia
Location 204 Wilson St, Mosier, OR 97040, USA
Phone (503) 789-9411
Directions
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Robb Severdia
Location 510 Cascade Ave, Hood River, OR 97031, USA
Phone (503) 789-9411
Directions
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Proactive Financial Management
Location 275 NE Tohomish St, White Salmon, WA 98672, USA
Phone (509) 493-4372
Directions
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HUB International
5 out of 5
Location 307 Oak St, Hood River, OR 97031, USA
Phone (541) 386-1696
Directions
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Riverview Community Bank
5 out of 5
Location 330 E Jewett Blvd, White Salmon, WA 98672, USA
Phone (509) 493-3449
Directions
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Miller Jack
Location Hood River, OR 97031, USA
Phone (541) 380-1043
Directions
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Northern Or Money Management Llc
Location Hood River, OR 97031, USA
Phone (541) 380-1043
Directions
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Edward Jones - Financial Advisor: Rachel E Year Fahrenkrug, CFP®
SEC File# 801-3297
CRD# 250
Location 218 W Steuben St, Bingen, WA 98605, USA
Phone (509) 493-0447
Directions
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My Business
Location 403 Portway Ave Suite 300, Hood River, OR 97031, USA
Phone (503) 477-8100
Directions
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Brad Finson, Mortgage Loan Consultant - loanDepot
5 out of 5
Location 202 Cascade Ave STE B, Hood River, OR 97031, USA
Phone (971) 302-0594
Directions
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Edward Jones - Financial Advisor: Doug Comstock
SEC File# 801-3297
CRD# 250
Location 218 W Steuben St, Bingen, WA 98605, USA
Phone (509) 493-0447
Directions
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Mortgage Express LLC
Location 16 Oak St, Hood River, OR 97031, USA
Phone (855) 386-4416
Directions
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Edward Jones - Financial Advisor: Joe Guenther, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1631 Woods Ct Suite 102, Hood River, OR 97031, USA
Phone (541) 386-0826
Directions
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NLine Energy
5 out of 5
Location 403 Portway Ave Suite 300, Hood River, OR 97031, USA
Phone (541) 312-4044
Directions
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Rowe, Deming & Rothman LLC
Location 516 E 2nd St, The Dalles, OR 97058, USA
Phone (541) 298-5101
Directions
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Wells Fargo Bank
3 out of 5
Location 2249 Cascade Ave, Hood River, OR 97031, USA
Phone (541) 386-3699
Directions
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Noble Investments
Location 288 E Jewett Blvd #800, White Salmon, WA 98672, USA
Phone (971) 409-5101
Directions
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U.S. Bank Branch
3 out of 5
Location 1309 12th St, Hood River, OR 97031, USA
Phone (541) 386-3110
Directions
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Edward Jones - Financial Advisor: Kacie A Levy, AAMS™
SEC File# 801-3297
CRD# 250
3 out of 5
Location 204 E Main St, Hermiston, OR 97838, USA
Phone (541) 567-0390
Directions
Financial Advisors in Hood River, OR

Where Certified Financial Advisors in Hood River, OR Serve

Nestled in the heart of the Columbia River Gorge, Hood River, OR is a picturesque town that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning views of Mount Hood and the Hood River Valley to the world-class windsurfing and kiteboarding on the Columbia River, Hood River is a haven for outdoor enthusiasts. The downtown area is home to numerous shops, restaurants, and breweries, including the iconic Full Sail Brewery and the Hood River Hotel, a historic landmark that has been welcoming guests since 1912. The Hood River Fruit Loop, a scenic drive that takes visitors past orchards, vineyards, and farm stands, is another popular attraction. In terms of top employers, Hood River has a thriving tech industry, with companies such as Insitu, a subsidiary of Boeing, and Hood Technology Corporation leading the way. Other major employers include Providence Hood River Memorial Hospital and the Hood River County School District.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hood River, OR have a variety of options when it comes to banking services. One of the most common ways that they are serviced by banks is through traditional checking and savings accounts. Many banks in Hood River offer these types of accounts with competitive interest rates and convenient online banking options. Additionally, Hood River is known for its thriving tourism industry, which means that banks in the area also offer services tailored to the needs of visitors. For example, many banks offer currency exchange services for international travelers, as well as special credit card rewards programs for purchases made at local businesses. Overall, the banks in Hood River are committed to providing personalized and convenient services to meet the unique needs of their customers.

Insurance Broker

Residents of Hood River, OR can benefit greatly from the services of an insurance broker. Hood River is a small town located in the Columbia River Gorge, known for its scenic beauty and outdoor recreation opportunities. An insurance broker can help residents of Hood River find the best insurance coverage for their specific needs, whether it be for their home, car, or recreational equipment. With the unpredictable weather in the Gorge, it's important to have insurance coverage that can protect against damage from wind, hail, or other natural disasters. Additionally, with the abundance of outdoor activities available in Hood River, residents may need specialized insurance coverage for their boats, RVs, or other recreational vehicles. An insurance broker can help residents navigate the complex world of insurance and find the best coverage at the best price.

Retirement Planning

Residents of Hood River, OR could benefit greatly from the guidance of a retirement planner. With its stunning natural surroundings and thriving tourism industry, Hood River attracts many retirees who are looking for a peaceful and active lifestyle. A retirement planner can help these individuals create a personalized financial plan that takes into account their unique goals and needs, such as preserving their wealth, managing their expenses, and maximizing their retirement income. Additionally, Hood River is known for its high cost of living, which can be a challenge for retirees on a fixed income. A retirement planner can provide valuable advice on how to stretch their retirement savings and make smart investment decisions that will help them maintain their standard of living in this beautiful community.

Wealth Management

Residents of Hood River, OR could greatly benefit from the services of a wealth manager. Hood River is a small town located in the Columbia River Gorge, known for its stunning views and outdoor recreation opportunities. However, the cost of living in Hood River is high, and many residents struggle to make ends meet. A wealth manager could help these residents by providing personalized financial advice and creating a plan to manage their assets and investments. They could also assist in creating a budget and finding ways to save money, such as investing in tax-efficient accounts or reducing unnecessary expenses. With the help of a wealth manager, residents of Hood River could achieve financial stability and peace of mind, allowing them to fully enjoy the beauty and opportunities of their town.

Mortgage Loan Officer

Residents of Hood River, OR can benefit from the expertise of a mortgage loan officer in several ways. Firstly, Hood River is a popular tourist destination, and many residents rely on the tourism industry for their livelihood. A mortgage loan officer can help residents secure loans to purchase or renovate properties to use as vacation rentals or bed and breakfasts, increasing their income potential. Additionally, Hood River is known for its outdoor recreation opportunities, such as windsurfing and skiing. A mortgage loan officer can assist residents in securing loans to purchase properties in ideal locations for these activities, allowing them to fully enjoy the unique lifestyle that Hood River has to offer. Overall, a mortgage loan officer can be an invaluable resource for Hood River residents looking to invest in their community and improve their quality of life.

Tax Services

Residents of Hood River, OR could greatly benefit from the expertise of a tax advisor. With its thriving tourism industry and abundance of small businesses, Hood River presents unique tax challenges that require an experienced and knowledgeable advisor. For example, many residents in the area own vacation rental properties, which can be a complex and ever-changing tax landscape. Additionally, the town's proximity to the Columbia River Gorge and its natural beauty attracts many outdoor enthusiasts who may have unique tax situations related to their hobbies and interests. A tax advisor can help residents navigate these challenges and ensure they are making the most of their tax planning opportunities.

Estate Planning Lawyer

Residents of Hood River, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Hood River residents is by ensuring that their assets are properly distributed after their passing. This is particularly important in Hood River, which is known for its high cost of living and real estate prices. A skilled estate planning lawyer can help residents navigate the complexities of estate planning, including creating wills, trusts, and other legal documents that can protect their assets and ensure that their wishes are carried out. Additionally, an estate planning lawyer can provide guidance on tax planning and other financial matters, helping Hood River residents to make the most of their assets and ensure financial security for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Hood River, OR