Best Financial Advisors in Klamath Falls, OR

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List of Firms

Klamath Falls, OR Fiduciary Financial Advisors

SEC File# 801-117846
CRD# 306522
Location 824 Pine St, Klamath Falls, OR 97601, USA
Phone (541) 884-4164
Directions
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The Permanence Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 735 Commercial St #5000, Klamath Falls, OR 97601, USA
Phone (541) 885-5499
Directions
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Axia
4 out of 5
Location 2967 Washburn Way Suite D, Klamath Falls, OR 97603, USA
Phone (541) 631-2273
Directions
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DeGroot Investment Advisors
Location 1903 Austin St, Klamath Falls, OR 97603, USA
Phone (541) 882-3614
Directions
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Griffen Kathy
Location 3815 S 6th St #105, Klamath Falls, OR 97603, USA
Phone (541) 883-3565
Directions
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D.A. Davidson & Co.
Location 810 Main St Ste 102, Klamath Falls, OR 97601, USA
Phone (541) 273-1155
Directions
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Dillard Rick CPA
SEC File# 801-117846
CRD# 306522
Location 824 Pine St, Klamath Falls, OR 97601, USA
Phone (541) 884-4164
Directions
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Dan Gellner & Associates
Location 1889 Austin St, Klamath Falls, OR 97603, USA
Phone (541) 885-5499
Directions
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Romig & Associates PC
1 out of 5
Location 1875 Austin St, Klamath Falls, OR 97603, USA
Phone (541) 273-7237
Directions
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United Finance
5 out of 5
Location 2316 S 6th St Suite D, Klamath Falls, OR 97601, USA
Phone (541) 882-3333
Directions
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Isler of Klamath Falls, LLC
Location 626 S 7th St, Klamath Falls, OR 97601, USA
Phone (541) 882-2575
Directions
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S & P Wealth Management LLC
SEC File# 801-117846
CRD# 306522
5 out of 5
Location 824 Pine St, Klamath Falls, OR 97601, USA
Phone (541) 884-4164
Directions
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Andrew E. Peterson, CPA
SEC File# 801-117846
CRD# 306522
Location 824 Pine St, Klamath Falls, OR 97601, USA
Phone (541) 884-4164
Directions
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Mark Legget - Umpqua Bank
Location 540 Main St 2nd Floor, Klamath Falls, OR 97601, USA
Phone (541) 363-4123
Directions
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South Valley Bank & Trust
Location 3808 Brooke Dr, Klamath Falls, OR 97603, USA
Phone (541) 883-9133
Directions
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Daniel Gellner - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 735 Commercial St #5000, Klamath Falls, OR 97601, USA
Phone (541) 885-5499
Directions
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Books 2 Taxes, Inc
Location 2795 Anderson Ave # 105, Klamath Falls, OR 97603, USA
Phone (541) 848-5055
Directions
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Michael Hoffman Financial
Location 120 S 9th St, Klamath Falls, OR 97601, USA
Phone (541) 892-8360
Directions
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WISE & Co., LLP
2 out of 5
Location 422 S 5th St, Klamath Falls, OR 97601, USA
Phone (541) 882-6630
Directions
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Gary Cheyne - COUNTRY Financial representative
Location 5031 S 6th St, Klamath Falls, OR 97603, USA
Phone (541) 884-1700
Directions
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Pacific West Financial Consultants
Location 626 S 7th St, Klamath Falls, OR 97601, USA
Phone (541) 882-3614
Directions
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Spires Dianne E CPA
Location 422 S 5th St, Klamath Falls, OR 97601, USA
Phone (541) 882-6630
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2358 Shasta Way, Klamath Falls, OR 97601, USA
Phone (541) 851-9045
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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South Valley Financial Services
Location 803 Main St #203, Klamath Falls, OR 97601, USA
Phone (541) 883-7322
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2650 Washburn Way Suite 140, Klamath Falls, OR 97603, USA
Phone (541) 851-9259
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1307 S Alameda Ave Suite B, Klamath Falls, OR 97603, USA
Phone (541) 273-2483
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 3720 S 6th St, Klamath Falls, OR 97603, USA
Phone (541) 884-6242
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1891 Avalon St Ste C, Klamath Falls, OR 97603, USA
Phone (541) 884-5417
Directions
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Cora Christ - COUNTRY Financial representative
5 out of 5
Location 3815 S 6th St Suite 130, Klamath Falls, OR 97603, USA
Phone (541) 882-3921
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 700 Main St, Klamath Falls, OR 97601, USA
Phone (541) 884-3643
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2585 Campus Dr, Klamath Falls, OR 97601, USA
Phone (541) 273-7132
Directions
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D. A. Davidson Companies
Location 810 Main St, Klamath Falls, OR 97601, USA
Phone (800) 575-9510
Directions
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Ays Investments LLC
Location 3916 Arroyo Ct, Klamath Falls, OR 97603, USA
Phone (541) 882-1490
Directions
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Isco LLP
Location 3815 S 6th St, Klamath Falls, OR 97603, USA
Phone (541) 883-3565
Directions
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Edward Jones - Financial Advisor: Jessie M Hecocta
SEC File# 801-3297
CRD# 250
Location 1891 Avalon St Ste C, Klamath Falls, OR 97603, USA
Phone (541) 884-5417
Directions
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WGS Financial Services
5 out of 5
Location 905 Main St #609, Klamath Falls, OR 97601, USA
Phone (541) 882-4577
Directions
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Molatore, Scroggin, Peterson & Co. LLP
SEC File# 801-117846
CRD# 306522
5 out of 5
Location 824 Pine St, Klamath Falls, OR 97601, USA
Phone (541) 884-4164
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 7:00 PM Saturday: Closed Sunday: Closed
Directions
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DeAnn M. Bogart, CPA
5 out of 5
Location 270 Main St, Klamath Falls, OR 97601, USA
Phone (541) 887-8130
Directions
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Sterling Investment Group
Location 540 Klamath Ave, Klamath Falls, OR 97601, USA
Phone (541) 880-7106
Directions
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Wells Fargo Advisors
Location 2809 S 6th St, Klamath Falls, OR 97603, USA
Phone (541) 883-4311
Directions
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Sargent Certified Public Accountant, LLC
5 out of 5
Location 125 Riverside Dr, Klamath Falls, OR 97601, USA
Phone (541) 882-2668
Directions
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Forensic Accounting Corp
5 out of 5
Location 1775 Washburn Way, Klamath Falls, OR 97603, USA
Phone (541) 238-2553
Directions
Financial Advisors in Klamath Falls, OR

Where Certified Financial Advisors in Klamath Falls, OR Serve

Klamath Falls, OR is a small city located in the southern part of the state, known for its stunning natural beauty and rich history. Some of the most notable landmarks in the area include the stunning Crater Lake National Park, the Klamath Basin Wildlife Refuge, and the Lava Beds National Monument, all of which offer breathtaking views and unique outdoor experiences. As for top employers, Klamath Falls is home to a diverse range of businesses and industries, including Jeld-Wen, Sky Lakes Medical Center, and Oregon Institute of Technology, among others. Major highways and streets in the area include US-97, OR-39, and OR-140, which provide easy access to nearby towns and cities. Klamath Falls is also home to a variety of neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Klamath Falls, OR are serviced by banks in a variety of ways, with the most common being checking and savings accounts, loans, and credit cards. Klamath Falls is a small city located in southern Oregon, known for its beautiful natural surroundings and outdoor recreation opportunities. One specific way that banks in Klamath Falls cater to residents is by offering loans for outdoor equipment such as boats and RVs, which are popular among locals looking to explore the nearby lakes and forests. Additionally, many banks in Klamath Falls offer online and mobile banking options, making it easy for residents to manage their finances on the go.

Insurance Broker

Residents of Klamath Falls, OR can greatly benefit from the services of an insurance broker. With the city's location in the high desert of southern Oregon, residents are prone to natural disasters such as wildfires and droughts. An insurance broker can help residents find policies that cover these specific risks, as well as other common hazards like floods and wind damage. Additionally, Klamath Falls is a small town with a tight-knit community, so an insurance broker can provide personalized service and help residents find policies that fit their unique needs and budget. Overall, an insurance broker can offer peace of mind to Klamath Falls residents by ensuring they are adequately covered in the face of unexpected events.

Retirement Planning

Residents of Klamath Falls, OR could greatly benefit from the expertise of a retirement planner. With a population of just over 21,000, Klamath Falls is a small town where many residents rely on their retirement savings to maintain their quality of life. A retirement planner can help residents navigate the complex world of retirement planning, including choosing the right investment options, creating a budget, and developing a long-term financial plan. They can also help residents take advantage of tax-efficient strategies and ensure that their retirement savings are protected from market volatility. With the help of a retirement planner, residents of Klamath Falls can feel confident that they are on the right path towards a secure and comfortable retirement.

Wealth Management

Residents of Klamath Falls, OR could benefit from the services of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in navigating the local economy, which is heavily reliant on agriculture and natural resources. With expertise in financial planning and investment management, a wealth manager could help residents make informed decisions about how to best manage their assets and grow their wealth in a way that aligns with the unique economic landscape of Klamath Falls. Additionally, a wealth manager could provide guidance on retirement planning, tax strategies, and estate planning, helping residents to achieve their long-term financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Klamath Falls, OR can greatly benefit from the services of a mortgage loan officer. With the city's median home price being lower than the national average, a loan officer can help residents secure a mortgage that fits their budget and financial goals. Additionally, Klamath Falls is home to many retirees and veterans, who may be eligible for specific loan programs that a loan officer can help them navigate. A loan officer can also provide guidance on the best mortgage options for those looking to invest in rental properties, as Klamath Falls has a growing rental market. Overall, a mortgage loan officer can provide invaluable support and expertise to residents of Klamath Falls looking to purchase or refinance a home.

Tax Services

Residents of Klamath Falls, OR could greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor could assist residents is by helping them navigate the complex tax laws and regulations specific to Oregon. For example, Oregon has a unique tax system that includes a state income tax and a property tax limitation known as Measure 50. A tax advisor could help residents understand these laws and ensure they are taking advantage of any available deductions or credits. Additionally, Klamath Falls has a significant agricultural industry, and a tax advisor could help farmers and ranchers navigate the tax laws and regulations specific to their industry. Overall, a tax advisor could provide valuable guidance and support to residents of Klamath Falls, OR in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Klamath Falls, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after their passing. In Klamath Falls, where the cost of living is lower than the national average, estate planning can be especially important for those who have worked hard to accumulate wealth and want to ensure that it is passed on to their loved ones. An estate planning lawyer can also help with other important matters, such as setting up power of attorney, establishing healthcare directives, and minimizing tax liabilities. By working with an experienced estate planning lawyer, residents of Klamath Falls can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

Klamath Falls, OR Financial Resources

Klamath Falls, OR Chamber of Commerce

https://klamath.org/

Klamath Falls, OR City Hall

https://www.klamathfalls.city/

Klamath Falls, OR Public Library

https://klamathlibrary.org/

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FAQs About Personal Financial Advisors in Klamath Falls, OR