Best Financial Advisors in Linn County, OR

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List of Firms

Linn County, OR Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Brad A O'Neal
Location 123 F St, Salida, CO 81201, USA
Phone (719) 539-2227
Directions
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Edward Jones - Financial Advisor: Bill Stone, CFP®|ChFC®|CEPA®
5 out of 5
Location 2050 Terry St Suite 203, Longmont, CO 80501, USA
Phone (303) 776-6342
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1221 Park Pl NE Suite B, Cedar Rapids, IA 52402, USA
Phone (319) 393-0209
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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Edward Jones - Financial Advisor: Jeff Johnson
Location 5761 C St SW Ste G, Cedar Rapids, IA 52404, USA
Phone (319) 841-2293
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 755 22nd St, Marion, IA 52302, USA
Phone (319) 373-6174
Directions
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Arnold & Mote Wealth Management
5 out of 5
Location 1202 Dina Ct, Hiawatha, IA 52233, USA
Phone (319) 393-4020
Directions
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Kevin Dunnigan - Investment Center Advisor Group
5 out of 5
Location 290 E 25th St Suite 100, Loveland, CO 80538, USA
Phone (970) 622-2366
Directions
Financial Advisors in Linn County, OR

Where Certified Financial Advisors in Linn County, OR Serve

Linn County, located in the heart of the Willamette Valley in Oregon, boasts a rich history and diverse economy. From the towering Cascade Mountains to the rolling hills of the valley, this county is home to a variety of landmarks and attractions that draw visitors from near and far. One of the most notable landmarks in Linn County is the historic Covered Bridge Trail, which spans over 50 miles and includes some of the most iconic covered bridges in the state. Other popular attractions include the Santiam River, Foster Lake, and the Oregon Jamboree, a three-day music festival that draws top performers from across the country. Linn County is also home to a thriving economy, with top employers including Samaritan Health Services, Georgia-Pacific, and the Lebanon School District. Major highways and streets in the area include Interstate 5, Highway 20, and Highway 22, providing easy access to nearby cities and attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Linn County, OR are serviced by banks in a variety of ways. One of the most common ways is through checking and savings accounts. Many banks offer free checking accounts with no minimum balance requirements, making it easy for residents to manage their finances. Another common service is loans, including personal loans, auto loans, and mortgages. With Linn County being home to several major employers, such as the HP Inc. and Samaritan Health Services, residents may also take advantage of business banking services. Additionally, many banks in Linn County offer online and mobile banking, allowing residents to conveniently access their accounts from anywhere. Overall, banks in Linn County provide a range of services to meet the financial needs of its diverse population.

Insurance Broker

Residents of Linn County, OR can benefit greatly from the services of an insurance broker. With its diverse population and unique geographical features, Linn County presents a range of insurance challenges that require expert guidance. An insurance broker can help residents navigate the complexities of health insurance, home insurance, auto insurance, and more. For example, Linn County is known for its rugged terrain and unpredictable weather, which can make it difficult to find affordable and comprehensive coverage for homes and vehicles. An insurance broker can help residents find policies that offer protection against natural disasters, such as floods and wildfires, as well as liability coverage for accidents on rural roads. Additionally, an insurance broker can help residents find health insurance plans that meet their specific needs and budget, whether they are self-employed, retired, or working for a small business. Overall, an insurance broker can be a valuable resource for Linn County residents looking to protect themselves and their families from unforeseen risks and expenses.

Retirement Planning

Residents of Linn County, OR could benefit greatly from the assistance of a retirement planner. With a population of over 125,000 people, many individuals in the county may not have the knowledge or resources to properly plan for their retirement. A retirement planner can help residents develop a personalized plan that takes into account their unique financial situation, goals, and concerns. Specifically, Linn County has a high percentage of residents employed in the manufacturing and agriculture industries, which may require specialized retirement planning strategies. A retirement planner can also help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to. Overall, a retirement planner can provide peace of mind and help residents in Linn County, OR achieve a comfortable and secure retirement.

Wealth Management

Residents of Linn County, OR could benefit greatly from the services of a wealth manager. With a population of over 130,000, Linn County is home to a diverse range of individuals with unique financial needs. A wealth manager can provide personalized financial planning and investment advice to help residents achieve their long-term financial goals, whether that be saving for retirement, funding a child's education, or building a nest egg. Additionally, Linn County is home to a significant number of small business owners and farmers, who may require specialized financial planning services. A wealth manager can help these individuals navigate complex financial issues such as succession planning, tax planning, and risk management. Overall, a wealth manager can provide invaluable support to residents of Linn County, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Linn County, OR would greatly benefit from the services of a mortgage loan officer. With the county being largely rural, many residents may not have access to the same resources and financial institutions as those in more urban areas. A mortgage loan officer can provide guidance and assistance in navigating the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, with the county's economy being heavily reliant on the timber industry, many residents may have irregular or seasonal income, making it more difficult to secure a mortgage. A mortgage loan officer can help residents explore their options and find a mortgage that fits their unique financial situation. Overall, the expertise and support of a mortgage loan officer can make a significant difference for residents of Linn County looking to purchase a home.

Tax Services

Residents of Linn County, OR can benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on deductions and credits specific to the area. For example, Linn County residents who own forestland may be eligible for certain deductions related to forest management. A tax advisor can also help residents navigate the complexities of state and local tax laws, ensuring they are not overpaying or incurring penalties. Additionally, a tax advisor can provide valuable advice on retirement planning and investment strategies, helping residents make the most of their money and secure their financial future. Overall, a tax advisor can be a valuable resource for Linn County residents looking to optimize their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Linn County, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Linn County, where many residents own property and other valuable assets. An estate planning lawyer can also help residents minimize their tax liabilities, protect their assets from creditors, and establish trusts to provide for their loved ones. By working with an experienced estate planning lawyer, residents of Linn County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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