Best Financial Advisors in Medford, OR

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List of Firms

Medford, OR Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
5 out of 5
Location 950 Town Centre Dr # A, Medford, OR 97504, USA
Phone (541) 618-0693
Directions
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Nathaniel Hardy | Financial Advisor D.A. Davidson
Location 3210 Hillcrest Park Dr Suite 200, Medford, OR 97504, USA
Phone (541) 608-4374
Directions
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Magen L Fong Voya Financial Advisors, Inc.
Location 724 S Central Ave, Medford, OR 97501, USA
Phone (541) 734-9833
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3255 Hillcrest Park Dr #104, Medford, OR 97504, USA
Phone (541) 773-2293
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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Cheryl Dyer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1150 Crater Lake Ave Ste A, Medford, OR 97504, USA
Phone (541) 779-0800
Directions
Financial Advisors in Medford, OR

Where Certified Financial Advisors in Medford, OR Serve

Medford, OR is a vibrant city in the heart of the Rogue Valley. It boasts a plethora of landmarks, including the stunning Crater Lake National Park, the historic Rogue Theatre, and the breathtaking Table Rock Wilderness. The city is home to a diverse array of top employers, including Asante Rogue Regional Medical Center, Harry & David, and Lithia Motors. Major highways such as Interstate 5 and Highway 62 run through the city, providing easy access to surrounding areas. The streets of Medford are lined with charming neighborhoods, each with its own unique character and charm. From the bustling downtown area to the peaceful suburbs, Medford has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Medford, OR can be serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. Many banks in Medford also offer online banking and mobile banking services, allowing residents to manage their accounts from the comfort of their own homes. Additionally, some banks in Medford offer specialized services such as small business loans and investment advice. With the city's proximity to the stunning Rogue River and the nearby Crater Lake National Park, many banks in Medford also offer outdoor recreation loans to help residents finance their adventures.

Insurance Broker

Residents of Medford, OR can benefit greatly from the services of an insurance broker. With its location in the heart of Southern Oregon, Medford is known for its beautiful scenery and outdoor recreation opportunities. An insurance broker can help residents find the right coverage for their homes, vehicles, and recreational equipment, protecting their assets from the risks associated with living in this area. Additionally, Medford is home to many small businesses that may need assistance with insurance coverage for their employees or liability protection. An insurance broker can help these businesses navigate the complex world of insurance and find the policies that best fit their needs. Overall, an insurance broker can provide invaluable support to the residents and businesses of Medford, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Medford, OR could benefit greatly from the expertise of a retirement planner. With a population of over 80,000 people, many of whom are approaching retirement age, there is a growing need for guidance on how to prepare for life after work. A retirement planner can assist with creating a comprehensive financial plan that takes into account factors such as social security benefits, healthcare costs, and potential tax implications. Additionally, with Medford's proximity to popular retirement destinations such as Ashland and Jacksonville, a retirement planner can help residents navigate the unique challenges of retiring in a tourist-driven economy. Overall, a retirement planner can provide peace of mind and help ensure a comfortable and secure retirement for the residents of Medford, OR.

Wealth Management

Residents of Medford, OR can benefit greatly from the guidance of a wealth manager. One of the most common ways a wealth manager can assist individuals in Medford is by helping them navigate the complexities of retirement planning. With a significant portion of the population over the age of 65, retirement planning is a crucial aspect of financial management in Medford. A wealth manager can help residents create a personalized retirement plan that takes into account their unique financial goals and circumstances, such as healthcare costs and potential long-term care needs. Additionally, a wealth manager can provide ongoing support and advice to ensure that residents stay on track towards achieving their retirement goals. By working with a wealth manager, residents of Medford can feel confident that they are making informed decisions about their financial future.

Mortgage Loan Officer

Residents of Medford, OR can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, these professionals can help residents navigate the often-confusing process of securing a home loan, ensuring that they get the best possible rates and terms. Additionally, mortgage loan officers can provide guidance on the various types of loans available, from conventional mortgages to FHA and VA loans. With Medford's booming real estate market, it's more important than ever for residents to have access to this kind of expert advice and support. Whether you're a first-time homebuyer or a seasoned investor, a mortgage loan officer can help you make the most of your investment and achieve your real estate goals.

Tax Services

Residents of Medford, OR can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations in the state of Oregon. Medford, in particular, has unique tax laws and regulations that can be difficult for residents to understand and comply with. A knowledgeable tax advisor can help residents maximize their tax savings, avoid penalties and fines, and ensure that they are in compliance with all applicable tax laws. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's tax liability. Overall, working with a tax advisor can be a valuable investment for residents of Medford, helping them to achieve their financial goals and maintain compliance with the law.

Estate Planning Lawyer

Residents of Medford, OR can greatly benefit 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 they pass away. In Medford, where there is a large population of retirees and seniors, an estate planning lawyer can also assist with setting up healthcare directives and power of attorney documents to ensure that medical decisions are made in accordance with a person's wishes. Additionally, with the rising cost of long-term care in Medford, an estate planning lawyer can help families plan for Medicaid eligibility and protect their assets from being depleted by nursing home expenses. Overall, an estate planning lawyer can provide peace of mind and protect the interests of Medford residents and their families.

Medford, OR Financial Resources

Medford, OR Chamber of Commerce

https://www.medfordchamber.com/

Medford, OR City Hall

https://www.medfordoregon.gov/Home

Medford, OR Public Library

https://jcls.org/branch/medford/

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