What are some popular services for financial advising?

A financial advisor in Medford, OR can provide a range of financial advising services to individuals and businesses in the area. From retirement planning to investment management, a financial advisor can help clients achieve their financial goals and navigate the complex world of finance. Specifically, Medford's unique location in Southern Oregon means that a financial advisor in the area must be well-versed in the local economy and understand the challenges and opportunities that come with living in a rural community. This includes advising clients on how to invest in local industries such as agriculture, timber, and tourism, as well as navigating the unique tax laws and regulations that apply to businesses in the area. With their expertise and knowledge of the local landscape, a financial advisor in Medford can help clients make informed decisions and achieve financial success.

What are people saying about financial advising services in Medford, OR?

Medford, OR is the ideal location for individuals seeking financial advising services. The city's strategic location in the Rogue Valley, surrounded by mountains and forests, provides a serene and conducive environment for making sound financial decisions. Medford is home to a diverse community of financial experts with extensive experience in various fields, including tax planning, investment management, and retirement planning. These professionals offer personalized services tailored to meet the unique needs of each client. Additionally, Medford's thriving economy and business-friendly environment make it an excellent place to invest and grow wealth. With a wide range of financial institutions and advisory firms, Medford offers a competitive market for financial services, ensuring that clients get the best rates and services. Whether you are seeking short-term or long-term financial planning, Medford's financial experts have the expertise and tools to help you achieve your goals.

What does a financial planner do?

A financial planner in Medford, OR is a professional who provides expert advice on how to manage and invest money. They help clients create a financial plan that meets their goals and objectives. One specific thing about Medford, OR that a financial planner must consider is the city's economy. Medford is home to several industries, including healthcare, education, and tourism. The city is also known for its agricultural products, such as pears, peaches, and wine. With this in mind, a financial planner must be well-versed in the local economy and understand how it affects their clients' financial goals. They must also be knowledgeable about tax laws, investment options, and retirement planning to provide comprehensive financial advice. In summary, a financial planner in Medford, OR is a vital resource for individuals and businesses looking to secure their financial future in a city with a diverse economy.

When should you get a financial planner?

Medford, OR residents should consider reaching out to a financial advisor when they are facing significant life changes that may impact their financial stability. This could include buying a home in one of the city's rapidly growing neighborhoods, starting a family, or planning for retirement. With its diverse economy and access to outdoor recreation, Medford presents unique financial challenges and opportunities. A knowledgeable financial advisor can help navigate the complexities of local real estate markets, design a comprehensive investment strategy, and provide guidance on tax planning and estate planning. As the city continues to grow and evolve, working with a financial advisor can be an essential tool for securing long-term financial stability and success.

How do I choose the right financial advisor?

A financial advisor in Medford, OR must possess several important qualities to be successful in their field. Firstly, they must have a deep understanding of the local economy and financial landscape in Medford. The city's economy is heavily dependent on the healthcare industry, with Asante Rogue Regional Medical Center being the largest employer in the region. Therefore, a financial advisor must be well-versed in healthcare investment opportunities and understand the impact of healthcare policies on the local economy. Additionally, they must have excellent communication skills to effectively convey complex financial concepts to their clients. They should also possess a strong work ethic and attention to detail to ensure that their clients' financial plans are tailored to their specific needs and goals. Finally, they must be able to adapt to constantly changing market conditions and adjust their strategies accordingly. Overall, a successful financial advisor in Medford, OR must possess a unique combination of local knowledge, communication skills, work ethic, and adaptability to provide their clients with the best possible financial guidance.

What makes Medford, OR the top choice for financial advising?

Medford, OR is home to several top financial advising firms that cater to the needs of individuals and businesses alike. These firms provide a range of services, including investment advice, retirement planning, tax management, and more. One of the unique characteristics of Medford is its location in the Rogue Valley, which offers a diverse range of economic opportunities. This has led to a growing demand for financial advising services in the region, and the top firms in Medford have risen to meet this need. With their expertise and experience, these firms are able to help clients navigate the complex world of finance and achieve their financial goals. Whether you're a young professional just starting out or a seasoned business owner looking to grow your wealth, Medford's top financial advising firms have the knowledge and resources to help you succeed.

How do financial advisors get paid?

Financial advisors in Medford, OR are compensated in a variety of ways. Some advisors charge a flat fee for their services, while others receive a commission based on the products they sell. Additionally, some advisors may charge a percentage of the assets they manage. It is important to note that in Medford, OR, financial advisors are required to adhere to a fiduciary standard, which means they must act in their clients' best interests at all times. This is a unique aspect of the financial advisory industry in Medford, OR, as not all states have this requirement. As a result, clients can trust that their advisors are working in their best interests and not just trying to sell them products for a commission.

Find the Top Financial Advisors Serving Medford, OR

Connect With a Financial Planner

List of Firms

Medford, OR Fiduciary Financial Advisors

LPL Financial

SEC File# 801-10970

CRD# 6413

5 out of 5

950 Town Centre Dr # A, Medford, OR 97504, USA

(541) 618-0693

Directions

Nathaniel Hardy | Financial Advisor D.A. Davidson

3210 Hillcrest Park Dr Suite 200, Medford, OR 97504, USA

(541) 608-4374

http://www.nathaniel-hardy.com/

Directions

Magen L Fong Voya Financial Advisors, Inc.

724 S Central Ave, Medford, OR 97501, USA

(541) 734-9833

Directions

Edward Jones

SEC File# 801-3297

CRD# 250

5 out of 5

3255 Hillcrest Park Dr #104, Medford, OR 97504, USA

(541) 773-2293

https://www.edwardjones.com/us-en

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

Cheryl Dyer - Financial Advisor, Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

1150 Crater Lake Ave Ste A, Medford, OR 97504, USA

(541) 779-0800

https://www.ameripriseadvisors.com/Cheryl.Dyer/?cid=IP_local_google

Directions

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.

Nearby Locations

Ashland, OR Aurora, OR Beaverton, OR Bend, OR Clackamas County, OR Corvallis, OR Deschutes County, OR Douglas County, OR

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.