Best Financial Advisors in Roseburg, OR

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List of Firms

Roseburg, OR Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Tyler Foster
5 out of 5
Location 2198 NE Stephens St Suite 103, Roseburg, OR 97470, USA
Phone (541) 673-2060
Directions
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Edward Jones - Financial Advisor: Jeremy Gilliam, AAMS™
Location 1604 NW Hughwood Ct, Roseburg, OR 97471, USA
Phone (541) 673-4473
Directions
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Edward Jones - Financial Advisor: Jodi Barron, AAMS™
5 out of 5
Location 3001 NW Stewart Pkwy Suite 104, Roseburg, OR 97471, USA
Phone (541) 900-1444
Directions
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Hooper Wealth Management Group
5 out of 5
Location 2192 NE Stephens St, Roseburg, OR 97470, USA
Phone (541) 440-6868
Directions
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Hall Investment Group
Location 2713 W Harvard Ave STE 210, Roseburg, OR 97471, USA
Phone (541) 464-0815
Directions
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Edward Jones - Financial Advisor: John P Gogolin
Location 2030 NW Newcastle St, Roseburg, OR 97471, USA
Phone (541) 672-1222
Directions
Financial Advisors in Roseburg, OR

Where Certified Financial Advisors in Roseburg, OR Serve

Roseburg, OR is a quaint town nestled in the heart of the Umpqua Valley. With its stunning natural beauty and rich history, Roseburg is a popular destination for tourists and locals alike. Landmarks like the Douglas County Courthouse and the Stewart Park Rose Garden are just a few of the many attractions that draw visitors to this charming town. Top employers in the area include Mercy Medical Center, Roseburg Forest Products, and Umpqua Community College, which provide job opportunities for residents and contribute to the local economy. Major highways like Interstate 5 and Oregon Route 138 run through Roseburg, making it easy to access neighboring cities and towns. The city is also home to several bustling neighborhoods, including Hucrest, Green, and Melrose, each with its own unique personality and charm. With its natural beauty, rich history, and vibrant community, Roseburg is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Roseburg, OR are serviced by banks in a variety of ways. One of the most common ways is through personal checking and savings accounts. Many banks in Roseburg offer these types of accounts to help residents manage their finances and save for the future. Another way that residents are serviced is through loans, including auto loans, home loans, and personal loans. With Roseburg being a small town, many residents rely on their local bank to provide these services instead of having to travel to larger cities. Additionally, many banks in Roseburg offer online banking, making it easy for residents to access their accounts and manage their finances from the comfort of their own homes.

Insurance Broker

Residents of Roseburg, OR can benefit greatly from the services of an insurance broker. One specific way an insurance broker can help is by finding affordable health insurance options for residents. Roseburg has a population of around 22,000, and many residents may struggle to find affordable healthcare options on their own. An insurance broker can help navigate the complex world of health insurance and find plans that fit each resident's unique needs and budget. Additionally, an insurance broker can assist with other types of insurance such as auto, home, and life insurance, providing peace of mind and protection for Roseburg residents and their families.

Retirement Planning

Residents of Roseburg, OR could benefit from the services of a retirement planner in many ways. One of the most common ways is by helping them navigate the complexities of retirement planning. Retirement planners can help residents of Roseburg, OR create a personalized plan that takes into account their unique financial situation, goals, and lifestyle. They can also provide guidance on how to maximize Social Security benefits, manage investments, and minimize taxes. Additionally, a retirement planner can help residents of Roseburg, OR plan for unexpected events such as medical emergencies or changes in living arrangements. With a retirement planner's help, residents of Roseburg, OR can feel confident that they are on the right path towards a secure and comfortable retirement.

Wealth Management

Residents of Roseburg, OR can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning and investment advice tailored to the unique needs of each individual. For example, many residents of Roseburg work in the timber industry, which is a major contributor to the local economy. A wealth manager can help these individuals navigate the ups and downs of the industry and create a long-term financial plan that takes into account the cyclical nature of the timber market. Additionally, with the cost of living in Roseburg being lower than many other parts of the state, a wealth manager can help residents make the most of their income and investments to secure a comfortable retirement and achieve their financial goals.

Mortgage Loan Officer

Residents of Roseburg, OR can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in finding the right mortgage loan for their needs. With the housing market constantly changing, it can be difficult for residents to navigate the process on their own. A loan officer can provide valuable insight into the current market trends and help residents find a loan that fits their budget and lifestyle. This is especially important in Roseburg, where housing prices have been steadily rising over the years. Additionally, a loan officer can help residents with the application process, ensuring that all necessary paperwork is completed accurately and efficiently. With the help of a mortgage loan officer, residents of Roseburg can feel confident in their ability to secure a loan and purchase the home of their dreams.

Tax Services

Residents of Roseburg, OR could greatly benefit from the services of a tax advisor in several ways. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations specific to Oregon. For instance, Oregon has a unique tax system that includes a state income tax, property tax, and sales tax. A tax advisor can help residents understand these taxes and how to properly file their returns to ensure compliance with state and federal tax laws. Additionally, a tax advisor can assist residents in maximizing their tax deductions and credits, which can ultimately save them money on their tax bill. With the help of a tax advisor, residents of Roseburg can feel confident in their tax filings and avoid any potential penalties or audits.

Estate Planning Lawyer

Residents of Roseburg, OR can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by helping them prepare a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Roseburg, where many residents own property and have significant assets. An estate planning lawyer can also assist with establishing powers of attorney and healthcare directives, which are crucial in the event of incapacitation. Additionally, an estate planning lawyer can provide guidance on minimizing taxes and avoiding probate, which can save families time and money in the long run. Overall, working with an estate planning lawyer can provide peace of mind for residents of Roseburg and their loved ones.

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