Retirement Planning in McMinnville, OR

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Top Retirement Planners in McMinnville, OR

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Headwater Investment Consulting, Inc.
SEC File# 801-64965
CRD# 133009
Location 408 SE 1st St, McMinnville, OR 97128, USA
Phone (503) 565-2100
Language http://www.headwater-ic.com/
Directions
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Brookdale McMinnville City Center
4 out of 5
Location 721 NE 27th St, McMinnville, OR 97128, USA
Phone (503) 435-0100
Language https://www.brookdale.com/en/communities/brookdale-mcminnville-city-center.html?cid=yext
Directions
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Hillside
4 out of 5
Location 300 Hillside Pkwy, McMinnville, OR 97128, USA
Phone (503) 472-9534
Language https://www.brookdale.com/en/communities/hillside.ccrc.html?cid=yext
Directions
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St Ores Financial Services
5 out of 5
Location Tax Accountant, 435 NE Evans St, McMinnville, OR 97128, USA
Phone (971) 279-7788
Language https://saintores.com/
Directions
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Stanley Primozich - Prudential Financial
5 out of 5
Location 1945 NE Baker St, McMinnville, OR 97128, USA
Phone (503) 434-5355
Language http://www.prudential.com/us/s.primozich
Directions
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Finley Financial
SEC File# 801-110657
CRD# 131442
Location 1709 NE 27th St # B, McMinnville, OR 97128, USA
Phone (503) 474-3535
Directions
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Brookdale McMinnville Town Center
3 out of 5
Location 775 NE 27th St, McMinnville, OR 97128, USA
Phone (503) 472-3130
Language https://www.brookdale.com/en/communities/brookdale-mcminnville-town-center.html?cid=yext
Directions
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Vineyard Heights Assisted Living
5 out of 5
Location 345 SW Hill Rd S, McMinnville, OR 97128, USA
Phone (503) 435-1000
Language https://frontiermgmt.com/communities/vineyard-heights-assisted-living/?utm_source=gmb&utm_medium=organic&utm_campaign=vineyard-heights
Directions
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Rock of Ages Valley View Retirement Village
5 out of 5
Location 15600 SW Rock of Ages Rd, McMinnville, OR 97128, USA
Phone (503) 472-6212
Language http://www.rockofagesvalleyview.com/?utm_source=NEXT&utm_medium=Google_website
Directions
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Edward Jones - Financial Advisor: Kristine K Brill
SEC File# 801-3297
CRD# 250
5 out of 5
Location 715 NE Adams St, McMinnville, OR 97128, USA
Phone (503) 472-0444
Language https://www.edwardjones.com/us-en/financial-advisor/kristine-brill
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Darin Maddy - COUNTRY Financial representative
5 out of 5
Location 616 NE Baker St, McMinnville, OR 97128, USA
Phone (503) 565-2026
Language https://representatives.countryfinancial.com/darin.maddy
Directions
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Edward Jones - Financial Advisor: Katina Mayrose
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1018 NE 3rd St Suite B, McMinnville, OR 97128, USA
Phone (503) 474-3180
Language https://www.edwardjones.com/us-en/financial-advisor/katina-mayrose
Directions
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Trillium Valley Financial Planning
Location 29459 SW Ladd Hill Rd, Sherwood, OR 97140, USA
Phone (503) 610-8837
Language http://www.trilliumvalleyfp.com/
Directions
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Edwards & Associates Financial Services
Location 3306 Solstice Ln, Newberg, OR 97132, USA
Phone (503) 537-2995
Language http://www.eafsi.com/
Directions
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Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 207 NE 19th St Suite 302, McMinnville, OR 97128, USA
Phone (503) 434-2757
Language https://adlermechals.com/
Directions
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Columbia Bank
3 out of 5
Location 723 NE Baker St, McMinnville, OR 97128, USA
Phone (503) 472-0534
Language https://www.columbiabank.com/locations/mcminnville
Directions
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The Springs Living
4 out of 5
Location 3330 SE Three Mile Lane, McMinnville, OR 97128, USA
Phone (503) 435-2323
Language http://www.thespringsliving.com/
Directions
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Taxes by Katie St Ores CFP® ChFC® EA
5 out of 5
Location 435 NE Evans St, McMinnville, OR 97128, USA
Phone (971) 279-7788
Language http://www.taxesbykatie.com/
Directions
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Parkland Village Retirement Community
4 out of 5
Location 3121 NE Cumulus Ave, McMinnville, OR 97128, USA
Phone (503) 435-1499
Language https://www.parklandvillageretirement.com/?utm_source=google&utm_medium=organic&utm_campaign=gmblisting
Directions
Retirement Planning in McMinnville, OR

About McMinnville, OR for Those Planning to Retire

McMinnville, OR is a charming city located in the heart of the Willamette Valley, known for its rich history and vibrant community. One of the city's most iconic landmarks is the historic downtown area, which features a variety of unique shops, restaurants, and galleries. McMinnville is also home to a number of top employers, including Linfield University, Willamette Valley Medical Center, and Cascade Steel Rolling Mills. Major highways and streets in the area include Highway 18, Highway 99W, and Baker Creek Road, which provide easy access to nearby cities like Salem and Portland. Some of the most popular neighborhoods in McMinnville include Lafayette, Dayton, and Amity, each offering its own distinct charm and character. Whether you're a long-time resident or a first-time visitor, there's no denying the allure of this picturesque city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of McMinnville, OR can benefit from a bank in various ways. For instance, a bank can provide loans to small businesses in the town to help them grow and expand their operations. Additionally, banks can offer low-interest mortgages to residents who want to purchase homes in the area. This is especially important in McMinnville, as the town is known for its beautiful vineyards and wineries, which attract many tourists and potential residents. Moreover, a bank can provide financial education and resources to help residents manage their money and plan for their future. This is crucial in a town like McMinnville, where the cost of living is relatively high, and many residents rely on seasonal work in the tourism industry. Overall, a bank can be a valuable resource for the residents of McMinnville, providing them with the financial tools and support they need to thrive in their community.

Insurance Broker

Residents of McMinnville, OR can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can assist residents in finding the right insurance coverage for their unique needs, whether it be for their home, car, or business. McMinnville, OR is a city that is prone to natural disasters such as tornadoes and floods, so having the appropriate insurance coverage is crucial. Secondly, an insurance broker can provide residents with expert advice on navigating the complex world of insurance policies and regulations. This can be particularly helpful for those who may not have the time or expertise to research and compare different insurance options. Lastly, an insurance broker can act as an advocate for residents in the event of a claim, ensuring that they receive fair and timely compensation for any damages or losses incurred. Overall, the services of an insurance broker can provide peace of mind and financial protection for residents of McMinnville, OR.

Wealth Management

Residents of McMinnville, OR could benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager could help them navigate the complexities of estate planning, retirement planning, and tax management. Given that McMinnville is a city that is home to many retirees, a wealth manager could provide guidance on how to maximize their retirement income and ensure that their assets are protected. Additionally, a wealth manager could help residents of McMinnville diversify their investment portfolios and minimize their exposure to risk. With the city's growing population and diverse economy, a wealth manager could help residents take advantage of investment opportunities that align with their financial goals and risk tolerance. Overall, a wealth manager could provide invaluable assistance to residents of McMinnville, helping them to achieve their financial objectives and secure their financial future.

Financial Advisor

Residents of McMinnville, OR can benefit greatly from the expertise of a financial advisor. With a population of just over 33,000 people, McMinnville is a small town located in the heart of the Willamette Valley. Despite its size, the town is home to a diverse range of individuals, including retirees, young families, and small business owners. A financial advisor can help these residents navigate the complex world of investments, retirement planning, and tax strategies. For example, retirees in McMinnville may need help managing their retirement savings and ensuring that their income will last throughout their golden years. Young families may benefit from advice on saving for college tuition and planning for their children's future. Small business owners may need help with tax planning, budgeting, and cash flow management. A financial advisor can provide valuable guidance and support to residents of McMinnville, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of McMinnville, OR can benefit from the services of a mortgage loan officer in a multitude of ways. Firstly, the loan officer can assist in navigating the complex process of securing a mortgage loan, providing guidance on the various types of loans available and helping residents select the best option for their specific financial situation. Additionally, the loan officer can help residents understand the local real estate market in McMinnville, which is known for its unique mix of historic homes and modern developments. With their expertise in mortgage lending and local real estate trends, a mortgage loan officer can help residents make informed decisions about buying or refinancing a home in McMinnville. Furthermore, they can provide personalized advice on improving credit scores and managing debt, enabling residents to achieve their homeownership goals. Overall, the services of a mortgage loan officer can be invaluable to residents of McMinnville, OR looking to navigate the complex world of mortgage lending and achieve their dream of owning a home in this vibrant and diverse community.

Tax Services

McMinnville, OR is a city with a diverse economy, with industries ranging from manufacturing to agriculture. A tax advisor can help residents in many ways, including identifying tax deductions and credits that they may be eligible for, providing advice on tax planning strategies, and helping them navigate the complexities of the tax code. In McMinnville, where the wine industry is a major contributor to the local economy, a tax advisor can provide specialized knowledge on tax regulations and incentives for vineyards and wineries. Additionally, with the city's growing population and increasing number of small businesses, a tax advisor can assist entrepreneurs with tax planning and compliance, ensuring that they are taking advantage of all available tax breaks while avoiding costly mistakes. Overall, a tax advisor can be a valuable resource for residents of McMinnville, helping them to minimize their tax burden and maximize their financial well-being.

Estate Planning Lawyer

Residents of McMinnville, OR can benefit greatly from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help is by assisting with the creation of a trust. In McMinnville, many residents own vineyards and wineries, which are often passed down through generations. A trust can ensure that these businesses are protected and managed according to the owner's wishes after they pass away. Additionally, an estate planning lawyer can help residents with creating a will, establishing power of attorney, and minimizing taxes on their estate. With the complex laws and regulations surrounding estate planning, it is important for residents of McMinnville to seek the guidance of a knowledgeable and experienced lawyer to ensure that their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in McMinnville, OR are comprehensive and tailored to meet the unique needs of each client. The planner can provide guidance on investment strategies, risk management, tax planning, and estate planning. They can also help clients navigate the complexities of Social Security and Medicare. One specific aspect of McMinnville, OR that the planner takes into consideration is the city's growing population of retirees. With its charming downtown area, numerous wineries, and proximity to outdoor recreation, McMinnville is an attractive destination for retirees. The retirement planner understands the local community and can help clients make informed decisions about their retirement plans, taking into account the cost of living, healthcare options, and other factors specific to the area.

McMinnville, OR is the ideal location to find a retirement planner. Nestled in the heart of Oregon's wine country, McMinnville boasts a vibrant community with a plethora of resources for retirees. With its stunning natural beauty, charming downtown area, and bustling arts and culture scene, McMinnville offers retirees a unique blend of small-town charm and big-city amenities. What sets McMinnville apart from other retirement destinations is its commitment to sustainability and environmental stewardship. The city has implemented numerous green initiatives, including a robust recycling program and a thriving local food scene. This focus on sustainability extends to retirement planning, with many local financial advisors specializing in socially responsible investing and green finance. Whether you're looking to retire in style or simply want to ensure a secure financial future, McMinnville is the perfect place to find a retirement planner who shares your values and vision for the future.