Best Financial Advisors in Hillsboro, OR

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List of Firms

Hillsboro, OR Fiduciary Financial Advisors

BCA Financial Services Inc
3 out of 5
Location 4660 NE Belknap Ct Ste 101 B, Hillsboro, OR 97124, USA
Phone (503) 924-5789
Directions
Pace Financial Advisors
SEC File# 801-123174
CRD# 318359
Location 111 SE 3rd Ave, Hillsboro, OR 97123, USA
Phone (971) 727-8434
Directions
Independent Investment Advisors
5 out of 5
Location 9620 NE Tanasbourne Dr Suite 300, Hillsboro, OR 97124, USA
Phone (971) 350-8068
Directions
Edward Jones - Financial Advisor: Connor Tripp, ABFP™|AAMS™
Location 6125 NE Cornell Rd Suite 210, Hillsboro, OR 97124, USA
Phone (503) 615-0992
Directions
Financial Advisors | U.S. Bancorp Investments
Location 2550 NE 106th Ave, Hillsboro, OR 97124, USA
Phone (503) 690-0582
Directions
Financial Advisors | U.S. Bancorp Investments
Location 210 E Main St, Hillsboro, OR 97123, USA
Phone (503) 648-3116
Directions
Financial Advisors in Hillsboro, OR

Where Certified Financial Advisors in Hillsboro, OR Serve

Hillsboro, nestled in the heart of the Tualatin Valley, is a vibrant city with a rich history and a promising future. From the iconic Hillsboro Stadium to the sprawling Intel campus, this city boasts an impressive array of landmarks and top employers. Major highways like Highway 26 and Interstate 5 crisscross the city, making it easily accessible from all directions. Meanwhile, bustling thoroughfares like Tualatin Valley Highway and Cornell Road connect Hillsboro's diverse neighborhoods, each with its own unique character and charm. Whether you're exploring the quaint shops and eateries of downtown Hillsboro or taking in the natural beauty of the Jackson Bottom Wetlands Preserve, there's always something new to discover in this dynamic city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hillsboro, OR are 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 mortgages. Many banks in Hillsboro also offer online and mobile banking options, which allow residents to manage their accounts from the comfort of their own homes. Additionally, some banks in Hillsboro offer specialized services such as small business loans and investment advice. With Hillsboro being home to several major technology companies such as Intel and Salesforce, many banks in the area also offer tech-friendly services such as mobile check deposits and digital wallets.

Insurance Broker

Residents of Hillsboro, OR can benefit greatly from the services of an insurance broker. With the city's growing population and diverse range of industries, an insurance broker can help locals navigate the often-complicated world of insurance. For example, with the city's proximity to the Pacific Ocean, residents may want to consider flood insurance to protect their homes and belongings. Additionally, with a thriving tech industry in Hillsboro, an insurance broker can help small business owners find the right coverage for their unique needs. Overall, an insurance broker can provide personalized guidance and support to ensure that Hillsboro residents have the coverage they need to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Hillsboro, OR can greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Hillsboro plan for their future by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can include creating a budget, identifying potential retirement income sources, and developing a plan for managing debt. Additionally, a retirement planner can help residents of Hillsboro navigate the complex world of retirement savings options, such as 401(k)s and IRAs. With Hillsboro being a rapidly growing city with a diverse population, a retirement planner can provide valuable guidance and support to individuals from all walks of life as they plan for their golden years.

Wealth Management

Residents of Hillsboro, OR could benefit from the assistance of a wealth manager in a variety of ways. One of the most common ways would be in helping to navigate the local real estate market. As Hillsboro continues to grow and attract new businesses and residents, the real estate market can be complex and difficult to navigate. A wealth manager could provide valuable insight into the local market, helping residents to make informed decisions about buying or selling property. Additionally, a wealth manager could help residents to plan for their financial futures, whether that means saving for retirement, investing in the stock market, or planning for their children's education. With their expertise and knowledge, a wealth manager could be an invaluable resource for residents of Hillsboro looking to secure their financial futures.

Mortgage Loan Officer

Residents of Hillsboro, OR can greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents secure financing for a new home or refinancing an existing mortgage. One specific way that a mortgage loan officer can assist residents of Hillsboro is by helping them navigate the unique real estate market in the area. As the fifth-largest city in Oregon, Hillsboro has a growing population and a strong economy, which can make finding the right home and securing financing a challenge. A knowledgeable mortgage loan officer can provide valuable insights and guidance to help residents make informed decisions about their home financing options.

Tax Services

Residents of Hillsboro, OR can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help residents is by providing guidance on how to maximize deductions and credits on their tax returns. This is particularly important for residents of Hillsboro, which is home to a growing tech industry and a high number of small businesses. A tax advisor can help residents navigate the complexities of tax laws and regulations, ensuring they are in compliance and taking advantage of all available tax breaks. Additionally, with the recent changes to federal tax laws, a tax advisor can provide valuable insight into how these changes may impact residents' tax liabilities and offer strategies for minimizing their tax burden.

Estate Planning Lawyer

Residents of Hillsboro, OR can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Hillsboro residents is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. With Hillsboro being a rapidly growing city, many residents may have recently acquired new assets or property that they want to protect. An estate planning lawyer can also assist with setting up power of attorney and healthcare directives, which are crucial documents that ensure that a person's wishes are respected in the event that they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and security for Hillsboro residents and their families.

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