Best Financial Advisors in Hood River County, OR

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List of Firms

Hood River County, OR Fiduciary Financial Advisors

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Beyond Bookwork
5 out of 5
Location 408 Cascade Ave #774, Hood River, OR 97031, USA
Phone (541) 203-3376
Directions
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Cumulus Bookkeeping Solutions
5 out of 5
Location 2860 Montello Ct, Hood River, OR 97031, USA
Phone (971) 361-8263
Directions
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Jen Dillard Real Estate Team
5 out of 5
Location 116 3rd St #311, Hood River, OR 97031, USA
Phone (541) 241-6643
Directions
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Edward Jones - Financial Advisor: John F Olson
SEC File# 801-3297
CRD# 250
Location 313 NE Hood Ave, Gresham, OR 97030, USA
Phone (503) 665-9690
Directions
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Berl Financial Services
Location 1202 Woodard Creek Rd, Stevenson, WA 98648, USA
Phone (503) 922-2462
Directions
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Edward Jones - Financial Advisor: Kimberley R Lanphar
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1342 NW Civic Dr, Gresham, OR 97030, USA
Phone (503) 665-2193
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Hood River Mortgage Group, LLC
5 out of 5
Location 11 3rd St Unit 101, Hood River, OR 97031, USA
Phone (541) 387-5363
Directions
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Corscia Investments
Location 31083 E Multorpor Rd # 205, Government Camp, OR 97028, USA
Phone (503) 816-2484
Directions
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Wendy B Willow LLC
Location 3239 Cascade Ave, Hood River, OR 97031, USA
Phone (541) 386-5208
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Pacific NW Federal Credit Union - Hood River Branch & ATM
4 out of 5
Location 1004 Pacific Ave, Hood River, OR 97031, USA
Phone (800) 444-5858
Directions
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Columbia Bank
4 out of 5
Location 2650 Cascade Ave, Hood River, OR 97031, USA
Phone (541) 387-2444
Directions
Financial Advisors in Hood River County, OR

Where Certified Financial Advisors in Hood River County, OR Serve

Nestled in the heart of the Pacific Northwest, Hood River County, OR is a picturesque destination that boasts a plethora of natural wonders and urban conveniences. From the towering peaks of Mount Hood to the rolling waters of the Columbia River, this county is a haven for outdoor enthusiasts and adventurers alike. Some of the most notable landmarks in the area include the Hood River Bridge, which spans across the Columbia River, and the Hood River County Fruit Loop, which offers visitors a chance to sample some of the region's finest produce. Other popular attractions include the Columbia Gorge Discovery Center and Museum, the Hood River Valley, and the Hood River Waterfront Park. When it comes to employment opportunities, Hood River County is home to a diverse range of industries and top employers. Some of the largest companies in the area include Insitu, Inc., Providence Hood River Memorial Hospital, and Hood River County School District.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Hood River County, OR are serviced by banks in a variety of ways. One of the most common ways is through personal checking and savings accounts, which allow residents to manage their finances and save for the future. Additionally, banks in Hood River County offer loans for home purchases, car purchases, and other major expenses. Many banks also provide online and mobile banking services, which are especially convenient for residents who live in rural areas. One thing that is specific about Hood River County is its strong agricultural industry, and banks in the area offer specialized services and loans for farmers and ranchers. Overall, banks play an important role in the financial lives of Hood River County residents, providing a range of services to meet their needs.

Insurance Broker

Residents of Hood River County, OR could greatly benefit from the services of an insurance broker. With the county's proximity to the Columbia River Gorge, residents may be at risk for weather-related damages to their homes or businesses. An insurance broker can help residents navigate the various insurance options available to them and find coverage that specifically addresses the unique risks associated with living in Hood River County. Additionally, with the county's growing tourism industry, small business owners may need specialized insurance coverage to protect their assets and employees. An insurance broker can provide tailored solutions to meet the needs of these businesses and ensure they are adequately protected. Overall, an insurance broker can provide valuable guidance and peace of mind to residents of Hood River County, OR.

Retirement Planning

Residents of Hood River County, OR can benefit greatly from a retirement planner. With the county's reputation as a popular retirement destination, a retirement planner can help residents navigate the unique challenges of retiring in the area. For example, Hood River County is known for its high cost of living, and a retirement planner can help residents create a budget and investment plan that takes this into account. Additionally, the area's economy is heavily reliant on tourism and agriculture, which can make retirement income planning more complex. A retirement planner can help residents diversify their income streams and create a plan that is tailored to their specific needs and goals. Overall, a retirement planner can provide valuable guidance and support to Hood River County residents as they navigate the complexities of retirement planning in this unique and beautiful area.

Wealth Management

Residents of Hood River County, OR could benefit from the services of a wealth manager in a number of ways. One specific aspect of Hood River County that a wealth manager could help with is the region's growing tourism industry. With an abundance of outdoor activities and scenic beauty, Hood River County draws visitors from around the world. A wealth manager could help residents capitalize on this trend by providing investment advice for local businesses in the tourism industry or helping residents invest in properties that could be used for vacation rentals. Additionally, a wealth manager could help residents navigate the unique tax laws and regulations that come with owning and operating businesses in a tourist destination. Overall, a wealth manager could provide valuable guidance for Hood River County residents looking to make the most of the region's economic opportunities.

Mortgage Loan Officer

Residents of Hood River County, OR can benefit greatly from the expertise of a mortgage loan officer. With the county's population growing steadily, many individuals and families are looking to purchase their first homes or upgrade to larger properties. A loan officer can assist with the pre-approval process, helping residents understand their borrowing power and what type of mortgage would be best suited for their unique financial situation. Additionally, Hood River County is known for its thriving agricultural industry, and a loan officer can provide specialized knowledge on rural development loans and other financing options for those looking to purchase farmland or rural properties. With the help of a mortgage loan officer, residents of Hood River County can navigate the complex world of home buying and make informed decisions that will set them up for success in the long run.

Tax Services

Residents of Hood River County, OR could greatly benefit from the expertise of a tax advisor in several ways. One of the most common ways is through guidance on navigating the unique tax laws and regulations specific to the state of Oregon. For example, Oregon has a state income tax that can be confusing to some residents, and a tax advisor could help ensure that individuals are filing correctly and taking advantage of all available deductions. Additionally, Hood River County is known for its thriving agricultural industry, and a tax advisor could provide specialized knowledge on tax laws and deductions related to farming and ranching. Overall, a tax advisor can provide valuable assistance in maximizing tax savings and avoiding costly mistakes for residents of Hood River County, OR.

Estate Planning Lawyer

Residents of Hood River County, OR can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after death. This is especially important in Hood River County, where many families own property and businesses that have been passed down through generations. An estate planning lawyer can help ensure that these assets are passed down in a way that minimizes taxes and legal fees, while also protecting the interests of the family members involved. Additionally, an estate planning lawyer can help with other important matters, such as drafting wills and trusts, establishing power of attorney, and planning for long-term care. By working with an estate planning lawyer, residents of Hood River County can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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FAQs About Personal Financial Advisors in Hood River County, OR