List of Firms
Jackson County, OR Fiduciary Financial Advisors
Edward Jones - Financial Advisor: Kody Alexander, AAMS™
Edward Jones - Financial Advisor: Corey L Baker, AAMS™
modern horizons wealth advisors
LeFleur Financial
Rivertree Financial Planning
Edward Jones - Financial Advisor: Rebecca J Fischer
Merrill Lynch Wealth Management Advisor John C Wehner
Koenig Investment Advisory
Blue Rock Financial Services
Edward Jones - Financial Advisor: Adam C Winters, AAMS™
Edward Jones - Financial Advisor: Jeremy T Mikkelsen, AAMS™|CRPS®
Powell Management & Investment
Voya Financial
Michelle Prince - Raymond James
Kevin McLoughlin
D.A. Davidson & Co.
Patsy Burton, CFP - UBS Financial Services Inc.
Edward Jones
Nicholas Nachbur - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Dalton T Lewis, CFP®
Lincoln Financial Group
JCB Investment Services - Raymond James
Schultz & Associates Inc
KDP Wealth Management, LLC
Edward Jones - Financial Advisor: Adam R Jackson
Where Certified Financial Advisors in Jackson County, OR Serve
Jackson County, OR is a land of beauty and opportunity, with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods that make it a great place to live, work, and play. From the stunning Crater Lake National Park to the historic Jacksonville and the bustling downtown of Medford, Jackson County offers a wide range of landmarks that attract tourists and locals alike. The county is home to several top employers, including Asante Rogue Regional Medical Center, Harry & David, Lithia Motors, and Providence Medford Medical Center, which provide job opportunities and contribute to the county's economic growth. The major highways and streets that connect Jackson County to the rest of Oregon and beyond include Interstate 5, Highway 62, and Highway 140, which make transportation easy and convenient. The county boasts of diverse neighborhoods, from the upscale East Medford to the charming Ashland, each with its unique character and amenities that cater to different lifestyles and preferences.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Jackson County, OR
A financial advisor in Jackson County, OR can provide a range of services to help clients achieve their financial goals. From investment management to retirement planning, financial advisors in Jackson County are equipped with the knowledge and expertise to guide clients through complex financial decisions. With the county's diverse economic landscape, financial advisors can tailor their services to meet the unique needs of each client. For instance, with the region's thriving agriculture industry, advisors can offer specialized advice on farm and ranch management, estate planning, and tax strategies. Additionally, with the county's growing tech sector, advisors can provide guidance on equity compensation, stock options, and other high-tech investment opportunities. Overall, financial advisors in Jackson County, OR are well-positioned to help clients navigate the complexities of the modern financial landscape and achieve their financial goals.
Jackson County, OR is undoubtedly the best place to get financial advising. With its diverse economy and thriving business community, the county offers a wealth of financial opportunities for its residents. From agriculture to technology, Jackson County's economy is robust and constantly growing, providing a multitude of investment options for those seeking to grow their wealth. Additionally, the county is home to a plethora of financial experts who possess a deep understanding of the local market and can provide invaluable insights that are specific to the region. With their extensive knowledge and expertise, these professionals can help clients navigate the complex financial landscape of Jackson County and make informed decisions that will lead to long-term success. Whether you are a seasoned investor or just starting out, Jackson County, OR is the ideal place to get the financial advice you need to achieve your goals.
A financial planner in Jackson County, OR is responsible for assisting clients in managing their finances, investments, and assets. They analyze their client's financial status, identify financial goals, and develop a customized plan to help them achieve those goals. Jackson County, OR is known for its diverse economic landscape, from agriculture to technology. Therefore, a financial planner in this region must have a deep understanding of the local economy and its impact on their client's financial future. They must also be well-versed in the tax laws and regulations specific to Jackson County, OR, to help their clients maximize their tax benefits and minimize their liabilities. Additionally, a financial planner in Jackson County, OR must have excellent communication skills to effectively educate their clients on complex financial concepts and strategies.
Jackson County, OR residents should consider reaching out to a financial advisor when they encounter complex financial situations that require professional expertise. With a population of over 220,000 people, Jackson County is home to a diverse range of individuals and families, each with unique financial goals and challenges. Whether it's planning for retirement, managing debt, or navigating the complexities of tax law, a financial advisor can provide valuable guidance and support. Additionally, residents of Jackson County may face specific challenges related to the local economy, such as fluctuations in the real estate market or the impact of natural disasters on businesses and households. In these situations, a financial advisor with experience in the local market can offer insights and strategies tailored to the community's needs. By working with a financial advisor, Jackson County residents can gain the knowledge and confidence they need to make informed decisions about their financial future.
A financial advisor in Jackson County, OR must possess several essential qualities to provide effective financial guidance to their clients. Firstly, they must have a deep understanding of the local economic landscape, which is characterized by a diverse mix of industries, including healthcare, manufacturing, and agriculture. This knowledge will enable them to tailor their advice to the unique needs and circumstances of their clients. Additionally, they must have excellent communication skills to explain complex financial concepts in a clear and concise manner. They must also be able to listen actively to their clients' concerns and goals to develop a customized financial plan that meets their needs. Furthermore, they must be trustworthy and ethical, putting their clients' interests first and maintaining the highest standards of professionalism. Finally, they must stay up-to-date with the latest financial trends and regulations, ensuring that their advice is always relevant and accurate.
Jackson County, OR is home to some of the top financial advising firms in the state. These firms offer a range of services, from investment management to retirement planning, and are staffed by experienced professionals who are dedicated to helping their clients achieve their financial goals. What sets these firms apart is their deep understanding of the local economy and the unique challenges faced by residents of Jackson County. With its mix of urban and rural areas, Jackson County presents a complex landscape for financial planning, but these firms are up to the task, providing innovative solutions tailored to the needs of each individual client. Whether you're a business owner looking to expand your operations or a retiree seeking to maximize your income in your golden years, these firms have the expertise and knowledge to help you succeed.
Financial advisors in Jackson County, OR get compensated in a variety of ways. One common method is through a fee-based structure, where clients pay a percentage of their assets under management. Another option is commission-based compensation, where advisors receive a percentage of the products or services they sell to clients. A unique aspect of Jackson County, OR is the prevalence of socially responsible investing (SRI) among financial advisors. SRI involves investing in companies that align with a client's ethical or moral values, such as environmental sustainability or social justice. This adds a layer of complexity to compensation structures, as advisors must navigate the SRI landscape to find suitable investments for their clients. Additionally, some financial advisors in Jackson County, OR may offer a hybrid compensation model, combining both fee-based and commission-based structures to best serve their clients' needs.