Best Financial Advisors in Jackson County, OR

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List of Firms

Jackson County, OR Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Kody Alexander, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 907 J, Vann Dr, Jackson, TN 38305, USA
Phone (731) 664-9614
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Corey L Baker, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2685 E Main St B, Jackson, MO 63755, USA
Phone (573) 204-9127
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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modern horizons wealth advisors
5 out of 5
Location 1900 W 47th Pl #320, Mission, KS 66205, USA
Phone (816) 548-4155
Directions
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LeFleur Financial
5 out of 5
Location 2906 N State St Suite 207, Jackson, MS 39216, USA
Phone (601) 956-5600
Directions
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Rivertree Financial Planning
4 out of 5
Location 2630 Ridgewood Rd Ste. C, Jackson, MS 39216, USA
Phone (601) 714-1668
Directions
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Edward Jones - Financial Advisor: Rebecca J Fischer
SEC File# 801-3297
CRD# 250
Location 114 2nd St, Jackson, MN 56143, USA
Phone (507) 847-3333
Directions
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Merrill Lynch Wealth Management Advisor John C Wehner
Location 79 Stonebridge Blvd Suite B, Jackson, TN 38305, USA
Phone (731) 984-8109
Directions
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Koenig Investment Advisory
SEC File# 801-119834
CRD# 311422
5 out of 5
Location 1020 E Jackson St, Medford, OR 97504, USA
Phone (541) 608-0551
Directions
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Blue Rock Financial Services
Location 6023, 16 N Riverside Ave, Medford, OR 97501, USA
Phone (541) 734-2224
Directions
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Edward Jones - Financial Advisor: Adam C Winters, AAMS™
SEC File# 801-3297
CRD# 250
Location 721 E Tamarack Rd, Altus, OK 73521, USA
Phone (580) 477-3606
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Jeremy T Mikkelsen, AAMS™|CRPS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2046 S Highland Ave Ste A, Jackson, TN 38301, USA
Phone (731) 736-2052
Directions
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Powell Management & Investment
Location 1741 Jackson Ave, Pascagoula, MS 39567, USA
Phone (228) 235-3815
Directions
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Voya Financial
SEC File# 801-46585
CRD# 2882
4 out of 5
Location 24 Old Hickory Cove, Jackson, TN 38305, USA
Phone (731) 668-9818
Directions
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Michelle Prince - Raymond James
Location 534 Carriage House Dr, Jackson, TN 38305, USA
Phone (731) 668-1010
Directions
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Kevin McLoughlin
Location 3210 Hillcrest Park Dr #200, Medford, OR 97504, USA
Phone (541) 608-4369
Directions
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D.A. Davidson & Co.
4 out of 5
Location 3210 Hillcrest Park Dr #200, Medford, OR 97504, USA
Phone (541) 608-4360
Directions
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Patsy Burton, CFP - UBS Financial Services Inc.
Location 830 Alder Creek Dr, Medford, OR 97504, USA
Phone (541) 734-7129
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 115 W Stewart Ave Suite 201, Medford, OR 97501, USA
Phone (541) 245-6239
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Nicholas Nachbur - Financial Advisor, Ameriprise Financial Services, LLC
Location 3369 Crater Lake Hwy Ste 101, Medford, OR 97504, USA
Phone (541) 500-8144
Directions
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Edward Jones - Financial Advisor: Dalton T Lewis, CFP®
SEC File# 801-3297
CRD# 250
3 out of 5
Location 201 W Main St Suite H, Union City, TN 38261, USA
Phone (731) 885-1684
Directions
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Lincoln Financial Group
Location 616 S Jackson St, Pratt, KS 67124, USA
Phone (620) 672-3887
Directions
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JCB Investment Services - Raymond James
Location 311 N Ewing St, Seymour, IN 47274, USA
Phone (812) 519-1500
Directions
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Schultz & Associates Inc
Location 125 N 2nd St, Ashland, OR 97520, USA
Phone (541) 482-5170
Directions
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KDP Wealth Management, LLC
Location 841 O'Hare Pkwy, Medford, OR 97504, USA
Phone (541) 773-6633
Directions
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Edward Jones - Financial Advisor: Adam R Jackson
SEC File# 801-3297
CRD# 250
Location 201 S Chestnut St, Seymour, IN 47274, USA
Phone (812) 523-8153
Directions
Financial Advisors in Jackson County, OR

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

Residents of Jackson County, 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 credit cards. Additionally, many banks in Jackson County offer online and mobile banking options, allowing residents to manage their finances from the comfort of their own homes. Something specific about Jackson County is that it is home to a large number of small businesses, and many banks in the area offer specialized services such as business loans and merchant services to help support these local entrepreneurs.

Insurance Broker

Residents of Jackson County, OR can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents find the best insurance policies at the most affordable rates for their specific needs. This is especially important in Jackson County, which is known for its high cost of living. Additionally, an insurance broker can provide guidance and support when filing insurance claims, which can be a complex and frustrating process. With an insurance broker on their side, residents of Jackson County can have peace of mind knowing that they are protected and supported in the event of an unexpected event or emergency.

Retirement Planning

Residents of Jackson County, OR could greatly benefit from the services of a retirement planner. With a population of over 220,000, many individuals in the area may be approaching retirement age or already retired and seeking guidance on how to manage their finances in their golden years. A retirement planner could assist with creating a personalized retirement plan that takes into account specific factors such as the cost of living in Jackson County, which is higher than the national average. They could also help residents navigate the complexities of Social Security and Medicare, which may be especially important for those living on fixed incomes. Overall, a retirement planner could provide valuable support and peace of mind for individuals in Jackson County, helping them to make informed decisions about their financial future.

Wealth Management

Residents of Jackson County, OR can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing personalized financial planning. With a wealth manager's guidance, residents can create a customized plan that takes into account their unique financial situation, goals, and risk tolerance. In a county like Jackson County, where the economy is largely driven by agriculture and tourism, a wealth manager can also provide specialized expertise in these industries. They can help residents navigate the challenges of owning a farm or ranch, or provide guidance on investing in tourism-related businesses. Additionally, a wealth manager can assist with estate planning, tax management, and retirement planning, ensuring that residents have a comprehensive financial plan in place for their future.

Mortgage Loan Officer

Residents of Jackson County, OR can benefit greatly from the services of a mortgage loan officer. These professionals specialize in helping individuals and families secure financing for their dream homes. With the high cost of living in Jackson County, many residents may struggle to save up for a down payment or qualify for a traditional loan. A mortgage loan officer can assist with navigating the complex lending process, finding the best rates and terms, and helping borrowers understand their options. Additionally, with the recent wildfires that devastated many communities in the area, a mortgage loan officer can provide valuable support to those looking to rebuild their homes and lives. Overall, the expertise and guidance of a mortgage loan officer can make a significant difference for residents of Jackson County, OR.

Tax Services

Residents of Jackson County, OR can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in the state of Oregon, a tax advisor can provide valuable guidance on how to minimize tax liability while maximizing deductions. For example, Jackson County residents may be eligible for certain tax credits and exemptions related to property taxes or income taxes that they may not be aware of. A tax advisor can also assist with tax planning, ensuring that individuals are prepared for tax season and have a clear understanding of their financial situation. Overall, a tax advisor can provide peace of mind and financial security for residents of Jackson County, OR.

Estate Planning Lawyer

Residents of Jackson County, OR can benefit from the services of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help individuals create a comprehensive plan for the distribution of their assets after they pass away. This can be especially important for residents of Jackson County, where the median home value is significantly higher than the national average. Additionally, an estate planning lawyer can assist with the creation of a living will or trust, which can provide peace of mind to individuals and their families in the event of a medical emergency or incapacitation. Overall, working with an estate planning lawyer can help residents of Jackson County ensure that their wishes are carried out and their loved ones are provided for after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jackson County, OR