Best Financial Advisors in Washington County, OR

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List of Firms

Washington County, OR Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tafta E Rogers
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1402 Arapaho Ave, Springdale, AR 72764, USA
Phone (479) 872-2019
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
Edward Jones - Financial Advisor: Bart Tracy
SEC File# 801-3297
CRD# 250
5 out of 5
Location 551 White Rd A, Springdale, AR 72762, USA
Phone (479) 927-2833
Directions
Edward Jones - Financial Advisor: Kyle J McMann, CRPC®
SEC File# 801-3297
CRD# 250
1 out of 5
Location 213 N Wisconsin St, Port Washington, WI 53074, USA
Phone (262) 284-7153
Directions
Edward Jones - Financial Advisor: Jes Lassiter
SEC File# 801-3297
CRD# 250
Location 3729 N Crossover Rd Suite 101, Fayetteville, AR 72703, USA
Phone (479) 442-7366
Directions
Edward Jones - Financial Advisor: Jason Unnerstall, AAMS®
SEC File# 801-3297
CRD# 250
Location 1251 Jefferson St, Washington, MO 63090, USA
Phone (636) 390-2004
Directions
Washington County Financial
Location 1845 Shelby Ln, Fayetteville, AR 72704, USA
Phone (479) 587-0653
Directions
Bill Pulliam - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 5100 S Thompson St Ste 211, Springdale, AR 72764, USA
Phone (479) 717-2480
Directions
Financial Advisors in Washington County, OR

Where Certified Financial Advisors in Washington County, OR Serve

Washington County, located in the state of Oregon, is a vibrant and bustling area that is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning natural beauty of the Tualatin Mountains to the bustling streets of downtown Hillsboro, this county has something for everyone. Some of the most notable landmarks in the area include the Oregon Zoo, the Portland Japanese Garden, and the Pittock Mansion. These iconic structures are not only visually stunning but also serve as important cultural and historical landmarks for the community. When it comes to employment opportunities, Washington County is home to some of the top employers in the state. Intel, Nike, and Tektronix are just a few of the major companies that have a strong presence in the area, providing thousands of jobs and contributing to the local economy. In terms of transportation, Washington County is well-connected with a network of major highways and streets.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Washington County, OR can access a variety of banking services to meet their financial needs. One of the most common ways banks serve the community is through checking and savings accounts, which provide a safe and convenient place to store and manage money. Another popular service is loans, including personal loans, mortgages, and business loans, which help individuals and businesses achieve their financial goals. In addition, banks in Washington County offer online and mobile banking options, allowing customers to easily manage their accounts from anywhere. One specific aspect of Washington County that banks may cater to is the growing tech industry, with many banks offering specialized services and products for tech startups and entrepreneurs in the area.

Insurance Broker

Residents of Washington County, OR could benefit greatly from the services of an insurance broker. One specific way an insurance broker could help is by navigating the unique healthcare landscape in the county. Washington County has a diverse population, with a large number of immigrants and non-native English speakers. Insurance brokers can help these individuals understand their healthcare options and find plans that meet their specific needs and budget. Additionally, Washington County is home to many small businesses, and an insurance broker can assist these businesses in finding affordable and comprehensive group health insurance plans for their employees. Overall, an insurance broker can provide valuable guidance and support to the residents of Washington County as they navigate the complex world of insurance.

Retirement Planning

Residents of Washington County, OR can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can assist residents of this area is by helping them navigate the complexities of Social Security. With a large population of retirees and those nearing retirement age, Washington County residents may be unsure of how to maximize their Social Security benefits. A retirement planner can provide guidance on when to start taking benefits, how to coordinate benefits with a spouse, and how to minimize taxes on Social Security income. Additionally, with the high cost of living in the Portland metropolitan area, a retirement planner can help residents of Washington County create a comprehensive retirement plan that accounts for the unique financial challenges of this region.

Wealth Management

Residents of Washington County, OR could benefit from the expertise of a wealth manager in a number of ways. With a median household income of $80,000, many families in the area are looking to grow and protect their wealth. A wealth manager can help them achieve their financial goals by providing personalized investment strategies, tax planning, and estate planning services. Additionally, with the high cost of living in the area, a wealth manager can help residents navigate the complex financial landscape of Washington County and make informed decisions about their money. Whether they are saving for retirement, planning for their children's education, or looking to grow their wealth, a wealth manager can provide valuable guidance and support to help residents achieve financial success.

Mortgage Loan Officer

Residents of Washington County, OR can benefit greatly from the services of a mortgage loan officer. These professionals can help potential homebuyers navigate the complex process of securing a mortgage, ensuring that they get the best possible terms and rates. With the high cost of living in Washington County, many residents may struggle to save up for a down payment or find a home that fits within their budget. A mortgage loan officer can help them explore their options and find a loan that works for their unique financial situation. Additionally, with the county's growing population and competitive housing market, having a trusted mortgage loan officer on their side can give residents a competitive edge when it comes to making an offer on a home.

Tax Services

Residents of Washington County, OR can benefit greatly from the services of a tax advisor. With a population of over 600,000 people, the county has a diverse mix of individuals, families, and businesses, each with their unique tax situations. A tax advisor can provide guidance on tax planning, preparation, and filing, helping residents maximize their tax savings and avoid costly mistakes. For example, residents who own property in the county may need help navigating the complex property tax system, which can be especially challenging for those who have recently moved or purchased a new home. Additionally, small business owners in the county may benefit from a tax advisor's expertise in areas such as payroll taxes, deductions, and credits, which can help them save money and stay compliant with state and federal tax laws. Overall, a tax advisor can be a valuable resource for residents of Washington County, OR, helping them navigate the often confusing and overwhelming world of taxes.

Estate Planning Lawyer

Residents of Washington County, OR can benefit greatly from the guidance of an estate planning lawyer. With a population of over 600,000 people, this county is home to a diverse community with varying needs when it comes to estate planning. An experienced lawyer can help individuals and families create a comprehensive plan to protect their assets, minimize taxes, and ensure that their wishes are carried out after they pass away. In a county where the median home value is over $400,000, it's especially important to have a plan in place for the transfer of real estate and other high-value assets. Additionally, an estate planning lawyer can help residents navigate the complex laws and regulations surrounding Medicaid and long-term care planning, which is crucial for seniors and those with disabilities. Overall, working with an estate planning lawyer can provide peace of mind and security for residents of Washington County, OR.

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