Wealth Management in Hood River, OR

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List of Firms

Hood River, OR Wealth Management Firms

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Hausman Advisors LLC
Location 202 Oak St suite 600, Hood River, OR 97031, USA
Phone (503) 922-3010
Directions
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Harvest Wealth Advisors - Ameriprise Financial Services, LLC
Location 1700 NW Civic Dr Ste 330, Gresham, OR 97030, USA
Phone (503) 674-2300
Directions
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SEC File# 801-119041
CRD# 309746
Location 308 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-6669
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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Kestrel Consulting
Location 2700 Wells Dr, Hood River, OR 97031, USA
Phone (541) 399-6806
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Noble Investments
Location 288 E Jewett Blvd #800, White Salmon, WA 98672, USA
Phone (971) 409-5101
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U.S. Bank Branch
3 out of 5
Location 1309 12th St, Hood River, OR 97031, USA
Phone (541) 386-3110
Directions
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CB Financial Services
Location 316 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 298-6646
Directions
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Summa Wealth Management
Location 7537 N Richmond Ave, Portland, OR 97203, USA
Phone (503) 517-9915
Directions
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Edward Jones - Financial Advisor: Joe Guenther, CFP®
5 out of 5
Location 1631 Woods Ct Suite 102, Hood River, OR 97031, USA
Phone (541) 386-0826
Directions
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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
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Sustainable Wealth Management
SEC File# 801-110752
CRD# 288429
5 out of 5
Location 300 E 17th St, Vancouver, WA 98663, USA
Phone (360) 597-4570
Directions
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Meadows Wealth Advisors
Location 4910 NW Camas Meadows Dr #200, Camas, WA 98607, USA
Phone (360) 883-5861 ext. 3
Directions
Wealth Management in Hood River, OR

Where Wealth Management Advisors in Hood River, OR Serve

Nestled in the heart of the Columbia River Gorge, Hood River, OR boasts a plethora of natural wonders and man-made marvels. From the iconic Hood River Bridge that spans the mighty Columbia River to the lush orchards and vineyards that dot the landscape, this town has something for everyone. Top employers in the area include the Hood River County School District, Providence Hood River Memorial Hospital, and Insitu, a subsidiary of Boeing. Major highways and streets include Interstate 84, which runs east-west through the town, and State Route 35, which takes drivers up to the scenic Mount Hood National Forest. Neighborhoods in Hood River range from the quaint downtown area with its historic buildings and boutique shops to the sprawling residential areas on the outskirts of town. Each neighborhood has its own unique character and charm, making Hood River a diverse and vibrant community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Hood River, OR can benefit from a bank in several ways. Firstly, they can access financial services such as savings accounts, checking accounts, and loans to help them manage their finances. Additionally, Hood River is known for its thriving tourism industry, and a bank can offer merchant services to local businesses to help them accept credit card payments from tourists. Furthermore, Hood River is located in the Columbia River Gorge, an area that is prone to natural disasters such as wildfires and floods. In such situations, a bank can provide financial assistance to affected residents through disaster relief funds or low-interest loans. Overall, a bank can be a valuable resource for residents of Hood River, providing them with financial stability and support during both good and challenging times.

Insurance Broker

As a resident of Hood River, OR, there are several ways that an insurance broker can be of assistance. Hood River is known for its beautiful scenery and outdoor activities, such as windsurfing, kiteboarding, and hiking. However, these activities also come with inherent risks. An insurance broker can help residents of Hood River find policies that provide coverage for outdoor recreational activities, such as liability coverage for accidents or injuries that may occur while participating in such activities. In addition, Hood River is a popular tourist destination, which means that businesses in the area may need specialized insurance coverage to protect against risks unique to the tourism industry. An insurance broker can help these businesses find the right policies to protect their assets and employees. Finally, Hood River is located in an area that is prone to natural disasters, such as wildfires and floods. An insurance broker can help residents and businesses in Hood River find policies that provide coverage for these types of events, which can help them recover more quickly in the event of a disaster.

Retirement Planning

Residents of Hood River, OR would greatly benefit from the expertise of a retirement planner. With a population of just over 7,800, this small town nestled in the Columbia River Gorge is known for its stunning scenery and outdoor recreation opportunities. However, with a median age of 42.8 years, many residents are approaching retirement age and may be unsure of how to best prepare for their future. A retirement planner can provide guidance on a variety of topics, such as creating a retirement savings plan, navigating Social Security benefits, and developing a strategy for healthcare costs. Additionally, with the town's economy heavily reliant on tourism, a retirement planner can help residents plan for potential fluctuations in income and investment opportunities. With their expertise and knowledge, a retirement planner can help Hood River residents secure their financial future and enjoy their retirement years with peace of mind.

Financial Advisor

Residents of Hood River, OR could greatly benefit from the expertise of a financial advisor. With a population of just over 7,800, Hood River is a small town nestled in the Columbia River Gorge. Despite its size, the town is a hub for outdoor recreation and tourism, with world-class windsurfing, hiking, and skiing opportunities just a stone's throw away. A financial advisor could help residents navigate the unique financial challenges that come with living in a tourist town, such as fluctuating income and seasonal employment. They could also provide guidance on retirement planning and investment strategies to ensure that residents are able to enjoy their active lifestyle well into their golden years. Additionally, with the cost of living in Hood River being higher than the national average, a financial advisor could help residents create a budget and manage their expenses to make the most of their hard-earned income.

Mortgage Loan Officer

Residents of Hood River, OR would greatly benefit from the guidance and expertise of a mortgage loan officer. With its bustling tourism industry and thriving agricultural community, Hood River offers a unique blend of urban and rural living. A knowledgeable mortgage loan officer can assist residents in navigating the complex and ever-changing housing market, providing valuable insight into the best loan options available. Additionally, with the city's proximity to the Columbia River Gorge and Mount Hood, many residents may be interested in purchasing vacation homes or investment properties. A skilled loan officer can help residents secure financing for these types of properties, as well as provide guidance on the unique challenges and opportunities that come with owning a second home in a popular tourist destination.

Tax Services

Residents of Hood River, OR can greatly benefit from the services of a tax advisor. With the city's growing economy and diverse population, the tax laws and regulations can be complex and overwhelming. A tax advisor can provide expert guidance on tax planning, preparation, and filing, ensuring that residents are maximizing their deductions and minimizing their tax liability. In addition, with the city's proximity to the Columbia River Gorge National Scenic Area, many residents may have unique tax situations related to outdoor recreation and tourism. A tax advisor can provide specialized knowledge on these matters, as well as advise on the tax implications of owning a second home or vacation property in the area. With the help of a tax advisor, residents of Hood River, OR can feel confident in their tax planning and compliance, allowing them to focus on enjoying all the city has to offer.

Estate Planning Lawyer

Residents of Hood River, OR can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by helping them establish a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important in Hood River, which is known for its thriving tourism industry and outdoor recreation opportunities. With so many visitors coming to the area, it's important for residents to have a plan in place to protect their assets and ensure their wishes are carried out in the event of incapacity or death. An estate planning lawyer can also help residents navigate the complex tax laws and regulations that apply to estates, ensuring that they are able to minimize their tax liability and maximize the value of their assets for their loved ones. Additionally, an estate planning lawyer can help residents plan for long-term care and disability, which is especially important in an area like Hood River where many residents enjoy an active lifestyle well into their golden years.

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