Wealth Management in Linn County, OR

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List of Firms

Linn County, OR Wealth Management Firms

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Geneos Wealth Management Inc
Location 2657 NW Rolling Green Dr # B, Corvallis, OR 97330, USA
Phone (541) 757-1114
Directions
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Northwest Quadrant Wealth Management
SEC File# 801-72636
CRD# 158455
Location 1057 High St, Eugene, OR 97401, USA
Phone (800) 743-0988
Directions
SEC File# 801-110036
CRD# 287670
5 out of 5
Location 2005 Madrona Ave SE, Salem, OR 97302, USA
Phone (503) 967-1980
Directions
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Cheever Capital Management, LLC
Location 2360 14th Ave SE, Albany, OR 97322, USA
Phone (541) 905-0505
Directions
SEC File# 801-10970
CRD# 6413
Location 405 SE 2nd Ave, Albany, OR 97321, USA
Phone (541) 928-4196
Directions
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PLC Asset Management
Location BOSWORTH HOUSE, 833 NW Buchanan Ave, Corvallis, OR 97330, USA
Phone (541) 753-1808
Directions
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Garrett Nehl - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2012
Directions
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Alberty Asset Management LLC
Location 975 Oak St STE 600, Eugene, OR 97401, USA
Phone (541) 344-4884
Directions
SEC File# 801-57809
CRD# 108983
5 out of 5
Location 111 SW 4th St, Corvallis, OR 97333, USA
Phone (541) 757-2331
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Krpalek Financial Services / Greg Krpalek, ChFC, CWS, CLU
Location 2320 14th Ave SE, Albany, OR 97322, USA
Phone (541) 967-1888
Directions
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Ryan Dwyer - RBC Wealth Management Financial Advisor
Location 975 Oak St Suite 450, Eugene, OR 97401, USA
Phone (541) 685-2032
Directions
Wealth Management in Linn County, OR

Where Wealth Management Advisors in Linn County, OR Serve

Linn County, OR is a vibrant and diverse community nestled in the heart of the Willamette Valley. From the majestic Cascade Mountains to the fertile agricultural lands, Linn County is a stunningly beautiful place to call home. The county is home to a number of notable landmarks, including the historic Brownsville Pioneer Cemetery, the stunning Foster Lake, and the iconic Santiam Pass. These landmarks are not only beautiful, but they also serve as a reminder of the rich history and culture of the area. Linn County is also home to a number of top employers, including the renowned Samaritan Health Services, the innovative Oregon State University, and the thriving Albany School District. These employers provide a wide range of career opportunities for residents, from healthcare and education to technology and manufacturing. When it comes to transportation, Linn County is well-connected to the rest of the state and beyond.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Linn County, OR can benefit from a bank in a myriad of ways. First and foremost, a bank can provide financial support for individuals and businesses in the area. This is particularly important in Linn County, which is home to a large number of small businesses that rely on loans and lines of credit to grow and expand. Additionally, a bank can offer a range of financial services, such as checking and savings accounts, credit cards, and investment opportunities. For residents who may not have access to traditional banking services, a bank can also provide resources and guidance on how to manage their finances effectively. Finally, a bank can play a critical role in supporting the local economy by investing in community development projects and supporting local charities and non-profit organizations. Overall, a bank can be a valuable resource for residents of Linn County, providing them with the financial tools and support they need to thrive.

Insurance Broker

Residents of Linn County, OR could greatly benefit from the expertise of an insurance broker. With a population of over 120,000 people, Linn County is home to a diverse range of individuals and families, each with unique insurance needs. An insurance broker can assist with finding the right coverage for everything from home and auto insurance to health and life insurance. Additionally, Linn County is known for its agricultural industry, with crops ranging from grass seed to hazelnuts. An insurance broker with knowledge of the agricultural industry can help farmers and ranchers protect their livelihoods with specialized insurance policies. Furthermore, Linn County is prone to natural disasters such as wildfires and floods. An insurance broker can help residents navigate the complexities of insurance claims and ensure they receive the proper coverage in the event of a disaster. Overall, an insurance broker can provide invaluable assistance to the residents of Linn County, helping them protect their assets and providing peace of mind.

Retirement Planning

Residents of Linn County, OR can benefit from the services of a retirement planner in several ways. Firstly, a retirement planner can assist residents in creating a personalized retirement plan that aligns with their financial goals and aspirations. This is particularly important in Linn County, OR, where the cost of living is relatively high compared to other areas in the state. Secondly, a retirement planner can offer guidance on investment options that are suitable for the individual's risk appetite and financial situation. This is especially crucial in Linn County, OR, where the economy is heavily reliant on agriculture and forestry, which are subject to market fluctuations. Thirdly, a retirement planner can provide advice on tax-efficient strategies that can help residents maximize their retirement savings. This is essential in Linn County, OR, where the tax rates are relatively high, and residents need to be mindful of their tax liabilities.

Financial Advisor

Linn County, OR is a region that has a diverse population with varying financial needs. A financial advisor can help residents in several ways, such as creating a budget, setting financial goals, and investing in the right assets. For instance, with the current economic climate, residents of Linn County, OR may need advice on how to invest in the stock market to maximize their returns. A financial advisor can provide guidance on which stocks to invest in based on market trends and the individual's risk tolerance. Additionally, a financial advisor can help residents plan for retirement and other long-term financial goals. With the increasing cost of living in Linn County, OR, a financial advisor can also help residents manage their debt and improve their credit score, making it easier to secure loans for major purchases such as a home or car. Overall, a financial advisor can be an invaluable resource for residents of Linn County, OR, helping them achieve financial stability and security in an ever-changing economic landscape.

Mortgage Loan Officer

Residents of Linn County, OR would greatly benefit from the expertise of a mortgage loan officer. With the county's population steadily increasing over the years, the demand for affordable housing options has never been higher. A mortgage loan officer can assist residents in navigating the complex process of securing a mortgage loan, which can be particularly challenging for first-time homebuyers. Additionally, Linn County is known for its diverse geography, ranging from the Cascade Mountains to the Willamette River Valley. A mortgage loan officer familiar with the area can provide valuable insight into the unique challenges and opportunities that come with buying a home in such a varied landscape. Whether it's finding the right loan program or navigating the intricacies of the local real estate market, a mortgage loan officer can provide the guidance and support that residents need to achieve their homeownership goals.

Tax Services

Residents of Linn County, OR can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by providing guidance on tax planning and preparation. Linn County, OR is known for its diverse economy, which includes agriculture, forestry, and manufacturing. This complexity can make it challenging for individuals and businesses to navigate the tax code and understand how to minimize their tax liability. A tax advisor can help residents identify deductions and credits that they may be eligible for, as well as provide advice on how to structure their finances to minimize their tax burden. Additionally, a tax advisor can assist with tax audits and disputes with the IRS, which can be especially helpful for residents who may not have the time or expertise to handle these matters on their own. Overall, working with a tax advisor can help residents of Linn County, OR make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Linn County, OR can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after their death. This is particularly important in Linn County, which has a large population of farmers and ranchers who may have complex assets such as land, livestock, and equipment. An estate planning lawyer can help them create a comprehensive plan that takes into account the unique characteristics of their property and ensures that it is passed down to the next generation in a tax-efficient manner. Additionally, residents can benefit from the lawyer's expertise in setting up trusts, which can protect their assets from creditors and ensure that their loved ones are taken care of in the event of incapacitation or death. In short, an estate planning lawyer can provide invaluable assistance to residents of Linn County, OR in safeguarding their assets and ensuring that their legacy is protected for future generations.

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