Laurels

Best Financial Advisors in Medford
2022

Cutler Investment Group

Cutler Investment Group

  • Retirement Planning
  • Wealth Management

Cutler Investment Group is an investment advisory firm that has been serving Medford since 1977. It assists individuals, corporations, and institutions in building financial plans for purposes like dividend investing, wealth management, or retirement planning. Its team of professionals acts as fiduciaries who advocate for clients' interests when managing their financial situations. The firm's CEO, Matthew C. Patten, started his career handling international finance matters. Today, he serves as the lead volunteer for the National Boy Scouts of America across Asia.

525 Bigham Knoll
Jacksonville, OR 97530

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Elevation Capital Strategies

Elevation Capital Strategies

  • Estate Planning
  • Tax Planning

Elevation Capital Strategies is an independent financial services firm serving the Medford community. It helps individuals in establishing an elevated retirement plan through income, investment, tax, healthcare, and estate planning. Its team analyzes the client's financial needs and implement a strategy that aligns with their goals and risk tolerance. The firm's founder, Cathy Mendell, utilizes her experience as an insurance agent in providing retirement solutions and helping clients achieve financial independence and security. Her team supports the Orphanages of Kenya which is located in Nairobi.

3553 Arrowhead Dr. Suite 101
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fidelis IM

Fidelis IM

Based in Medford, Fidelis iM is a fiduciary financial advisory firm serving clients throughout Oregon and Northern California. Led by president and co-founder Keegan Denn, who is a CFP, the firm assists clients in managing their investment, retirement, and endowment plans. For individuals, families, and organizations, it can handle IRAs, tax matters, 401k and 403b retirement plans, and asset allocation management. It exclusively provides the Preferred Provider Retirement Alliance, which is a plan specifically tailored for medical practitioners.

3551 E. Barnett Rd, Suite 107
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Jones & Associates Premier Financial Solutions

Jones & Associates Premier Financial Solutions

  • Estate Planning
  • Financial Planning

Jones & Associates Premier Financial Solutions provides personalized assistance to individuals in Medford in their investment ventures. The firm's investment solutions include asset and wealth preservation, financial planning, portfolio management, risk management, and social security optimization. Its advisors also provide insurance options like life, health, disability, and senior care. In addition, they recommend strategies in dealing with tax matters. Jones & Associates Premier Financial Solutions partners with Gradient Gives Back Foundation for its outreach program, Jones Cares.

2436 West Main St.
Medford, OR 97501

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1120 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

KDP Certified Public Accountants, LLP

KDP Certified Public Accountants, LLP

  • Certified Financial Planner (CFP)
  • Wealth Management

KDP Certified Public Accountants, LLP, assists businesses and individuals with accounting, tax, audit, and management matters in Medford. It guides clients with their personal finances and tax returns and helps them achieve their financial goals. The firm's accountants take care of tax reporting and craft a tax plan to help reduce their liabilities. It also offers wealth management services, helping individuals maximize and protect their wealth. The firm is a member of the American Institute of Certified Public Accountants Division for CPA Firms.

841 O'Hare Parkway, Ste. 200
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Koenig Investment Advisory LLC

Koenig Investment Advisory LLC

  • Estate Planning

Koenig Investment Advisory, LLC caters to financial management concerns around Medford. Its advisors are fiduciaries that assist in estate trust planning, investment reviews, and the establishment of customized retirement plans. They utilize an investment process that analyzes both potential gains and losses in the current market to maximize risk-adjusted returns for clients. Jeff McCollough is a Certified Financial Planner who started in the financial industry in 2006. He has worked as a financial advisor in the company since 2014 before becoming its owner in 2020.

1020 E. Jackson St.
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Legacy CPA

Legacy CPA

  • Tax Planning
  • Tax Preparation
  • Financial Planning

Legacy CPA serves individuals and small businesses in Medford and the surrounding areas. Established in 2012, the accounting firm offers tax preparation and planning, QuickBooks help, bookkeeping, payroll services, cash flow management, and business financial consulting and succession planning. It also provides financial planning services to help clients prepare for college, retirement, or long-term care. The owner and co-founder, Brian Manthe, is a Certified Public Accountant and a member of the Oregon Society of Certified Public Accountants.

1322 E. McAndrews Road, Ste 201
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

52 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Richard W. Brewster, CPA, PC

Richard W. Brewster, CPA, PC

  • Tax Planning
  • Tax Preparation
  • Financial Planning

Richard W. Brewster, CPA, PC, provides a wide range of financial services for individuals, businesses, municipalities, and non-profit organizations in Medford and the surrounding areas. While mainly focused on accounting and tax services, the firm also has a team of financial advisors that provides consulting services for matters related to financial planning, retirement planning, and estate planning. Richard W. Brewster, the founder of the firm, is a certified public accountant and a licensed municipal auditor in Oregon.

670 Superior Court, Suite 106
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

Tracey A. Williams CPA

Tracey A. Williams CPA

  • Tax Planning
  • Tax Preparation

Tracey A. Williams CPA provides a broad range of financial services in Medford. It offers accounting software solutions, bookkeeping and write-up, business consulting, and business entity selection. The company's representatives deliver financial analysis to spot necessary improvements in areas like management and planning. They handle financial statements and represent clients in IRS audits. In addition, they plan and prepare tax returns, helping minimize tax liability. Williams has been serving California, Washington, and Oregon since 1991.

404 Crater Lake Ave.
Medford, OR 97504

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

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