Laurels

Best Financial Advisors in Eugene
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Eugene, OR

Website

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: --

Bonebrake Financial Planning & Wealth Management

Bonebrake Financial Planning & Wealth Management

  • Retirement Planning

With over 20 years of experience, Bonebrake Financial Planning & Wealth Management caters to the needs of its clients residing in Eugene. It delivers a broad range of wealth management solutions, such as retirement, tax, estate, and business planning. In addition, the firm offers risk management services. It follows a methodology that considers various factors, including securities traded in the US, a bias toward dividend-paying stocks, buying stocks at a discount, and companies with a competitive moat.

390 High Street
Eugene, OR 97401

Website

Website

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+

Emily A. Secord

Emily A. Secord

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Emily A. Secord works as a financial advisor for Bright Future Wealth Management. She assists clients residing in Eugene with a broad range of financial matters. These include investments, financial planning, and insurance. The firm's financial planning service covers retirement, college, estate, profit sharing, money purchasing, and tax planning. Secord joined up with First Allied Securities in November 2019 to establish her own practice. In addition, First Allied is part of Cetera Financial Group, a network of independently managed broker-dealers.

169 West 6th Avenue
Eugene, OR 97401

Website

Website

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+

Guiding Financial, LLC

Guiding Financial, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Guiding Financial, LLC, is an investment advisory firm serving clients in Eugene. It specializes in helping women achieve financial security through debt planning, retirement planning, tax reduction strategies, and income maximization. The firm also offers additional services, such as college planning, home purchase planning, and life insurance and disability coverage. The owner, Cindy Kleiner, has been advising individuals and families using her certifications, her undergraduate degree in accounting, and her master's degree in financial planning and counseling.

2880 Alta Vista Court
Eugene, OR 97403

Website

Website
Hathaway Financial Services

Hathaway Financial Services

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Hathaway Financial Services is an independent and locally owned full-service financial planning and investment management firm based in Eugene. It helps individuals and couples with their finances, assets, and investments. Some of its services are cash flow management, college funding, and insurance analysis, as well as tax, estate, and retirement planning. Owner Patricia Hathaway established Hathaway Financial Services in 2006. She is a Certified Financial Planner and a former president of the Financial Planning Association of Mid-Oregon.

PO Box 50010
Eugene, OR 97401

Website

Website
Journey Tree

Journey Tree

  • Certified Financial Planner (CFP)
  • Retirement Planning

Located in Eugene, Journey Tree is a registered investment adviser catering to individuals, families, and university faculty members. It offers personalized guidance on financial planning for retirement, risk management, and 401k accounts. Its team of financial professionals helps clients organize finances, manage inheritances, and build strong investment portfolios. Owner Jonathan Brandt is an active vice president and board member of community organizations the Friends of Trees and the John G. Shedd Institute for the Arts, respectively.

975 Oak Street
Eugene, OR 97401

Website

Website

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+

Sittner & Nelson Comprehensive Wealth Management

Sittner & Nelson Comprehensive Wealth Management

  • Retirement Planning

Sittner & Nelson, LLC, offers a wide range of wealth management services for families and businesses in Eugene. The company advises clients in areas related to financial planning, investment management, personal and business retirement planning, risk management, and education planning. It works with the clients' advisors, such as lawyers and accountants, in the planning process. Sittner & Nelson is owned by Fred Sittner and Todd Nelson. They have over 30 and 15 years of experience in the business, respectively.

497 Oakway Road
Eugene, OR 97401

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+

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