Expertise.com

Best Financial Advisors in Eugene

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Eugene, OR
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Eugene, OR

Business Description

Need help contacting a Financial Advisor in Eugene? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Bonebrake Financial Planning & Wealth Management logo
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Bonebrake Financial Planning & Wealth Management

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390 High Street, Eugene, OR 97401
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Emily A. Secord logo
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Emily A. Secord

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169 West 6th Avenue, Eugene, OR 97401
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Guiding Financial, LLC logo
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Guiding Financial, LLC

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2880 Alta Vista Court, Eugene, OR 97403
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Hathaway Financial Services logo
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Hathaway Financial Services

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PO Box 50010, Eugene, OR 97401
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Business Description

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.

Journey Tree logo
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Journey Tree

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975 Oak Street, Eugene, OR 97401
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sittner & Nelson Comprehensive Wealth Management logo
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Sittner & Nelson Comprehensive Wealth Management

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497 Oakway Road, Eugene, OR 97401
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail