Laurels

Best Financial Advisors in Eugene
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Eugene Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 40 26 6

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Guiding Financial, LLC

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

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

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

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