Best Financial Advisors in Gresham

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Davis & Graves Certified Public Accountants LLP logo
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Davis & Graves Certified Public Accountants LLP

700 N Main Ave, Gresham, OR 97030
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  • Tax Preparation

Business Description

Davis & Graves Certified Public Accountants LLP is an accounting firm that caters to the financial planning needs of Gresham. The firm provides a wide range of services to individuals and businesses, including evaluation of financial procedures, cost control, and debt and finance advising. With more than 95 years of combined experience, its professionals also assist in tax management and financial forecasting. One of the firm's partners, Jerry Davis, is a certified public accountant and Personal Financial Specialist.

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.
4.3

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
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Davis & Graves Certified Public Accountants LLP

Rowell CPA Group logo
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Rowell CPA Group

205 Northeast Cleveland Ave., Gresham, OR 97030
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  • Estate Planning

Business Description

Rowell CPA Group is a family-owned firm providing services to businesses and individuals in the Gresham area. It offers personal financial planning services such as reviewing estimated shortfalls, analyzing assets and sources of income, and creating a savings plan based on the clients' financial situation and risk tolerance. The firm also reviews the client's disability, health, life, home, and auto insurance coverage. Ron Rowell, the principal member of Rowell CPA Group, has been a certified public accountant for more than 40 years.

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.
4.3
Google
4.4 / 5 (22)
Facebook
4.4 / 5 (8)
Yelp
1.0 / 5 (1)

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
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Rowell CPA Group

Strada Financial Group logo
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Strada Financial Group

1510 NE Village Street, Fairview, OR 97024
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  • Tax Planning
  • Finance Planning
  • Investment Management

Business Description

For over 40 years, Strada Financial Group has been helping thousands of individuals, families, and businesses in Gresham and neighboring areas through a wide range of financial services. These include investment management, financial planning, tax advising, and real estate investment assistance services. Some of the firm's notable clients are Columbia Research Group, ValleyScapes Property Solutions, and Pacific Driver Education. Brian Harris, the current CEO and head wealth advisor of Strada Financial Group, is a Certified Financial Planner and a Personal Financial Specialist.

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.
4.8
Google
4.7 / 5 (27)
Facebook
5.0 / 5 (6)

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
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Strada Financial Group

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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