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Best Financial Advisors in Gresham

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Gresham, OR

Why choose this provider?

Need help contacting a Financial Advisor in Gresham? 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!

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

Why choose this provider?

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.
5.0
Google
5.0 / 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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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Website
205 Northeast Cleveland Ave., Gresham, OR 97030
  • Estate Planning

Why choose this provider?

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.
4.4
Google
4.3 / 5 (27)
Facebook
5.0 / 5 (11)
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
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • If you live in Gresham, will you be able to participate in the OregonSaves Retirement Savings Program?

    Yes, if you are a resident of Gresham and are a working individual, you can participate in the OregonSaves Retirement Savings Program. It is made for all Oregonians to make sure that workers in the state will be able to save for their retirement years. You can either join through your employer or on your own. Some of the advantages of the program are that you can customize your contribution rate and opt-out at any point in time.

  • Is there a reverse mortgage program for residents in Gresham?

    The HECM (Home Equity Conversion Mortgage) is a federally-backed mortgage program in which qualified individuals in Gresham can participate. It is the most widely favored reverse mortgage program throughout the state because it offers multiple options such as fixed and adjustable rates and purchase reverse mortgages.

  • Are there investment scams targeting seniors in Gresham?

    There are a number of investment scams that target not only seniors in Gresham but people in the whole state of Oregon. Typical scams involving promises of outrageous returns on gold and oil stocks should always raise a red flag. Ponzi schemes, which offer pyramid-like payouts to investors, are another investment scams that seniors should be aware of. It is highly recommended that you talk to a licensed financial advisor to avoid wasting your hard-earned money.

  • What can the Health Savings Account (HSA) offer for retirees in Gresham?

    A Health Savings Account (HSA) can offer a lot of advantages for retirees living in Gresham. The contributions you make will be tax-deductible and all interest earned will be tax-free. Another advantage of participating in an HSA is your unused funds will be rolled over to the following year, enabling your account to grow over time.

  • How do you avoid the impacts of inflation in Gresham if you are a retiree?

    There are ways your financial advisor can protect you from the devastating effects of inflation. You must have to diversify your investments and avoid frequent withdrawals from your investment accounts. You should always have your budget in mind and keep away from storing excess cash. Inflation affects everyone, including retirees in Gresham and the state of Oregon.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.