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Best Financial Advisors in Medford

2023

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Website
Medford, 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

Medford, OR

Why choose this provider?

Need help contacting a Financial Advisor in Medford? 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
3553 Arrowhead Dr. Suite 101, Medford, OR 97504
  • Estate Planning
  • Tax Planning

Why choose this provider?

Elevation Capital Strategies is an independent financial services firm serving the Medford community. It helps individuals in establishing an elevated retirement plan through income, investment, tax, healthcare, and estate planning. Its team analyzes the client's financial needs and implement a strategy that aligns with their goals and risk tolerance. The firm's founder, Cathy Mendell, utilizes her experience as an insurance agent in providing retirement solutions and helping clients achieve financial independence and security. Her team supports the Orphanages of Kenya which is located in Nairobi.

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 (2)

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
2436 West Main St., Medford, OR 97501
  • Estate Planning
  • Financial Planning

Why choose this provider?

Jones & Associates Premier Financial Solutions provides personalized assistance to individuals in Medford in their investment ventures. The firm's investment solutions include asset and wealth preservation, financial planning, portfolio management, risk management, and social security optimization. Its advisors also provide insurance options like life, health, disability, and senior care. In addition, they recommend strategies in dealing with tax matters. Jones & Associates Premier Financial Solutions partners with Gradient Gives Back Foundation for its outreach program, Jones Cares.

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 (1248)
Google
4.7 / 5 (7)

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
525 Bigham Knoll, Jacksonville, OR 97530
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Cutler Investment Group is an investment advisory firm that has been serving Medford since 1977. It assists individuals, corporations, and institutions in building financial plans for purposes like dividend investing, wealth management, or retirement planning. Its team of professionals acts as fiduciaries who advocate for clients' interests when managing their financial situations. The firm's CEO, Matthew C. Patten, started his career handling international finance matters. Today, he serves as the lead volunteer for the National Boy Scouts of America across Asia.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1322 E. McAndrews Road, Ste 201, Medford, OR 97504
  • Tax Planning
  • Tax Preparation
  • Financial Planning

Why choose this provider?

Legacy CPA serves individuals and small businesses in Medford and the surrounding areas. Established in 2012, the accounting firm offers tax preparation and planning, QuickBooks help, bookkeeping, payroll services, cash flow management, and business financial consulting and succession planning. It also provides financial planning services to help clients prepare for college, retirement, or long-term care. The owner and co-founder, Brian Manthe, is a Certified Public Accountant and a member of the Oregon Society of Certified Public Accountants.

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
4.6 / 5 (41)
Facebook
5.0 / 5 (27)

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
670 Superior Court, Suite 106, Medford, OR 97504
  • Tax Planning
  • Tax Preparation
  • Financial Planning

Why choose this provider?

Richard W. Brewster, CPA, PC, provides a wide range of financial services for individuals, businesses, municipalities, and non-profit organizations in Medford and the surrounding areas. While mainly focused on accounting and tax services, the firm also has a team of financial advisors that provides consulting services for matters related to financial planning, retirement planning, and estate planning. Richard W. Brewster, the founder of the firm, is a certified public accountant and a licensed municipal auditor in Oregon.

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.
4.1
Google
4.0 / 5 (9)
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3551 E. Barnett Rd, Suite 107, Medford, OR 97504

Why choose this provider?

Based in Medford, Fidelis iM is a fiduciary financial advisory firm serving clients throughout Oregon and Northern California. Led by president and co-founder Keegan Denn, who is a CFP, the firm assists clients in managing their investment, retirement, and endowment plans. For individuals, families, and organizations, it can handle IRAs, tax matters, 401k and 403b retirement plans, and asset allocation management. It exclusively provides the Preferred Provider Retirement Alliance, which is a plan specifically tailored for medical practitioners.

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
Facebook
5.0 / 5 (6)
Google
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
841 O'Hare Parkway, Ste. 200, Medford, OR 97504
  • Certified Financial Planner (CFP)
  • Wealth Management

Why choose this provider?

KDP Certified Public Accountants, LLP, assists businesses and individuals with accounting, tax, audit, and management matters in Medford. It guides clients with their personal finances and tax returns and helps them achieve their financial goals. The firm's accountants take care of tax reporting and craft a tax plan to help reduce their liabilities. It also offers wealth management services, helping individuals maximize and protect their wealth. The firm is a member of the American Institute of Certified Public Accountants Division for CPA Firms.

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
3.7 / 5 (12)
Facebook
5.0 / 5 (12)
Yelp
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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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.

  • Does value-based investing lead to lower returns in Medford?

    No. Value-based investing does not lead to lower returns in Medford. It is not true that when you live by your values, you will not see any profits or need to settle lower returns. Your financial advisor will still follow investment criteria to look for assets that perform well. He or she will still manage your investment portfolio and analyze ROI.

  • In Medford, does your credit score affect your insurance rates?

    Possibly. Insurance companies in Medford may use a credit-based insurance score as a basis in their underwriting process. You can improve your credit-based score by clearing past disputes, keeping your credit balances low, and making timely debt payments. You can also ask your insurance service provider if a credit-based insurance score will be used to create and rate your policy.

  • If you are a surviving spouse in Medford, what are the facts you should know about Social Security retirement benefits?

    If you are a surviving spouse in Medford, you are eligible to receive the same reduced benefit amount. However, you cannot receive both retirement and surviving benefits; you have to choose either of the two. If you already have your own Social Security retirement benefits, you can only receive survivor benefits if the amount exceeds your retirement plan.

  • What can you do to boost your retirement savings in Medford?

    There are several ways to boost your retirement savings in Medford. You can maximize your employer's retirement plan to tax-deferred earnings and reduce taxable income. Opening a health savings account may also help you boost your retirement savings because contributions are pre-tax and withdrawals for medical expenses are tax-free. Additionally, you can invest in a Roth or traditional IRA.

  • Is it a good idea to acquire long-term disability insurance in Medford?

    Yes. It is advisable to acquire long-term disability insurance in Medford because it can help you keep your savings and investing strategies intact. It provides financial assistance if you lose your employment income due to illnesses or injuries. You can withdraw funds and use them for your everyday living expenses.

  • 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.