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Independent Merchant Brokers

(48)

Company
Small Business
Merchant Services

“Not only are we saving money with the merchant processing that best fits our small business, but anytime we have any issues (which is seldom) Jonathan is one call away & attentive to our needs.”

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Witt Consulting

(6)

“Their knowledgeable staff has been wonderful to work with and continues to help us navigate all the difficulties that come with tax and financial management as a growing company.”

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Clarity Wealth Development

(2)

“I would recommend Clarity Wealth Development's services to anyone looking for sound financial advice, because not only do they produce results, but they make you feel like one of their family as well.”

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Vantage Wealth Management

(6)

Estate, Tax, Retirement

“Vantage fees like family plus they have saved us so much money on our auto insurance.”

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Tax & Wealth Management Corvallis CPA & Financial

(3)

“Wonderful company with friendly and caring staff!”

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Scott Meeker CPA

(2)

“Thank you for being so helpful and knowledgeable.”

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Willamette Investment Advisors

“We work one-on-one with individuals, families, and business owners to create personalized financial and investment plans. Whether you are in the accumulation, distribution, preservation, or transfer-of-wealth stage in life, we take the time to unders...”

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Turman Financial Group

“It's a challenge navigating and evaluating all the investment choices available to you in Corvallis, in Oregon, around the country and around the globe. Turman Financial Group works with you to build your path to a strong financial future, using an i...”

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PLC Asset Management

“My youngest son is a member of a 4-H livestock judging club. Since he is too young to drive, I take him to the meetings and usually hang out to watch the proceedings. In a judging competition, the competitors are shown a group of four animals. They r...”

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Keith Wealth Advisors

(4)

“They try to keep me out of trouble and that is a full time job.”

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Boehme Gerald a CPA

“At Boehme + Running CPAs LLC, we've been serving the accounting needs of Albany, OR and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”

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Oregon Credit & Collections

(1)

“The staff works hard and has helped set the precedent with my company that signed agreements are to be met.”

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Edward Jones - Financial Advisor

(1)

Investment Managers, Stocks & Bonds

“Always great.”

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Cheever Capital Management

“Cheever Capital Management LLC is a venture capital operating company located in Salem, Oregon and serves as General Partner for The Talents Venture Funds. We actively seek out strategic investment opportunities based on new technologies, new discove...”

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Capstone Wealth Advisors

(2)

“He's been my advisor for over 12 years.”

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Allen Financial Wealth Management / LPL Financial

(12)

College Plans, Disability Income Insurance, Brokerage Accounts

“Now that we are both retired Tim continues to advise us in our investments as well as insuring that we both receive the income we need to maintain our life style.”

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Professional Benefit Services

(15)

“They handle multiple plans for my clients and I truly appreciate the partnership we have.”

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Singerlewak

Lease Accounting, Asia, Trust and Probate Accounting

“Explore our site to learn how our experience in traditional tax, audit, compliance, and financial strategy can help you achieve exponential growth.”

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Maps Investments - Hines Branch

“I love being a Maps member because everyone is much more helpful, friendly, and nice than the banks I went to with my parents growing up as a kid…Maps is extremely inclusive, diverse, and I never feel any judgment. Emily K.”

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AIO Fee Only Financial Advisors

Tax Planning, Estate Planning, Retirement Planning

“I have been with the AIO team for many years now. The reason? They provide the expertise I need to make investments that suit my needs, age, and future goals. I have felt secure for a long time due to their honest and fair financial services. Today w...”

FAQs

How many times do we meet per year?

We set up meetings 3 times per year; however, you can contact us at any time and set up a meeting as you need them. We would rather address any issues you have as they come up and not have you wait until our scheduled meetings.

Where do client meetings take place?

We offer both in person and virtual meetings. We are available for virtual meetings all year round. In person meetings depend on where you are located and our travel schedule.

What investments strategy do you use?

We provide individualize portfolios. In general, we believe in having a broadly diversified portfolio and rebalancing the portfolio regularly. The account distribution depends on the individual risk tolerance and investment objectives.

Do you work on an hourly basis or on one-time projects?

Currently, we are not set up to handle hourly clients. We offer one-time project work. We will collect all of your information ahead of time and enter it into our programs. We provide a 1-1/2 hour meeting to address the issues you want us to cover. We charge $1,500 for this service. We offer an index investing course and forum as well. Most of our clients work with us on an ongoing basis.

More answers can be found on the FAQ page of our website.

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Great Oak Advisors

(3)

Who We Are

“He and his partners have gone out of their way to provide professional, ethical, and educational services during my years of raising children, obtaining college degrees, buying and selling of houses and all that has gone on in between.”

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Modewealth

(3)

“Melvin and Mode Wealth has been a great help to our family.”

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Brazier Hinz & Associates

Asset Managment Concepts, Account Access, The Planning Process

“Based in Salem, Oregon, Oregon Planners is a comprehensive financial services firm dedicated to helping you pursue financial independence. As independent financial planners with over 59 years combined experience, we offer a wide range of products and...”

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Pers & Retirement Consultants

Personalized Investment Plan, Financial Prosperity

“At Haven Financial Group every client is valued and respected. We partner with our clients to develop and support a financial plan, tailored to fit personal family values, community, lifestyle, dreams and goals.”

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Average Cost	$3193
Minimum cost	$1065
Maximum cost	$9045
Avg Per Hour Rates	$320

Best Financial Advisors in Corvallis, OR

The highest-rated Financial Planning & Wealth Management companies out of 116 vetted & reviewed in the Corvallis area.

Independent Merchant Brokers

Witt Consulting

Clarity Wealth Development

Vantage Wealth Management

Tax & Wealth Management Corvallis CPA & Financial

Scott Meeker CPA

Willamette Investment Advisors

Turman Financial Group

PLC Asset Management

Keith Wealth Advisors

Boehme Gerald a CPA

Oregon Credit & Collections

Edward Jones - Financial Advisor

Cheever Capital Management

Capstone Wealth Advisors

Allen Financial Wealth Management / LPL Financial

Professional Benefit Services

Singerlewak

Maps Investments - Hines Branch

AIO Fee Only Financial Advisors

Great Oak Advisors

Modewealth

Brazier Hinz & Associates

Pers & Retirement Consultants

Retirement Planning and Investment Management Services in Corvallis, OR Cost Estimates

Why these companies made our list

Wealth Management Advisors near Corvallis

Popular in Corvallis