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Legacy Financial Services
Tell A Friend, Cltc
“David Hinson and his team are extremely knowledgeable and helpful.”
Best Financial Advisors in Eugene, OR
The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Eugene area.
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Buller, Wuite, Olsson & Rosenberg
“Oregon-grown Buller, Wuite, Olsson & Rosenberg, P.C. began in Eugene in 1968 as Jurgenson & Buller CPAs. We built our reputation working locally with individuals and small businesses to provide sound financial advice combined with personalized, frien...”
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Practice Peak Advisors Powered by Jones & Roth Cpas
Year-Long Advisory Meeting Schedule, How we Work With You, On-Demand Media
“Very professional and extremely helpful suggestions for successful business practices.”
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Gary Richter - Willamette Wealth Partners
“Very thankful for all his help- I recommend him to everyone.”
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Powers Howard Quimby
“Smart, effective, personable and reasonable pricing.”
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Gallagher Financial Services
Consulting & Planning, Tax Return Preparation,
“We're not the kind of service that hides behind a screen or treats your taxes like a workday checklist. Our approach is to consider the context of your life, your challenges, and aspirations. Then uncover the best possible tax solutions that benefit ...”
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Guiding Financial
“Based in the beautiful Northwest, I am doing what I love! My children have grown into amazing adults, my dog is happy to go out on the trail but okay to rest when I'm busy geeking out on finance. My husband has taken up sailing - a hobby that challen...”
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Roehl & Yi Investment Advisors
Retirement Plan, Wealth Management
“We pride ourselves on our defining qualities—we are experienced, personal, independent, and collaborative. When you partner with us, you receive a tailored financial portfolio built upon your personal goals, our expertise, and insight from your own a...”
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Mallery Financial
Services to Non-Profits, Financial Planning, Investments
“Whether you're investing for current income, long-term objectives, or a specific goal in between, we will tailor an investment program specific to your risk profile, goals, and preferences. We welcome you to join our values-based, transparent, collab...”
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Northwest Retirement Services
Articles, Newsletters, Tax Library
“Northwest Retirement Services, Inc. was incorporated in 1994 as a firm specializing in financial planning. We have become one of the largest companies of its kind in the Pacific Northwest. The firm does not represent any one financial intermediary, t...”
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Retirement Planning Group
“He understands the PERS system and helps me to work with it to create the retirement I want.”
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Finley Davis Financial Group
“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”
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ADB Capital Management
“I found Art to be very knowledgeable when it comes to complex financial management.”
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Syman-Degler Group
“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”
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Bright Future Wealth Management
“Creating a picture of your overall financial picture is a great step to determine where you are now, envisioning where you'd like to be and evaluating the gaps between the two to gain a clear road map of action steps and a benchmark to measure progre...”
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Accurate Bookkeeping & Tax Service
Business Services, Tax Services, Quickbooks Services
“I have had my taxes done here for a few years now.”
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Generations Financial Partners
“After receiving a fast response to my request for an appointment, I was pleased to meet with Martin Hansen.”
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Tetralogy Financial Planning Group
“We operate differently than your average financial advisors. Rather than assigning you a single advisor, we work as a team, pooling our expertise in every service we provide. With over sixty years of combined experience, we take best practices from a...”
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Fiscal Funding
Top Free Software, Medicare Quote, HSA Application
“A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.”
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Kevin P. Greig, CPA
Divorce Settlements, Speaker, Financial Planning
“Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR 97401 -- 541.915.4636 -- [email protected]”
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Hyster Financial Group
“As your Financial Planner, my first priority is to listen to your ultimate Financial Legacy needs and goals, then we talk on a strategy to Build and Protect your Financial Legacy.”
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Journeytree Financial Advisors
Invest Wisely, Plan For the Future, Inheritance
“Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients. At the end of 2023, we partnered with a company called Pontera to allow for seamless management of these account...”
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Bonebrake Financial Planning & Wealth Management
Advanced Planning Team, Retirement Consulting Services Team, Research Team
“Through our financial planning process, we address your financial questions so you can go forward with what's truly important to you. From establishing cash reserves to building retirement savings—and everything in between—we help you prioritize your...”
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Mahalak Financial
Retirement Planning, Business Planning, Estate Planning
“Retirement may just happen, but it takes planning, commitment, a vision for what you want and how to pursue it. Before retiring, you may be too busy earning income to manage and plan well for your future. And once you retire, you may be uncertain abo...”
Retirement Planning and Investment Management Services in Eugene, OR Cost Estimates
Minimum cost
$1208
Maximum cost
$10268
National Average
$3624
Avg Per Hour Rates
$363
$2416
$6644
Average price range is based on
301 cost profiles
Why these companies made our list
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