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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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Willamette Wealth Partners: Independence Powered By LPL Financial
“We appreciate his ability to remember out details and to explain things with visuals, sometimes a few times until we understand.”
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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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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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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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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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Green Leaf Financial Consulting
“Great folks you can trust!”
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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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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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ADB Capital Management
“I found Art to be very knowledgeable when it comes to complex financial management.”
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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
“What a relief to know that our somewhat complicated return will be handled quickly and competently.”
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Principle Accounting
“Great, friendly and competent accountants!”
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W. Ben Utley at Physician Family Financial Advisors
“He was very generous with his time, gave great advice and explains complicated things very clearly!”
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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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Voya Financial
“I was a bit nervous about the paperwork needing to be filled out and it was a comfort to have someone to help me fill it out.”
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Future Planning Systems
Mutual Funds|
“I am very pleased with the returns on my investments and am feeling very optimistic about my financial future with the help of Future Planning Systems.”
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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
“With inflation cutting into consumers' purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.”
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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