Best Financial Advisors in Springfield, OR

“If i have a question or concern they are always willing to make the time to address it.”

“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...”

“Very thankful for all his help- I recommend him to everyone.”

“Smart, effective, personable and reasonable pricing.”

“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...”

“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...”

“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 ...”

“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...”

“I found Art to be very knowledgeable when it comes to complex financial management.”

“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”

“He understands the PERS system and helps me to work with it to create the retirement I want.”

“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”

“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...”

“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.”

“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...”

“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...”

“Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR  97401 -- 541.915.4636 -- [email protected]”

“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...”