Best Financial Advisors in Springfield, OR

The highest-rated Financial Planning & Wealth Management companies out of 138 vetted & reviewed in the Springfield area.

T. Mann Financial

T. Mann Financial

(38)
  • Calls
  • Knowledge
  • Insurance
“In the four months he has helped me, my credit score has shot up to 50+ points and my debt is shrinking at a faster pace than it ever was in the 10 years I was trying by myself.”
In Business Since 2021
Remote Consultations Available
Springfield, OR
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Legacy Financial Services

Legacy Financial Services

(2)
Cltc, Tell A Friend
“If i have a question or concern they are always willing to make the time to address it.”
Accepts All Major Credit Cards
In Business Since 2001
Licensed, BBB Rating: A+
1860 Coburg Rd, Eugene, OR
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Buller, Wuite, Olsson & Rosenberg

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...”
Accepts All Major Credit Cards
In Business Since 1988
Licensed, BBB Rating: A+
440 E 2nd Ave, Eugene, OR
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Practice Peak Advisors Powered by Jones & Roth Cpas

Practice Peak Advisors Powered by Jones & Roth Cpas

(4)
Insights, On-Demand Media, How we Work With You
“Years of great service and advice Positive Responsiveness, Professionalism”
Accepts All Major Credit Cards
In Business Since 1948
Licensed, BBB Rating: A+
260 Country Club Rd #100, Eugene, OR
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Gary Richter - Willamette Wealth Partners

Gary Richter - Willamette Wealth Partners

(1)
“Very thankful for all his help- I recommend him to everyone.”
In Business Since 2015
Locally Owned & Operated
895 Country Club Rd a150, Eugene, OR
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Willamette Wealth Partners: Independence Powered By LPL Financial

Willamette Wealth Partners: Independence Powered By LPL Financial

(1)
“We appreciate his ability to remember out details and to explain things with visuals, sometimes a few times until we understand.”
In Business Since 2015
Locally Owned & Operated
895 Country Club Rd a150, Eugene, OR
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Powers Howard Quimby

Powers Howard Quimby

(1)
“Smart, effective, personable and reasonable pricing.”
In Business Since 2017
Transparent Fees & Pricing
450 Country Club Rd #250, Eugene, OR
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Northwest Retirement Services

Northwest Retirement Services

Flipbooks, Articles, Calculators
“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...”
In Business Since 1996
1143 Oak St, Eugene, OR
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Mallery Financial

Mallery Financial

Philanthropy, Insurance Consulting, 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...”
In Business Since 2016
Accepts Cash
923 Country Club Rd # 100, Eugene, OR
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Roehl & Yi Investment Advisors

Roehl & Yi Investment Advisors

Wealth Management, Retirement Plan
“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...”
In Business Since 1993
450 Country Club Rd #200, Eugene, OR
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Guiding Financial

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...”
In Business Since 2013
Free Initial Consultation
207 E 5th Ave Suite 220, Eugene, OR
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Gallagher Financial Services

Gallagher Financial Services

, Tax Return Preparation, Consulting & Planning
“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 ...”
Accepts Cash, Check
In Business Since 2002
Licensed, BBB Rating: A+
132 E Broadway #211, Eugene, OR
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Green Leaf Financial Consulting

Green Leaf Financial Consulting

(2)
“It was great working with Tiffany.”
In Business Since 2010
2350 Oakmont Way #106, Eugene, OR
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Retirement Planning Group

Retirement Planning Group

(1)
“He understands the PERS system and helps me to work with it to create the retirement I want.”
In Business Since 1995
Accepts All Major Credit Cards
1600 Valley River Dr Ste 150, Eugene, OR
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Syman-Degler Group

Syman-Degler Group

(1)
“If you are looking for sound financial advise who treats their clients like family then the Dyman Degler group in Eugene is worth considering.”
In Business Since 2021
1163 Olive St #100, Eugene, OR
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ADB Capital Management

ADB Capital Management

(1)
“I found Art to be very knowledgeable when it comes to complex financial management.”
In Business Since 2011
401 E 10th Ave # 245, Eugene, OR
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Finley Davis Financial Group

Finley Davis Financial Group

(1)
“TJ and team are truly top notch, they absolutely go above and beyond to support your financial growth.”
In Business Since 2005
2911 Tennyson Ave #301, Eugene, OR
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Accurate Bookkeeping & Tax Service

Accurate Bookkeeping & Tax Service

(6)
Services For Individuals, Quickbooks Services, Tax Services
“One of the best tax experiences I've had, even better than bigger name tax services.”
In Business Since 1994
Licensed
2757 River Rd, Eugene, OR
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Bright Future Wealth Management

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...”
In Business Since 2019
Accepts All Major Credit Cards
169 W 6th Ave Ste 102a, Eugene, OR
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Principle Accounting

Principle Accounting

(7)
“He gave me the best tax advice I've found in a long time.”
In Business Since 1975
Accepts All Major Credit Cards
1580 Valley River Dr #290, Eugene, OR
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W. Ben Utley at Physician Family Financial Advisors

W. Ben Utley at Physician Family Financial Advisors

(3)
“Was VERY pleased with Ben's ability to understand my goals and advise me accordingly.”
Accepts All Major Credit Cards
1053 High St, Eugene, OR
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Generations Financial Partners

Generations Financial Partners

(2)
“Greg is AWESOME - very helpful and patient in talking with you and answering questions about confusing financial decisions.”
In Business Since 2017
54 E Howard Ave, Eugene, OR
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Future Planning Systems

Future Planning Systems

(1)
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.”
In Business Since 1991
Accepts Check
2290 Oakmont Way, Eugene, OR
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Voya Financial

Voya Financial

(1)
“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.”
In Business Since 2021
Licensed
975 Oak St Suite 410, Eugene, OR
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Retirement Planning and Investment Management Services in Springfield, OR Cost Estimates

Minimum cost
$1083
Maximum cost
$9205
National Average
$3249
Avg Per Hour Rates
$325
$2166
$5956
Typical price range is based on 284 cost profiles
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Average Cost $3249
Minimum cost $1083
Maximum cost $9205
Avg Per Hour Rates $325

Typical range $2166 to $5956 is based on 284 cost profiles.

Why these companies made our list

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