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Legacy Financial Services
“If i have a question or concern they are always willing to make the time to address it.”
Best Financial Advisors near Springfield, OR
There are no firms listed in Springfield itself yet; the 24 below are the closest options, from Eugene (7 mi).
15 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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Practice Peak Advisors Powered by Jones & Roth Cpas
“Years of great service and advice”
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Gary Richter - Willamette Wealth Partners
“Very thankful for all his help- I recommend him to everyone.”
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Roehl & Yi Investment Advisors
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Mallery Financial
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Northwest Retirement Services
The 24 firms listed for Springfield, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Springfield, OR
16 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 30 reviews; 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), our firm (2), our location (2) and our qualifications (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 77 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Springfield offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Guiding Financial
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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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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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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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Accurate Bookkeeping & Tax Service
“One of the best tax experiences I've had, even better than bigger name tax services.”
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Bright Future Wealth Management
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Generations Financial Partners
“Greg is AWESOME - very helpful and patient in talking with you and answering questions about confusing financial decisions.”
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Tetralogy Financial Planning Group
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Fiscal Funding
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Mahalak Financial
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Journeytree Financial Advisors
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Hyster Financial Group
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Kevin P. Greig, CPA
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Bonebrake Financial Planning & Wealth Management
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Eugene Private Wealth Management
“Now that we're retired she is Very Informative & Good at protecting our investments!!”
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Carlton Financial Services
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Sapient
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
Why these companies made our list
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