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

(30)
Financial Education Classes, Small Businesses, Insurance
“I engaged his services for financial advise, but quickly learned that what he has been able to offer transcends money, but a way of thinking about my value holistically.”
In Business Since 2021
Remote Consultations Available
1863 Pioneer Pkwy E., Springfield, OR,
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Legacy Financial Services

Legacy Financial Services

(2)
Cltc, Tell A Friend
“He keeps me updated on my investment portfolio by explaining investments in an easy-to-understand way.”
Accepts All Major Credit Cards
In Business Since 2003
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 1990
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

(5)
Insights, On-Demand Media, How we Work With You
“Jeremy & his team are always professional and do an excellent job of keeping me up to date on tax law changes and recommendations for the financial health of my practice.”
Accepts All Major Credit Cards
In Business Since 1948
Licensed, BBB Rating: A+
260 Country Club Rd Suite 100, Eugene, OR
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Accurate Bookkeeping & Tax Service

Accurate Bookkeeping & Tax Service

(4)
Services For Individuals, Quickbooks Services, Tax Services
“One of the best advisors, tax accountants - highly knowledgeable and helpful”
In Business Since 1996
Licensed
2757 River Rd, 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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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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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
355 Goodpasture Island Rd Suite 104, 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
2880 Alta Vista Ct, 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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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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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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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 1997
Accepts All Major Credit Cards
1600 Valley River Dr Ste 150, 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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Bright Future Wealth Management

Bright Future Wealth Management

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
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 1977
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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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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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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Tetralogy Financial Planning Group

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...”
In Business Since 2019
1600 Executive Pkwy Suite 230, Eugene, OR
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Fiscal Funding

Fiscal Funding

Medicare Quote, Media Player Download, Top Free Software
“This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.”
In Business Since 1999
Offers Financing Options
1600 Executive Pkwy, Eugene, OR
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Powers Howard Quimby

Powers Howard Quimby

“Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in ou...”
In Business Since 2017
Transparent Fees & Pricing
450 Country Club Rd Suite 250, 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 1991
450 Country Club Rd #200, Eugene, OR
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Bonebrake Financial Planning & Wealth Management

Bonebrake Financial Planning & Wealth Management

Long-Term Care, Research Team, Retirement Consulting Services 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 ...”
In Business Since 2009
Accepts Check
390 High St, 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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