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Tax Services
“We've been clients for over 25 years and have never been disappointed in the quality of service we've received.”
Best Financial Advisors in Tigard, OR
24 firms listed · 16 in Tigard · 1 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Aaron Traxton, CPA
- Number
“We have had him for a number of years and he has not only been exceptional to work with but also has saved us a great deal of money from his attention to detail and his vast knowledge in his field.”
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Aspasia Wealth Management
“They made a difficult and emotional experience soothing due to their supreme professionalism and efficiency.”
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Noreen Spiegel, CPA
“We have worked with Protax for many years Each of the team are vey talented and accurate with their work/tax knowledge!”
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Firenze Wealth Management
“Take the time to find out, call Sara, or any of the other professionals there.”
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Beyond Wealth Management
“Attended their new office open house, seems like a a nice space.”
The 24 firms listed for Tigard, 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: Tigard, OR
Of the 24 firms we list here, 16 are in Tigard itself and 8 come from towns including Portland (3, 10 mi), Lake Oswego (2, 4 mi) and Beaverton (1, 4 mi). 15 of the firms on this page have a rating, from 4.2 to 5.0 across 391 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (88%) and quality (73%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), tax (3), estate planning (2), financial planning (2) and insurance (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 1 is family- or locally-owned. 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 firms listed for Tigard take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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RAS Group
“I had a lot of complicated taxes to be helped out with for my personal business and jobs from multiple states.”
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Tax Matters
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North Point Personalized Wealth Management
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Tyson Deering Wilson
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The Guidance Group
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Next Steps Wealth Management
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Lawry | de Freitas Wealth Management
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Martin Haugh Financial
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Kruse Woods Financial Partners
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Security First Advisors
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NW Premier - Creative Financial Solutions
- Organized
- Expectations
- Team
“As a new business owner, I needed some guidance to ensure my bookkeeping was set-up correctly as well as insights into how to strategically plan against my income and tax responsibilities.”
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Bridgetown Wealth Management
- Trust
- Options
- Retirement
“Phil Jasso has done an outstanding job of managing my retirement portfolio over the years and has made it possible for me to retire early and with confidence.”
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Somerset Wealth Strategies
- Company
- Information
- Team
“I have chosen to use his service because his support is superb, and I could not have been more pleased to have the opportunity of his support and service.”
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Lifelong Wealth Management
- Needs
- Refinance
- Retirement
“It's clear that he really cares about doing what's best for his clients and always puts their interests first — something that unfortunately can't be said for every advisor.”
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True Path Capital Strategies
- Portfolio
- Annuities
- Retirement
“His recent phone call regarding the opportunity for me (and many of his other clients) to exercise stock warrants will increase our personal savings by several thousand dollars.”
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Pure Portfolios
- Knowledge
- Podcasts
- Investment
“Far too often “advisors” are graded and paid based on “sales” rather than the “financial advising performance” we are actually trying to hire them for.”
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Advanced Wealth Management
“They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opport...”
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Isler Northwest
“Chris has been a great asset, providing ideas and always keeping me up to date with all the changes in the accounting world and how those changes affect my business and personal taxes.”
Retirement Planning and Investment Management Services in Tigard, OR Cost Estimates
Minimum cost
$1051
Maximum cost
$8932
National Average
$3153
Avg Per Hour Rates
$316
$2102
$5780
Fair price range is based on 503 cost profiles
Why these companies made our list
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