There are a variety of titles for financial professionals, including financial planner, wealth manager, and investment advisor. Each has a different focus area and may have specific certifications. A financial planner can help you achieve your financial goals and maintain your wealth.
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Whether you are looking for help with investing or retirement planning, hiring a financial advisor is worth considering. They can provide you with a better understanding of your finances and help you make the right choices. Moreover, they can offer a variety of services to meet your needs, such as investment management, tax planning, and financial consulting.
Fidelis iM is a financial advisory firm based in Medford, Oregon. It manages approximately $183.3 million in assets across 458 client accounts. Its team includes two financial advisors. The firm is not a broker-dealer, meaning that it does not offer its own securities to customers. Its investment advisors typically charge asset-based fees.
Led by Certified Financial PlannerTM professional Keegan Denn, Fidelis iM delivers a refreshing financial experience that helps clients make wise decisions and take effective actions. Their disciplined and diversified investment process is designed to maximize return while mitigating portfolio risk.
The firm’s services include financial planning, investment management, and retirement planning. They also offer insurance options, including life and health. In addition, they offer PERS advice and guidance. The firm has an excellent track record of helping clients reach their financial goals. The firm is a registered investment adviser in Oregon and California.
Cutler Investment Group
The Cutler Investment Group serves individuals, foundations, endowments, and corporations. Its services include wealth management, retirement planning, and designing investment solutions. The firm also offers private equity investments, real estate investment trusts, and other investment options. The company was founded in 1977 and is headquartered in Jacksonville, Oregon. It has 21-50 employees. Cutler Investment Group is ranked #8 in the Forbes “America’s Top Advisors” list. The ranking is based on interviews, compliance records, assets under management, revenue, and other criteria. Forbes does not receive compensation from the advisors or their firms in exchange for placement on the rankings. Matthew Cutler is the Chairman and Chief Executive Officer of the firm. Erich Patten is the Co-Portfolio Manager of the fund and has been a Member, Investment Committee Member, and Portfolio Manager of the Adviser and its affiliates since 2003, and Chief Investment Officer of the Adviser since 2011. Xavier Urpi has been a Member, Investment Committee Member, Portfolio Manager, and Director of Fixed Income of the Adviser and its affiliates. He received a B.S. in Economics from The Wharton School, University of Pennsylvania, and a M.A. from The Harris School of Public Policy, University of Chicago.
Jones & Associates Premier Financial Solutions
Jones & Associates Premier Financial Solutions is an investment advisory firm based in Medford, Oregon. It manages $129 million in assets across 1,230 client accounts. It offers a range of services, including financial planning and portfolio management for individuals and small businesses. The firm charges a variety of fees, including asset-based and hourly fees. SmartAsset’s financial advisor matching tool can match you with an adviser based on your unique needs.
The firm’s president and founder is Herstle Jones. He is a financial planner who has been working in the industry for over 20 years. He specializes in retirement planning and investments as well as insurance coverage. His team is dedicated to helping clients achieve financial independence and freedom. They also offer advice on avoiding unnecessary taxes on Social Security benefits, income and estate.
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS LLC offers financial planning and investments, health and life insurance, medicare solutions, annuities, estate and tax planning. This business is in an industry that requires professional licensing, bonding or registration. The business is a member of the Better Business Bureau (BBB). This business has been rated by BBB for marketplace practices and customer satisfaction. This business is located in Jackson County, Oregon.
KDP Certified Public Accountants
KDP Certified Public Accountants LLP is an accounting firm that offers tax preparation services to customers and small business owners in Medford, Oregon. Its clients include individuals and businesses in a variety of industries, including retail and wholesale. KDP has a staff of over 125 people and provides a full range of financial services. These include audit, taxation, financial analysis, business planning and consulting.
The company has an extensive list of clients that includes private companies, nonprofit organizations and governments. It also provides bookkeeping, financial statements, tax return preparation and payroll services. In addition, it provides QuickBooks training and support and retirement planning services. It also helps new and existing businesses get started.
Its employees work with high-net worth (HNW) clients and provide holistic financial planning and investment advice. They help develop and communicate long-term investment strategies, and assist with ad hoc projects and client service requests. They must be able to handle multiple priorities and be comfortable working with eMoney, Tamarac, Salesforce, and other platforms.
The average salary for Kdp Certified Public Accountants, Llp is $75,529 per year. This is comparable to the salary for other companies in the Business Services industry. The company has an excellent reputation in the community and has won many awards.
Elevation Capital Strategies
If you’re in need of a financial advisor, you should hire one who specializes in the type of investments and services you need. They’ll help you achieve your long-term goals and make the most of your assets. They’ll also help you navigate the complex tax landscape and reduce your risk. There’s a common misconception that wealth managers are only for wealthy individuals, but they can be helpful to people from all income levels.
Elevation Capital Strategies is an investment advisory firm that offers a full range of retirement financial planning services. Its unique investment strategies are designed to ensure sustainable retirement income and mitigate the impact of inflation. The company also minimizes unnecessary fees and steers investors away from high-fee investments.
This company provides financial management services for individuals and small businesses. It also offers educational seminars and workshops, including insurance products. Its fee structure is based on the types of services offered.
Its financing options are available to business owners with poor credit scores and limited business history. Its core financing product is an MCA, which allows you to obtain a cash advance that you repay through deductions from your future sales. This method of financing is more expensive than conventional loans, but it doesn’t require a high credit score or extensive business history to qualify.
Legacy CPA
Legacy CPA is a small accounting firm in Medford, Oregon that was established in 2012. They provide a variety of services to individuals and businesses. These services include tax preparation, accounting, and business consulting. They also offer bookkeeping services and payroll processing.
They specialize in working with small to medium sized business and service industries, as well as non-profits and municipalities. They can help with a wide range of issues, including tax-exempt status applications, audits, and Form 990s. They can even assist with bank financing. They can also offer strategic business planning, and exit/succession strategies.
Lynn is a Certified Public Accountant and a financial planner with more than 40 years of experience. She works with clients on a personal basis, and she understands the need to fully customize plans to suit each client’s needs. She is especially skilled at planning for retirement, long-term care and estate planning. She is committed to helping her clients navigate the complicated world of taxes and finances, and she is dedicated to providing excellent customer service. She is a member of the AICPA and has a strong sense of responsibility for her clients’ financial lives. She is passionate about giving back to the community, and she serves as a trustee for a local nonprofit.
Richard W. Brewster
If you’re a new retiree, you might want to consider hiring a financial advisor to manage your finances. They can help you set up a retirement plan and manage your investments. They can also help you make informed decisions about your healthcare and tax situation. In addition, they can help you plan for your future needs, such as long-term disability insurance.
Founded in 2010, Richard W. Brewster CPA PC is an accounting firm that provides tax and accounting services to individuals, businesses, trusts, estates, and municipalities. The company has a small team and is located in Medford, Oregon. Its founder, Richard W. Brewster, is a Certified Public Accountant and an Oregon Licensed Municipal Auditor.
The firm specializes in tax and accounting services for individuals, businesses, trusts, estates, and non-profit organizations. They also provide consulting and business advisory services. They serve clients in Medford and the surrounding areas. They have a wide range of experience and offer high-quality service at a competitive price. They are committed to the satisfaction of their customers and work to build lasting relationships. They can also assist with international finance matters. They can help with importing and exporting goods, and can guide clients through the process of establishing overseas subsidiaries.