Top financial advisors in Astoria, OR
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Astoria, OR when you're navigating complex financial decisions like managing high income taxes or planning for retirement without sales tax benefits. A common mistake is overlooking how Oregon's relatively high income taxes impact your overall financial plan.
- Income tax expertise. Confirm the advisor understands Oregon's tax landscape and can integrate it into your investment and withdrawal strategies.
- Retirement timing insight. Ask how they help balance income needs with tax implications to optimize your retirement income.
- Fee structure clarity. Flat-fee advisors here offer predictable costs; check how fees align with the services you need.
- Experience with local regulations. Ensure they consider state-specific rules that affect estate planning and tax efficiency.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rachel R
Series 66
Astoria, OR
Thrivent Investment Management
Rachel French in Astoria, OR, brings five years of experience and a Series 66 registration, working with Thrivent Investment Management, a large firm offering Dedicated Planning Services focused on goal-based financial planning. Her background includes business ownership considerations and community involvement, which may provide nuanced insights into local financial and tax challenges compared to advisors with different firm sizes or specialties.
Experience: 6 years
Avg account: $162,801
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Jamey H
Series 66
Astoria, OR
Raymond James Financial
Jamey Hendricks offers 24 years of experience in retirement and business succession planning, well-suited for navigating Oregon's tax landscape in Astoria. His flat-fee structure at Raymond James Financial, a large firm serving diverse clients, provides predictable costs and access to extensive resources, distinguishing him from advisors with different fee models or smaller firm affiliations.
Experience: 24 years
Avg account: $700,796
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Andrew S
Series 66
Seaside, OR
Nations Financial Group, Inc.
Andrew Sadler's background in the Coast Guard and Series 66 designation support his capability to navigate complex financial decisions relevant to Astoria, OR residents, including tax-aware investment strategies. His firm, Nations Financial Group, offers tailored portfolios and serves diverse clients with a flat-fee consulting option, distinguishing him from others by combining personalized service with flexible fee arrangements.
Experience: 1 year
Avg account: $832,461
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Lisa W
Series 66
Astoria, OR
Wells Fargo Clearing
Lisa Wise, based in Astoria, OR, offers financial advice through Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven approach grounded in modern portfolio theory. She serves high-net-worth clients with a flat-fee structure and integrates insurance and bank deposit sweep options, distinguishing her from advisors with smaller firms or different fee models.
Experience: 1 year
Avg account: $475,575
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Adam M
Series 66
Astoria, OR
Edward Jones
Adam Miller's 13 years at Edward Jones equip him to address retirement income strategies and tax considerations relevant to Astoria, OR residents. His experience with retirement plans for business owners and medical professionals, combined with Edward Jones' large-firm resources and a fee structure up to 1.35% annually, distinguishes him from other local advisors.
Experience: 14 years
Avg account: $246,728
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