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Find Retirement Advisors for Retirement Planning in Oregon, Jacksonville

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 2 Retirement Planning firms in Jacksonville, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

525 Bigham Knoll,
Jacksonville, OR, 97530
$1,177,313,040205621
A percentage of AUM, Hourly charges, Fixed fees
2

725 N. 5th Street, Suite 200
Jacksonville, OR, 97530
$295,419,248145023
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Jacksonville, Oregon

QualificationsFirm CRD# 128483

Assets Under Management $1,177,313,040

No. Of Clients2056

Clients Per Financial Advisor98

CUTLER INVESTMENT GROUP is a financial advisory firm situated in Jacksonville, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2056 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 289256

Assets Under Management $295,419,248

No. Of Clients1450

Clients Per Financial Advisor63

PRACTICE FINANCIAL GROUP is a financial advisory firm situated in Jacksonville, Oregon. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1450 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

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