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Find Retirement Advisors for Retirement Planning in Roseburg, Oregon

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 you 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 registrations check. 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.

Finding the Best Retirement Planners in Roseburg, Oregon

Last Updated - May 11, 2024

Roseburg has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Roseburg, Oregon have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Roseburg, Oregon

advisor-photo
vector.svg VERIFIED

Matt Adams
CFP®, CLU®, ChFC®
Jones & Roth

Qualifications
CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ORCA INVESTMENT MANAGEMENT, LLC
2250 Aviation Drive, Suite 3
Roseburg, OR, 97470
$137,374,2705637
A Percentage of AUM, Fixed Fees, Other (NEGOTIABLE PROJECT RELATED FEES)
2
LITTLEJOHN FINANCIAL SERVICES INC
2435 Nw Kline St., Suite 200
Roseburg, OR, 97471
$110,904,59011627
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Roseburg, Oregon

QualificationsFirm CRD# 144377

Assets Under Management $137,374,270

No. Of Clients563

Clients Per Financial Advisor80

ORCA INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Roseburg, Oregon. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 563 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (NEGOTIABLE PROJECT RELATED FEES)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 155113

Assets Under Management $110,904,590

No. Of Clients1162

Clients Per Financial Advisor166

LITTLEJOHN FINANCIAL SERVICES INC is a financial advisory firm situated in Roseburg, Oregon. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1162 clients. The team consists of 7 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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