#1Cutler Investment Group
CUTLER INVESTMENT COUNSEL, LLC
Serves this area from OR
Retirement Plan Advisors in Josephine County, OR
The top-ranked retirement plan advisors serving Josephine County, OR are Cutler Investment Group, Jones & Associates Premier Financial Solutions and Practice Financial Group. We list 6 retirement plan advisors serving Josephine County, OR. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Josephine County, OR. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Josephine County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cutler Investment Group | SEC-registered investment adviser (CRD)#128483 | OR | (541) 770-9000 |
| 2 | Jones & Associates Premier Financial Solutions | SEC-registered investment adviser (CRD)#152930 | Jacksonville, OR (31 mi) | (541) 500-4321 |
| 3 | Practice Financial Group | SEC-registered investment adviser (CRD)#289256 | Jacksonville, OR (32 mi) | (541) 973-2602 |
| 4 | Oregon Pacific Wealth Management | SEC-registered investment adviser (CRD)#283958 | Medford, OR (39 mi) | (541) 858-0166 |
| 5 | Koenig Investment Advisory, LLC | SEC-registered investment adviser (CRD)#311422 | Ashland, OR (45 mi) | (541) 608-0551 |
| 6 | Littlejohn Financial Services Inc | SEC-registered investment adviser (CRD)#155113 | Roseburg, OR (58 mi) | (541) 375-0898 |
#2Jones & Associates Premier Financial Solutions
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLCServes this area from Jacksonville, OR (31 mi)#3Practice Financial Group
PFG INVESTMENTS, LLCServes this area from Jacksonville, OR (32 mi)#4Oregon Pacific Wealth Management
OREGON PACIFIC WEALTH MANAGEMENT, LLCServes this area from Medford, OR (39 mi)#5Koenig Investment Advisory, LLC
KOENIG INVESTMENT ADVISORY, LLCServes this area from Ashland, OR (45 mi)#6Littlejohn Financial Services Inc
LITTLEJOHN FINANCIAL SERVICES, INCServes this area from Roseburg, OR (58 mi)
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Frequently asked questions
How many retirement plan advisors serve Josephine County?
We list 6 retirement plan advisors serving Josephine County, OR: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Josephine County?
The top-ranked retirement plan advisors serving Josephine County, OR are Cutler Investment Group, Jones & Associates Premier Financial Solutions, Practice Financial Group, Oregon Pacific Wealth Management and Koenig Investment Advisory, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Josephine County are verified against official records?
6 of the top 6 match an active official record: Cutler Investment Group (U.S. Securities and Exchange Commission), Jones & Associates Premier Financial Solutions (U.S. Securities and Exchange Commission), Practice Financial Group (U.S. Securities and Exchange Commission), Oregon Pacific Wealth Management (U.S. Securities and Exchange Commission) and Koenig Investment Advisory, LLC (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Josephine County
Communities served
Redwood, Cave Junction, Merlin, New Hope, Williams, Selma, Kerby, O'Brien, Takilma