Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
  • BBB Accreditation
  • Scam Tracker
  • Business Login
Better Business Bureau®Homepage
Resources for Businesses
Better Business Bureau

Navigation menu

  • Consumer Account
  • Get a Quote
  • Start a Review
  • File a Complaint
  • BBB Scam Tracker
  • Get Your Business Listed
  • BBB Accreditation
  • Apply for Accreditation
  • Business Resources
  • For Consumers
  • Careers
  • BBB Directory
  • Join/Apply
  • Customer Reviews
  • Get Consumer Help
  • For Businesses
  • Center for Character Ethics
  • Charities & Donors
  • News & Events
      Country
      USUnited States
      • United States
      • Canada
          Country
          USUnited States
          • United States
          • Canada
          1. Home
          2. Oregon
          3. Central Point
          4. No License Required Financial Consultants (current page)
          Category: No License Required Financial Consultants

          Showing: 16 results for No License Required Financial Consultants
          near Central Point, OR

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Sort By
          • Distance
          • Rating

          Search results

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          850 Ohare Pkwy Ste 102,
          Medford, OR 97504

          James A. Hatton

          Insurance Agent, No License Required Financial Consultants

          not BBB accredited
          (541) 773-3413

          1200 Biddle Rd,
          Medford, OR 97504-4203

          PERSAdvisor

          Retirement Planning Services, Investment Advisory Services, Financial Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Medford, OR
          • OR
          Accredited BusinessAccredited Business
          (541) 690-1069

          930 Town Centre Dr,
          Medford, OR 97504-6100

          Get a Quote

          Hooper Wealth Management Group

          Financial Planning Consultants, Financial Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • MT
          • NC
          • ND
          • NV
          • OR
          • TX
          • WA
          • WY
          Accredited BusinessAccredited Business
          (541) 440-6868

          2192 NE Stephens St Ste 100,
          Roseburg, OR 97470-1478

          Get a Quote

          Anderson & Loe Inc

          No License Required Financial Consultants

          BBB Rating: A+
          not BBB accredited
          (541) 485-3300

          4025 Ferry St,
          Eugene, OR 97405-3932

          College Planning Consultants

          College Admissions Counselor, Educational Consultant, No License Required Financial Consultants

          not BBB accredited
          (541) 488-0919

          1461 Hilyard St,
          Eugene, OR 97401-4311

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          1515 Pine Street,
          Redding, CA 96001

          NJMJ, Inc.

          Tax Return Preparation, Bookkeeping Services, No License Required Financial Consultants

          BBB Rating: A+
          not BBB accredited
          (530) 221-3343

          1147 Hilltop Dr,
          Redding, CA 96003-3814

          Elevate Business Financials LLC

          Bookkeeping Services, Tax Return Preparation, Payroll Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (541) 420-7070

          96168 Pike Lane,
          Lakeview, OR 97630

          Get a Quote

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          830 E Cypress Ave,
          Redding, CA 96002-1004

          College Planning Consultants

          College Admissions Counselor, Educational Consultant, No License Required Financial Consultants

          not BBB accredited
          (541) 488-0919

          PO Box L,
          Florence, OR 97439-0040

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          120 SW Crowell Way Ste 200,
          Bend, OR 97702

          Theresa Rossman, LUTCS

          Financial Services, No License Required Financial Consultants

          not BBB accredited
          (541) 617-5730

          25 NW Minnesota Ave Ste 5,
          Bend, OR 97703

          Wells Fargo Advisors

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A-

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          2273 NW Professional Dr Ste 104,
          Corvallis, OR 97330

          Kirstin's Accounting & Tax

          Tax Return Preparation, Payroll Services, Accounting ...

          BBB Rating: A+
          not BBB accredited
          (503) 939-2461

          PO Box 138,
          Crabtree, OR 97335-0138

          • Page 1
          • Page 2
          NextLast

          Related Categories

          • Investment Advisory Services
          • Financial Services
          • Financial Planning Consultants
          • Investment Security
          • Investment Management
          • Business Brokers
          • Tax Return Preparation
          • Accounting
          • Payroll Services
          • Bookkeeping Services

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+BBB rating

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.

          Request a Business
          BBB

          For Consumers

          • Language Translation Information
          • Search for a Business
          • Get a Quote
          • Start a Review
          • File a Complaint
          • BBB Scam Tracker
          • File an Auto Warranty Complaint
          • Sign up for Scam Alerts
          • Frequently Asked Questions (FAQ)
          • Consumer HQ

          For Businesses

          • Search Business Profiles
          • Get Accredited
          • Data Privacy Framework Program
          • Cross-Border Privacy Rules Certification
          • Get Your Business Listed
          • Partner Code of Conduct
          • Apply for BBB Accreditation
          • Business HQ

          About BBB®

          • Mission & Vision
          • Directory of Local BBBs
          • International Association of Better Business Bureaus
          • BBB Institute for Marketplace Trust
          • Careers
          • BBB Wise Giving Alliance (Give.org)
          • BBB National Programs
          • Give.org
          • BBB Institute for Marketplace Trust
          • Contact
          • BBB Business Partner Code
          • our Facebook (opens in a new tab)
          • our Twitter (opens in a new tab)
          • our LinkedIn (opens in a new tab)
          • our Pinterest (opens in a new tab)
          • our YouTube (opens in a new tab)
          • our Instagram (opens in a new tab)
          • Terms of Use
          • Privacy Policy
          • Your Ad Choices
          • Trademarks
          • Hyperlinking Policy

          © 2025, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US and Canada, and BBB Institute for Marketplace Trust, Inc. All rights reserved. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License.