List of Firms
Marion County, OR Fiduciary Financial Advisors
Ben Bruce - Raymond James
Claassen Financial Services Inc
Edward Jones - Financial Advisor: Erin E Ice
SBS Financial Services
Raymond James Financial Services
Edward Jones - Financial Advisor: Jeff Miller
Edward Jones - Financial Advisor: Chris Hernandez
Beth M. Walker - Prudential Financial
Senior Financial Corporation
Edward Jones - Financial Advisor: Ryan M Jones, CFP®|AAMS®
Marion Kristopher
Edward Jones - Financial Advisor: Jim Womack III
Back Nine Wealth Management Group of Raymond James
Edward Jones - Financial Advisor: Bobby Browder
Edward Jones - Financial Advisor: Betsy R Rush
Where Certified Financial Advisors in Marion County, OR Serve
Marion County, located in the heart of the Willamette Valley, boasts a diverse range of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Oregon State Capitol building to the scenic Silver Falls State Park, Marion County is home to an array of iconic destinations. The county is also home to major employers such as Salem Health, Chemeketa Community College, and the Oregon Department of Corrections. Major highways such as I-5 and Highway 22 run through the county, providing easy access to neighboring cities and states. Neighborhoods such as West Salem, Keizer, and Silverton offer unique communities with their own distinct charm and character. With its rich history, natural beauty, and thriving economy, Marion County is a dynamic and vibrant place to call home.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Marion County, OR
Financial advisors in Marion County, OR provide a wide range of services to help individuals and businesses manage their finances effectively. These services include investment planning, retirement planning, tax planning, estate planning, and risk management. With the increasing complexity of financial markets and regulations, it is essential to work with a knowledgeable and experienced financial advisor who can help you navigate the intricacies of the financial world. In Marion County, OR, financial advisors also provide specialized services such as agricultural and forestry financial planning, given the county's significant agricultural and forestry industries. They can help farmers and forest owners manage their finances, plan for the future, and make informed decisions about their investments. By working with a financial advisor in Marion County, OR, you can ensure that your financial goals are aligned with your values and that you have a solid plan in place to achieve them.
Marion County, OR is the ideal place to seek financial advising due to its plethora of experienced and knowledgeable financial advisors. With a population of over 300,000, Marion County is home to a diverse range of businesses and industries, making it a hub for financial services. The county boasts a high concentration of certified financial planners and investment advisors, who have a deep understanding of the local economy and can provide tailored advice to clients. Additionally, Marion County's financial advisors are well-versed in the state's unique tax laws and regulations, which can be a significant advantage for clients seeking to optimize their financial strategies. Overall, Marion County's abundance of talented financial advisors, coupled with their expertise in local financial matters, make it the premier destination for anyone seeking top-notch financial advising services.
A financial planner in Marion County, OR is responsible for providing comprehensive financial advice and support to individuals, families, and businesses in the region. They help clients establish financial goals, develop investment strategies, and manage their assets to achieve long-term financial stability. In Marion County, OR, financial planners must navigate a complex economic landscape that includes a diverse range of industries, from agriculture and manufacturing to healthcare and technology. They must also stay up-to-date on local tax laws and regulations, as well as national economic trends that may impact their clients' financial plans. With a deep understanding of the local market and a commitment to personalized service, financial planners in Marion County, OR play a vital role in helping their clients achieve financial success and security.
Marion County, OR residents should seek the assistance of a financial advisor when they are facing complex financial challenges or when they are planning for future financial goals. Given the diverse economic landscape of Marion County, which includes significant agricultural, manufacturing, and service sectors, residents may encounter unique financial situations that require expert advice. For example, those in the agricultural industry may need guidance on managing cash flow during seasonal fluctuations, while those in manufacturing may require assistance with planning for capital expenditures. Additionally, with the region's growing population and changing demographics, residents may need help with retirement planning, estate planning, or navigating tax laws. A financial advisor can provide tailored advice and solutions to help residents achieve their financial objectives and navigate the complexities of the Marion County economy.
A financial advisor in Marion County, OR should possess a multitude of important qualities to effectively serve their clients. Firstly, they must have a deep understanding of the local economy and financial landscape unique to Marion County. With a population of over 300,000 people, Marion County is home to a diverse range of industries including agriculture, healthcare, and manufacturing. As such, a financial advisor must be able to navigate the intricacies of these industries and provide tailored financial advice to their clients. Additionally, they must possess strong analytical and problem-solving skills to identify potential financial risks and opportunities for their clients. Effective communication skills are also crucial, as a financial advisor must be able to clearly articulate complex financial concepts to their clients in a way that is easily understandable. Finally, a financial advisor in Marion County must be committed to ongoing education and professional development to stay up-to-date on the latest financial trends and regulations.
Marion County, OR boasts a plethora of top-notch financial advising firms. From small boutique firms to large national chains, there is no shortage of options for individuals seeking financial guidance. One specific aspect that sets Marion County apart from other regions is its strong agricultural industry. Many of the top firms in the area specialize in providing financial advice to farmers and ranchers, offering tailored solutions to help them navigate the unique challenges of the industry. Additionally, these firms often have a deep understanding of the local economy and can provide valuable insights to clients looking to invest in the region. With a diverse range of expertise and a deep commitment to serving the community, the financial advising firms in Marion County are truly second to none.
Financial advisors in Marion County, OR typically receive compensation through a variety of methods. One common approach is through commission-based compensation, where advisors earn a percentage of the assets they manage or the products they sell. Another popular method is fee-based compensation, where advisors charge a flat fee or hourly rate for their services. In Marion County, OR, financial advisors may also receive compensation through a combination of both commission-based and fee-based models. Additionally, some advisors may offer a retainer-based compensation structure, where clients pay a monthly or annual fee for ongoing financial planning services. It's worth noting that financial advisors in Marion County, OR are held to strict ethical and legal standards, including the fiduciary duty to act in their clients' best interests.
