List of Firms
Salem, OR Fiduciary Financial Advisors
Adam Feik - Associate Financial Advisor, Ameriprise Financial Services, LLC
Zac Hill - Financial Advisor, Ameriprise Financial Services, LLC
Great Oak Advisors Inc
Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Michael R Wooters
Brazier Hinz & Associates
Connor Day - Financial Advisor, Ameriprise Financial Services, LLC
The Gescher Herber Group at TRUE Private Wealth Advisors
Edward Jones - Financial Advisor: Cameron Hunt
Morgan Stanley Financial Advisors
LPL Financial
Directions Wealth Management | PNW
Bellinger Financial Services
Cascade Financial Planners
Merrill Lynch Wealth Management Advisor Anthony Vredenburg
Jared A. Virtue Wealth Management Advisor - Northwestern Mutual
Edward Jones - Financial Advisor: Max Elvrom, CFP®|AAMS™|CRPC®
JGC Wealth Management, LLC
Hourglass Planning - Ameriprise Financial Services, LLC
Doneth & Sturdivant Wealth Advisors - Ameriprise Financial Services, LLC
William Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Shawn Ryan - Thrivent
Zachary Blalack - Financial Advisor, Ameriprise Financial Services, LLC
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
Northwest Financial Advisors, A financial advisory practice of Ameriprise Financial Services, Inc.
Edward Jones - Financial Advisor: Eric D Thompson, CFP®
Sten Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Gary M Rierson - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Jason L McMurphy, CRPC®
The Legacy Group, Ltd.
Bain Wealth Management
Derek A Gilbert - Financial Advisor, Ameriprise Financial Services, LLC
Clearview Wealth Advisors
Kevin C Holland - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Brandon Perkins
Timepiece Financial Planning
AIO Fee Only Financial Advisors
The H Group, Inc.
Jackman Wealth Management
Financial Freedom Wealth Management Group, LLC
Jason Doneth - Financial Advisor, Ameriprise Financial Services, LLC
Financial Advisors | U.S. Bancorp Investments
Edward Jones - Financial Advisor: Jeff Davis
James O Sturdivant - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Phil Ridling
Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™
Wells Fargo Advisors
Chamberlain Financial Group
Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™
Willamette Financial Group LLC
Merrill Lynch Wealth Management Advisor George C Carter
Gabby Northrop - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Chip Hutchings
Edward Jones - Financial Advisor: Tim Sparks, CFP®
Mikeal D Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC
Grant Stewart - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Salem, OR Serve
Salem, OR is a bustling city located in the heart of the Willamette Valley. This vibrant community is home to a plethora of landmarks, including the Oregon State Capitol Building, the Willamette Heritage Center, and the historic Bush House Museum. The city is also home to several top employers, such as Salem Health, the State of Oregon, and Salem-Keizer Public Schools, which offer a wide range of job opportunities to residents. In terms of transportation, Salem is conveniently located near several major highways, including I-5, which runs north-south through the city, and Highway 22, which connects Salem to the Oregon Coast. The city is also home to several major streets, including Commercial Street, which is lined with shops, restaurants, and businesses, and Liberty Street, which runs through the heart of downtown Salem. Salem is divided into several distinct neighborhoods, each with its own unique character and charm.
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 Salem, OR
A financial advisor in Salem, OR can provide a range of financial advising services to clients looking to secure their financial future. With a deep understanding of the local economic landscape, a financial advisor can help clients navigate the complex financial terrain of Salem, OR. From investment planning to retirement planning, a financial advisor can help clients make informed decisions that will enable them to achieve their financial goals. Whether it's developing a comprehensive investment strategy or creating a tax-efficient retirement plan, a financial advisor in Salem, OR can provide the expert guidance and support that clients need to succeed. With a wealth of experience and knowledge of the local market, a financial advisor can help clients make sense of the complex financial landscape of Salem, OR and take control of their financial future.
Salem, Oregon is the ultimate destination for anyone seeking financial advice. The city is home to a plethora of financial advisors who possess a wealth of knowledge and expertise in their field. What sets Salem apart from other cities is its unique blend of natural beauty and financial prowess. The city is surrounded by stunning landscapes that provide a serene and calming atmosphere for anyone seeking financial guidance. Furthermore, the financial advisors in Salem are highly skilled in their craft and possess a deep understanding of the local economy. They are well-equipped to provide personalized financial advice that is tailored to meet the specific needs of each client. With their extensive knowledge of investment strategies, retirement planning, and tax management, the financial advisors in Salem are the best in the business. Whether you're a seasoned investor or just starting out, Salem, Oregon is the place to be for all your financial needs.
A financial planner in Salem, OR is responsible for providing clients with comprehensive financial advice and guidance. They analyze their clients' financial situation, including income, expenses, assets, and liabilities, to develop a personalized financial plan that meets their specific needs and goals. In Salem, OR, a financial planner must also take into account the unique economic and market conditions of the region. With a diverse economy that includes healthcare, education, and government, as well as a growing tech industry, a financial planner must have a deep understanding of the local market and how it affects their clients' investments. They must also be well-versed in the tax laws and regulations that apply to Salem residents. Through their expertise and guidance, a financial planner in Salem, OR helps clients achieve financial security and peace of mind.
Salem, OR residents should consider reaching out to a financial advisor when they are experiencing a major life event such as buying a home, starting a business, or planning for retirement. With its growing population of over 170,000 people, Salem has a diverse economy that includes government, healthcare, education, and agriculture. The complexity of these industries can make it difficult for individuals to navigate their financial options and make informed decisions. Additionally, Salem's proximity to Portland and the Willamette Valley wine region means that residents may have unique investment opportunities that require expert guidance. A financial advisor can help Salem residents develop a personalized financial plan that takes into account their goals, risk tolerance, and unique circumstances. By working with a financial advisor, Salem residents can feel confident that they are making informed decisions about their finances and planning for a secure future.
A financial advisor in Salem, OR must possess a unique set of qualities to succeed in the Pacific Northwest. Firstly, they must have a deep understanding of the local economy, which is heavily reliant on the timber and agriculture industries. This means that they must be able to navigate the fluctuations in these markets and provide sound advice to their clients. Additionally, they must be able to communicate effectively with clients from diverse backgrounds, as Salem is a melting pot of cultures and ethnicities. Furthermore, a financial advisor in Salem must be well-versed in sustainable investing, as the city prides itself on its commitment to environmentalism and sustainability. They must also be able to adapt to the changing technological landscape, as Salem is home to a thriving tech industry. Finally, they must possess a strong ethical compass and be committed to upholding the highest standards of professionalism, as Salem is a city that values integrity and honesty above all else.
Salem, OR is home to a plethora of top-notch financial advising firms that cater to the diverse needs of the local community. These firms offer a range of services including investment management, retirement planning, tax planning, and estate planning. Among the most reputable firms in the area are those that have been in business for decades, with a proven track record of success. They have built a loyal client base by providing personalized attention and customized solutions that align with the unique financial goals of each individual. What sets these firms apart is their deep understanding of the local economy and market trends, which allows them to provide insightful advice that is tailored to the specific needs of Salem residents. Whether you are a young professional just starting out or a retiree looking to make the most of your golden years, there is a financial advising firm in Salem that can help you achieve your goals.
Financial advisors in Salem, OR get compensated in a variety of ways. One common method is through commissions on the sale of financial products such as insurance policies or mutual funds. Another way is through a fee-based structure where clients pay a percentage of their assets under management. Some advisors may charge an hourly rate for their services. In Salem, OR, financial advisors may also receive compensation through referral fees from other professionals such as attorneys or accountants. Additionally, some advisors may receive bonuses or incentives for meeting certain performance targets. It is important for clients to understand how their advisor is compensated in order to ensure that their interests are aligned and that they are receiving unbiased advice.
