Insurance Broker in Salem, OR

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List of Firms

Top Salem, OR Insurance Brokerages

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Rafael Perez Oregon Life Insurance Broker
5 out of 5
Location Commercial St SE, Salem, OR 97306, USA
Phone (503) 586-3203
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Salem Insurance Agency, Inc.
3 out of 5
Location 4680 Commercial St SE, Salem, OR 97302, USA
Phone (503) 585-8001
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Nationwide Insurance: Oregon Insurance LLC
3 out of 5
Location 815 Lancaster Dr SE, Salem, OR 97317, USA
Phone (503) 371-8888
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Jason Heinz - COUNTRY Financial representative
4 out of 5
Location 1496 Commercial St NE, Salem, OR 97301, USA
Phone (503) 375-2675
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Farmers Insurance - William McNutt
4 out of 5
Location 223 Commercial St NE Ste 108, Salem, OR 97301, USA
Phone (503) 581-4479
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Farmers Insurance - David Brown
5 out of 5
Location 3030 Commercial St SE, Salem, OR 97302, USA
Phone (503) 363-7335
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Horace Mann Insurance Agency
3 out of 5
Location 420 Pine St NE, Salem, OR 97301, USA
Phone (503) 623-0499
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Valley Insurance Professionals
5 out of 5
Location 1295 Baxter Rd SE, Salem, OR 97306, USA
Phone (503) 480-0499
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Rheinholdt Insurance Agency
5 out of 5
Location 1060 Erixon St NE, Salem, OR 97301, USA
Phone (503) 363-3162
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Medicare, Life, and More
Location 2659 Commercial St SE Suite 284, Salem, OR 97302, USA
Phone (541) 292-7608
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Insurance Brokers in Salem, OR

Where Salem, OR Auto, Life & Health Insurance Brokers Serve

Salem, OR is a vibrant city located in the heart of the Willamette Valley. It is home to a plethora of landmarks, including the Oregon State Capitol, the Willamette Heritage Center, and the historic Elsinore Theatre. The city is also known for its top employers, which include the State of Oregon, Salem Health, and the Salem-Keizer School District. Major highways and streets in Salem include I-5, Highway 22, and Commercial Street. The city is divided into several unique neighborhoods, each with its own charm and character. From the historic homes of the Grant neighborhood to the trendy cafes and shops of downtown, Salem offers something for everyone.

Salem, OR Insurance Broker Related Services

Banks and Credit Unions

Residents of Salem, OR can benefit from a bank in numerous ways. Firstly, a bank can provide easy access to financial services such as checking and savings accounts, loans, and credit cards. These services can help residents manage their finances and achieve their financial goals. Secondly, a bank can offer investment options that can help residents grow their wealth over time. This is especially important in Salem, OR, where the cost of living is relatively high compared to other cities in the state. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. This is particularly useful in a city like Salem, OR, which has a diverse population with varying levels of financial literacy. Finally, a bank can offer convenient technology-based services such as online banking and mobile apps, which can make banking easier and more accessible for residents with busy schedules. Overall, a bank can play a crucial role in helping residents of Salem, OR achieve financial stability and success.

Retirement Planning

Residents of Salem, OR could benefit greatly from the services of a retirement planner. With a population of over 170,000, Salem is the third-largest city in Oregon, and its residents have diverse needs when it comes to planning for their futures. A retirement planner could help Salem residents navigate the complex world of retirement planning, including understanding Social Security benefits, creating a budget for retirement, and determining the best investment strategies. Additionally, Salem is home to a large number of retirees, many of whom are looking for ways to maximize their retirement income while minimizing their expenses. A retirement planner could help these individuals identify opportunities to reduce their tax burden, explore alternative income streams, and make informed decisions about their healthcare and long-term care needs. Overall, a retirement planner could be an invaluable resource for Salem residents looking to secure their financial futures and enjoy a comfortable retirement.

Wealth Management

Residents of Salem, OR can benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager can help individuals and families develop a comprehensive financial plan that aligns with their long-term goals and objectives. This may include investment strategies, tax planning, estate planning, and risk management. Additionally, a wealth manager can provide guidance on how to maximize retirement savings and ensure that clients are on track to achieve their desired retirement lifestyle. In Salem, OR, where the cost of living is relatively high compared to other cities in the state, a wealth manager can also help clients manage their expenses and maintain a sustainable budget. Furthermore, a wealth manager can assist clients in navigating the complex financial landscape and making informed decisions about their money, which can ultimately lead to greater financial security and peace of mind.

Financial Advisor

Residents of Salem, OR can benefit from the assistance of a financial advisor in numerous ways. One of the most common ways is by providing guidance on retirement planning. With the average age of Salem's population being 38 years old, retirement planning is crucial to ensure financial security in the future. A financial advisor can help residents create a retirement plan that takes into account their unique financial situation, including their income, expenses, and long-term goals. Additionally, a financial advisor can help residents navigate the complexities of investing, including selecting the right investment vehicles and managing risk. Given that Salem is home to a diverse population with varying levels of financial literacy, a financial advisor can also provide education and resources to help residents make informed financial decisions. Overall, a financial advisor can be a valuable resource for residents of Salem looking to secure their financial future.

Mortgage Loan Officer

Residents of Salem, OR can benefit from the expertise of a mortgage loan officer in various ways. These professionals can assist in identifying the best mortgage options available in the market and help residents secure a loan that suits their financial situation. Additionally, mortgage loan officers can offer guidance on the home buying process, from pre-approval to closing. In Salem, where the housing market is competitive, a mortgage loan officer can help residents navigate the complexities of the market and find a home that fits their budget and lifestyle. Furthermore, mortgage loan officers can provide advice on how to improve credit scores, which is particularly helpful for first-time homebuyers who may not have had the opportunity to establish a credit history. Overall, the expertise of a mortgage loan officer can make the home buying process in Salem, OR a less daunting and more manageable experience.

Tax Services

Residents of Salem, OR can benefit greatly from the expertise of a tax advisor. With a population of over 170,000 people, Salem is the capital city of Oregon and is home to numerous businesses, government agencies, and individuals with complex tax situations. A tax advisor can assist residents with tax planning, compliance, and resolution of tax disputes with the IRS. This includes providing guidance on deductions and credits specific to Oregon, such as the Oregon Cultural Trust tax credit, which allows residents to donate to cultural organizations and receive a tax credit in return. Additionally, with Salem's proximity to the state's wine country, a tax advisor can offer advice on tax implications for individuals involved in the wine industry, such as vineyard owners or wine distributors. Overall, a tax advisor can provide valuable assistance to Salem residents in navigating the complex world of taxation and maximizing their financial benefits.

Estate Planning Lawyer

Residents of Salem, OR can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can assist in the creation of a will or trust, which is essential in ensuring that an individual's assets are distributed according to their wishes after their demise. Additionally, the lawyer can help in the establishment of a power of attorney, which is crucial in appointing someone to make healthcare or financial decisions on behalf of an individual in case of incapacitation. Moreover, an estate planning lawyer can also help in minimizing estate taxes, which can be a significant concern for residents of Salem, OR, where the estate tax rate is relatively high. With their expertise and knowledge, an estate planning lawyer can provide valuable guidance and advice to residents of Salem, OR, ensuring that their estate planning needs are met comprehensively and efficiently.

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