Best Financial Advisors in Salem, OR

We did the hard work of finding trustworthy partners in Salem, OR. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Salem, OR Fiduciary Financial Advisors

SEC File# 801-119386
CRD# 310168
5 out of 5
Location 1640 Liberty St SE, Salem, OR 97302, USA
Phone (503) 585-1067
Directions
SEC File# 801-76997
CRD# 164947
5 out of 5
Location 388 State St #1000, Salem, OR 97301, USA
Phone (503) 400-3311
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 2651 Commercial St SE #2, Salem, OR 97302, USA
Phone (503) 362-5554
Directions
SEC File# 801-110036
CRD# 287670
5 out of 5
Location 2005 Madrona Ave SE, Salem, OR 97302, USA
Phone (503) 967-1980
Directions
generic_business-71
Adam Feik - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 528 Cottage St NE Ste 300A, Salem, OR 97301, USA
Phone (503) 485-2980
Directions
generic_business-71
Zac Hill - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Great Oak Advisors Inc
SEC File# 801-33020
CRD# 10299
5 out of 5
Location 3468 Liberty Rd S, Salem, OR 97302, USA
Phone (503) 364-0950
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 388 State St Ste 850, Salem, OR 97301, USA
Phone (503) 485-5204
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Michael R Wooters
SEC File# 801-3297
CRD# 250
4 out of 5
Location 4035 12th Street Cutoff SE Ste 130, Salem, OR 97302, USA
Phone (503) 362-5439
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Brazier Hinz & Associates
5 out of 5
Location 3550 Liberty Rd S #230, Salem, OR 97302, USA
Phone (503) 566-7266
Directions
generic_business-71
Connor Day - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Directions
generic_business-71
The Gescher Herber Group at TRUE Private Wealth Advisors
5 out of 5
Location 388 State St #1000, Salem, OR 97301, USA
Phone (503) 400-3313
Directions
generic_business-71
Edward Jones - Financial Advisor: Cameron Hunt
SEC File# 801-3297
CRD# 250
Location 530 Center St NE Ste 600, Salem, OR 97301, USA
Phone (503) 385-1478
Directions
generic_business-71
Morgan Stanley Financial Advisors
Location 4285 Commercial St SE Ste 200, Salem, OR 97302, USA
Phone (503) 581-1511
Directions
generic_business-71
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2425 13th St SE, Salem, OR 97302, USA
Phone (503) 364-9359
Directions
generic_business-71
Directions Wealth Management | PNW
Location 350 Mission St SE Suite 102, Salem, OR 97302, USA
Phone (503) 990-8002
Directions
generic_business-71
Bellinger Financial Services
Location 549 Kingwood Dr NW, Salem, OR 97304, USA
Phone (503) 363-0112
Directions
generic_business-71
Cascade Financial Planners
5 out of 5
Location 195 Owens St S, Salem, OR 97302, USA
Phone (503) 581-6029
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Anthony Vredenburg
Location 1255 Lee St SE Suite 150, Salem, OR 97302, USA
Phone (503) 540-4216
Directions
generic_business-71
Jared A. Virtue Wealth Management Advisor - Northwestern Mutual
5 out of 5
Location 465 Commercial St NE STE 100, Salem, OR 97301, USA
Phone (503) 798-9262
Directions
generic_business-71
Edward Jones - Financial Advisor: Max Elvrom, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 695 Commercial St SE Suite #110, Salem, OR 97301, USA
Phone (503) 362-9699
Directions
generic_business-71
JGC Wealth Management, LLC
Location 2035 Madrona Ave SE Ste 100, Salem, OR 97302, USA
Phone (503) 304-9248
Directions
generic_business-71
Hourglass Planning - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 528 Cottage St NE Ste 300A, Salem, OR 97301, USA
Phone (503) 485-2980
Directions
generic_business-71
Doneth & Sturdivant Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Directions
generic_business-71
William Anderson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 388 State St Ste 850, Salem, OR 97301, USA
Phone (503) 485-5204
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
generic_business-71
Shawn Ryan - Thrivent
Location 4747 Skyline Rd S Ste. 190, Salem, OR 97306, USA
Phone (503) 588-5150
Directions
generic_business-71
Zachary Blalack - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 388 State St Ste 850, Salem, OR 97301, USA
Phone (503) 485-5204
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
generic_business-71
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 388 State St Ste 850, Salem, OR 97301, USA
Phone (503) 485-5204
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
generic_business-71
Northwest Financial Advisors, A financial advisory practice of Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 195 Liberty St SE, Salem, OR 97301, USA
Phone (541) 897-0538
Directions
generic_business-71
Edward Jones - Financial Advisor: Eric D Thompson, CFP®
SEC File# 801-3297
CRD# 250
Location 1661 Edgewater St NW Suite 130, Salem, OR 97304, USA
Phone (503) 375-7612
Directions
generic_business-71
Sten Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 925 Commercial St SE UNIT 300, Salem, OR 97302, USA
Phone (503) 399-9498
Directions
generic_business-71
Gary M Rierson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 528 Cottage St NE #300a, Salem, OR 97301, USA
Phone (503) 371-1012
Directions
generic_business-71
Edward Jones - Financial Advisor: Jason L McMurphy, CRPC®
SEC File# 801-3297
CRD# 250
Location 4035 12th Street Cutoff SE Ste 130, Salem, OR 97302, USA
Phone (503) 362-5439
Directions
generic_business-71
The Legacy Group, Ltd.
Location 1193 Liberty St SE STE 100, Salem, OR 97302, USA
Phone (503) 581-6020
Directions
generic_business-71
Bain Wealth Management
SEC File# 801-72037
CRD# 155344
5 out of 5
Location 885 Lancaster Dr SE Suite C, Salem, OR 97317, USA
Phone (503) 370-9003
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Derek A Gilbert - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Directions
generic_business-71
Clearview Wealth Advisors
SEC File# 801-117527
CRD# 305737
Location 670 Hawthorne Ave SE, Salem, OR 97301, USA
Phone (503) 400-7800
Directions
generic_business-71
Kevin C Holland - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Brandon Perkins
Location 1255 Lee St SE Suite 150, Salem, OR 97302, USA
Phone (503) 540-4206
Directions
generic_business-71
Timepiece Financial Planning
Location 3995 Hagers Grove Rd SE, Salem, OR 97317, USA
Phone (360) 687-0244
Directions
generic_business-71
AIO Fee Only Financial Advisors
SEC File# 801-118105
CRD# 114030
Location 5265 Mac St SE, Salem, OR 97306, USA
Phone (503) 714-3797
Directions
generic_business-71
The H Group, Inc.
SEC File# 801-39523
CRD# 106801
4 out of 5
Location 500 Liberty St SE Ste. 310, Salem, OR 97301, USA
Phone (503) 371-3333
Directions
generic_business-71
Jackman Wealth Management
Location 388 State St, Salem, OR 97301, USA
Phone (503) 990-6830
Directions
generic_business-71
Financial Freedom Wealth Management Group, LLC
5 out of 5
Location 2288 Liberty St NE, Salem, OR 97301, USA
Phone (971) 599-5142
Directions
generic_business-71
Jason Doneth - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Financial Advisors | U.S. Bancorp Investments
SEC File# 801-68122
CRD# 17868
Location 302 State St, Salem, OR 97301, USA
Phone (503) 316-1928
Time Monday: 9:30 AM – 5:00 PM Tuesday: 9:30 AM – 5:00 PM Wednesday: 9:30 AM – 5:00 PM Thursday: 9:30 AM – 5:00 PM Friday: 9:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Jeff Davis
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2235 Mission St SE Suite 200, Salem, OR 97302, USA
Phone (503) 363-0445
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
James O Sturdivant - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Phil Ridling
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3470 Liberty Rd S, Salem, OR 97302, USA
Phone (503) 581-8580
Directions
generic_business-71
Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 540 Patterson St NW Suite 100, Salem, OR 97304, USA
Phone (503) 585-1464
Directions
generic_business-71
Wells Fargo Advisors
Location 500 Liberty St SE Suite 10, Salem, OR 97301, USA
Phone (503) 581-5353
Directions
generic_business-71
Chamberlain Financial Group
Location 388 State St Suite 550, Salem, OR 97301, USA
Phone (503) 364-8722
Directions
generic_business-71
Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 525 Glen Creek Rd NW Suite 110, Salem, OR 97304, USA
Phone (503) 588-5426
Directions
generic_business-71
Willamette Financial Group LLC
Location 3550 Liberty Rd S #230, Salem, OR 97302, USA
Phone (503) 566-7266
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor George C Carter
Location 1255 Lee St SE Suite 150, Salem, OR 97302, USA
Phone (503) 540-4221
Directions
generic_business-71
Gabby Northrop - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 235 Front St SE Ste 400, Salem, OR 97301, USA
Phone (503) 399-1333
Directions
generic_business-71
Edward Jones - Financial Advisor: Chip Hutchings
SEC File# 801-3297
CRD# 250
5 out of 5
Location 454 Lancaster Dr NE, Salem, OR 97301, USA
Phone (503) 585-4689
Directions
generic_business-71
Edward Jones - Financial Advisor: Tim Sparks, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3390 Commercial St SE, Salem, OR 97302, USA
Phone (503) 370-6159
Directions
generic_business-71
Mikeal D Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 528 Cottage St NE Ste 300A, Salem, OR 97301, USA
Phone (503) 485-2980
Directions
generic_business-71
Grant Stewart - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 528 Cottage St NE Ste 300A, Salem, OR 97301, USA
Phone (503) 485-2980
Directions
Financial Advisors in Salem, OR

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

Residents of Salem, OR are serviced by banks in a variety of ways, but one of the most common is through personal checking and savings accounts. With several major banks and credit unions located throughout the city, Salem residents have access to a range of banking services, including online and mobile banking, ATM access, and personalized financial advice. One specific feature that sets Salem apart from other cities is the prevalence of community banks and credit unions, which often offer more personalized service and a stronger focus on local businesses and organizations. Whether you're looking to open a new account, apply for a loan, or simply manage your finances more effectively, the banks of Salem, OR are here to help.

Insurance Broker

Residents of Salem, OR can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance on selecting the right insurance policies to meet specific needs. For example, Salem residents may need to consider policies that provide coverage for natural disasters such as floods or wildfires, as these are common occurrences in the area. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage options at affordable prices. Additionally, an insurance broker can provide valuable advice on how to minimize risks and avoid potential losses, which can help residents protect their assets and financial well-being. Overall, an insurance broker can be a valuable resource for Salem residents looking to secure the best insurance coverage for their unique needs.

Retirement Planning

Residents of Salem, OR could benefit greatly from the services of a retirement planner. With the city's high cost of living and unpredictable economic climate, it's important for individuals to have a solid plan in place for their retirement years. A retirement planner can help residents navigate the complexities of retirement savings, investment options, and Social Security benefits. Additionally, with the city's large population of retirees, a retirement planner can provide valuable insight into the local resources available for seniors, such as healthcare options, community programs, and assisted living facilities. Overall, a retirement planner can help Salem residents feel more secure and confident in their financial future.

Wealth Management

Residents of Salem, OR could benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager could help is by providing guidance on retirement planning. Many residents of Salem may not have access to employer-sponsored retirement plans and may not know how to properly save and invest for their future. A wealth manager could help them create a personalized plan that takes into account their individual goals and risk tolerance. Additionally, Salem has a growing population of retirees, and a wealth manager could help them navigate the complex world of Social Security and Medicare. With the help of a wealth manager, Salem residents could feel more confident about their financial future and be better prepared for retirement.

Mortgage Loan Officer

Residents of Salem, OR can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with finding the best mortgage rates and terms for homebuyers, helping them to secure the financing they need to purchase their dream home. In Salem, where the median home value is around $325,000, having a knowledgeable mortgage loan officer on your side can make all the difference in finding a home that fits your budget. Loan officers can also help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest over the life of their loan. With the help of a mortgage loan officer, residents of Salem can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of Salem, OR can greatly benefit from the expertise of a tax advisor. With its diverse economy and growing population, Salem presents unique tax challenges for its residents. A knowledgeable tax advisor can help residents navigate the complex tax laws and regulations specific to Oregon, including state income tax and property tax. Additionally, with the recent changes to federal tax laws, a tax advisor can assist Salem residents in maximizing deductions and credits, ultimately reducing their tax burden. Whether it's preparing tax returns, providing tax planning advice, or resolving tax disputes with the IRS, a tax advisor can provide invaluable assistance to residents of Salem, OR.

Estate Planning Lawyer

Residents of Salem, OR can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an attorney can help them create a comprehensive estate plan that includes a will, trust, and power of attorney. This ensures that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Secondly, an estate planning lawyer can help Salem residents navigate the complex laws surrounding estate taxes, which can be particularly challenging in Oregon. Additionally, an attorney can assist with setting up a healthcare directive, which outlines a person's medical wishes in case they become incapacitated. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for Salem residents as they plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Salem, OR