Wealth Management in Salem, OR

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List of Firms

Salem, OR Wealth Management Firms

TRUE Private Wealth Advisors
SEC File# 801-76997
CRD# 164947
5 out of 5
Location 388 State St #1000, Salem, OR 97301, USA
Phone (503) 400-3311
Language http://www.truepwa.com/
Directions
JGC Wealth Management, LLC
Location 2035 Madrona Ave SE Ste 100, Salem, OR 97302, USA
Phone (503) 304-9248
Language http://jgcwealth.com/
Directions
Merrill Lynch Wealth Management
Location 1255 Lee St SE Suite 150, Salem, OR 97302, USA
Phone (503) 540-4238
Language https://www.local.ml.com/SALEM_OR
Directions
Financial Advisors | U.S. Bancorp Investments
Location 302 State St, Salem, OR 97301, USA
Phone (503) 316-1928
Language https://www.usbank.com/wealth-management/find-an-advisor/or/salem/timothy-ivey.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Sara K Wallace - Morgan Stanley
Location 4285 Commercial St SE Ste 200, Salem, OR 97302, USA
Phone (503) 588-5718
Language https://advisor.morganstanley.com/sara.k.wallace?y_source=1_MTEwNzk1MDYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Keudell/Morrison Wealth Management
5 out of 5
Location 235 Front St SE UNIT 300, Salem, OR 97301, USA
Phone (971) 209-4500
Language http://www.keudellmorrisonwm.com/
Directions
Bob Welle - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 388 State St Ste 850, Salem, OR 97301, USA
Phone (503) 485-5204
Language https://www.ameripriseadvisors.com/robert.b.welle/?cid=IP_local_google
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Wealth Management in Salem, OR

Where Wealth Management Advisors in Salem, OR Serve

Salem, OR is a city that boasts a rich history and a vibrant culture. With landmarks like the Oregon State Capitol and the Willamette Heritage Center, the city is steeped in tradition and has a strong sense of community. The top employers in the area include Salem Health, the State of Oregon, and Salem-Keizer Public Schools, providing ample opportunities for employment. Major highways like I-5 and Highway 22 run through the city, making it easily accessible from all directions. Streets like Commercial St. and Liberty St. are bustling with activity, featuring a variety of shops and restaurants. Neighborhoods like West Salem and South Central offer unique atmospheres and are home to diverse communities. Overall, Salem, OR is a city that has something to offer for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Salem, OR can benefit from a bank in numerous ways. Firstly, access to financial services such as checking accounts, savings accounts, and credit cards can help individuals manage their finances more efficiently. Additionally, banks can offer loans and mortgages to help residents purchase homes or start their own businesses. Salem, OR is home to a thriving small business community, and banks can provide financial support to help these businesses grow and succeed. Furthermore, many banks offer investment services, allowing residents to invest in stocks, bonds, and mutual funds to save for their future. With the growing population of Salem, OR, banks can also offer online banking services, making it easier for residents to manage their finances from the comfort of their homes. Overall, a bank can provide numerous benefits to residents of Salem, OR, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Salem, OR can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents of Salem, OR find the most affordable and comprehensive insurance policies that cater to their unique needs. Given that Salem, OR is home to several small businesses, an insurance broker can help these businesses secure insurance policies that protect their assets and cover their liabilities. Additionally, an insurance broker can assist residents of Salem, OR in navigating the complex and ever-changing insurance landscape, which can be challenging for those without expertise in the field. With the help of an insurance broker, residents of Salem, OR can rest assured that they have the best insurance coverage available to them, no matter what life throws their way.

Retirement Planning

Residents of Salem, OR can benefit greatly from the expertise of a retirement planner. With the city's rapidly growing population and diverse economy, there are many unique factors to consider when planning for retirement. For example, Salem is home to a large number of state government employees who may have access to different retirement plans than those in the private sector. Additionally, the city's proximity to the coast and its mild climate make it an attractive retirement destination for many. A retirement planner can help residents navigate these complexities and create a personalized plan that takes into account their unique circumstances and goals. They can also provide guidance on investment strategies, tax planning, and estate planning to ensure that retirees are able to enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Salem, OR may benefit from the services of a financial advisor in a variety of ways. For example, a financial advisor can help them develop a budget and financial plan that takes into account the unique economic challenges of living in Salem, such as the high cost of living and the relatively low median income. Additionally, a financial advisor can help residents of Salem navigate the complex world of retirement planning, including how to save for retirement, how to invest their retirement savings, and how to maximize their Social Security benefits. Finally, a financial advisor can provide guidance on estate planning, including how to minimize taxes and ensure that their assets are distributed according to their wishes after they pass away. By working with a financial advisor, residents of Salem can gain the knowledge and tools they need to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Salem, OR can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as purchasing a new home, refinancing an existing mortgage, or consolidating debt. Specifically, in Salem, OR, where the median home value is $311,000, a mortgage loan officer can help residents navigate the complex process of securing a loan and finding the best interest rates. Additionally, with the city's growing population and job market, a loan officer can help residents take advantage of opportunities to invest in real estate and build wealth. With their burstiness and complexity, mortgage loan officers can provide invaluable support for the financial health and stability of Salem's residents.

Tax Services

Residents of Salem, OR can benefit from the expertise of a tax advisor in myriad ways. For instance, a tax advisor can help residents navigate the complex tax laws in Oregon, which differ from those in other states. They can provide guidance on how to minimize tax liabilities while maximizing deductions, such as those related to homeownership or charitable contributions. Additionally, given that Salem is the state capital, many residents work for the government or are involved in politics in some way. A tax advisor can help these individuals understand the tax implications of their positions, including how to report income from multiple sources or how to handle tax-exempt income. Furthermore, as a city with a growing population, Salem is home to many small businesses. A tax advisor can provide valuable advice on how to structure a business for tax purposes, such as whether to incorporate or operate as a sole proprietorship, and can help business owners stay compliant with state and federal tax laws.

Estate Planning Lawyer

Residents of Salem, OR can benefit from the assistance of an estate planning lawyer in a variety of ways. One specific need that stands out is the importance of wildfire preparedness. With the recent increase in wildfires in Oregon, it is essential for residents to have a comprehensive estate plan in place that includes provisions for protecting their assets in the event of a wildfire. An estate planning lawyer can help Salem residents create a plan that includes measures such as updating insurance policies, designating beneficiaries, and creating a trust to protect assets. Additionally, an estate planning lawyer can help residents establish healthcare directives and powers of attorney, ensuring that their wishes are respected in the event of incapacitation. With the guidance of an experienced estate planning lawyer, Salem residents can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Salem, OR are diverse and comprehensive. These services range from financial planning, investment management, tax planning, estate planning, and retirement planning. The wealth manager will work closely with clients to develop a customized plan that suits their financial goals and objectives. In Salem, OR, the wealth manager can provide specialized services for clients who own vineyards or wineries. These services include managing the financial aspects of the vineyard or winery, such as budgeting, cash flow management, and tax planning. Additionally, the wealth manager can provide advice on how to grow the vineyard or winery business and maximize profits. With the wealth manager's expertise, clients can rest assured that their financial affairs are in capable hands.

Salem, OR is the prime destination to seek out a wealth manager due to its thriving economy and diverse financial landscape. The city boasts a unique mix of large corporations and small businesses, providing ample opportunities for investment and growth. Additionally, Salem's proximity to the state capital and major metropolitan areas make it an ideal hub for financial planning and management. From managing retirement funds to navigating complex tax laws, a skilled wealth manager in Salem can provide tailored solutions to meet the needs of any individual or business. With its rich history and vibrant community, Salem, OR is the perfect place to secure your financial future.