TOP 10 Best Asset management firms salem in Salem, Oregon

Campbell Wealth Management is a trusted financial institution located at 2425 13th Street Southeast in Salem, Oregon, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, Campbell Wealth Management offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Contact us today to learn how we can help you build and protect your wealth for the long term.

Oregon Practice Sales and Management is a reputable institution located at 4676 Commercial Street Southeast in Salem, Oregon. Specializing in dental and optometry practices, they offer expert guidance and support for buying or selling a practice. With a strong reputation for professionalism and integrity, Oregon Practice Sales and Management is a trusted resource for practitioners looking to navigate the complexities of practice transitions. Their team of experienced professionals is dedicated to providing personalized service and strategic solutions to help clients achieve their goals. Whether you are a practice owner looking to sell or a buyer searching for the perfect opportunity, Oregon Practice Sales and Management is here to assist every step of the way.

Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 388 State Street, Salem, Oregon, United States. Recognized as one of the Forbes Best-in-State Wealth Management Teams in 2024, our team focuses on helping clients achieve their long-term financial goals. We offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track success. Clients can access their investments and accounts securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our rankings are based on qualitative and quantitative data from SHOOK Research, and we are proud to prioritize our clients' financial well-being. Ameriprise financial advisors are registered in specific U.S. states and offer a range of financial planning services. We cannot guarantee future financial results, but we are committed to helping clients achieve their goals. Contact us to discuss what matters most to you and refer friends or family members to benefit from our services. Visit our website for more information on privacy, security, and financial regulations.

Collier Law is a reputable estate planning firm located in Salem, Oregon, United States. Our team is dedicated to understanding the needs of our clients and their families to provide practical solutions. With a focus on long-term relationships, we offer a warm and calming environment for estate planning and administration processes. Our clients have praised us for making a complex process easy and providing relief. We specialize in wills, trusts, powers of attorney, and other legal documents to ensure that your assets are managed and distributed according to your wishes. Located near iconic landmarks such as Deepwood Museum & Gardens and Willamette University's Giant Globe, Collier Law is deeply rooted in the local community while offering global perspectives. With easy access via local bus routes, we are committed to serving the Salem community with expert legal services in estate planning, living trusts, and probate matters. Trust Collier Law to handle your legal needs with professionalism and expertise.

Mundo Tax is a reputable accounting and finance institution located at 2138 Lancaster Drive Northeast in Salem, Oregon. Our team of experienced professionals provides a wide range of tax preparation and financial services to individuals and businesses in the United States. With a commitment to excellence and customer satisfaction, Mundo Tax is dedicated to helping clients navigate the complexities of tax laws and financial planning. Visit us today for expert advice and personalized solutions to meet your accounting and finance needs.

Willamette Legacy Law, located in Salem, Oregon, is committed to preserving legacies and securing futures through thoughtful estate planning. Our experienced legal counsel specializes in estate planning, trusts, wills, and probate, guiding you through life's transitions with professionalism and compassion. We empower you to shape your legacy according to your wishes, ensuring that your directives are crystal clear and reflective of your unique vision. Our firm offers personalized legal solutions in estate planning and probate, serving as your trusted allies in securing a lasting legacy. Client testimonials praise our attorney, Stephanie Palmblad, for her professionalism, thoughtfulness, and care in navigating the complexities of estate law. Protect your family's future with Willamette Legacy Law—schedule your consultation today.

TRUE Private Wealth Advisors is a leading finance institution located at 1781 Liberty Street Southeast in Salem, Oregon, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on transparency, integrity, and trust, we offer comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. Contact us today to schedule a consultation and start building a solid financial foundation for your future.

Davis Katter & Barrett: Katter Scott A CPA is a reputable accounting and finance institution located in Salem, Oregon. With a dedicated team of professionals, they provide a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, their expertise and attention to detail ensure that clients receive top-notch service. Conveniently located at 117 Commercial Street Northeast, Davis Katter & Barrett is committed to helping clients achieve their financial goals with precision and integrity.

James Reed & Associates Insurance is a family operated insurance broker located at 915 Lancaster Drive Southeast in Salem, Oregon. Since 1981, our agency has been providing personalized insurance solutions for clients throughout the Pacific Northwest. Specializing in personal, commercial, nonprofit, and ministry coverage, we have a dedicated staff ready to assist with home, auto, term life insurance, small business, and more. Our primary focus is on providing insurance and risk-management for ministries and non-profit organizations, but we also offer a range of services for personal and business needs. Our founder, Jim Reed, recently received the Brotherhood Mutual Insurance Company 2020 Legacy Award, showcasing our commitment to excellence in the industry. Whether you are looking to protect your ministry, personal assets, or explore commercial liability insurance options, we are here to help tailor a customized solution for you. Contact us today for a quote and let us help you find the right coverage for your needs.

Charles Schwab is a renowned financial institution located at 4093 Commercial Street Southeast in Salem, Oregon, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help individuals achieve their financial goals. With a commitment to transparency, low fees, and exceptional customer service, Charles Schwab is a trusted partner for individuals looking to grow and protect their wealth.

Sean F. McGlinn - Morgan Stanley is a trusted financial institution located at 4285 Commercial Street Southeast in Salem, Oregon. As a branch of Morgan Stanley, one of the leading financial services firms in the world, we provide a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.

Cascade Pacific Financial Group is a finance and insurance agency located at 494 State Street in Salem, Oregon, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Cascade Pacific Financial Group is dedicated to helping you achieve your goals. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses alike.

AIO Fee Only Financial Advisors is a reputable finance institution located at 5265 Mac Street Southeast in Salem, Oregon, United States. Our team of experienced financial advisors provide comprehensive and personalized financial planning services to help clients achieve their financial goals. As a fee-only firm, we are committed to acting in the best interest of our clients and providing transparent, unbiased advice. Whether you are planning for retirement, saving for a major purchase, or managing your investments, our team is dedicated to helping you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Jamison Hanson, LLC is a finance institution located at 1564 Commercial Street Southeast in Salem, Oregon, United States. Specializing in Wealth Management and Retirement Planning, our team of Financial Advisors offers a free review to help you capitalize on opportunities and get back to the life you love. As a full-service, fee-only financial planning and accounting firm, we provide comprehensive wealth management services to meet all your financial needs in one place. With regular meetings and a thorough review of your financial landscape, we help you take advantage of wealth-building opportunities and minimize your tax burden. Our team of experts, including a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, is dedicated to serving your best interests and providing a big-picture plan for your finances. Contact us today to schedule your free review and start living your life well.

Victor Hux - Thrivent is a finance institution located at 4747 Skyline Road South, Salem, Oregon, United States. They are licensed in multiple states including AZ, CA, DC, MS, OR, TN, and WA. Thrivent offers financial planning advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent, as well as securities and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Stifel is a finance institution located at 1174 Cornucopia Street Northwest in Salem, Oregon, United States. As a leading financial services firm, Stifel provides a wide range of investment banking, wealth management, and advisory services to clients. With a focus on personalized service and expert financial guidance, Stifel is dedicated to helping individuals and businesses achieve their financial goals. Visit Stifel today to learn more about their comprehensive financial solutions.

Northwest Financial Advisors is a financial advisory practice of Ameriprise Financial Services, Inc. located at 195 Liberty Street Southeast in Salem, Oregon. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for your future.

Merrill Lynch Financial Advisor Bill Swancutt, located at 1255 Lee Street Southeast in Salem, Oregon, is a trusted finance institution dedicated to providing clients with top-tier wealth and investment management services. The Swancutt, Perkins, and Danek Group offers a refined planning process and disciplined approach to address a wide range of financial needs, from retirement planning to wealth transfer. Recognized as one of the Forbes "Best-In-State Wealth Management Teams" in 2024 and 2023, our team collaborates effectively with clients' attorneys, CPAs, and specialists within Merrill Lynch Wealth Management and Bank of America. We pride ourselves on building strong relationships with our clients, visiting them whenever possible to anticipate their evolving needs and priorities. Our high-energy team, led by Kristen Pardun and Erin Budke, is committed to providing clients with ease, convenience, and long-term well-being. With a focus on preserving client wealth and building confidence through disciplined investing, we customize client portfolios across asset classes and industries. Our wealth management approach is rooted in open dialogue, robust communication, and a clear path toward the future that clients envision for themselves and their loved ones. We are honored to guide clients through critical financial crossroads with attentiveness, reliability, and empathy. At Merrill Lynch Financial Advisor Bill Swancutt, we prioritize integrity and care in serving our clients, honoring the trust they have placed in us.

Apex Inventory Service is a reputable accounting and finance institution located at 4724 Bradford Loop Southeast in Salem, Oregon, United States. With a team of experienced professionals, Apex Inventory Service provides top-notch inventory management and financial services to businesses of all sizes. Whether you need help with tracking your assets or managing your finances, Apex Inventory Service is here to help you navigate the complexities of accounting and finance. Trust Apex Inventory Service to streamline your processes and help your business thrive.

Davison Douglas CPA is a leading institution in accounting and finance located at 680 Hawthorne Avenue Southeast, Salem, Oregon, United States. With decades of experience in accounting, consulting, and wealth management, our team of experts guides clients through today's financial complexities. We prioritize quality over risk, offering reliable financial information for decision-makers and utilizing forward-thinking investments in technology to stay ahead of industry best practices. Our consulting services cover a range of needs, including business valuations, transitions, sales, mergers, and financial due diligence. We specialize in serving C-suite individuals and family business owners, providing personalized financial assistance through our financial concierge services. Our tax professionals are equipped to help clients manage tax risk, control costs, and maximize benefits, leveraging our strong alliance with the global accounting network, Crowe Global.