Benefits of financial planning in Salem, OR
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Professional Benefit Services
● ClosedProfessional Benefit Services is a finance institution located at 1193 Royvonne Avenue Southeast in Salem, Oregon. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to offering personalized solutions and expert advice to help our clients make informed decisions about their finances. Whether you are looking for retirement planning, investment management, or insurance services, Professional Benefit Services is here to help you secure a prosperous financial future.
1193 Royvonne Ave SE # 22, Salem, OR 97302, United States -
CU Benefits Alliance
● OpenCU Benefits Alliance is a leading health insurance agency located at 451 Division Street Northeast in Salem, Oregon. We specialize in providing comprehensive health insurance solutions to individuals and families in the United States. Our team of experienced professionals is dedicated to helping our clients find the best coverage options that meet their specific needs and budget. Whether you are looking for individual health insurance, group health insurance, or Medicare plans, CU Benefits Alliance is here to help you navigate the complex world of insurance. Contact us today to learn more about how we can help you protect your health and financial well-being.
451 Division St NE, Salem, OR 97301, United States -
Aldrich Benefits
● ClosedAldrich Benefits is an insurance agency located at 680 Hawthorne Avenue Southeast in Salem, Oregon. Founded in 1973 by Kent Aldrich, the agency prides itself on providing local expertise and exceptional service to clients in Salem, the Willamette Valley, and across the United States. With nearly 50 years of experience, Aldrich has become a trusted business advisor in the community, offering services such as financial statement assurance and strategic business planning for closely held businesses. Under the leadership of Office Managing Partner Daryl Knox, Aldrich Benefits has been recognized as one of the Top 100 Best Places to Work in Oregon for over five consecutive years. Daryl, who has been with the firm for nearly 20 years, is a Certified Public Accountant and Certified Construction Industry Financial Professional. He has a wealth of experience in tax reforms for agricultural cooperatives in Oregon and is dedicated to providing quality service and expert advice to clients.
680 Hawthorne Ave SE #140, Salem, OR 97301, United States -
Adam Feik - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAdam Feik is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 528 Cottage Street Northeast in Salem, Oregon. With a focus on providing personalized financial planning and investment strategies, Adam and his team help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Adam Feik is dedicated to providing expert financial advice and guidance to help clients make informed decisions. Trust Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and create a customized plan tailored to your unique needs.
528 Cottage St NE Ste 300A, Salem, OR 97301, United States -
Falcon Ridge Wealth Management - Ameriprise Financial Services, LLC
● ClosedFalcon 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.
388 State St #850, Salem, OR 97301, United States -
PERS & Retirement Consultants
● ClosedPERS & Retirement Consultants is a leading finance institution located at 4985 Battle Creek Road Southeast in Salem, Oregon, United States. Our team of experienced consultants specialize in providing personalized retirement planning services for individuals looking to maximize their PERS benefits and secure their financial future. Whether you are just starting to plan for retirement or are looking to optimize your current retirement strategy, our consultants are here to help you navigate the complex world of retirement planning. Contact us today to schedule a consultation and take the first step towards a secure and comfortable retirement.
4985 Battle Creek Rd SE #120, Salem, OR 97302, United States -
Andrew Roessler, Bankers Life Agent
● ClosedAndrew Roessler, Bankers Life Agent is an insurance agency located at 1220 20th Street Southeast, Salem, Oregon, United States. Our experienced agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company. One of our specialties is helping individuals compare and choose the right Medicare Advantage plan for their needs. Medicare Advantage is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage. Some plans even have $0 monthly premiums and an annual maximum out of pocket limit.
1220 20th St SE Ste 100, Salem, OR 97302, United States -
Farmers Insurance - Maryellen Jenks
● ClosedFarmers Insurance - Maryellen Jenks is an insurance agency located at 4985 Battle Creek Road Southeast in Salem, Oregon, United States. Maryellen Jenks is ready to assist with any questions you may have regarding insurance coverage. Whether you need comprehensive coverage, collision coverage, or are interested in learning about deductibles and medical payments, Maryellen can help guide you through the process of selecting the right insurance for your needs and budget. With over 80 years of experience, Farmers Insurance is a trusted choice for protecting your home in the event of a disaster. Competitive rates and multi-line insurance discounts are available for homeowners. Life insurance policies can be tailored to your changing needs, whether you've recently purchased a home, started a family, or begun a small business. Renters insurance is also available to protect your personal belongings in case of a fire or other disaster. Business owners can benefit from customized insurance packages to reduce risk and protect investments. Condo insurance, umbrella insurance, and recreational insurance options are also offered. Call Maryellen Jenks today to discuss your insurance needs and create a solid financial plan for the future.
4985 Battle Creek Rd SE STE 102, Salem, OR 97302, United States -
Derrik Huey, Bankers Life Agent
● ClosedDerrik Huey, Bankers Life Agent is an insurance agency located at 1220 20th Street Southeast in Salem, Oregon. Our team of agents offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complex world of Medicare Advantage plans. We can assist you in comparing different plans to find the coverage that best suits your needs. Medicare Advantage plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage. Some plans even have premiums as low as $0 per month and include an annual maximum out of pocket limit.
1220 20th St SE Ste 100, Salem, OR 97302, United States -
Elite Bad Credit Loans
● ClosedElite Bad Credit Loans is a leading financial institution specializing in providing loans to individuals with less than perfect credit. Located at 945 Windemere Drive Northwest in Salem, Oregon, our experienced team is dedicated to helping clients secure the funds they need, regardless of their credit history. With competitive rates and flexible repayment options, Elite Bad Credit Loans is committed to helping our customers achieve their financial goals. Contact us today to learn more about our services and how we can assist you in obtaining the loan you need.
945 Windemere Dr NW, Salem, OR 97304, United States -
Central Willamette Credit Union
● ClosedCentral Willamette Credit Union is a trusted financial institution located at 852 Lancaster Drive Southeast in Salem, Oregon. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. Our convenient ATM services make accessing your funds easy and hassle-free. Whether you're looking to open a checking or savings account, apply for a loan, or simply need assistance with your financial goals, our friendly staff is here to help. Visit us today and experience the difference of banking with Central Willamette Credit Union.
852 Lancaster Dr SE, Salem, OR 97317, United States -
Caylum King, Bankers Life Agent
● ClosedCaylum King, Bankers Life Agent is an insurance agency located at 1220 20th Street Southeast in Salem, Oregon. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Medicare specialist, we can help you navigate the complexities of Medicare Advantage plans to ensure you have the right coverage for your needs. Medicare Advantage is a comprehensive alternative to Original Medicare, offering similar coverage with the added benefit of prescription drug coverage. Some plans even have premiums as low as $0 per month and include an annual out-of-pocket limit.
1220 20th St SE Ste 100, Salem, OR 97302, United States -
North Star Retirement
● OpenNorth Star Retirement is a finance institution located at 698 12th Street Southeast in Salem, Oregon. Led by Peggy, a dedicated professional with a passion for helping clients navigate their financial futures, North Star Retirement offers personalized retirement strategies tailored to individual needs and goals. Peggy emphasizes the importance of running the numbers before making important financial decisions, such as applying for Social Security benefits. The institution's Retire Confident Pathway helps clients assess their current financial situations and develop custom strategies to reach their retirement goals. Additionally, North Star Retirement offers a Social Security seminar to address key questions about benefits, taxes, and timing. With a focus on using a variety of investment and insurance products, North Star Retirement is committed to helping clients create secure and fulfilling retirement plans.
698 12th St SE #105, Salem, OR 97301, United States -
HRCentral Corporation
● ClosedHRCentral Corporation is a leading human resources consultancy located at 1045 13th Street Southeast in Salem, Oregon. Our team of experienced HR professionals provides a wide range of services to help businesses streamline their operations and maximize their human capital. From recruitment and training to employee relations and compliance, we offer customized solutions to meet the unique needs of each client. With a commitment to excellence and a focus on results, HRCentral Corporation is the go-to partner for businesses looking to elevate their HR practices.
1045 13th St SE, Salem, OR 97302, United States -
OregonSaves
● ClosedOregonSaves is a retirement savings program offered by the state of Oregon, providing an easy and automatic way for Oregonians to save for their future. Located at 867 Hawthorne Avenue Southeast in Salem, Oregon, this local government office offers a convenient and portable Individual Retirement Account (IRA) for workers without access to a workplace retirement plan, self-employed individuals, and others looking to save for retirement. Employers can register for OregonSaves to provide this beneficial program to their employees, helping them plan for their future. With investment options selected by the Oregon Retirement Savings Board, participants can save for their retirement dreams while benefiting from tax advantages. OregonSaves is a voluntary program, and individuals should consult with their financial advisor for personalized advice. Follow OregonSaves on social media for updates and information on retirement savings.
867 Hawthorne Ave SE, Salem, OR 97301, United States -
Davison Douglas CPA
● ClosedDavison 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.
680 Hawthorne Ave SE #140, Salem, OR 97301, United States
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