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TOP 30 Financial advisor expertise in Salem, OR
26 results found
Search for local businesses, places and services near you
Bryan White | Advantage Mortgage | Silverton, Salem, Keizer
Bryan White | Advantage Mortgage | Silverton, Salem, Keizer is a finance institution located at 5955 Shoreview Lane North, Keizer, Oregon, United States. Bryan White is a licensed loan officer in Oregon, California, Idaho, Arizona, Tennessee, and Washington, working out of the Keizer branch. With state licenses in OR-2389392, CA-DFPI2389392, WA-MLO-2389392, ID-MLO-2082389392, AZ-LO-1046192, TN-2389392, and TX-2389392, Bryan is dedicated to providing personalized mortgage solutions to clients in the Portland and Salem areas. Bryan is a dedicated family man, married to his high school sweetheart and a proud father of two daughters. With a background in music and a passion for the arts, Bryan brings a unique perspective to the mortgage industry. He values clear communication, approachability, and building genuine relationships with his clients.
Living Tree Financial Consulting
Living Tree Financial Consulting, located at 3550 Liberty Road South in Salem, Oregon, offers comprehensive financial and investment planning services to help you secure a beautiful tomorrow. Our experienced professionals work with you to create custom strategies tailored to your specific financial goals, whether it's retirement planning, saving for college, or ensuring financial security for your loved ones. As a finance institution, we provide advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC, to residents of select states. Fixed insurance services are also available through Stefani Iverson.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors in Salem, Oregon is a reputable institution offering expert financial advice and services to clients in the United States. Located at 4285 Commercial Street Southeast, their team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors can provide personalized solutions tailored to your specific needs. Trust in their expertise and knowledge to guide you towards a secure financial future.
Aldrich Wealth Advisors
Aldrich Wealth Advisors is a finance institution located at 680 Hawthorne Avenue Southeast in Salem, Oregon. Founded in 1973 by Kent Aldrich, the institution prides itself on providing local expertise with exceptional service to clients in the Willamette Valley and across the United States. The Salem team, led by Office Managing Partner Daryl Knox, has been recognized as one of the Top 100 Best Places to Work by Oregon Business for over five consecutive years. With nearly 50 years of experience in the community, Aldrich Wealth Advisors offers financial statement assurance and strategic business planning for closely held businesses. Whether you are located in Oregon or throughout the Pacific Northwest, our team is ready to assist you with your financial needs. Contact us today to work with an Advisor who will provide quality service and expert advice to help you achieve your financial goals.
The Gescher Herber Group at TRUE Private Wealth Advisors
The Gescher Herber Group at TRUE Private Wealth Advisors is a renowned finance institution located at 1781 Liberty Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide expert financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Gescher Herber Group is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to helping you make informed financial decisions.
Merrill Lynch Financial Advisor Kyle Gallagher
Merrill Lynch Financial Advisor Kyle Gallagher, located at 1255 Lee Street Southeast, Salem, Oregon, United States, is dedicated to helping you manage your wealth by understanding your complete financial picture. With a focus on your goals, priorities, and family, Kyle Gallagher can create a personalized strategy tailored to today's market conditions. As a part of Merrill Lynch Wealth Management, Kyle provides access to investment insights and banking solutions from Bank of America to help you pursue your financial goals. Kyle Gallagher believes that financial success is achieved through personalized investment decisions that align with your aspirations. By utilizing the Merrill Investment Personality Assessment, Kyle can gain a deeper understanding of your investing preferences and create a customized financial approach. With a focus on building a long-term relationship, Kyle is committed to helping you navigate life changes and market fluctuations to stay on track towards your goals.
Aldrich CPAs + Advisors
Aldrich CPAs Advisors is a renowned accounting and finance institution located at 680 Hawthorne Avenue Southeast in Salem, Oregon, United States. Founded in 1973 by Kent Aldrich, the institution prides itself on providing local expertise with exceptional service to clients in Salem, the Willamette Valley, and across the US. With nearly 50 years of experience, Aldrich has become deeply rooted in the community and is known for empowering its workforce to exceed client expectations. Led by Office Managing Partner Daryl Knox, the Salem team at Aldrich specializes in financial statement assurance and strategic business planning for closely held businesses. Daryl, with almost 20 years of experience, has been recognized for his quality service and expert advice, including testifying in Oregon legislative hearings and contributing to tax reforms for agricultural cooperatives in the state.
Edward Jones - Financial Advisor: Tim Sparks, CFP®|CEPA®
At Edward Jones - Financial Advisor: Tim Sparks, CFP®|CEPA®, located at 3390 Commercial Street Southeast in Salem, Oregon, you can trust in the expertise and experience of Tim Sparks, a Certified Financial Planner and Certified Exit Planning Advisor. With a focus on personalized financial planning and investment strategies, Tim aims to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Tim Sparks is dedicated to providing tailored solutions and guidance to meet your individual needs. Contact Edward Jones - Financial Advisor: Tim Sparks, CFP®|CEPA® today to start planning for a brighter financial future.
Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™
Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™ is a reputable financial institution located at 540 Patterson Street Northwest in Salem, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Caitlin M Davis offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism provided by this institution. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Caitlin M Davis, CFP®|AAMS™ is committed to helping you navigate the complexities of the financial world with confidence.
Edward Jones - Financial Advisor: Kim Railey Edwards
Edward Jones - Financial Advisor: Kim Railey Edwards is a trusted financial institution located at 2235 Mission Street Southeast in Salem, Oregon. As a dedicated financial advisor, Kim Railey Edwards provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kim Railey Edwards offers expert guidance and tailored solutions to help individuals and families secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Kim Railey Edwards is committed to providing the professional expertise and personalized attention you need to succeed in your financial journey.
Sten Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sten Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 925 Commercial Street Southeast, Salem, Oregon, United States. Sten Carlson holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Sten Carlson's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Sten Carlson is committed to providing comprehensive and personalized financial advice to individuals and small business owners.
U.S. Bancorp Investments - Financial Advisors: Christina Levin
U.S. Bancorp Investments - Financial Advisors: Christina Levin is a renowned finance institution located at 302 State Street in Salem, Oregon, United States. With a team of experienced financial advisors led by Christina Levin, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or manage your assets, U.S. Bancorp Investments is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to help you secure a stable financial future.
Connor Day - Financial Advisor, Ameriprise Financial Services, LLC
Connor Day is a Financial Advisor at Ameriprise Financial Services, LLC, located at 235 Front Street Southeast, Salem, Oregon, United States. Connor holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Connor's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuous education, Connor is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are seeking assistance with investment opportunities, insurance products, or financial planning for specific life stages, Connor Day is committed to helping you achieve your financial goals.
Gary M Rierson - Financial Advisor, Ameriprise Financial Services, LLC
Gary M Rierson is a financial advisor at Ameriprise Financial Services, LLC located at 528 Cottage Street Northeast in Salem, Oregon, United States. With a focus on providing personalized financial solutions, Gary helps clients achieve their financial goals and secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so it's important to review their backgrounds, credentials, and experience to find the best fit for your needs. By filling out the "Request consultation" form, you can connect with Gary for a complimentary initial consultation to discuss your financial goals and create a customized plan. Take the first step towards financial security and schedule a consultation with Gary M Rierson at Ameriprise Financial Services, LLC.
Kyle R King - Financial Advisor, Ameriprise Financial Services, LLC
Kyle R King is a Financial Advisor at Ameriprise Financial Services, LLC located at 1900 Hines Street Southeast, Salem, Oregon, United States. Kyle R King specializes in providing comprehensive financial planning services to individuals and small business owners. Kyle R King holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Kyle R King's expertise in asset management, estate planning, retirement planning, and investment strategies. Kyle R King is dedicated to helping clients achieve their financial goals and navigate complex financial situations. Contact Kyle R King today for personalized financial advice and guidance.
Merrill Lynch Financial Advisor Kristen Danek
Merrill Lynch Financial Advisor Kristen Danek, located at 1255 Lee Street Southeast, Salem, Oregon, is part of the Swancutt, Perkins, and Danek Group. They provide a refined planning process and disciplined approach to support a range of financial needs, including retirement planning, long-term care, and wealth transfer. As a single source for integrated wealth and investment management, they collaborate effectively with clients' attorneys and CPAs to uncover efficiencies on both sides of the balance sheet. The team, led by Kristen Pardun and Erin Budke, was named to the Forbes "Best-In-State Wealth Management Teams" list in 2024 and 2023. Through a relationship-oriented approach, they strive to anticipate clients' needs and provide personalized service that focuses on their long-term well-being. By embedding Merrill research within their investment approach, they customize client portfolios and stay informed of changing market conditions. Their commitment to integrity and care is evident in their work, as they guide clients toward their financial goals and legacies with empathy and reliability. Recognized for their exemplary client service, Merrill Lynch Financial Advisor Kristen Danek is dedicated to serving clients with the highest level of professionalism and expertise.
West Salem Tax
West Salem Tax is a reputable accounting and finance institution located in Salem, Oregon. Specializing in individual income taxes and small business services, we are dedicated to helping our clients save as much taxes as legally possible while planning for the future. Our team of expert bookkeepers, accountants, and CPAs customize services to meet your needs and budget, whether you have 1-50 employees. From payroll processing to compliance issues, we ensure timely and accurate reports to help you run your business efficiently. As your trusted advisors, we offer partner-like service to navigate and make the best business decisions. We provide benchmarking reports to compare you to industry standards and identify areas for cost-cutting or increased focus. Our goal is to help you achieve your business goals, whether it's increasing the bottom line, reducing taxes, or implementing exit strategies. With a focus on customer service, we offer personalized plans to fit your financial goals and budgets.
Finance Strategists
Finance Strategists is a leading financial institution located at 565 Union Street Northeast in Salem, Oregon. Our team of expert finance professionals is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. With a focus on innovation and expertise, we offer a wide range of services including retirement planning, investment management, tax planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Finance Strategists is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start working towards a secure financial future.
The Legacy Group, Ltd.
The Legacy Group, Ltd. is a reputable finance institution located at 1193 Liberty Street Southeast in Salem, Oregon, United States. With a focus on providing top-notch financial services to its clients, The Legacy Group, Ltd. offers a wide range of financial solutions tailored to meet the individual needs and goals of each client. From investment planning to retirement strategies, The Legacy Group, Ltd. is dedicated to helping clients secure their financial future. With a team of experienced professionals, clients can trust in the expertise and personalized service provided by The Legacy Group, Ltd.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1255 Lee Street Southeast in Salem, Oregon, is a distinguished finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management goes beyond traditional wealth planning advice to provide comprehensive financial strategies tailored to each client's unique goals and needs. The branch is committed to client service and satisfaction, prioritizing the long-term financial objectives of each individual, family, or business they work with. Through volunteerism and charitable outreach, Merrill Lynch Wealth Management also actively supports the communities in which they operate, helping to create vibrant and healthy environments for all. With access to industry-leading resources, technology, and expertise, Merrill clients can expect personalized investment approaches and wealth management advice to help them achieve their financial goals. Whether you are just starting your career or looking to enhance your skills as a financial advisor, Merrill Lynch Wealth Management offers ongoing training, mentoring, and support to help you succeed in the finance industry. Invest with confidence and let Merrill Lynch Wealth Management guide you towards a secure financial future.
Johnson Glaze & Co.
Johnson Glaze & Co. is a reputable accounting and finance institution located at 2035 Madrona Avenue Southeast in Salem, Oregon, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Johnson Glaze & Co. for their expertise and personalized approach to help them achieve their financial goals.
Aldrich Benefits
Aldrich 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.
Shawn Ryan - Thrivent
Shawn Ryan - Thrivent is a finance institution located at 4747 Skyline Road South in Salem, Oregon, United States. Specializing in financial planning and investment services, Shawn Ryan - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized advice and guidance to help clients make informed decisions about their money. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, Shawn Ryan - Thrivent can provide the support and expertise you need to succeed.
James A. Coplin and Associates
James A. Coplin and Associates is a reputable finance institution located at 401 Ratcliff Drive Southeast in Salem, Oregon, United States. With a team of experienced financial experts, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and personalized approach to help them achieve their financial goals. Visit James A. Coplin and Associates today for professional and reliable financial advice.
H&R Block
H&R Block is a well-known accounting and finance institution located at 1594 Edgewater Street Northwest in Salem, Oregon, United States. With a reputation for providing expert tax preparation services, financial advice, and personalized solutions to individuals and businesses, H&R Block is a trusted partner in managing finances and maximizing returns. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and financial planning with ease and confidence. Whether you need assistance with tax filing, bookkeeping, or retirement planning, H&R Block is committed to delivering top-notch service and expertise to meet your financial needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 3284 Lancaster Drive Northeast in Salem, Oregon, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and small business consulting. Whether you're an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is committed to providing top-notch service and expertise to help you achieve your financial goals.
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