Financial advisor recommendations in Salem, Oregon
10 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Park Front Wealth - Ameriprise Financial Services, LLC
● ClosedPark Front Wealth - Ameriprise Financial Services, LLC is a finance institution located at 235 Front Street Southeast in Salem, Oregon, United States. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase. Our experienced advisors provide personalized investment recommendations based on your goals and risk tolerance. We track your progress, adjust your approach as needed, and help you stay on track towards your financial goals. You can easily access your investments and accounts from any device and securely share information with us. Schedule a complimentary initial consultation to learn how we can assist you. Our advisors are registered to do business in specific U.S. states, and we cannot guarantee future financial results. We value the opportunity to help your friends and family achieve their financial goals as well. Contact us today to start the conversation about what's most important to you.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
PacWest Wealth Partners - Ameriprise Financial Services, LLC
● ClosedPacWest Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 925 Commercial Street Southeast in Salem, Oregon, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. As a member of FINRA and SIPC, we adhere to strict rules and regulations to ensure the security and privacy of your information. If you refer your friends or family members to us, we will reach out to them soon to discuss their financial goals. Thank you for considering PacWest Wealth Partners - Ameriprise Financial Services, LLC for your financial planning needs.
925 Commercial St SE Ste 300, Salem, OR 97302, United States -
Gabby Northrop - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGabby Northrop is a financial advisor at Ameriprise Financial Services, LLC located at 3550 Liberty Road South, Salem, Oregon, United States. Gabby specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings and progress tracking, Gabby helps clients adjust their financial approach as life changes. Clients can access their investments and accounts securely from any device. Gabby offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for clients. Referrals are appreciated, and Gabby looks forward to helping friends and family achieve their financial goals.
3550 Liberty Rd S Ste 210, Salem, OR 97302, United States -
Andrea C Doneth - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAndrea C Doneth is a financial advisor at Ameriprise Financial Services, LLC located at 3550 Liberty Road South in Salem, Oregon, United States. Andrea has been recognized as one of the Forbes Best-in-State Next-Generation Wealth Advisors for 2023. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track financial goals. Access to investments and accounts is available anytime, anywhere for clients to monitor progress securely. Andrea is committed to helping clients achieve long-term financial goals and is dedicated to providing exceptional service. To learn more about how Andrea can help you, schedule a complimentary initial consultation. Please note that Andrea may only conduct securities business in certain states, so refer to FINRA's BrokerCheck website for more information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and all users of the site are bound by the terms and regulations outlined by Ameriprise Financial.
3550 Liberty Rd S Ste 210, Salem, OR 97302, United States -
Justin Doneth - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJustin Doneth - Financial Advisor, Ameriprise Financial Services, LLC, located at 3550 Liberty Road South, Salem, Oregon, United States, is a finance institution that specializes in providing personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. They offer complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Clients can track their progress towards their financial goals securely online and access exclusive tools such as the Ameriprise® Credit Card Cash Back Calculator. Justin Doneth is registered with FINRA and can conduct securities business with residents of specific states. Ameriprise Financial Services, LLC emphasizes privacy and security, and offers clients the opportunity to refer friends and family for financial guidance. Contact them today to start planning for a more confident financial future.
3550 Liberty Rd S Ste 210, Salem, OR 97302, 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 -
Jon N Sturdivant - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenJon N Sturdivant is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 235 Front Street Southeast, Salem, Oregon, United States. Specializing in finance, Jon offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, Jon helps clients track their financial journey towards retirement, education, or other major life goals. Clients can access their investments and accounts securely from any device. To learn more, schedule a complimentary initial consultation to discuss financial planning concepts. Jon N Sturdivant is registered in states where securities business can be conducted, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family for financial guidance, with privacy and security measures in place for all interactions.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
Jose Vargas - State Farm Insurance Agent
● ClosedJose Vargas - State Farm Insurance Agent is located at 1297 Wallace Road Northwest in Salem, Oregon, United States. This insurance agency specializes in providing coverage for home-based businesses, offering small business insurance policies to ensure adequate protection. They also offer valuable tips to help individuals avoid the dangers of drunk driving and educate clients on the differences between replacement cost value and market value coverage when purchasing home insurance. The team at Jose Vargas - State Farm Insurance Agent is dedicated to providing personalized service and superior products to the people of Salem. They are motivated and inspired to make a difference in the community and strive to meet all of your insurance and financial needs. If you are looking for a rewarding and challenging work environment, this may be the right fit for you.
1297 Wallace Rd NW, Salem, OR 97304, United States -
Victor Hux - Thrivent
● ClosedVictor 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.
4747 Skyline Rd S Ste. 190, Salem, OR 97306, United States -
Eric Braafladt - Thrivent
● ClosedEric Braafladt - Thrivent is a finance institution located at 4747 Skyline Road South in Salem, Oregon, United States. They are licensed in multiple states including AK, AZ, CA, DC, FL, OR, TN, and WA. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their privacy and security disclosures. Financial products and services are provided by licensed professionals, and only financial advisors are credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website.
4747 Skyline Rd S Ste. 190, Salem, OR 97306, United States
- Financial consulting
- Financial advisor
- Car insurance companies
- Life insurance companies
- Home insurance companies
List of local businesses, places and services in Oregon
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos