TOP 10 Best Financial decision making strategies in Salem, Oregon
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Grant Stewart - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGrant Stewart is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located at 528 Cottage Street Northeast in Salem, Oregon. With a strong background in finance, Grant provides personalized financial planning and investment strategies to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for college, or looking to build wealth, Grant Stewart can help you navigate the complexities of the financial market and make informed decisions for your future. Contact Grant Stewart today to schedule a consultation and take the first step towards securing your financial future.
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West Salem Tax
● ClosedWest 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.
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Jason Doneth - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason Doneth is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3550 Liberty Road South in Salem, Oregon. With years of experience in the finance industry, Jason is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the future, Jason Doneth can provide personalized financial advice and guidance to help you make informed decisions. Contact Jason Doneth at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.
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Adam Feik - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAdam 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.
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Lucy Escobar Coaching and Consulting, LLC
● OpenLucy Escobar Coaching and Consulting, LLC is a dynamic institution located in Salem, Oregon, United States. Specializing in crystallizing visions and developing top-performing teams, Lucy Escobar is known as an agent of change, empowering clients to increase self-confidence and strategize for achievable outcomes. As an independent practitioner with a passion for catalyzing leadership potential and fostering business expansion, Lucy holds prestigious credentials, including membership in the Maxwell Leadership Certified Team and certification as a GrowthWheel business advisor. With a diverse background that includes work in the United States, the Dominican Republic, and Costa Rica, Lucy has a global perspective on community wealth building. Her book, Atrévete a Ser Una Mujer Exitosa, has been well-received throughout Latin America, reflecting her commitment to empowering women and diverse communities. Rooted in her multicultural upbringing and experiences, Lucy is dedicated to developing projects that give voice to underrepresented communities and promote inclusive economic development.
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Mortgage First
● OpenMortgage First is a finance institution located at 1761 Liberty Street Southeast, Salem, Oregon, United States. We offer quick and easy tools to help you find out what you qualify for, all for free! Our experienced team of brokers is here to help you secure a home purchase loan with today's great mortgage rates, making your dream home affordable. We offer fast funding options and property evaluations to help you make the best decisions for your home ownership strategy. With our cash-out refinance options, you can take advantage of your home's equity. We provide pre-approval letters and rate comparisons to ensure you get the best possible plan for your financial needs. With our streamlined online loan application process, you can get your money in less than 30 days. Don't waste time and money - let Mortgage First help you secure the best possible mortgage terms for your unique situation. Contact us today for a free customized quote!
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Elite Buyers NW-Lancaster
● ClosedElite Buyers NW-Lancaster is a premier finance store located at 446 Lancaster Drive Northeast in Salem, Oregon. We specialize in offering top-tier financial services to our elite clientele, providing personalized solutions and exceptional customer service. Our team of experts is dedicated to helping our customers achieve their financial goals and make informed investment decisions. Visit us today and experience the elite difference at Elite Buyers NW-Lancaster.
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The Gescher Herber Group at TRUE Private Wealth Advisors
● OpenThe 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.
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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.
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Elucidation Inc
● OpenElucidation Inc is a reputable accounting and finance institution located at 400 Glen Creek Road Northwest in Salem, Oregon, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our mission is to offer clear and concise financial guidance to help our clients make informed decisions and achieve their financial goals. Contact us today to learn more about how Elucidation Inc can help you navigate the complex world of accounting and finance.
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Freedom Spending Plans, LLC
● OpenFreedom Spending Plans, LLC is a finance institution located at 6120 Lake Labish Road Northeast in Salem, Oregon, United States. Specializing in creating personalized spending plans for individuals and families, Freedom Spending Plans, LLC helps clients take control of their finances and achieve their financial goals. With a team of experienced financial advisors, they offer tailored solutions to help clients manage their money effectively and make informed financial decisions. Whether you are looking to save for the future, pay off debt, or simply budget more efficiently, Freedom Spending Plans, LLC is dedicated to helping you achieve financial freedom.
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The H Group, Inc.
● OpenThe H Group, Inc. is a finance institution located at 500 Liberty Street Southeast in Salem, Oregon, United States. Specializing in financial planning and investment management, The H Group, Inc. provides personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, they offer expert advice and guidance to individuals and businesses looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, The H Group, Inc. is dedicated to helping you make informed financial decisions.
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Daniel Dollinger CPA CFP
● OpenDaniel Dollinger CPA CFP is an accounting and finance institution located at 187 High Street Southeast in Salem, Oregon, United States. With over 25 years of experience in the financial industry, Daniel Dollinger offers a range of services including financial planning, investment management, tax consulting, accounting, and bookkeeping. The institution aims to provide clients with financial security and peace of mind by offering simple and actionable solutions to their financial, investment, and tax problems. Services are provided on a fee-only basis, and can be conducted in English, Mandarin Chinese, Spanish, and Pohnpeian. Clients can expect a long-term relationship with Daniel Dollinger, who values loyalty and service to his clients. If you are looking to make informed financial decisions and achieve your financial goals, consider reaching out to Daniel Dollinger CPA CFP for assistance.
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Monica Ellis, Bankers Life Agent
● OpenMonica Ellis, Bankers Life Agent is an insurance agency located at 1220 20th Street Southeast in Salem, Oregon, United States. Monica Ellis, Insurance Sales Representative, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage (Part C), Monica can help you navigate the complexities of healthcare coverage and make informed decisions about your future. With the rising costs of healthcare and the increasing need for long-term care, it's essential to plan ahead and have open discussions with your loved ones. Contact Monica Ellis today to start planning for your financial security and peace of mind.
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Mason Davis, Bankers Life Agent
● OpenMason Davis, 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. If you're looking for Medicare coverage, our agents can help you compare Medicare Advantage plans to find the best fit for your needs. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared for the future. Our team is here to guide you through the planning process and help you make informed decisions for you and your loved ones. Ready to take the next step? Contact us today.
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Shawn Ryan - Thrivent
● OpenShawn 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.
4747 Skyline Rd S Ste. 190, Salem, OR 97306, United StatesAdvertisements -
The Write Touch
● OpenThe Write Touch is a reputable accounting and finance institution located at 4659 Fuhrer Street Northeast in Salem, Oregon, United States. Our team of experienced professionals provide top-notch financial services to individuals and businesses alike. With a focus on accuracy and attention to detail, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, budgeting, or financial planning, The Write Touch is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you with all of your accounting and finance needs.
4659 Fuhrer St NE, Salem, OR 97305, United States -
Davison Douglas CPA
● OpenDavison 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.
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