Financial planning for retirement in Salem, Oregon
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Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™ is a trusted financial institution located at 1100 Liberty Street Southeast in Salem, Oregon, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Garry M Falor offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Garry M Falor and his team at Edward Jones are dedicated to providing sound financial guidance and strategies tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Garry M Falor, CFP®|AAMS™ is the go-to destination for all your financial planning needs.
1100 Liberty St SE Ste 130, Salem, OR 97302, United States -
Grant Stewart - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGrant 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.
528 Cottage St NE Ste 300A, Salem, OR 97301, United States -
Edward Jones - Financial Advisor: Eric D Thompson, CFP®
● ClosedEdward Jones - Financial Advisor: Eric D Thompson, CFP® is a reputable financial institution located at 1661 Edgewater Street Northwest in Salem, Oregon, United States. As a Certified Financial Planner, Eric D Thompson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Salem area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Eric D Thompson and his team are committed to helping you navigate the complex world of finance with confidence and peace of mind.
1661 Edgewater St NW Suite 130, Salem, OR 97304, United States -
James O Sturdivant - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames O Sturdivant is a trusted financial advisor at Ameriprise Financial Services, LLC located at 235 Front Street Southeast in Salem, Oregon. With years of experience in the finance industry, James provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, James O Sturdivant can help create a customized financial strategy tailored to your individual needs. Contact him today to schedule a consultation and take the first step towards a secure financial future.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
Hourglass Planning - Ameriprise Financial Services, LLC
● ClosedHourglass Planning - Ameriprise Financial Services, LLC is a trusted financial institution located at 528 Cottage Street Northeast in Salem, Oregon. Specializing in comprehensive financial planning, investment management, and retirement planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support needed to secure their financial futures. Contact us today to learn more about how Hourglass Planning - Ameriprise Financial Services, LLC can help you plan for a successful financial future.
528 Cottage St NE Ste 300A, Salem, OR 97301, United States -
Edward Jones - Financial Advisor: Kyler J Gaskey
● ClosedEdward Jones - Financial Advisor: Kyler J Gaskey is a reputable financial institution located at 1661 Edgewater Street Northwest in Salem, Oregon, United States. As a trusted financial advisor, Kyler J Gaskey provides expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kyler J Gaskey is dedicated to helping you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kyler J Gaskey is committed to providing top-notch financial services to individuals and families in the Salem area.
1661 Edgewater St NW Suite 130, Salem, OR 97304, United States -
Derek A Gilbert - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDerek A Gilbert is a financial advisor at Ameriprise Financial Services, LLC, located at 235 Front Street Southeast in Salem, Oregon. With years of experience in the finance industry, Derek A Gilbert provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Derek A Gilbert can provide expert guidance and strategies tailored to your individual needs. Contact Derek A Gilbert at Ameriprise Financial Services, LLC for a consultation today.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
Kevin C Holland - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKevin C Holland is a seasoned financial advisor at Ameriprise Financial Services, LLC, located at 235 Front Street Southeast in Salem, Oregon. With years of experience in the finance industry, Kevin provides personalized financial planning services to help clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Kevin can help create a comprehensive financial strategy tailored to your individual needs. With a focus on building long-lasting relationships based on trust and integrity, Kevin C Holland is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
Edward Jones - Financial Advisor: Cameron Hunt, CFP®|CFA®
● ClosedEdward Jones - Financial Advisor: Cameron Hunt, CFP®|CFA® is a reputable financial institution located at 530 Center Street Northeast in Salem, Oregon, United States. Cameron Hunt, a Certified Financial Planner and Chartered Financial Analyst, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Cameron Hunt and his team are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
530 Center St NE UNIT 600, 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 -
Edward Jones - Financial Advisor: Grant L Kendall, CRPS™
● ClosedEdward Jones - Financial Advisor: Grant L Kendall, CRPS™ is a trusted financial institution located at 1750 Liberty Street Southeast in Salem, Oregon. With a focus on personalized financial planning, Grant L Kendall, CRPS™ helps clients achieve their financial goals through expert advice and tailored investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Grant L Kendall, CRPS™ is dedicated to providing top-notch service and guidance every step of the way. Visit us today to start building a secure financial future.
1750 Liberty St SE, Salem, OR 97302, United States -
Edward Jones - Financial Advisor: Jeff Davis
● ClosedEdward Jones - Financial Advisor: Jeff Davis is a trusted finance institution located at 2235 Mission Street Southeast in Salem, Oregon. With a focus on personalized financial planning and investment strategies, Jeff Davis and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Edward Jones - Financial Advisor: Jeff Davis is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start securing your financial future.
2235 Mission St SE Suite 200, Salem, OR 97302, United States -
Edward Jones - Financial Advisor: Chip Hutchings
● ClosedEdward Jones - Financial Advisor: Chip Hutchings is a reputable finance institution located at 454 Lancaster Drive Northeast in Salem, Oregon, United States. Chip Hutchings is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Chip Hutchings and his team at Edward Jones are committed to providing top-notch financial guidance and support to individuals and families in the Salem area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Chip Hutchings is here to help you navigate the complex world of finance and secure a bright financial future.
454 Lancaster Dr NE, Salem, OR 97301, United States -
Edward Jones - Financial Advisor: Kim Railey Edwards
● OpenEdward 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.
2235 Mission St SE Suite 200, Salem, OR 97302, United States -
U.S. Bancorp Investments - Financial Advisors: Christina Levin
● ClosedU.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.
302 State St, Salem, OR 97301, United States -
Timepiece Financial Planning
● ClosedTimepiece Financial Planning is a reputable finance institution located at 3995 Hagers Grove Road Southeast in Salem, Oregon, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Timepiece Financial Planning to help you secure your financial future.
3995 Hagers Grove Rd SE, Salem, OR 97317, United States -
Merrill Lynch Financial Advisor Bill Swancutt
● ClosedMerrill 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.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Connor Day - Financial Advisor, Ameriprise Financial Services, LLC
● OpenConnor 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.
235 Front St SE UNIT 400, Salem, OR 97301, United States -
Kyle R King - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKyle 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.
1900 Hines St SE, Salem, OR 97302, 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 -
Merrill Lynch Financial Advisor Kristen Danek
● ClosedMerrill 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.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 1550 State Street in Salem, Oregon, United States. With a strong commitment to providing personalized financial solutions, Raymond James offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Raymond James Financial Services is here to provide expert guidance and support.
1550 State St, Salem, OR 97301, United States -
Wayne J Muller - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWayne J Muller is a trusted financial advisor at Ameriprise Financial Services, LLC located at 1900 Hines Street Southeast in Salem, Oregon. With years of experience in the finance industry, Wayne is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Wayne J Muller is here to provide expert guidance and personalized solutions. Contact Wayne today to schedule a consultation and take the first step towards financial success.
1900 Hines St SE, Salem, OR 97302, United States -
Finance Strategists
● OpenFinance 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.
565 Union St NE, Salem, OR 97301, United States -
All That Glitters
● ClosedAll That Glitters is a finance store located at 1191 Lancaster Drive Northeast in Salem, Oregon. This institution specializes in providing a wide range of financial services to help customers achieve their monetary goals. From investment advice to retirement planning, All That Glitters offers expert guidance and personalized solutions to meet individual needs. With a team of experienced professionals and a commitment to excellence, customers can trust in the expertise and reliability of All That Glitters for all their financial needs.
1191 Lancaster Dr NE, Salem, OR 97301, United States -
Farmers Insurance - Gerald Morales
● ClosedFarmers Insurance - Gerald Morales is a local insurance agency located at 579 Lancaster Drive Southeast in Salem, Oregon. As a Farmers® agent, I am dedicated to helping customers like you find the insurance coverage that best fits your needs. Whether you are looking for auto, home, renters, business insurance, or more, I am here to provide personalized and straightforward assistance to make you more informed about your insurance options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable possessions. Whether you need coverage for your home, life, rental property, small business, or recreational vehicles, I can help you customize an insurance package to reduce your risk and safeguard your investments.
579 Lancaster Dr SE Ste A, Salem, OR 97317, United States -
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 -
Bankers Life
● ClosedBankers Life, located at 1220 20th Street Southeast in Salem, Oregon, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and the increasing need for long-term care, planning for the future is crucial. Our team is here to help you start preparing for whatever lies ahead.
1220 20th St SE Ste 100, Salem, OR 97302, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 500 Liberty Street Southeast in Salem, Oregon. With a long history of providing quality insurance products and financial services, New York Life is dedicated to helping individuals and families protect their assets and plan for their future. Their team of experienced professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, New York Life Insurance is here to help you secure your financial future.
500 Liberty St SE, Salem, OR 97301, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 465 Commercial Street Northeast in Salem, Oregon. With a strong focus on providing financial security and peace of mind for its clients, Northwestern Mutual offers a range of services including life insurance, retirement planning, wealth management, and investment solutions. Their experienced team of financial advisors are dedicated to helping individuals and families achieve their financial goals and build a secure future. Trustworthy and reliable, Northwestern Mutual is a trusted institution in the community for all of your insurance and financial needs.
465 Commercial St NE #100 Ste 100, Salem, OR 97301, United States
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