TOP 30 Investment advice in Salem, Oregon
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U.S. Bancorp Investments - Financial Advisors: Timothy Ivey
● ClosedU.S. Bancorp Investments - Financial Advisors: Timothy Ivey is a reputable finance institution located at 302 State Street in Salem, Oregon, United States. Timothy Ivey and his team of experienced financial advisors provide expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, U.S. Bancorp Investments is a trusted partner for individuals seeking sound financial advice and wealth management solutions.
302 State St, Salem, OR 97301, 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 -
OCCU | Oregon Community Credit Union
● OpenOCCU | Oregon Community Credit Union is a trusted financial institution located at 2755 Commercial Street Southeast in Salem, Oregon, United States. As a full-service credit union, we offer a wide range of financial services including ATM access, banking, insurance, and investment options. Our dedicated team of professionals is committed to helping our members achieve their financial goals and secure their future. Visit us today to experience the difference of banking with a community-focused credit union like OCCU.
2755 Commercial St SE, Salem, OR 97302, United States -
All That Glitters
● OpenAll 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 -
John Derouin - COUNTRY Financial Representative
● ClosedJohn Derouin - COUNTRY Financial Representative is a trusted finance and insurance agency located at 1305 Old Salem Road Northeast in Albany, Oregon. As a representative of COUNTRY Financial, John Derouin offers a wide range of financial services and insurance products to help individuals and families protect their assets and plan for the future. With a focus on personalized service and tailored solutions, John Derouin is dedicated to helping clients achieve their financial goals and secure their financial well-being. Whether you are looking for insurance coverage, retirement planning, or investment advice, John Derouin is committed to providing expert guidance and support every step of the way. Visit the office today to learn more about the services offered and how John Derouin can help you achieve financial security and peace of mind.
1305 Old Salem Rd NE, Albany, OR 97321, United States -
Carl Boje - State Farm Insurance Agent
● ClosedCarl Boje - State Farm Insurance Agent is a reputable insurance agency located at 515 Glen Creek Road Northwest in Salem, Oregon. The agency is run by a Business Finance Major graduate from Oregon State University, who is also fluent in Spanish. The team at Carl Boje is dedicated to helping clients understand and choose the right insurance products for their needs, including Auto, Life, Fire, and Retirement plans. They also organize fun events like an Annual Haunted House, where customers can enjoy a great time with professional family photos included. The agency staff includes dedicated individuals like Anna, who enjoys building relationships with clients, and Chad, who plans on opening his own State Farm Agency in the future. The agency provides valuable information on topics such as the duties of a will Executor, annuities for retirement, and safe driving tips for rural roads.
515 Glen Creek Rd NW, Salem, OR 97304, 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 -
Adam Alfaqeeh - COUNTRY Financial Representative
● ClosedAdam Alfaqeeh is a dedicated COUNTRY Financial Representative located in Salem, Oregon. Specializing in health and insurance services, Adam is committed to providing personalized guidance and support to his clients. With a focus on building long-term relationships and understanding each individual's unique needs, Adam strives to help clients secure their financial future. Visit Adam Alfaqeeh at 1291 Wallace Road Northwest for expert advice and reliable insurance solutions.
1291 Wallace Rd NW, Salem, OR 97304, 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 -
New York Life Insurance
● OpenNew 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 -
Stephen Carroll - COUNTRY Financial Representative
● ClosedStephen Carroll - COUNTRY Financial Representative is a trusted finance and insurance agency located at 4744 Liberty Road South in Salem, Oregon, United States. With a commitment to providing personalized financial solutions and excellent customer service, Stephen Carroll helps clients navigate the complexities of insurance and financial planning. Whether you are looking for insurance coverage or investment advice, Stephen Carroll is dedicated to helping you achieve your financial goals and secure your future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
4744 Liberty Rd S #250, Salem, OR 97306, United States -
Greg Covert: Primerica - Financial Services
● OpenGreg Covert: Primerica - Financial Services is a reputable finance and insurance agency located at 3281 Concomly Road South in Salem, Oregon. With a focus on providing top-notch financial services to individuals and families, Greg Covert and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, you can trust Greg Covert and his team to provide expert guidance and personalized solutions tailored to your specific needs. Visit Greg Covert: Primerica - Financial Services today to take the first step towards financial security and peace of mind.
3281 Concomly Rd S BLDG B STE 1, Salem, OR 97306, United States -
Sammie Sue Willenborg - Prudential Financial
● ClosedSammie Sue Willenborg - Prudential Financial is a leading finance and insurance agency located at 525 Glen Creek Road Northwest in Salem, Oregon, United States. With a strong reputation for providing top-notch financial planning and insurance services, Sammie Sue Willenborg - Prudential Financial is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at this institution are here to help you every step of the way. Contact Sammie Sue Willenborg - Prudential Financial today to start building a secure financial future for yourself and your loved ones.
525 Glen Creek Rd NW Suite 310, Salem, OR 97304, United States -
Willamette Valley Bank
● ClosedWillamette Valley Bank is a trusted financial institution located at 101 High Street Northeast in Salem, Oregon, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of individuals, families, and businesses in the Willamette Valley region. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you're looking for a checking account, mortgage loan, or investment advice, Willamette Valley Bank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a community-focused institution.
101 High St NE, Salem, OR 97301, United States -
Central Willamette Credit Union
● OpenCentral 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 -
Tropical
● OpenTropical is a reputable institution specializing in accounting and finance services located at 875 Idylwood Drive Southeast in Salem, Oregon, United States. With a team of experienced professionals, Tropical offers a wide range of financial solutions tailored to meet the needs of individuals and businesses alike. Whether you are looking for tax preparation, financial planning, or investment advice, Tropical is dedicated to providing top-notch services with a personalized touch. Visit us today to experience the expertise and excellence that sets us apart in the financial industry.
875 Idylwood Dr SE, Salem, OR 97302, United States -
AIO Fee Only Financial Advisors
● ClosedAIO Fee Only Financial Advisors is a reputable finance institution located at 5265 Mac Street Southeast in Salem, Oregon, United States. Our team of experienced financial advisors provide comprehensive and personalized financial planning services to help clients achieve their financial goals. As a fee-only firm, we are committed to acting in the best interest of our clients and providing transparent, unbiased advice. Whether you are planning for retirement, saving for a major purchase, or managing your investments, our team is dedicated to helping you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and take the first step towards securing your financial future.
5265 Mac St SE, Salem, OR 97306, United States -
Brazier Hinz & Associates
● ClosedBrazier Hinz & Associates is a reputable finance and insurance agency located at 3550 Liberty Road South in Salem, Oregon, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Brazier Hinz & Associates is committed to providing top-notch service and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards securing your financial future.
3550 Liberty Rd S #230, Salem, OR 97302, United States -
Living Tree Financial Consulting
● OpenLiving 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.
3550 Liberty Rd S, Salem, OR 97302, United States -
Great Oak Advisors Inc
● ClosedGreat Oak Advisors Inc is a leading finance institution located at 3468 Liberty Road South in Salem, Oregon, United States. With a team of experienced financial advisors, we offer a wide range of services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, our experts are here to provide personalized solutions tailored to your individual needs. Trust Great Oak Advisors Inc to guide you towards a secure financial future.
3468 Liberty Rd S, Salem, OR 97302, United States -
Morgan Stanley Financial Advisors
● OpenMorgan 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.
4285 Commercial St SE Ste 200, Salem, OR 97302, United States -
U.S. Bank - Wealth Management Banker: Matt Sain
● OpenU.S. Bank's Wealth Management Banker, Matt Sain, offers personalized financial services and guidance to clients in Salem, Oregon. Located at 5660 Commercial Street Southeast, U.S. Bank provides comprehensive wealth management solutions to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Matt Sain works closely with clients to create customized investment strategies tailored to their unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, U.S. Bank's Wealth Management Banker is dedicated to helping you succeed financially.
5660 Commercial St SE, Salem, OR 97306, United States -
DuPont Financial Group
● ClosedDuPont Financial Group is a well-established institution located at 447 Ferry Street Southeast in Salem, Oregon, United States. Specializing in finance, health, and insurance services, DuPont Financial Group offers a wide range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing personalized and comprehensive financial planning and insurance coverage to help individuals and businesses achieve their goals. Whether you are looking for investment advice, health insurance options, or risk management strategies, DuPont Financial Group is committed to delivering top-notch services and support to ensure your financial well-being.
447 Ferry St SE, Salem, OR 97301, United States -
Bain Wealth Management
● ClosedBain Wealth Management is a leading financial institution located at 4085 Hager Street Southeast in Salem, Oregon, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial advice. With a commitment to excellence and a focus on building long-term relationships, Bain Wealth Management is the trusted partner you need to secure your financial future. Contact us today to learn more about how we can help you reach your financial objectives.
4085 Hager St SE Suite 100, Salem, OR 97317, United States -
The H Group, Inc.
● ClosedThe 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.
500 Liberty St SE Ste. 310, Salem, OR 97301, United States -
U.S. Bank - Private Wealth Advisor: Jordan Craig
● ClosedU.S. Bank - Private Wealth Advisor: Jordan Craig is a prestigious financial institution located at 302 State Street in Salem, Oregon, United States. As a private wealth advisor, Jordan Craig provides personalized financial advice and services to high-net-worth individuals, families, and businesses. With a focus on wealth management, investment planning, and estate planning, Jordan Craig helps clients achieve their financial goals and secure their financial future. The institution prides itself on delivering exceptional service and tailored solutions to meet the unique needs of each client.
302 State St, Salem, OR 97301, United States -
Capstone Wealth Advisors
● ClosedCapstone Wealth Advisors is a premier financial institution located in Salem, Oregon. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Capstone Wealth Advisors is here to provide expert guidance and support. Visit us at 2005 Madrona Avenue Southeast to learn how we can help you secure your financial future.
2005 Madrona Ave SE, Salem, OR 97302, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank, located at 302 State Street in Salem, Oregon, is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including business owners, corporate executives, and women, to provide personalized advice and guidance. We believe in giving back to the community and have a strong commitment to philanthropy. Through our affiliate U.S. Bancorp Investments, we offer a range of investment and insurance products to help our clients secure their financial future. Whether you're selling your business, planning for retirement, or seeking to grow your wealth, our team is here to help you every step of the way. Contact us today to start working towards the life and legacy you envision.
302 State St, Salem, OR 97301, United States -
Merrill Lynch Financial Advisor Brandon Perkins
● ClosedMerrill Lynch Financial Advisor Brandon Perkins is located at 1255 Lee Street Southeast, Salem, Oregon, United States. Brandon Perkins is a Senior Vice President and Senior Financial Advisor with the Swancutt, Perkins and Danek Group at Merrill Lynch Wealth Management. He is committed to building and maintaining strong relationships with clients, providing customized advice and guidance to individuals, couples, families, and businesses. Brandon's areas of focus include investment management, retirement planning, education funding, and wealth transfer strategies. He has a background in banking and lending services, as well as experience in working with business owners on retirement planning initiatives. Brandon believes in building long-term relationships with clients, tailored to their evolving life priorities and interests. He is dedicated to helping clients achieve their financial goals through personalized plans centered on their aspirations. With access to the resources of Merrill and Bank of America, Brandon works with clients to develop financial approaches designed to address their needs. Brandon and his team are committed to building strong client relationships based on trust and personalized service. To learn more about the services offered by Merrill Lynch Financial Advisor Brandon Perkins, visit the institution at 1255 Lee Street Southeast, Salem, Oregon, United States.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
JGC Wealth Management, LLC
● ClosedJGC Wealth Management, LLC is a finance institution located at 2035 Madrona Avenue Southeast in Salem, Oregon, United States. Our team of experienced professionals provides comprehensive wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are dedicated to providing personalized solutions tailored to your individual needs. Trust JGC Wealth Management, LLC to guide you on the path to financial success.
2035 Madrona Ave SE Ste 100, Salem, OR 97302, United States
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