Investment advisor in Salem, OR
114 results found
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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 -
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 -
Jim Thorlakson - COUNTRY Financial Representative
● ClosedJim Thorlakson - COUNTRY Financial Representative is a trusted finance and insurance agency located at 2115 Liberty Street Northeast in Salem, Oregon, United States. With a dedicated team of professionals, they provide a wide range of financial services including insurance, retirement planning, and investment solutions. Whether you are looking to protect your assets or plan for the future, Jim Thorlakson and his team are committed to helping you achieve your financial goals. Visit their office today to learn more about their personalized services and comprehensive financial solutions.
2115 Liberty St NE, Salem, OR 97301, United States -
Joe Kemp - COUNTRY Financial Agency Manager
● OpenJoe Kemp - COUNTRY Financial Agency Manager is a reputable finance and insurance agency located at 2150 Country Drive South in Salem, Oregon, United States. With a focus on providing personalized financial solutions and insurance products, Joe Kemp and his team are dedicated to helping individuals and families achieve their financial goals and protect what matters most. As a trusted COUNTRY Financial representative, Joe Kemp offers a range of services including retirement planning, investment strategies, and insurance coverage tailored to each client's unique needs. Whether you are looking to secure your financial future or safeguard your assets, Joe Kemp - COUNTRY Financial Agency Manager is committed to providing professional guidance and exceptional customer service.
2150 Country Dr S, Salem, OR 97302, United States -
Cascade Pacific Financial Group
● ClosedCascade Pacific Financial Group is a finance and insurance agency located at 494 State Street in Salem, Oregon, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Cascade Pacific Financial Group is dedicated to helping you achieve your goals. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses alike.
494 State St #400, Salem, OR 97301, 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 -
Allen Financial Wealth Management / LPL Financial
● OpenAllen Financial Wealth Management, affiliated with LPL Financial, is a leading finance institution located in Salem, Oregon. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 2651 Commercial Street Southeast to learn more about how we can help you secure a prosperous financial future.
2651 Commercial St SE #2, 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 -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 4093 Commercial Street Southeast in Salem, Oregon, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help individuals achieve their financial goals. With a commitment to transparency, low fees, and exceptional customer service, Charles Schwab is a trusted partner for individuals looking to grow and protect their wealth.
4093 Commercial St SE #170, Salem, OR 97302, United States -
U.S. Bank - Wealth Management Banker: Matt Sain
● ClosedU.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 -
Financial Freedom Wealth Management Group
● ClosedFinancial Freedom Wealth Management Group is a premier finance institution located at 1124 Cornucopia Street Northwest in Salem, Oregon. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and attain true financial freedom. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Financial Freedom Wealth Management Group, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Visit us today and let us help you secure your financial future.
1124 Cornucopia St NW #101, Salem, OR 97304, 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 -
The Legacy Group, Ltd.
● ClosedThe 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.
1193 Liberty St SE #100, Salem, OR 97302, United States -
Capital Financial Planners
● ClosedCapital Financial Planners is a leading finance institution located at 1640 Liberty Street Southeast in Salem, Oregon, United States. Our team of experienced financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to provide you with the guidance and support you need. Trust Capital Financial Planners to help you secure a stable financial future.
1640 Liberty St SE, Salem, OR 97302, United States -
Cascade Pacific Financial Planners
● ClosedCascade Pacific Financial Planners is a premier finance and insurance agency located at 195 Owens Street South in Salem, Oregon, United States. With a team of experienced financial planners, we offer comprehensive financial planning services to help our clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or protect your assets with insurance, our knowledgeable professionals are here to guide you every step of the way. Trust Cascade Pacific Financial Planners to provide personalized solutions tailored to your unique financial needs.
195 Owens St S, Salem, OR 97302, United States -
Littlejohn Financial
● ClosedLittlejohn Financial is a reputable finance institution located at 1695 Commercial Street Southeast in Salem, Oregon. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized services and strategic planning. Whether you are looking to invest, save for the future, or secure a loan, we are here to provide you with the guidance and support you need. Trust Littlejohn Financial to be your partner in financial success.
1695 Commercial St SE, Salem, OR 97302, 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 -
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 -
Jarvill Wealth Management
● ClosedJarvill Wealth Management is a leading finance institution located at 1495 24th Street Northeast in Salem, Oregon, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our experts are here to guide you every step of the way. Trust Jarvill Wealth Management to help you build and preserve your wealth for a secure financial future.
1495 24th St NE, Salem, OR 97301, 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 -
Directions Wealth Management | PNW
● ClosedDirections Wealth Management | PNW is a leading finance institution located at 350 Mission Street Southeast in Salem, Oregon, United States. Our team of experienced financial advisors is committed to helping clients navigate the complexities of wealth management and achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we offer personalized solutions tailored to your unique needs. Trust Directions Wealth Management | PNW to provide expert guidance and support as you navigate the ever-changing financial landscape.
350 Mission St SE STE 102, Salem, OR 97302, United States -
Daniel Dollinger CPA CFP
● ClosedDaniel 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.
187 High St SE, Salem, OR 97301, United States -
Green Wealth Management LLC
● ClosedGreen Wealth Management LLC is a finance institution located at 2150 Commercial Street Southeast in Salem, Oregon, United States. Our team of experienced financial advisors is dedicated to helping our clients grow and protect their wealth in a sustainable and environmentally conscious way. We offer a range of services including investment management, financial planning, and retirement planning. Contact us today to see how we can help you achieve your financial goals while also making a positive impact on the environment.
2150 Commercial St SE Ste 200, Salem, OR 97302, United States -
Jason Drews - Thrivent
● ClosedJason Drews - Thrivent is a finance institution located at 340 Miller Street Southeast in Salem, Oregon, United States. Specializing in financial planning and investment services, Jason Drews - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on creating personalized strategies tailored to each client's unique needs, the team at Jason Drews - Thrivent is committed to providing expert guidance and support every step of the way. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jason Drews - Thrivent is here to help you navigate the complexities of the financial world with confidence and peace of mind.
340 Miller St SE, 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 -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1255 Lee St SE Suite 150, Salem, OR 97302, United States -
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.
698 12th St SE #105, Salem, OR 97301, United States -
U.S. Bank - Wealth Management Banker: Leo Andresen
● ClosedU.S. Bank's Wealth Management Banker, Leo Andresen, offers expert financial advice and personalized wealth management services at their branch located at 302 State Street in Salem, Oregon. As a seasoned professional in the finance industry, Leo Andresen is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Leo Andresen can provide tailored solutions to meet your individual needs. Visit the U.S. Bank branch in Salem to schedule a consultation with Leo Andresen and take the first step towards financial success.
302 State St, Salem, OR 97301, United States -
Michael A. Blanchard, CPA/CFP
● ClosedMichael A. Blanchard, CPA/CFP is a well-established 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 services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Michael A. Blanchard, CPA/CFP is dedicated to helping you achieve your financial goals and secure your financial future. Their commitment to excellence and personalized service sets them apart as a trusted partner in navigating the complexities of the financial world.
2035 Madrona Ave SE STE100, Salem, OR 97302, United States
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