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TOP 30 Tax advisors in Salem, OR
77 results found
Search for local businesses, places and services near you
U.S. Bank - Wealth Management Banker: Matt Sain
U.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.
Raul Valdivia CPA
Raul Valdivia CPA is a trusted accounting and finance institution located at 4985 Battle Creek Road Southeast in Salem, Oregon, United States. As a Certified Public Accounting Firm, we are dedicated to providing year-round support as a resource for ideas and problem-solving. Our team of experienced CPAs and Tax Advisors are committed to not only preparing your taxes and organizing your financials, but also educating our clients to make informed business decisions. We believe in taking a proactive approach by getting to know your business and fostering a strong partnership relationship. Our goal is to help you become more engaged in your business and feel confident in your financial decisions. Our team is bilingual and we are able to assist clients in both English and Spanish.
Fischer Hayes Joye & Allen LLC
Located in Salem, Oregon, Fischer Hayes Joye & Allen LLC is a leading Certified Public Accounting firm offering a wide range of financial services for individuals and businesses in various industries. Established in 1981, our team of knowledgeable professionals, including 8 Certified Public Accountants, provide services such as tax services, financial statement assurance, business valuation, litigation support, and management consulting. We are dedicated to proactive planning and creative strategy to help our clients achieve their financial goals. Our firm takes pride in our client relationships and demonstrates unwavering support and concern for our community. Additionally, we provide information and guidance on various financial needs throughout the cycle of life, family, or business. Visit our website for more information on the services we offer and updates on beneficial ownership information reporting requirements.
Financial Freedom Wealth Management Group
Financial 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.
Dahrens & Associates LLC
Dahrens & Associates LLC is a reputable accounting and finance firm located at 1174 Cornucopia Street Northwest in Salem, Oregon. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Dahrens & Associates LLC for all your accounting and finance needs.
DuPont Financial Group
DuPont 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.
The Legacy Group, Ltd.
The 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.
Capital Financial Planners
Capital 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.
Cascade Pacific Financial Planners
Cascade 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.
Bain Wealth Management
Bain 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.
The H Group, Inc.
The 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.
Jamison Hanson, LLC
Jamison Hanson, LLC is a finance institution located at 1564 Commercial Street Southeast in Salem, Oregon, United States. Specializing in Wealth Management and Retirement Planning, our team of Financial Advisors offers a free review to help you capitalize on opportunities and get back to the life you love. As a full-service, fee-only financial planning and accounting firm, we provide comprehensive wealth management services to meet all your financial needs in one place. With regular meetings and a thorough review of your financial landscape, we help you take advantage of wealth-building opportunities and minimize your tax burden. Our team of experts, including a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, is dedicated to serving your best interests and providing a big-picture plan for your finances. Contact us today to schedule your free review and start living your life well.
Directions Wealth Management | PNW
Directions 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.
Chamberlain Financial Group
Chamberlain Financial Group is a reputable finance and insurance agency located at 388 State Street in Salem, Oregon, United States. With a commitment to providing top-notch financial services and insurance solutions to individuals and businesses, Chamberlain Financial Group is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized guidance and tailored strategies to help clients navigate the complexities of the financial world with confidence and peace of mind. Visit us today to learn more about how Chamberlain Financial Group can help you protect and grow your wealth.
Daniel Dollinger CPA CFP
Daniel 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.
Jason Drews - Thrivent
Jason 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.
JGC Wealth Management, LLC
JGC 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.
Merrill Lynch Wealth Management
Merrill 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.
North Star Retirement
North 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.
U.S. Bank - Wealth Management Banker: Leo Andresen
U.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.
Michael A. Blanchard, CPA/CFP
Michael 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.
Johnson Glaze & Co.
Johnson Glaze & Co. is a reputable 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 financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Johnson Glaze & Co. for their expertise and personalized approach to help them achieve their financial goals.
Aldrich Benefits
Aldrich Benefits is an insurance agency located at 680 Hawthorne Avenue Southeast in Salem, Oregon. Founded in 1973 by Kent Aldrich, the agency prides itself on providing local expertise and exceptional service to clients in Salem, the Willamette Valley, and across the United States. With nearly 50 years of experience, Aldrich has become a trusted business advisor in the community, offering services such as financial statement assurance and strategic business planning for closely held businesses. Under the leadership of Office Managing Partner Daryl Knox, Aldrich Benefits has been recognized as one of the Top 100 Best Places to Work in Oregon for over five consecutive years. Daryl, who has been with the firm for nearly 20 years, is a Certified Public Accountant and Certified Construction Industry Financial Professional. He has a wealth of experience in tax reforms for agricultural cooperatives in Oregon and is dedicated to providing quality service and expert advice to clients.
H&R Block
H&R Block is a renowned accounting and finance institution located at 4155 Rickey Street Southeast in Salem, Oregon, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial services, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience our commitment to excellence in accounting and finance.
Grove Mueller & Swank PC
Grove Mueller & Swank PC is an accounting and finance institution located at 475 Cottage Street Northeast, Salem, Oregon, United States. They have recently joined forces with REDW Advisors & CPAs to better meet the evolving demands of their clients. With a comprehensive array of services including Cybersecurity Scorecards, Sage Intacct Financial Software, Sponsored Retirement Plan Assessments, and Tribal Compensation Reports, GMS is now able to offer expanded and enhanced services to clients in the Pacific Northwest. Led by Shareholder and Chairman of the Board, John Hawkins, GMS is committed to providing quality service and innovative solutions to help clients build a roadmap for their financial future. Connect with REDW’s team of experts today and see how they can fit your needs.
Shawn Ryan - Thrivent
Shawn 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.
Victor Hux - Thrivent
Victor 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.
Sara K Wallace - Morgan Stanley
Sara K Wallace - Morgan Stanley is a leading finance institution located at 4285 Commercial Street Southeast in Salem, Oregon. Our team of experts offers a wide range of financial services, including investment management, retirement planning, and wealth management. With a focus on personalized solutions and long-term financial success, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
Eric Braafladt - Thrivent
Eric 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.
Modewealth LLC
Modewealth LLC is a reputable accounting and finance institution located at 5778 Commercial Street Southeast in Salem, Oregon, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Modewealth LLC is committed to helping our clients achieve their financial goals. Visit us today to see how we can help you secure your financial future.
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