Salem, OR

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Salem, OR
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Best Financial Advisors in Salem, OR

The highest-rated Financial Planning & Wealth Management companies out of 127 vetted & reviewed in the Salem area.

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Allen Financial Wealth Management / LPL Financial

Allen Financial Wealth Management / LPL Financial

(12)
Estate Plans, Common Stock, Government Securities
“Not only did Tim capably tackle and resolve all of this with his confidence, knowledge, and expertise, but his understanding, kindness, and support were then, and remain invaluable to me.”
In Business Since 1998
Licensed, BBB Rating: A+
2651 Commercial St SE #2, Salem, OR
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Professional Benefit Services

Professional Benefit Services

(17)
  • Plan
  • Prices
  • Company
“This is the only 5 star review i have ever given a company.”
In Business Since 2000
Family Business
Transparent Fees & Pricing
1193 Royvonne Ave SE # 22, Salem, OR
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Doty Pruett Wilson

Doty Pruett Wilson

(20)
  • Emails
  • Planning
  • Communication
“We purchased a company less than a year ago and Ben helped us in explaining the different kinds of corporations as well as the how they can affect payroll taxes and owner disbursements.”
In Business Since 1985
Remote Consultations Available
Accepts All Major Credit Cards
447 State St, Salem, OR
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Modewealth

Modewealth

(7)
Industries, Services For Individuals, Tax Services
“During my very first tax planning appointment, I was provided with a portion of my plan that saved me way more money than the fee I paid Mode Wealth to do my tax plan in the first place…and that was just the first of several tax planning visits!”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
5778 Commercial St SE ste 250, Salem, OR
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Maps Investments - Hines Branch

Maps Investments - Hines Branch

“I love being a Maps member because everyone is much more helpful, friendly, and nice than the banks I went to with my parents growing up as a kid…Maps is extremely inclusive, diverse, and I never feel any judgment. Emily K.”
In Business Since 1995
Offers Financing Options
Transparent Fees & Pricing
1900 Hines St SE, Salem, OR
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The H Group

The H Group

Retirement Planning, Financial Planning For Physicians, Risk Planning
“Our firm focuses on prudent wealth management and holistic financial planning. Our investment philosophy is one of careful management and asset allocation. We strongly believe that keeping your investments diversified is the best protection against s...”
In Business Since 2003
Transparent Fees & Pricing
CFP Certified
500 Liberty St SE Ste. 310, Salem, OR
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Finance Strategists

Finance Strategists

“After submitting your question, it enters a meticulous review process managed by our dedicated team at Finance Strategists. We analyze the scope and specifics of your question to determine its relevance to our pool of financial professionals. Once we...”
Free Initial Consultation
In Business Since 2020
Remote Consultations Available
Transparent Fees & Pricing
565 Union St NE, Salem, OR
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Great Oak Advisors

Great Oak Advisors

(3)
Who We Are
“He and his partners have gone out of their way to provide professional, ethical, and educational services during my years of raising children, obtaining college degrees, buying and selling of houses and all that has gone on in between.”
In Business Since 2012
Accepts All Major Credit Cards
3468 Liberty Rd S, Salem, OR
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Hoots Baker & Wiley

Hoots Baker & Wiley

(2)
Accounting, Management Advisory
“I've always been impressed by their professionalism, their customer service, and their quality of work.”
In Business Since 2019
Transparent Fees & Pricing
2001 Front St NE #120, Salem, OR
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Keudell/Morrison Wealth Management

Keudell/Morrison Wealth Management

(1)
Newsletters, Videos, Investment Process
“They have also worked with me to set up my account to fit my needs exactly”
In Business Since 2012
235 Front St SE UNIT 300, Salem, OR
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Summit Wealth Management

Summit Wealth Management

(1)
Estate Planning Strategies, Business Services, Investing
“I live in Portland and only get there in person a few times a year, but, I feel like I can always call or e-mail”
In Business Since 2014
1500 Liberty St SE # 250, Salem, OR
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Littlejohn Financial

Littlejohn Financial

“Some financial advisors are fiduciaries, required by law to manage your assets or money in your best interest. A fiduciary advisor is required to provide suggestions that are in your best interest as the client rather than acting in their own self-in...”
In Business Since 2010
Free Initial Consultation
1695 Commercial St SE, Salem, OR
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Jarvill Wealth Management

Jarvill Wealth Management

(3)
“He has been managing my family's investments for over a decade and most recently, my own investments, and couldn't be more happy.”
In Business Since 2021
1495 24th St NE, Salem, OR
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Dynamic Risk Consulting

Dynamic Risk Consulting

(3)
“Jenny is an amazing consultant, she has helped me on a few projects with bookkeeping, auditing, and financial advice.”
In Business Since 2021
242 Church St SE Suite #200, Salem, OR
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Capstone Wealth Advisors

Capstone Wealth Advisors

(2)
“I can't say enough good things about Ryan Skogstad and his team at Capstone Wealth Advisors.”
In Business Since 2012
2005 Madrona Ave SE, Salem, OR
Featured

We are proud to announce that Capstone Wealth Advisors has been recognized as one of the fastest-growing registered investment firms in America by InvestmentNews. 🚀📈 Capstone’s goal is to provide a financial platform where clients and advisors can thrive. Our rapid growth can be attributed to our innovative approach. 💡 While each advisor offers a unique perspective, our collaboration ensures a holistic, long-term investment discipline. Ready to join our growing community? Visit our website or call today. #capstonewealthadvisors #financialinnovation...

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Capital Financial Planners

Capital Financial Planners

(1)
“Helped us see the true value of the right financial advisor.”
In Business Since 2013
1640 Liberty St SE, Salem, OR
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Freedom Spending Plans

Freedom Spending Plans

(1)
“George gave me some amazing info to help me get my budget back on track!”
In Business Since 2019
6120 Lake Labish Rd NE, Salem, OR
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Dupont Financial Group

Dupont Financial Group

(1)
“Phil and his crew are excellent at what they do they also invest in their local community and kids I would not take my money elsewhere”
In Business Since 2020
447 Ferry St SE, Salem, OR
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Michael A. Blanchard, Cpa/Cfp

Michael A. Blanchard, Cpa/Cfp

“For you, for the business, for the next generation. We go beyond the numbers for the health of your business and your financial future”
In Business Since 1989
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2035 Madrona Ave SE STE100, Salem, OR
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Bain Wealth Management

Bain Wealth Management

(2)
Estate Planning, Women Investors, Financial Planning
“From the moment we were greeted by Julie, to the meeting with Mark, Kayla and Joshua, we were treated with friendliness and respect.”
In Business Since 1991
4085 Hager St SE Suite 100, Salem, OR
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Wrgn

Wrgn

(1)
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2009
Transparent Fees & Pricing
805 Liberty St NE Unit 1, Salem, OR
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North Star Retirement

North Star Retirement

(4)
  • Information
  • Social Security
  • Benefits
“Peggy had created a customized Social Security Timing retirement plan that showed me three options on when to begin pulling social security and what the benefits would be with each choice.”
In Business Since 2022
698 12th St SE #105, Salem, OR
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True Private Wealth Advisors

True Private Wealth Advisors

(3)
“When we first met, he gave me honest financial advice that benefitted me, but not him, because he advised against me using her services at that time.”
In Business Since 2012
1781 Liberty St SE Ste. 200, Salem, OR
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Apex Inventory Service

Apex Inventory Service

Perpetual Inventory Audit, Price Book Configuration, Financial Inventory Audit
“Apex Inventory Service provides business to business inventory managment solutions. Physical Inventory, Financial inventory, Price book building, retail IT solutions.”
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
4724 Bradford Loop SE, Salem, OR
FAQs
What is a physical inventory?
A physical inventory is a process in which a company counts and verifies its actual stock on hand, comparing the results with the recorded inventory levels. This procedure is essential for maintaining accurate inventory records, identifying discrepancies, and ensuring compliance with accounting standards.
What is the difference between a physical inventory and a cycle count?
A physical inventory involves counting and verifying the entire stock on hand at a specific point in time, while a cycle count is a periodic, partial count of selected inventory items. Cycle counting is an ongoing process that allows businesses to maintain inventory accuracy without disrupting operations as much as a full physical inventory.
What are the costs associated with a physical inventory?
Labor costs for the team members involved in the counting process Temporary disruption of business operations, leading to potential lost sales or reduced productivity Costs of inventory management tools or software, if used
Can a third-party service provider conduct a physical inventory?
Yes, many companies hire third-party service providers to conduct physical inventories. These providers often have specialized expertise and resources to perform the inventory count efficiently and accurately. Hiring a third-party provider can help minimize disruptions to your business operations and ensure an unbiased, objective inventory count.
How can I improve the accuracy of my physical inventory?
To improve the accuracy of your physical inventory, consider the following: Use technology, such as barcode scanners or inventory management software, to reduce manual errors. Train your team members on proper counting techniques and the importance of accuracy. Organize and label items in the storage area to facilitate efficient counting. Perform spot checks and recounts to ensure the accuracy of the initial count. Investigate discrepancies and take corrective action as needed.
More info can be found on the FAQ page of our website.
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Retirement Planning and Investment Management Services in Salem, OR Cost Estimates

Minimum cost
$1209
Maximum cost
$10272
National Average
$3626
Avg Per Hour Rates
$363
$2417
$6647
Fair price range is based on 483 cost profiles
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Average Cost $3626
Minimum cost $1209
Maximum cost $10272
Avg Per Hour Rates $363

Fair range $2417 to $6647 is based on 483 cost profiles.

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Wealth Management Advisors near Salem

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