Best Financial Advisors in Salem, OR

“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.”

“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.”

“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.”

“At Haven Financial Group every client is valued and respected. We partner with our clients to develop and support a financial plan, tailored to fit personal family values, community, lifestyle, dreams and goals.”

“We believe that nothing is more important than trust when seeking to build life-long relationships with our clients. We seek to earn that trust by working closely with each of our clients to develop a comprehensive, long-term financial plan tailored ...”

“Based in Salem, Oregon, Oregon Planners is a comprehensive financial services firm dedicated to helping you pursue financial independence. As independent financial planners with over 59 years combined experience, we offer a wide range of products and...”

“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...”

“By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fa...”

“I can't say enough good things about Ryan Skogstad and his team at Capstone Wealth Advisors.”

“Helped us see the true value of the right financial advisor.”

“George gave me some amazing info to help me get my budget back on track!”

“Zachary's understanding of markets, traditional and emerging, physical or digital was well beyond what I had expected and I only wish the best for him and his company going forward!”

“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”

“For you, for the business, for the next generation. We go beyond the numbers for the health of your business and your financial future”

“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”

“AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.”