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Best Financial Advisors in Salem

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Salem, ORSalem, OR

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Salem, ORSalem, OR

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

885 Lancaster Drive Southeast, Salem, OR 97317
Salem, OR 97317
  • Certified Financial Planner (CFP)

Bain Wealth Management is a firm in Salem that offers a wide range of financial management-related services. It creates wealth plans based on its clients' goals and needs. Additionally, it manages investment portfolios through a personalized strategy allocation, which is anchored on the clients' financial objectives. Other services include estate planning, risk management, and tax planning. Bain Wealth Management has been featured in several publications, such as Forbes and Investment News. It was founded by Frank Bain, who has been in the business since 1983.

885 Lancaster Drive Southeast, Salem, OR 97317
Salem, OR 97317

Website(800) 650-9003

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1640 Liberty Street Southeast, Salem, OR 97302
Salem, OR 97302
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Capital Financial Planners is a Salem-based independent advisory firm. It offers wealth management and financial planning services, such as investment and asset management, portfolio review, retirement transition, and sustainability analysis. Its planners also address client concerns regarding estate and tax planning, like tax minimization and beneficiary coordination. Moreover, Capital Financial Planners has been assisting clients with their financial and investment plans for over 35 years. The firm is also a member of the Salem Chamber of Commerce.

1640 Liberty Street Southeast, Salem, OR 97302
Salem, OR 97302

Website(888) 899-1067

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2005 Madrona Avenue Southeast, Salem, OR 97302
Salem, OR 97302
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Capstone Wealth Advisors has been serving professionals and business owners in Salem since 2012. It is an independent firm that provides clients with financial strategies that are tailored to their needs and goals. The firm offers estate management, money management, investment strategy, insurance strategy, and retirement planning. Senior financial advisor Ryan Skogstad has been in the industry since 2001. He worked as an advisor and a supervisor for an asset management and financial planning company for several years.

2005 Madrona Avenue Southeast, Salem, OR 97302
Salem, OR 97302

Website(503) 967-1980

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

670 Hawthorne Avenue Southeast, Salem, OR 97301
Salem, OR 97301
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Clearview Wealth Advisors LLC is a financial advising firm based in Salem. Its services range from education planning, wealth management to retirement planning. It can also assist clients in planning out their insurance coverage and making succession plans. Senior financial advisor Michael Coursey has over two decades of experience working in the financial services industry. He supports local organizations such as the Oregon Symphony and the Rotary Club of Salem.

670 Hawthorne Avenue Southeast, Salem, OR 97301
Salem, OR 97301

Website(503) 400-7800

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

187 High Street Southeast, Salem, OR 97301
Salem, OR 97301
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Daniel Dollinger CPA, CFP, provides financial planning services to clients in Salem and the surrounding areas. He specializes in helping individuals pursue their financial goals by managing their accounting, taxes, and investments. He also guides clients who want to apply for insurance programs to protect themselves and their families if they become ill or injured. Daniel Dollinger is a member of the Oregon Society of Certified Public Accountants and has been operating his own company for more than 25 years.

187 High Street Southeast, Salem, OR 97301
Salem, OR 97301

Website(503) 363-1550

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

350 Mission Street Southeast, Salem, OR 97302
Salem, OR 97302
  • Estate Planning
  • Retirement Planning

Directions Wealth Management is a financial services company that serves the Salem metro and nearby areas. It provides financial planning services and assists clients in financial areas like cash and banking management. It likewise offers insurance and estate planning solutions. The firm also helps with investment management and tax planning services. Directions Wealth Management president James Kuxhaus is a former US Air Force officer and member of the Willamette Valley Estate Planning Council.

350 Mission Street Southeast, Salem, OR 97302
Salem, OR 97302

Website(855) 752-6469

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

PO Box 5190, Salem, OR 97304
Salem, OR 97304
  • Retirement Planning

Goldmark Financial Planners, LLC, is an independent investment advisory firm serving families and individuals in Salem. It offers advice on managing accounts and also manages the clients' portfolio using a discount broker as a third-party custodian. It also assists clients with their concerns on life insurance, long-term care insurance, health insurance, and annuity purchases. Wolfgang Sailler, a financial advisor at Goldmark Financial Planners, started his career in personal financial services in 1991 as a disability and life insurance agent.

PO Box 5190, Salem, OR 97304
Salem, OR 97304

Website(503) 375-0208

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3468 Liberty Road South, Salem, OR 97302
Salem, OR 97302
  • Retirement Planning

Great Oak Financial Group is an independent firm serving the needs of businesses and individual investors in Salem. It offers its assistance in several investment types, including stocks and bonds, mutual funds, and certificates of deposit. The company also provides financial planning services to retirement and savings plans such as IRA rollovers, Roth IRA, and custodial accounts. Blaine Burnett serves as both office manager and financial advisor of the Great Oak Financial Group. He has over 26 years of experience in corporate management.

3468 Liberty Road South, Salem, OR 97302
Salem, OR 97302

Website(800) 258-7077

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3085 River Road North, Salem, OR 97303
Salem, OR 97303
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

JGC Wealth Management, LLC, is a financial advisory agency that caters to individuals, families, and businesses in the Salem metro. It focuses on helping clients achieve their financial goals by offering comprehensive wealth management, financial situation evaluations, insurance recommendations, portfolio construction, and retirement planning. Joshua Morrow, one of the firm's shareholders, has been working with JGC Wealth Management since 2015. He is a CPA who holds a Certified Trust and Fiduciary Advisor designation.

3085 River Road North, Salem, OR 97303
Salem, OR 97303

Website(503) 304-9248

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

235 Front Street Southeast, Salem, OR 97301
Salem, OR 97301
  • Estate Planning
  • Retirement Planning

Keudell / Morrison Wealth Management is an investment advisor serving individuals and businesses in Salem and the surrounding communities. It handles various aspects of investment management and financial planning, including investment consultation, asset management, retirement plan, education funding, risk and tax management, and estate planning services. It also offers global all assets model portfolios, such as income, balanced, aggressive worth, growth, and tax-advantaged income. Furthermore, its team of professionals has over 80 years of combined experience in managing investments.

235 Front Street Southeast, Salem, OR 97301
Salem, OR 97301

Website(971) 209-4500

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 Liberty Street Southeast, Salem, OR 97301
Salem, OR 97301
  • Certified Financial Planner (CFP)

The H Group, Inc. is an independent investment advisory firm that offers personalized services to clients in Salem. Its financial planning services cater to diverse clientele such as professors, physicians, and public employees. These services involve retirement and cash flow planning, which help clients generate income for the future while building strategies to reduce tax burdens. Larry Hanslits, a Certified Financial Planner of the firm, has earned his bachelor's degree in Business and Finance at Oregon State University in 1985.

500 Liberty Street Southeast, Salem, OR 97301
Salem, OR 97301

Website(503) 371-3333

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3995 Hagers Grove Road Southeast, Salem, OR 97317
Salem, OR 97317
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Timepiece Financial Planning Inc. is a Salem-based firm serving the metro. Its selection of services includes ongoing financial planning for young professionals and retirement planning. In these programs, the staff assesses the client's cash flow, provides financial behavioral coaching, and plans retirement earnings. The company also handles ongoing investment management. Founder Tim Massie has been working in the financial services industry since 2004. He is a Certified Financial Planner with a background in accounting.

3995 Hagers Grove Road Southeast, Salem, OR 97317
Salem, OR 97317

Website(360) 687-0244

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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