Financial Planners Salem OR

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Salem, OR. We have compiled a list of businesses and services around around Salem, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Ronald Kelemen
The H Group, Inc.
(503) 371-3333
500 Liberty Street SE, Suite 310
Salem, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Allan D. Ross, CFP®
(503) 399-3805
P.O. Box 12888
Salem, OR
Firm
CFP, Inc.
Areas of Specialization
Business Succession Planning, Insurance Planning, Investment Management, Small Business Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. James A. Kuxhaus, CFP®
(503) 364-9358
530 Center St NE Ste 415
Salem, OR
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Ms. Jennifer L. Lessard, CFP®
302 State St
Salem, OR
Firm
U.S Bank
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Wolfgang T. Sailler, CFP®
(503) 375-0208
161 High St SE
Salem, OR
Firm
Goldmark Financial Planners LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Mary Way
The H Group, Inc.
(503) 371-3333
500 Liberty Street SE, Suite 310
Salem, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Kevin M. Winder, CFP®
(503) 385-1233
1800 State St
Salem, OR
Firm
Invest Northwest, LLC
Areas of Specialization
Investment Management

Data Provided by:
Mr. Daniel T. Dollinger, CFP®
(503) 363-1550
187 High St SE
Salem, OR
Firm
DOLLINGER MANAGEMENT, INC.
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Laurence T. Hanslits, CFP®
(503) 371-3333
500 Liberty St SE Ste 310
Salem, OR
Firm
The H Group, Inc.

Data Provided by:
Ms. Shalisa Green Pierce, CFP®
198 Commercial St SE Ste 220
Salem, OR
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

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