3 Best Financial Services in Salem, OR

Expert-recommended Top 3 Financial Services in Salem, Oregon. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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MODEWEALTH, LLC

5778 Commercial Street Southeast, Suite 250,
Salem, OR 97306 Directions

Since 2014

Specialty:

Personal Financial Planning Retirement Planning Estate Planning Individual Tax Preparation Tax Planning Estate and Trust Tax Services

"ModeWealth, LLC is a holistic planning organization that specializes in business accounting and planning, safe retirement solutions, and estate planning through their network of licensed professionals. They automate these efficiencies and leverage them towards your retirement goals. They use a network of licensed tax professionals and other financial services through their collaborative approach, all focused on your business and retirement goals. They offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities. They encourage you to contact them with any questions or comments you may have.

2026 Highlights: Melvin Young is the Chief Planning Officer of ModeWealth, LLC . ModeWealth, LLC offers no Obligation Consultation for 60 Min."

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License #226315596

Contact:

(971) 273-7373 (888) 233-6637

Mon-Fri: 9am - 5pm
Sat&Sun: Closed

TBR® Inspection Report:

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CAMPBELL WEALTH MANAGEMENT

2425 13th Street Southeast,
Salem, OR 97302 Directions

Since 2019

Specialty:

Investments Insurance Tax Planning Estate Planning

2026 Highlights: Campbell Wealth Management is a family-owned and operated financial services firm. Justin Campbell and Scott Campbell are financial advisors at Campbell Wealth Management. Justin Campbell holds a Certified Financial Planner™ designation. Scott Campbell has over 32 years of experience in the financial services industry. They help you achieve your financial goals with confidence and clarity by creating tailored strategies to align with your goals and risk tolerance while also offering protection solutions with your long-term objectives.

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License CRD #152956

Contact:

(503) 364-9359

Mon-Thu: 8:30am - 4pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Great Oak Financial Group - Salem, OR Financial Services - Professional Team Image
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7+ YEARS IN TBR
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GREAT OAK FINANCIAL GROUP

3468 Liberty Road South,
Salem, OR 97302 Directions

Since 1995

Specialty:

Asset Management Financial Planning Personal Rollovers Retirement Plan Rollovers IRA Rollovers IRA Roth IRA Trust Accounts Custodial Accounts College Savings Plans 401(k) Plan Simple and SEP IRA Annuities Long-term Care and Life Insurance Disability Insurance

"Great Oak Financial Group is an independent financial services firm. They focus on identifying the needs and goals of their clients, providing creative strategies, and educating them in the world of investments and tax-advantaged programs. Great Oak's investment professionals are involved in providing confidential, personalized financial services with a specialty in retirement planning. Their primary interest is in providing financial strategies and programs that will help their clients achieve their specific goals. They manage assets for individuals and families, providing investment management and financial planning services. They serve Portland, Vancouver, McMinnville, Albany, Corvallis, and surrounding areas.

2026 Highlights: Kimberly J. Harris is Financial Advisor and Branch Manager at Great Oak Financial Group. She is an Accredited Investment Fiduciary and Certified Wealth Strategist."

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License CRD #127780

Price:

Financial Planning Fees Hourly Fee $300

Contact:

(503) 364-0950 (800) 258-7077

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report: