3 Best Financial Services in Salem, OR

“Modewealth 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. Modewealth uses 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. Modewealth encourages you to contact them with any questions or comments you may have.”

“Allen Financial Wealth Management's focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client. Timothy M. Weiner is the founder of Allen Financial Wealth Management. Tim delivers objective financial planning and investment advice based on a thorough understanding of your unique circumstances and philosophy about wealth management. Tim offers the benefit of his experience, education, integrity, and professional training to help you work towards your personal financial goals. Integrity is the cornerstone of Tim’s approach to financial planning. He strives to always put integrity first in all aspects of his business and life. That approach begins at your first meeting, where he will get to know you, your investment goals, preferences, and your attitudes towards risk.”

“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.”