3 Best Financial Services in Salem, OR

“Max Elvrom holds a Series 7 and 66 registration, a Life and Health license, the CERTIFIED FINANCIAL PLANNER™ certification, and the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations. Using an established 5-step process, he helps clients plan, organize, build, protect, and transfer wealth according to their wishes. Max Elvrom completed his Bachelor of Arts at the University of Washington. He has over six years of experience in the financial industry. Edward Jones specializes in investment management, prioritizing exceptional customer service for their clients. The firm collaborates closely with clients' accountants, attorneys, and other trusted professionals to develop strategies that capitalize on their collective expertize. Their financial advisors are committed to helping clients through every stage of their lives, offering advice and support as their needs change.”

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“Allen Financial Wealth Management, founded by Timothy M. Weiner who brings over 31 years of experience in investment and finance. He strongly believes trust is the most important criterion for meaningful friendships and relationships. He has many specialized industry designations and licenses and is a lifetime learner. Timothy M. Weiner continues his education by taking courses yearly to stay sharp in product structures, investment strategies, wealth planning, and tax strategies. The team strives to create a portfolio that balances risk and return appropriately. They employ a strategic asset allocation strategy and tactical research emphasizing portfolio re-balancing and mid. to long-term market trend analysis. They aim to build long-term relationships with their clients and be trusted and knowledgeable advisors.”

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“Great Oak Financial Group provides financial strategies and programs to help their clients achieve their specific goals. They focus on identifying clients' needs and objectives, providing a creative approach, and educating them about investments and tax-advantaged programs. The depth of knowledge and experience found in the Great Oak Financial Group team makes them one of the strongest local independent firms in the area. They are free to use various investment programs and aim to find and utilize the strongest and best-fitting programs for their clients' needs. They focus on identifying the needs and goals of their clients, providing creative strategies, and educating them about investments and tax-advantaged programs.”

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