Allen Financial Wealth Management is a well-known financial service located in Salem. Oregon. They strive to create a portfolio that will apply an appropriate balance between risk and return. They employ a strategic asset allocation strategy coupled with tactical research emphasizing portfolio re-balancing and mid to long-term market trend analysis. Their mission is to build long-term relationships with their clients and trusted and knowledgeable advisors. Their focus is to create comprehensive and effective wealth management strategies personalized to the unique financial needs of each client. They aim to accomplish this through education, training integrity, and outstanding client service.
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.
ALLEN FINANCIAL WEALTH MANAGEMENT REVIEWS
We first met Tim, when we were given his name to manage my mother in laws finances when she became ill. The following year my wife and I started converting our 401K and other retirement funds over to Tim's management. Over the past 14 years Tim has done a great job in managing our retirement portfolios. Now that we are both retired Tim continues to advise us in our investments as well as insuring that we both receive the income we need to maintain our life style.
I became acquainted with Tim Weiner 15+ years ago. Having interests in 2 different states, I decided it was time to simplify. At first I moved my 401k into Tim's 'hands'. As I came to know Tim, it became apparent that he is of the highest character. He is sincere, trustworthy and honest. It is easy for me to recommend Tim for financial council to friends and family.
My 12-year experience with Tim Weiner at Allen Financial has been exemplary. He is personable, trustworthy, reliable, always accessible, and puts clients’ best interests first. Without reservation, I highly recommend Tim Weiner and Allen Financial.
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Max Elvrom is one of the best financial advisors at Edward Jones, generally located in Salem, Oregon. Max Elvrom completed his Bachelor of Arts in University of Washington. He has over six years of experience in this financial industry. He specializes in Retirement Savings and Retirement Income Strategies. Edward Jones uses a documented process to partner with their clients throughout their life. They believe the best way to build and preserve your financial future is with a long-term approach to investing. Therefore, they use a long-term investment strategy as the best way to develop and maintain your financial future. Contact them to make an appointment, and also they offer Web Conferencing for their clients.
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MAX ELVROM - EDWARD JONES REVIEWS
Max is extremely professional while at the same time is very compassionate and legitimately cares about his clients as people. He takes the time to understand your needs and your goals and lays out a plan to make it happen! He was working with my husband and I to reach our retirement goals when my husband got sick and passed away. Max has been a godsend since that time, helping me to get my affairs and finances in order. I trust him completely and would highly recommend him to anyone who is seeking a more solid financial future! Thank you Max.
Max helped me pay off student loan debt, save for a down payment for my first home, and get my 401k savings going. I accomplished my financial goals in a short 2 year span with the help of Max’s knowledge and guidance. I would recommend Max and continue to use him for future financial goals. I also would like to add when I send messages to Max that are of urgent nature I always get a quick response, which is really important to me.
It is a true blessing to have someone you trust looking out for you. Working with Max has given me such peace of mind when it comes to my finances and ultimately my future. Not only does he go above and beyond, but he is always willing to break things down for me in a way I understand. Because let’s be honest, money & retirement can be confusing and scary! I’ve never felt judged by him, he supports my goals & dreams and I can tell he is willing to do whatever he can to get me there. I can’t recommend him enough. I’ve pointed many people his direction & will continue to do so because he has made such an impact in my life. Thanks Max.
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Great Oak Financial Group is an independent financial services firm that offers services for Salem and surrounding areas. They provide confidential, personalized financial services with a specialty in retirement planning. Their primary interest is providing financial strategies and programs to help their clients achieve their specific goals. Their objective is to find and utilize the strongest and best-fitting program for their clients' needs. They focus on identifying the needs and goals of their clients, providing creative processes, and educating them in the world of investments and tax-advantaged programs. Their primary interest is providing financial strategies and programs to help their clients achieve their specific goals.
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GREAT OAK FINANCIAL GROUP REVIEWS
Ross has looked after my finances for close to 20 years. He and his partners have gone out of their way to provide professional, ethical, and educational services during my years of raising children, obtaining college degrees, buying and selling of houses and all that has gone on in between. Ross has been the greatest positive, financial impact in my life and remains a roll model, even after all of these years.
Scott is honest and trustworthy. He is listens to what I have to say and presents me with a few options he thinks would work best to achieve my goals. I appreciate that he is available and has my interests as his priority.
Very professional, trustworthy, and knowledgeable
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