Wealth Management Firms Salem OR

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Salem, OR. We have compiled a list of businesses and services around Salem, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

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. 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:
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:
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®

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. 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. 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:
Mr. Robert B. Welle, CFP®
(503) 485-5204
388 State St
Salem, OR
Firm
Ameriprise Financial

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874