COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning and investment strategies to insurance advisory and wealth management, we're dedicated to guiding you...
Salem (OR) - - Phone: (503) 217-4150
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jason Drews is committed to providing financial advice, investments, insurance,...
Salem (OR) - - Phone: (503) 657-9069
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Shawn Ryan is committed to providing financial advice, investments, insurance,...
Salem (OR) - - Phone: (503) 588-5150
Salem has financial planning consultants and services relating to the same available. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings. The consultants in Salem are market experts who can well advise you to choose the right plans and investments. What is needed is a holistic approach to managing the assets of the client. They may specialize in certain sectors of financial planning such as for the individual, or for the family, or small businesses. The qualities that make for a successful consultant include building long-term client-consultant relationships, competence, and integrity, along with a sound knowledge of the options available in the market.
