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Browse these financial planners with great ratings from Thumbtack customers in Salem.
Collaborative Business Solutions has been a great partner for all my financial needs. They sit down and discuss what's going on with my business and what I need. They've been very professional and easy to work with. I'd recommend them to anyone.
Kevin Minkoff has provided excellent service, advice and financial guidance over the past 15 years I have known him and used his accounting firm. We have operated several business and needed quality advice. We got that every time. We needed tax filing and Kevin has completed the task each year and saved us a lot of money over the years. He has always been ahead of the pack in knowledge, research of latest tax benefits and models. His staff has also been excellent in followup to questions and concerns. I recommend Kevin for your accounting and business tax concerns.
As a busy small business owner, I truly appreciate her flexibility.
Professional Accounting staff can help any business prepare a highly reliable and accurate set of financial books. As a result we spent less time on tax preparation and taxes during the last tax season. Haitham who is the general manager of PA, LLC is a very experienced and senior accountant. He listens to his customer's business needs and prepares a solutions that meets a small time operation's budget. I have been pleased with his performance and what he has done for my business, and wouldn't hesitate to recommend him.
Jeremy is fantastic! His attention to detail is amazing and he does a great job addressing all our questions /concerns. We've had a few financial advisors in the past that did NOTHING to actually help us financially. We're already seeing the benefits of working with him and it's only Ben a few months.
Manny has provided support and leadership on my financial journey. He has been exceptional at aligning with my interests, holding himself personally accountable for my concerns, delivering meaningful solutions, and leaving a lasting impact on my family. I highly recommend Manny and the PLEX team.
We are just beginning to work on our budget.
We routinely save our clients money, whether it being saving them on a large tax bill, or reducing their tax liability. We offer a wide variety of options for our clients to work with us. We understand our clients lead busy and active lives. You can have your taxes completed without having to come into the firm, and all with the personal and direct communication of our full-time staff. We use high tech scanners, advanced software, 4 monitor work stations, all to help satisfy the changing needs of our clients. We can save people money, and we make the dreaded Tax Deadline not quite so painful.
Dawn is an incredible individual and financial adviser. She's non-judgmental, level-headed, kind, and smart in her advice. Her approach is really to help you base your financial decisions on your values. In just one month of working with Dawn, I cut spending in eight different categories of expenditures and redirected a portion of that money saved into things that matter more to me like meaningful entertainment (read: theater) and renewing my passport. She also shares really helpful spreadsheets that enable you to really be aware of what you're spending and where. I cannot recommend her enough.
At Minten and Allen Financial Services, we have been working with individuals and businesses in the Salem area for over 25 years. We have extensive personal and professional experience. We hold various professional designations and are qualified and licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. At Minten and Allen Financial Services, we believe in helping you evaluate your financial goals and partake in the management of your finances. One of the advantages of working with us is our ability to provide clear, easy-to-understand explanations of financial services and products. The personalized program that we can provide is a road map to working toward a more secure financial future. We are a full-service financial firm dedicated to helping people attain their financial goals. At Minten and Allen Financial Services, we offer a wide range of financial services and products to business owners and individuals. We believe that by providing you with sound financial information, you will be better able to determine your goals and make sound decisions to help attain them. Please call us if you have any queries about our firm or the range of financial services and products that we provide. Our firm has a relationship with various financial services' companies, so if we don't have the product or service that you need, we know a group that does. We're looking forward to using our expertise to assist you in pursuing your financial goals.
We are an insurance and financial services agency; a family of experts devoted to empowering our customers deal with the risks of everyday life, recuperate from the unforeseen, and realize their dreams. We search for opportunities to develop innovative insurance and financial solutions making people's lives easier. It's our business to be an excellent neighbor in developing the condition of life in the communities where our customers live and work. We choose to provide world-class service. We are the gold standard!
CNA Finance started as a blog written by Joshua Rodriguez in 2012. Since its creation, it has grown to be much more. These days, CNA Finance provides debt relief service, credit repair services, budgeting services and more!
Our goal is to build and preserve our clients' wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day, we combine long-term vision with short-term focus to help you achieve resounding success!
For sound financial health, it takes in-depth analysis. It takes careful planning. It takes solutions, tailored to meet your unique requirements. At Lincoln Financial Advisors, we employ a disciplined, structured approach to planning which, by design, ensures that we incorporate all of your needs, goals and objectives in developing a plan that's appropriate for you.
Insurance and annuities, Financial Planning,Retirement Planning Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
Alan Benson is a certified financial planner (TM) and practitioner with Lincoln Financial Advisors. He provides comprehensive financial planning, investment management, estate planning, business succession and insurance services to his individual and business clients. Alan takes a holistic financial planning approach to identifying and solving his clients' needs. Alan works with successful individuals, families, retirees and business owners. Choosing a financial planner may be one of the most important decisions people make for themselves and their loved ones. As a CFP(R) certified, Alan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP (R) certification process that includes demanding education, examination, experience and ethical requirements.
I'm a young, yet experienced Certified Public Accountant (CPA). I have a master's degree in financial analysis from Portland State University and a Bachelors degree in accounting from Eastern Oregon University. I've been working within the accounting/finance industry for over 5 years and have recently started providing financial consulting services. These services include bookkeeping, internal control design, financial analysis, and tax preparation. If you are looking for exceptional services at a great price, you are in the right place.
I help businesses with financial services such as money transfers, bills payment, phone top ups, money orders, prepaid cards, check cashing systems, and general business services such as e-mails, faxes systems and the internet. I am also bilingual and bicultural in Spanish. Thus, I interpret and provide business documents in English and Spanish.
We offer the following: financial planning, registered investment advice, retirement planning, estate planning, 401k plan setup, and financial advice.