Best Financial Advisors in Marion County, OR

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Marion County, OR Fiduciary Financial Advisors

Ben Bruce - Raymond James

5 out of 5

Location 200 Tower Square Plaza, Marion, IL 62959, USA
Phone (618) 993-1970
Raymond James Financial Services
Location 1201 Tower Square Plaza, Marion, IL 62959, USA
Phone (618) 993-3513
Edward Jones - Financial Advisor: Jeff Miller
SEC File# 801-3297
CRD# 250
Location 3119 Williamson County Pkwy, Marion, IL 62959, USA
Phone (618) 997-5763
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Claassen Financial Services Inc
Location 132 S Main St, Hillsboro, KS 67063, USA
Phone (620) 947-3201
Back Nine Wealth Management Group of Raymond James
Location 1800 N Wabash Rd Ste 103, Marion, IN 46952, USA
Phone (765) 662-2114
Edward Jones - Financial Advisor: Chris Hernandez
SEC File# 801-3297
CRD# 250

5 out of 5

Location 314 E Main St, Marion, KS 66861, USA
Phone (620) 382-3899
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Bobby Browder
SEC File# 801-3297
CRD# 250
Location 214 N Baldwin Ave, Marion, IN 46952, USA
Phone (765) 662-3980
Edward Jones - Financial Advisor: Erin E Ice
SEC File# 801-3297
CRD# 250
Location 8325 E Southport Rd Ste #190, Indianapolis, IN 46259, USA
Phone (317) 862-7308
Beth M. Walker - Prudential Financial
Location 411 1/2 N Court St, Marion, IL 62959, USA
Phone (618) 998-0491
Edward Jones - Financial Advisor: Betsy R Rush
SEC File# 801-3297
CRD# 250

5 out of 5

Location 313 S Main St, Palmyra, MO 63461, USA
Phone (573) 769-7530
Senior Financial Corporation
Location 3485 Co Rd 25, Mountain Home, AR 72653, USA
Phone (870) 481-6613
Edward Jones - Financial Advisor: Ryan M Jones, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 608 W 38th St, Marion, IN 46953, USA
Phone (765) 677-0691
Edward Jones - Financial Advisor: Jim Womack III
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1001 N Western Ave Suite A, Marion, IN 46952, USA
Phone (765) 668-4802
Marion Kristopher
Location 3 W Garden St #510, Pensacola, FL 32502, USA
Phone (850) 433-2696
SBS Financial Services
Location 104 E 1st St B, Hillsboro, KS 67063, USA
Phone (620) 947-3039
Image of Marion County, OR

About Marion County, OR

Marion County is located in the Willamette Valley region of Oregon. The county seat is Salem, and it is the most populous county in Oregon with a population of over 400,000 people. Some major landmarks in Marion County include Silver Falls State Park, Bush's Pasture Park, and the Oregon State Capitol. The largest employers in Marion County are Oregon Health & Science University, Salem Hospital, and the State of Oregon. Major highways and streets in the county include Interstate 5 and Oregon Route 22. The neighborhoods that make up Marion County are diverse and include everything from rural farmland to suburban neighborhoods to inner city neighborhoods.

Where Certified Financial Advisors in Marion County, OR Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marion County, OR have a number of services that banks can provide them. These include, but are not limited to: - Checking and savings accounts - Loans for cars, homes, and businesses - Credit cards - Investment advice Each of these services can be extremely helpful in managing finances and building wealth over time. In addition, banks offer a variety of other services which may be useful to residents depending on their needs. For example, some banks offer online banking which allows customers to manage their accounts from anywhere with an internet connection. This can be very convenient for people who are always on the go.

Insurance Broker

Residents of Marion County, OR can benefit from the services of insurance brokers. These professionals can help residents find the best insurance policies for their needs, and they can also help them to understand the complex language of insurance contracts. In addition, brokers can assist residents in filing claims and in resolving disputes with insurance companies. Finally, brokers are often able to get better rates for their clients than they could obtain on their own.

Retirement Planning

In Marion County, OR, many residents are nearing retirement age without having planned for it. Financial advisors can help these residents create a plan that will provide them with the money they need to live comfortably in their golden years. Advisors can work with residents to determine how much money they will need each month, and then help them save up enough to cover those costs. They can also advise retirees on where to invest their money so that it will grow over time.

Wealth Management

Wealth management is a critical service for Marion County, OR residents. Here are three reasons why: 1. Wealth management can help you make the most of your money. 2. Wealth management can help you save money on taxes. 3. Wealth management can help you plan for the future.

Estate Planning Lawyer

Estate planning lawyers can help Marion County, OR residents in a number of ways. They can help people create wills and trusts, which can make the process of transferring property after someone dies much simpler. They can also help people set up guardianships for their children in case something happens to them, and they can help people plan for long-term care needs. All of these services are important for ensuring that your loved ones are taken care of after you die or become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Marion County, OR can help residents by providing them with information about the different types of mortgages available. They can also help residents apply for mortgages and get the best interest rates possible. In addition, mortgage loan officers can help residents understand the terms of their mortgages, and they can advise them on how to make payments so that they stay in good standing with their lenders.

Tax Services

Tax accountants can help Marion County, OR residents in a few ways. One way is by filing taxes correctly. This can help residents get the most out of their tax returns, and may also help them avoid penalties from the IRS. Tax accountants can also help residents understand complex tax laws, which can be especially helpful for those who are not familiar with them. Finally, tax accountants can often find deductions and credits that residents may be eligible for, which can save them money on their tax bills.

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FAQs About Personal Financial Advisors in Marion County, OR