Connect with Top-Rated Financial Planners in Salem!

Great Oak Financial Group is an independent financial services firm located in the Willamette Valley, serving the needs of individual investors and businesses in Salem, Portland, Vancouver, McMinnville, Albany, Corvallis, and surrounding areas. They provide confidential, personalized financial services with a specialty in retirement planning, helping clients achieve their specific goals. The company manages assets for individuals and families, offering investment management, and financial planning services, as well as providing long-term care insurance, life insurance, and disability insurance.

At JGC Wealth Management, we provide personalized fee-only financial planning and asset management services to individuals and businesses in the Salem, Oregon area. Our experienced team of professionals takes a down-to-earth approach to financial planning, focusing on long-term goals and unique financial needs. With a variety of services, including individual financial planning, asset management, and retirement planning, our team helps clients achieve financial fitness and secure their financial future. Whether you're just starting to invest, preparing for retirement, or seeking advice on Oregon PERS or government benefits, our experts will work closely with you to create a practical, carefully crafted road map for your financial success.