Lewis Michael S

Goldmark Financial Planners, LLC is an Oregon-based independent registered investment adviser that provides comprehensive and low-cost investment, insurance, and financial planning advice to individuals, families, and small owner-operated companies. They offer fee-based investment and financial planning services, including portfolio management, account management, and assistance with rollovers, transfers, and account setup. Additionally, they assist clients in researching and solving specific financial questions or situations on an hourly basis. Goldmark Financial Planners is dedicated to finding the best solutions for life, health, disability, long-term care insurance, and annuity purchases by searching the market for options that best fit their clients' needs. Founded by Wolfgang Sailler in 1993, Goldmark Financial Planners has a team of experienced professionals, including Joseph D. Witt, who is a Certified Financial Planner. With a focus on helping clients set and achieve their financial goals, Goldmark Financial Planners is committed to providing personalized and tailored financial planning services. They are licensed for business in Oregon and can serve a limited number of clients in other jurisdictions where exemptions to domestic registration apply.Generated from the website

Primerica in Salem, OR is a financial services company dedicated to helping families secure their financial future through education and tailored solutions. With over 45 years of experience, their licensed representatives empower clients with simple financial concepts and offer services such as term life insurance, investments, debt solutions, and more. Committed to the well-being of middle-income families, Primerica's people-first philosophy and personalized financial needs analysis aim to align clients with their financial goals. Recognized for excellence and trustworthiness, Primerica is a leading choice for those seeking financial education and solutions in Salem and beyond. Generated from the website

SERVICE FINANCIAL is a financial services company based in Salem, OR, offering a range of solutions to assist individuals and businesses with their financial needs. With a focus on personalized service and expertise, SERVICE FINANCIAL provides tailored financial strategies and guidance to help clients achieve their financial goals. Generated from their business information