Financial Consultants in Salem

“I’ve had a great experience with Tim, he has helped guide me along the way with my IRA. Tim even went out of his way to meet me at my work site to help with my account and has honestly made things easier for me.“

“My wife and I attended one of Peggy's Social Security seminars. She presented detailed information in a clear and concise manner that gave us insight we had never even considered. After that we meet with her for specific information concerning our retirement needs. She was incredibly helpful. Recently, Peggy helped us with a very challenging Social Security issue pertaining to our upcoming overseas retirement. After wading thought tons of conflicting information on the internet, she quickly found answers to our questions that allowed us to move forward with confidence. Peggy is one in a million. If you need help, she's the best!“

“I went to Stefani to get organized to budget more effectively. She was friendly and gave me easy to understand advice and handouts to start using right away. I loved her down to earth, cheerful nature. I highly recommend Stefani!“

“I have been with this company since its inception. They have provided good advice and responsive service. They have also worked with me to set up my account to fit my needs exactly“