Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Financial Planning Consultants

          Showing: 4,579 results for Financial Planning Consultants
          near Jefferson, OR

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Eagle Financial Planning & Investments LLC

          Financial Planning Consultants, Investment Security

          BBB Rating: NR
          not BBB accredited
          (541) 928-6077

          1033 Maple St SE,
          Albany, OR 97321

          Safe Harbor Financial Planning Inc

          Financial Planning Consultants

          BBB Rating: NR
          not BBB accredited
          (503) 269-8660

          935 Sunmist Ct SE,
          Salem, OR 97306-1201

          Haven Financial Services Inc

          Retirement Planning Services, Financial Planning Consultants, Estate Planning and Management

          BBB Rating: NR
          not BBB accredited
          (503) 585-0009

          4985 Battle Creek Rd SE Ste 120,
          Salem, OR 97302

          Raymond James Trust Co NA

          Trust Company, Insurance Companies, Financial Services ...

          BBB Rating: A+
          not BBB accredited
          (253) 572-5339

          545 N 3rd Ave,
          Stayton, OR 97383-1729

          The Legacy Group LTD

          Investment Advisory Services, Financial Services, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (503) 581-6020

          PO Box 790,
          Salem, OR 97308-0790

          James A. Coplin and Associates

          Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (503) 585-6948

          401 Ratcliff Dr SE Ste 140,
          Salem, OR 97302-4593

          Allen Financial Wealth Management

          Financial Planning Consultants, Retirement Planning Services, Estate Planning and Management ...

          BBB Rating: A+
          not BBB accredited
          (503) 362-5554

          2651 Commercial St SE Ste 2,
          Salem, OR 97302-4872

          Bain Wealth Management

          Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Salem, OR
          Accredited BusinessAccredited Business
          (503) 370-9003

          4085 Hager St SE Ste 100,
          Salem, OR 97317-5862

          AKT

          Accountant, Tax Consultant, Financial Planning Consultants ...

          BBB Rating: NR
          not BBB accredited
          (503) 620-4489

          680 Hawthorne Ave SE STE 140,
          Salem, OR 97301-0041

          First Interstate Bank

          Bank, Financial Services, Loans ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          not BBB accredited
          (503) 399-7891

          520 Hawthorne Ave SE,
          Salem, OR 97301

          Banker's Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (844) 553-9083

          1220 20th St SE Ste 100,
          Salem, OR 97302-2400

          Integrity First Financial Services PC

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: NR
          not BBB accredited
          (503) 390-5544

          345 Lincoln St SE,
          Salem, OR 97302-4349

          The Legacy Group LTD

          Investment Advisory Services, Financial Services, Financial Planning Consultants

          BBB Rating: A+
          not BBB accredited
          (503) 581-6020

          1193 Liberty St SE STE 100,
          Salem, OR 97302-4142

          Trinity Fudiciary Services

          Financial Planning Consultants

          BBB Rating: A-
          Service Area

          Serving the following areas:

          • Salem, OR
          not BBB accredited
          (503) 410-7461

          336 Leslie St SE,
          Salem, OR 97301-3504

          CitiFinancial

          Banking Services, Financial Services, Mortgage Broker ...

          BBB Rating: F

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • NY
          not BBB accredited
          (212) 559-1000

          342 Capitol St NE,
          Salem, OR 97301

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.