Financial Advising in Salem, OR

11 locations found near Salem
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“Phil was great! He made buying a house super easy and he was a great help for the entire process. Any questions or concerns we had, he was there to answer them and put us at ease. He was responsive, attentive and available any time we had a need! We really appreciated having him help us with the loan application. He worked hard to make it happen and we are grateful!”

5 Superb13 Reviews

“I can't say enough great things about Lighthouse Financial, and especially Scott and Mel, who have helped us sail through multiple transactions over the years. I was originally referred to Scott by my real estate broker while looking at investment properties in Salem and Keizer. I used US Bank in the past, but most of the big banks have a "mortgage guy" who seems to be asleep at the wheel. But when you work with someone like Scott, who can shop multiple lenders and give you brilliant strategic advice on how to structure deals for the best outcomes, you avoid the assembly line (and inevitable delays) of the larger institutions. What a night and day difference. He is very sharp and moves like lightning. My goals are very different from the regular home buyer, and so I rely heavily on consultative experts who can problem solve their way around obstacles. They know how to work a bigger plan and make sure we are hitting all of our metrics. If I fall short on something, Mel brings the urgency needed to get the deal done. I can't tell you how appreciated that is. That level of focused project management is worth every penny. They really work hard to see around corners for you, and to package things efficiently for underwriting to keep surprises minimal. They are truly masters of what they do. I highly recommend them to any and all REIs who want pros to handle their financing side. This market is too competitive and moves too quickly to have anything less than a top notch financing partner.”

4.2 Good4 Reviews

“These guys are absolutely amazing. The whole team works together and plays together too?? Besides being the best financial advisors in town they give to the community on a consistent basis. And they do it with the biggest smiles on their face. If I could I would give them a 10.Amazing group of people! ❤”

5 Superb1 Reviews

“I have been with John Smith a little over a year. I could not be more pleased with the quality of service or advice. This is a very professional office and they have always been able to help. Their advice has lead to very healthy gains in our portfolio. And I trust them very much with our financial security. I recommend them without hesitation!!! Than you John and Melanie!!!”

2.3 Poor6 Reviews

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