Serving investors in the greater Salem and Portland areas. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Great Oak is not affiliated with Cetera Advisors LLC.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Chamberlain Financial Services has been assisting individual clients, business owners and their employees since 1950. Chamberlain specializes in helping clients accumulate and preserve their financial wealth through creative planning techniques, superior individual and group products along with quality customer service. Chamberlain Financial Services offers: Money manager programs Asset management programs Mutual funds Brokerage services Retirement programs Needs analysis programs Executive & employee benefit programs Insurance offerings And More Longtime resident Alton Chamberlain established the business in its current location in downtown Salem in 1950. Since 1983, the business has been owned and operated by his son, Peter Chamberlain. Call the professionals at Chamberlain Financial Services for all your individual or business financial needs.
Driven solely by my client's success, My focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client. I pride myself on being free from ties to banks, Wall Street brokerage houses or proprietary products producers. Timothy M. Weiner, CLU, ChFC is an independent professional of LPL Financial LLC Tim delivers objective financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. Tim offers the benefit of his experience, education, integrity and professional training to help you work towards your personal financial goals. Timothy M. Weiner, CLU, ChFC has more than 27 years experience in the investment business and is the founders of Allen Financial Wealth Management. Tim has served clients through good markets and bad, through economic booms and recessions. Integrity is the cornerstone of Tim's approach to financial planning. He strives to always put integrity first in all aspects of his business and life. That approach begins at your first meeting, where he will get to know you, your investment goals, preferences, and your attitudes towards risk.
Our drive is to help you develop your goals and create a plan that moves you closer to your definition of success. For some that means retirement at 55 with twice a year sandy vacations. For others, it means figuring out how to meet their charitable intentions during life without putting themselves at risk. We dig deep to understand what is important to you and work to provide practical advice in some of the most complicated areas of your financial life.
