Northwestern Mutual
Salem
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Showing 15 advisor(s) and rep(s)
ChFC®, CLU®, RICP®, AEP®, ChSNC®
My wife, Caryn and I have two sons and six grandchildren living in the area too. My mission is to work with business owners and professionals who are serious about having a rich life full of personal and financial success. Freedom to do what you want, with who you want, for as long as you want. Developing a plan that works for what you want in life is very rewarding.Visit my websiteExpertise: Financial Planning, Retirement Planning, Investment Strategies, Estate Planning
Languages: English
Location: Eugene OR, 97401
FINRA BrokerCheck
MBA, CLU®, CFP®
Matt Benjamin runs an integrated wealth management practice in Salem, Oregon. He specializes in solving complex problems for business owners and their executives. With a comprehensive financial planning process, his team helps provide clients with peace of mind knowing their financial lives are in order so they can focus on what they do best - run their business!Visit my websiteExpertise: Retirement Planning, Estate Planning, Employee and Executive Benefits Planning, Business Continuation Planning, Business Succession Planning, Business Risk Management, Wealth Management, Special Needs Planning, Business Valuation Planning
Languages: English
Location: Salem OR, 97301
FINRA BrokerCheck
Expertise: Disability Income Planning, Financial Planning, Employee and Executive Benefits Planning, Education Funding, Life Insurance Planning, Wealth Management, Retirement Income Planning
Languages: English
Location: Salem OR, 97301
FINRA BrokerCheck
Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Retirement Planning
Languages: English
Location: Salem OR, 97301
FINRA BrokerCheck
Expertise: Wealth Management, Retirement Income Planning, Investment Strategies, Life Insurance Planning, Education Funding, Disability Income Planning
Languages: English
Location: Bend OR, 97703
FINRA BrokerCheckExpertise: Disability Income Planning, Life Insurance Planning, Retirement Planning, Special Needs Planning
Languages: English
Location: Salem OR, 97301
FINRA BrokerCheck
CLU®, ChFC®
Matt's goal is to educate his clients and implement strategies that will help them achieve their personal, professional and financial goals. Matt works primarily with families, sales professionals, medical professionals and business owners to create financial plans that will address what is truly important to them and help them execute on that plan.Visit my websiteExpertise: Life Insurance Planning, Retirement Income Planning, Wealth Management, Long Term Care Planning, Disability Income Planning, Education Funding, Investment Strategies, Estate Planning
Languages: English
Location: Bend OR, 97703
FINRA BrokerCheck