Jeff Davis, Financial Advisor located in Salem, OR

Financial Advisor
Jeff Davis

CFP®, CEPA®
2235 Mission St SE Suite 200, Salem, OR 97302opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Government Employees
  • Retirement Income Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Community Outreach
  • Traveling
  • Hunting

Team Members

  • Jacob Knapp
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(503) 363-0445

Fax

(877) 462-5318

Office Address

2235 Mission St SE Suite 200
Salem, OR 97302opens in a new window

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