GOLDMARK FINANCIAL PLANNERS, LLC

We Are:

Wolfgang T. Sailler
Certified Financial Planner ™

Joseph D. Witt
Certified Financial Planner ™

Email Us

401(k) & TSA participants
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PO Box 5190
Salem, OR 97304-3060

Call or Write:
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
wolfgang@goldmarkfp.com

An Oregon Independent
Registered Investment Adviser

       
 

Goldmark Financial Planners, LLC is an independent Oregon Registered Investment Adviser. It is also a licensed Life and Health Insurance Agency.

Our goal is to provide individuals, families and small companies (generally fewer than 50 employees) with comprehensive, low cost investment, insurance and financial planning advice.

Investment and financial planning services are provided on a fee-only basis. We can either manage your portfolio using a national discount broker (TD Ameritrade Institutional) as third party custodian,

 

advise you on how to manage your own accounts, assist you in rollovers, transfers, closing or setting up accounts. We can also assist you by researching and helping you solve specific financial questions or situations on an hourly basis.

Life, health, disability, long-term care insurance and annuity purchases are some of the most far reaching and largest outlays the average person, family or company makes. We are not beholden to any one provider and will search the market for the solution that best fits your need.

Contact Us

(503) 375-0208
wolfgang@goldmarkfp.com

 

 

 

PO Box 5190
Salem, OR 97304-3060

 


 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Goldmark Financial Planners, LLC, is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Goldmark Financial Planners, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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