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Mary Y. Way, CFP®, CPA

The H Group, Inc.

500 Liberty St SE
Ste 310
Salem, OR 97301
Phone: (503) 371-3333
Fax: (503) 371-1410

Toll-free: (800) 285-6240

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.