Best Financial Advisors in Salem, MA

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List of Firms

Salem, MA Fiduciary Financial Advisors

Cabot Wealth Management
SEC File# 801-19708
CRD# 107327

5 out of 5

Location 216 Essex St, Salem, MA 01970, USA
Phone (978) 745-9233
Coastal Wealth Partners
Location 88B Lafayette St, Salem, MA 01970, USA
Phone (978) 744-0514
Merrill Lynch
Location 21 Paradise Rd, Salem, MA 01970, USA
Phone (978) 542-1012
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
Bruce A Ehrlich - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 530 Loring Ave STE 103, Salem, MA 01970, USA
Phone (978) 745-0600
Point Capital Advisiory
Location 70 Washington St UNIT 318, Salem, MA 01970, USA
Phone (978) 740-0560
Edward Jones - Financial Advisor: Nicolle Balesteri
SEC File# 801-3297
CRD# 250

5 out of 5

Location 320 Derby St, Salem, MA 01970, USA
Phone (978) 744-2102
Jane Hood Commonwealth
Location 27 Congress St #305, Salem, MA 01970, USA
Phone (978) 741-3500
Investors Capital Corporation
Location 27 Congress St #202, Salem, MA 01970, USA
Phone (978) 825-9000
Moody Aldrich Partners
Location 18 Sewall St, Marblehead, MA 01945, USA
Phone (781) 639-2750
Salem Five Financial

4 out of 5

Location 1 Salem Green #500, Salem, MA 01970, USA
Phone (800) 557-5004
Christopher Investment Advisors
Location 33 Bartlett St, Beverly, MA 01915, USA
Phone (978) 927-0408
Caggiano Michael

5 out of 5

Location 16 Front St UNIT 209, Salem, MA 01970, USA
Phone (978) 740-1080
Edward Jones - Financial Advisor: Joseph Lepore
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1 Main St Suite A, Peabody, MA 01960, USA
Phone (978) 548-6620
Murcielago Enterprises LLC
Location 600 Loring Hills Ave # 3, Salem, MA 01970, USA
Phone (978) 741-0049
MA Small Business Development Center Network | Northeast Regional Office

4 out of 5

Location 121 Loring Ave #310, Salem, MA 01970, USA
Phone (978) 542-6343
Alan Silverman - Prudential Financial
Location 79 Bridge Street, 2nd Floor, Beverly, MA 01915, USA
Phone (978) 927-0668
Bentley Wealth Management

5 out of 5

Location 89 Front St, Marblehead, MA 01945, USA
Phone (781) 990-0808
Thomas Burger - Raymond James
Location 900 Cummings Center, Beverly, MA 01915, USA
Phone (978) 279-9100
Patricia Beckwith - Raymond James
Location 85 Constitution Ln, Danvers, MA 01923, USA
Phone (978) 777-5500
Segil Wealth Management - UBS Financial Services Inc.
Location 8 Essex Center Dr 2nd Floor, Peabody, MA 01960, USA
Phone (978) 538-1438
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About Salem, MA

Salem, MA is a historic seaport town located in Essex County. The city is home to many landmarks, including the House of the Seven Gables, the Salem Witch Museum, and the Pickering Wharf waterfront district. Major employers in Salem include North Shore Medical Center and Pride Mobility Products Corporation. Major highways and streets in Salem include Route 114 and Route 1A. The city's neighborhoods include Downtown Salem, the Point, Witchcraft Heights, and South Salem.

Where Certified Financial Advisors in Salem, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Salem, MA can take advantage of the many services offered by local banks. Banks offer a variety of services that cater to the needs of their customers. Some of these services include checking and savings accounts, loans, and mortgages. Banks also offer other products and services such as credit cards, investment advice, and insurance. Residents can find a bank that meets their individual needs by doing some research online or by asking friends and family for recommendations.

Insurance Broker

Residents of Salem, MA can benefit from the services of insurance brokers. These professionals can help residents find the best policies to meet their needs, and they can also help them file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Financial advisors in Salem, MA can help residents with many different aspects of retirement planning. One such advisor is Adam Smith, who has over 20 years of experience helping clients save for their golden years. Advisors can help residents create a budget and plan for retirement expenses, as well as invest money wisely to ensure a comfortable retirement.

Wealth Management

Residents of Salem, MA can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest in property, and generally make more responsible financial decisions. By working with a wealth manager, Salem residents can get advice on how to grow their money and protect it from unforeseen events.

Estate Planning Lawyer

If you live in the Salem, MA area and are looking for estate planning help, you should contact a local lawyer. Estate planning attorneys can assist residents with a wide range of tasks, including drafting wills, creating trusts, and more. By working with an attorney, you can ensure that your estate is handled in accordance with your wishes after your death.

Mortgage Loan Officer

Residents of Salem, MA can benefit greatly from the services of mortgage loan officers. These professionals can help residents secure home loans that fit their needs and budgets. In addition, mortgage loan officers can provide valuable advice on choosing the right home and getting the best deal possible. Thanks to the expertise of these professionals, residents of Salem can feel confident in their purchase decisions and enjoy the security of owning a home.

Tax Services

Tax accountants play a vital role in the lives of Salem, MA residents. They help residents file their taxes and ensure they are getting the best possible return on their investment. Accountants can also offer advice on how to reduce your tax liability, making it easier for you to keep more of your hard-earned money. If you're looking for assistance with your taxes, be sure to consult with a qualified accountant.

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FAQs About Personal Financial Advisors in Salem, MA