Best Financial Advisors in Salem, VA

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Salem, VA Fiduciary Financial Advisors

Partners in Financial Planning
SEC File# 801-70754
CRD# 151980

5 out of 5

Location 421 S College Ave, Salem, VA 24153, USA
Phone (540) 444-2930
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Hyer Financial Services

5 out of 5

Location 1451 W Main St, Salem, VA 24153, USA
Phone (540) 387-9055
Futurity First Insurance Group - Don Lilly Agency

5 out of 5

Location 2820 Keagy Rd, Salem, VA 24153, USA
Phone (540) 380-8340
Albert Sganga - Financial Advisor, Ameriprise Financial Services, LLC
Location 2965 Colonnade Dr Ste 320, Roanoke, VA 24018, USA
Phone (540) 989-8918
Monsour Asset Management
Location 2762 Electric Rd # B, Roanoke, VA 24018, USA
Phone (540) 989-6578
360 Wealth Consulting

5 out of 5

Location 1335 Peters Creek Rd, Roanoke, VA 24017, USA
Phone (540) 562-0123
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About Salem, VA

Salem, Virginia is a city located in the Roanoke Valley of the Blue Ridge Mountains. The city is home to the Salem Civic Center, which hosts events such as concerts and ice skating shows. Major employers in Salem include BAE Systems, Carilion Clinic, and Reynolds American. Major highways and streets in Salem include Interstate 81 and U.S. Route 460. Some of the neighborhoods in Salem include North Salem, South Salem, and East Salem.

Where Certified Financial Advisors in Salem, VA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are not just places where people deposit their money. In fact, banks offer a wide variety of services to their customers. Some of the services that banks provide Salem, VA residents include checking and savings accounts, loans, credit cards, and mortgages. Banks can also help their customers invest their money in a variety of ways. Banks are an important part of the community, and they play a vital role in the economy. That's why it's important for Salem, VA residents to choose a bank that offers the services they need.

Insurance Broker

Residents of Salem, VA can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can help residents file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Financial advisors in Salem, VA can help residents with a variety of retirement planning needs. Advisors can provide guidance on saving for retirement, investing for retirement, and choosing the right type of retirement plan. They can also help retirees manage their income and expenses in retirement, and make sure they have enough money to last throughout their golden years.

Wealth Management

Wealth management is a process that helps individuals and families develop and implement a plan to grow, protect, and distribute their wealth. This can be especially helpful for residents of Salem, VA who want to make sure their assets are well-managed and protected. There are many different wealth management firms in the area, so it's important to do your research before choosing one. Make sure to ask about the firm's experience with estate planning, investment management, and tax planning.

Estate Planning Lawyer

Estate planning lawyers in Salem, VA can help residents protect their property and finances in the event of an unexpected death or disability. By creating a will, estate planning attorneys can ensure that your assets are distributed according to your wishes, rather than those of the state. In addition, estate planning can also help reduce or avoid taxes on inheritance, and provide for the care of loved ones after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Salem, VA can help residents by providing them with the best mortgage loans available. These loans will allow homeowners to purchase a new home or refinance their current mortgage. In addition, mortgage loan officers can also provide advice on how to get the best interest rate and how to avoid paying too much for a mortgage.

Tax Services

Residents of Salem, VA can benefit from the services of tax accountants. Tax accountants can help residents save money on their taxes by helping them to understand the tax code and by preparing their tax returns. In addition, tax accountants can help residents plan for their future by advising them on how to invest their money and how to set up retirement accounts.


FAQs About Personal Financial Advisors in Salem, VA