Objective, tailored advice for your business

Investment Services


Your business is unique, and so are your investment goals

You need strategic, professional financial advice to reach your objectives. Whether you’re exploring Business Succession, Education Planning, Estate Planning, or Retirement Planning, we can help get you there. Our independent, open architecture platform with no proprietary investment products results in an objective perspective geared your specific investment needs. Click below for more information about our investment options.

How can we help you? 

Contact Us

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Our Financial Consultants

Erick Bourbon

Erick Bourbon

Financial Consultant
(978) 720-5631

Jeffrey Letendre

Financial Consultant, CFP™, ChFC
(978) 720-5760
Sean Tesoro

Sean Tesoro

President, Investment Services
(978) 720-5219

Check the background of investment professionals associated with this site on FINRA's BrokerCheck »



Retirement Planning

Planning Your Life Beyond Business

Founding a business is about setting your own course, and that includes the directions you take when it’s time to move on. Whenever you’re ready to discuss your ideas and dreams—it’s never too soon to start—we’re ready to help you craft a plan toward getting there.

Are you on the right path for a comfortable retirement? Do you know how long your retirement savings will last? Try our calculators to find out! 

Succession Planning

Planning “What’s Next” for Your Business

When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party? The key is to pick the best plan for your circumstances and objectives.

 

Salem Five Investment Services advisors can help you work toward getting there and provide a path to your future.

Business Planning

Planning is one of the most important, yet often underestimated, parts of starting a business. Many businesses fail from lack of research, goal setting and thorough planning. Business planning requires a lot of time, work and effort and having a resource like a dedicated Salem Five Investment Services advisor can set you up toward pursuing your goals.

Let Salem Five Investment Services get started on your business plan today and help you stick to it.

401(k) Plans

Looking for an employee benefit no-brainer or a way to attract top-tier talent? A flexible 401(k) plan from Salem Five offers your people tax-deferred growth potential and pre-tax contributions, while you get tax-deductible contributions.

Contact us to begin discuss setting up your company's plan. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Investment Services. 
 

Not Insured by FDIC or Any
Other Government Agency
Not Bank
Guaranteed
Not Bank Deposits
or Obligations
May Lose
Value


The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI.