At Salem Five Investment Services
Since 2009, Jeff has been helping valued clients manage their financial challenges by creating customized financial plans and retirement income strategies. Jeff has a diverse client base throughout New England. With over fifteen years of financial services experience; Jeff is thorough, precise and personally dedicated to meeting his client’s needs.
Before Joining Salem Five Investment Services
Citizen’s Bank - Financial Consultant Fleet Bank/Bank of America - Financial Consultant
Suffolk University, Boston, MA - BA in History
Bishop Feehan High School, Attleboro, MA
Licensed Life and Health Insurance Broker
Industry Licenses for series 7, 24, 65, held through LPL Financial
Jeff currently resides in Salem, MA with his wife Cheryl and two sons Hunter and Griffin. Jeff is also an active member of the Salem Chamber of Commerce.
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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 Deposits
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, IN, 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, WV.