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There's no one-size-fits-all investment plan; your situation, goals, and needs are unique. At Salem Five, we start by asking questions and listening to you in an effort to fully understand your investment needs.
With Salem Five Investment Services, our professional guidance can empower you to make informed financial decisions. And, because we don't sell proprietary products, our independent advisors have a singular focus - your needs.
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Our Guided Wealth Portfolios combines the ease of technology with the personal attention and service of a financial consultant.
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Maybe you plan to fish all day, sleep ‘til noon, travel the world, or one of myriad other retirement activities. But that kind of retirement planning can only come to fruition if you start investing and getting organized.
Planning for your child’s education is a critical investment in the future—but with over 50 different forms of federal 529 college savings plans, it’s hard to know where to begin. Our experienced investment advisors can help you.
Planning for the distribution and management of your estate after you’re gone is about comfort—both for you and for your family and heirs. Avoiding mistakes and pitfalls now can help relieve stress on your loved ones later.
The future is full of unexpected twists and turns, so it’s nice to know there are some things we can rely on. Life insurance can provide your family with confidence to pursue a secure financial future and to protect your legacy.
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.
Securities and insurance offered through LPL or its affiliates are:
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.