SALEM FIVE
INVESTMENT SERVICES

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Work toward building the financial future you want


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.

Working with a Dedicated Advisor

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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Automated Investing with Robo Advisory

Our Guided Wealth Portfolios combines the ease of technology with the personal attention and service of a financial consultant.

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Retirement Planning

Build a financial plan that fits your relaxation plan

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 also do the other kind: investing and getting organized for your future financial comfort. Work with our experienced advisors to:

  • Determine your investment style and financial personality
  • Understand the risk-security balance and how it affects your return
  • Craft a plan to achieve your long-term goals and retirement dreams
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Education Planning

Navigate your way through college savings plans

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 choose the right plan by sorting through the many considerations, including:

  • State and federal tax advantages
  • Contribution limits and flexibility
  • Investment options, fees, and expenses
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Estate Planning

Prepare your estate for your heirs

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. By working with our financial advisors, you can help set the stage for settling your estate, with ease.

  • Create a will and designate beneficiaries
  • Strategize to work toward reducing your estate’s tax liability
  • Plan how your estate can avoid probate
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Life Insurance

Work toward ensuring your loved ones’ financial future

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 seeks to provide your family with confidence to pursue a secure financial future and seeks to protect the legacy you’ve built. Our professional financial advisors will listen to your needs and hopes, then help you select the life insurance coverage that’s right for you and your loved ones.

  • Unravel and understand the differences between various types of policies
  • Determine your goals and your family’s future needs
  • Add products as necessary, such as long-term care or disability
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Check the background of investment professionals associated with this site on FINRA's BrokerCheck »


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:

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, 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.