Estate Planning

Protecting your legacy

They say the only certainties in life are death and taxes, so having a sound estate plan is vital. It can give you comfort by seeking to ensure that you and your loved ones are well protected. Regardless of your age or level of wealth, estate planning should be a vital part of your overall financial plan. Let Salem Five Investment Services help manage your legacy, so the people you love can benefit the most.



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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. 
 

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Other Government Agency
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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.