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College Savings Plans

With a different college savings plan available in every state, how do you select the plan that's right for you?

We'll work with you to consider the investment objectives, risks, charges, and expenses associated with 529 plans so you can be completely comfortable with your investments.  Email us or call 800.557.5004 to talk about which plan is right for you.

Find out more about our Education Planning investment services here.

Try our free financial calculators to help you plan your future.

Gold Star Checking

Salem Five Financial clients are eligible for our premier relationship checking account, Gold Star Checking, with no monthly fees or requirements. Offered complementary with any Salem Five Financial relationship, you’ll enjoy:

  • InfoArmor® Identity Protection for you and your family (up to 4 members of household)
  • Unlimited ATMs Worldwide – full reimbursement of other banks’ surcharges
  • No-annual-fee overdraft protection
  • Mobile deposit, Apple PayTM and People Pay
  • and more!

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Our forms are in .PDF format for easy viewing.  Click below to download a free copy of Adobe® Acrobat Reader: