Salem Five Estate Planning Logo.
Estate Planning

Peace of mind is important, right?  We want to help you achieve it, with careful consideration of how your financial matters affect your family and loved ones. Our Estate planning experts stay current on the latest state and federal regulations so that you can rest easy.  We will help you avoid common mistakes to lessen the financial stress on those handling your estate.  Let us help put all the pieces in place so that your heirs can settle matters with ease.

To get started today, simply email us or call us at 800.557.5004.

We’re here to listen to your vision and goals, and help guide you through all the steps needed to finalize your plan.

Find out more about our Estate Planning Services here.

Life Insurance

We understand insurance is about protecting what you have built, earned, and cherish.  Our expert financial advisors listen to your needs so they can suggest the best life insurance products and the right amount of coverage for you.

  • Term Life
  • Whole Life
  • Long Term Care
  • Disability

Whether you're simply trying to protect your loved ones or are looking to create a lasting legacy for your family, let us help you make the right considerations and build a protection plan for you.

Savings Bank Life Insurance (SBLI)

Since Salem Five first became an agent for Savings Bank Life Insurance (SBLI) in 1923, we've acquired a unique understanding of how to use non-bank products and services to meet the complete financial needs of our customers. Now, through Salem Five Insurance Agency, LLC, we can offer you a complete selection of insurance solutions to fit your needs:

  • Term Life
  • Whole Life
  • Children's Life
  • Senior Life
  • Group
  • Annuities

Committed to providing value, quality and stability you can count on, SBLI has the largest amount of life insurance in force in the state of Massachusetts. SBLI insurance products are now available in CT, ME, MA, NH, NJ, PA, RI and VA.

How can we help you? Please email us or call 800.557.5004 to start the conversation or for an insurance quote.

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!

 Open Online Now 


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