Salem, MA 66 Financial Advisors near you

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Salem Financial Advisors Ready to Help

Michael Isaac

Michael Isaac

5.0 (6)
I use my over thirty years of experience monitoring my client's accounts DAILY, following trends to stay ahead of market conditions, so you can act appropriately, instead of re-acting to fears, contacting clients regularly to discuss their portfoilio for success and peace of mind. Planning is a long term committment through your ever changing life and retirement, not a one shot deal
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Robert S. Gladstein, Financial Services Professional

Robert S. Gladstein, Financial Services Professional

5.0 (1)
I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals. I treat my clients with the focus and respect I would expect for myself.  While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future.  My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be ... View Profile
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Model Capital Management LLC

Model Capital Management LLC

5.0 (1)
Stocks are the best long-term way to build wealth, but another significant market downturn might jeopardize your financial goals. Standard, buy-and-hold investment portfolios follow the market up and down. Our tactical approach, on the other hand, invests in asset classes based on their expected returns and risks – attempting to avoid significant market downturns, but to participate in market upside.
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Christofi And Company Inc.

Christofi And Company Inc.

Planning to hire a group of professionals who will do financial management services? Then check out Phil Christofi now. They provide dependable and reliable tax preparation, bookkeeping, and accounting.
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Brad M Capland, CPA PC

Brad M Capland, CPA PC

Hire Brad M Capland, CPA PC if you need financial planning and counseling services at reasonable rates. Then hire Brad M Capland, CPA PC now. Their financial planning services includes wealth management, education planning, financial solutions, investment strategies, and estate planning.
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Peter Witts, CPA

Peter Witts, CPA

Let Peter Witts, CPA give you a hand with all your cpa firm, tax preparation, and accounting needs. They also do executive and retirement planning, among others. This expert offers accounting, bookkeeping, and cpa firm at low rate.
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The Harvest Group - Tim Mazanec  MPAS® CFP® CRPC® CMT®

The Harvest Group - Tim Mazanec MPAS® CFP® CRPC® CMT®

We think of ourselves as part of your extended family.  Working collaboratively, we strive to address your current needs, goals, and objectives for the generations to come.
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Sweeney Wealth Management Group

Sweeney Wealth Management Group

Book an appointment with Eric Sweeney if you need professional financial planning and bookkeeping services. Sweeney Wealth Management Group is one of the best financial services providers that offer financial services planning and other financial consultations. They also handle career coaching and counseling jobs in a personalized manner.
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Andrew J. Manuse, Financial Services Professional

Andrew J. Manuse, Financial Services Professional

This company has a team of financial advisors who offer accounting and bookkeeping services. They offer professional financial services. This individual has 3 years of professional experience.
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Alternative Capitalis, LLC

Alternative Capitalis, LLC

Take control of your finances with the help of these financial planners. This expert does financial services and planning. Hire this financial advisor now.
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Edward Jones Financial Advisor: Walter Hartford, CFA

Edward Jones Financial Advisor: Walter Hartford, CFA

My background in the financial services industry gives me a unique perspective on how to help clients meet their goals.  My analytical background in accounting and as a Chartered Financial Analyst(CFA) allows me to go in-depth into a client's situation and come up with the best way to help the client meet their goals.
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Astor Phoenix Wealth Management

Astor Phoenix Wealth Management

Every client, no matter how big or small, is important to me. I know firsthand how it feels to be treated differently, and I believe that everyone deserves to be treated with the same level of attention and respect no matter how much money they have, where they are from or what their occupation is.  Growing up, my parents - who were immigrants - didn't have anyone to help them with financial advice or tax questions. I want that to change that for others. ... View Profile
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Millenium Financial Services

Millenium Financial Services

Are you in need of financial services that you can trust? This professional provides quality financial services to clients. They offer financial solutions, bookkeeping, tax preparation, and more.
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