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Financial Advisors in Salem, Massachusetts

Our hand-picked list of 8 financial advisors serving Salem, Massachusetts. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Salem

Financial professionals in Salem should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Massachusetts, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Salem

FINER WEALTH MANAGEMENT, INC.

530 LORING AVENUE, SALEM, MA 01970

📞 (978) 740-••••

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ROTHWELL INVESTMENT ADVISORS

11A DERBY SQUARE, SALEM, MA 01970

📞 (978) 387-••••

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CAPITAL FINANCIAL PLANNERS

1640 LIBERTY ST SE, SALEM, OR 97302

📞 (503) 585-••••

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CAPSTONE WEALTH ADVISORS, LLC

388 STATE STREET, SUITE 700, SALEM, OR 97301

📞 (503) 967-••••

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Church Extension Plan

4070, 27th Court Southeast, Salem, OR, 97302

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CLEARVIEW WEALTH ADVISORS, LLC

2035 MADRONA AVE SE, SALEM, OR 97302

📞 (503) 400-••••

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DAVIS WEALTH ADVISORS

12 STILES ROAD, SALEM, NH 03079

📞 (603) 836-••••

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Investors Brokerage

2262, Mcgilchrist Street Southeast, Salem, OR, 97302

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Frequently Asked Questions

Where can I find financial advisors in Salem, Massachusetts?

Salem, Massachusetts has 8 financial advisors listed in our directory. FINER WEALTH MANAGEMENT, INC. is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Massachusetts?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Massachusetts, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Salem?

Financial professionals in Salem should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Salem?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Salem-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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