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TOP 30 Financial advisor near me in Salem, MA
36 results found
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H&R Block
H&R Block is a renowned accounting and finance institution located at 203 Washington Street in Salem, Massachusetts, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of expert financial advice, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today and let us help you navigate the complex world of accounting and finance with ease.
Liberty Tax
Liberty Tax is a finance institution located at 7 Traders Way in Salem, Massachusetts, United States. With a commitment to providing quality tax preparation services and financial advice, Liberty Tax is dedicated to helping individuals and businesses navigate the often complex world of taxes. Their experienced professionals are available to assist with tax planning, filing, and maximizing returns. Whether you are looking for assistance with personal taxes or business finances, Liberty Tax is here to help you achieve your financial goals.
Don Bates CPA
Don Bates CPA is a reputable accounting firm located at 265 Essex Street in Salem, Massachusetts. With years of experience and expertise in the field of accounting, Don Bates CPA offers a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, their team of certified public accountants is dedicated to providing high-quality, personalized service to meet the unique needs of each client. Whether you are looking for help with your personal finances or need assistance with your business accounting, Don Bates CPA is here to help. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.
Metro Credit Union - Medford
Metro Credit Union in Medford, Massachusetts is a trusted institution offering a range of financial services including ATM access and personalized finance solutions. Our Investment Advisors are dedicated to helping you reach your financial goals and protect what matters most to you. From vehicle loans to debt consolidation, our services are designed to help you build credit and achieve financial independence. We also offer business banking solutions, employee benefits, insurance coverage, and financial scholarships for recent high school graduates. With our diverse savings accounts and expert advice, we are committed to helping you secure a stable financial future. Our innovative digital products are tailored to meet your needs, and we are dedicated to giving back to the community. Trust in Metro Credit Union to build a strong relationship and support you on your financial journey.
Dennis Dickinson, President - Dickinson Wealth Strategies, Llc
Dennis Dickinson, President of Dickinson Wealth Strategies, LLC, located at 16 Front Street in Salem, Massachusetts, is a finance and insurance agency dedicated to serving professional advisors with confidence and trust. For over a decade, Dennis and his team have been working with families and businesses in the North Shore area to help them manage and protect their hard-earned assets. They take the time to truly understand their clients' hopes, dreams, fears, and concerns before making recommendations. Whether clients have already done some planning or are just starting out, Dennis and his team meet them where they are, assess their specific situation, and provide information on all opportunities for making the best decisions for their needs and goals. As a Registered Representative of NYLIFE Securities LLC, Dennis offers securities products and services, as well as financial planning through his affiliation with Eagle Strategies LLC, a Registered Investment Advisor. He and his colleague, Grace Cosco, are licensed to sell insurance through New York Life Insurance Company and other independent unaffiliated insurance companies in various states. They also offer investment advisory services and financial planning in multiple states through Eagle Strategies LLC.
Senior Insurance Strategies
Senior Insurance Strategies is a trusted insurance agency located at 40 Salem Street in Lynnfield, Massachusetts. Our team specializes in providing personalized insurance solutions for seniors to help them protect their assets and plan for the future. With years of experience in the industry, we understand the unique needs of senior clients and work diligently to find the best coverage options for them. Whether you are looking for Medicare supplements, long-term care insurance, or final expense planning, we are here to help. Contact us today to schedule a consultation and learn more about how Senior Insurance Strategies can assist you in securing your financial future.
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