What Is a Custodial IRA?
Most parents worry about their children as they grow up; however, you'd think that would stop once they reach adulthood. Parents always look to set their children up for a ...
Education & Family Support
Allocate funds for education.
We can assist with financial tools and solutions to help allocate funds for education and other support for family members. Whether it be tax-deferred solutions such as 529K college savings plans, education trusts, custodial accounts or whole life insurance options, we can review your needs and guide you to what makes sense for you and your family.Articles of Interest
Gig Worker Retirement Strategies
Over the past several years, there has been a significant rise in gig workers and the number of affiliated companies that utilize them. In fact, in 2017, the Bureau of Labor ...
Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have ...
Check the background of investment professionals associated with this site on FINRA's BrokerCheck »
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates
and
Securities and Investment products offered through Salem Five Wealth Management and Trust Company (A Division of Salem Five Bank)
are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.