Advisers in Salem, MA

3 advisers in Salem — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Cfs Financial, LLC10 Federal Street, Suite 410 · Salem, MA 01970 · (978) 609-0069 · % of assets managedCRD 173972 · % of assets · $1.7 million AUMState registeredNo commissions reported Finer Wealth Management, INC.530 Loring Avenue, Suite 302 · Salem, MA 01970 · (978) 740-1011 · Financial planningCRD 129987 · % of assets, Hourly charges, Fixed fees · $305.8 million AUMSEC registeredNo commissions reported Rothwell Investment Advisors11a Derby Square · Salem, MA 01970 · (978) 594-8828 · Financial planningCRD 337504 · % of assets · $187.7 million AUMSEC registeredNo commissions reported

Talking to advisers in Salem? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.