Financial Advising near Salem, NH

9 locations found near Salem

“I am 79 years of age and have used Salem tax for the past 15 years. The service is excellent: timely, professional, and individualized. The Financial advisor I have worked with is Tyler. She has guided me through three complex financial situations as well as preparing my tax returns yearly. I rely on Tyler more as I head into my eighth decade and she is available for questions through out the year. She is my stress reliever in financial situations.”

2 Poor6 Reviews

“Lane Rifkin, PLLC do an amazing job! I had a couple of complex tax returns over a couple years, and they handled each complex situation with grace and professionalism. They were very clear on the documents that were needed as well as communicating why each item was necessary. Thank you!”

4.8 Superb109 Reviews

“Helpful & most friendly. Answered every questions I had and also informed on common mistakes people do when filling their taxes. Service was highly appreciated. Will be coming back soon !”

5 Superb13 Reviews

“I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.”

5 Superb16 Reviews

“Kristie, at the Plaistow, NH branch, made my day today! She was very helpful in correcting an issue that I had been dealing with for quite a while re: logging into our checking account online. She was very pleasant and took the time to verify that the issue was successfully resolved. Thank you very much Kristie!”

3.6 Good37 Reviews

“Love the employees here, great customer service and warm smile . They walked me through the steps and etc. Special shout out to Susan. Thanks for your help the other day. Really appreciate!!”

3 Average48 Reviews