Top 10 Financial Services Companies in Salem

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Below is the list of Top 10 Financial Services Companies in Salem ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Salem

1. The Falcon Financial Group, Llc

Industry: Financial Services

Location: Salem, Massachusetts

Website: thefalconfinancialgroup.com

Company Size: 11-50

The Falcon Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Jeffrey Valle Certified Financial Plannerà â  Professional , Managing Partner
Jacob Lewis Financial Planner
Tom Starkey Managing Partner
Michael Natale Senior Partner
Susan Howell Administrative Assistant
Gary Stohlmann Partner And Financial Professional
Requires/Intent and 3 more Employees
Accounting Services
Data Analytics & Business Intelligence
Sales & Lead Generation Strategy
and more

2. Hawthorne Financial

Industry: Financial Services

Location: Salem, Massachusetts

Website: hawthornefinancialllc.com

Company Size: 1-10

Company Address: 262 Essex Street, Salem, Massachusetts, United States

Hawthorne Financial Contact Details

Name Title LinkedIn Phone Email
Jay Fox Wealth Management Advisor
Requires/Intent
Financial Planning & Retirement Solutions
Corporate Finance Strategy
Credit Rating & Analysis
Customer Relationship Management (CRM)
and more

3. Cabot Wealth Management

Industry: Financial Services

Location: Salem, Massachusetts

Website: ecabot.com

Company Founded: 1983

Company Size: 11-50

Company Address: 216 Essex Street, Salem, Massachusetts, United States

Cabot Wealth Management Contact Details

Name Title LinkedIn Phone Email
Patrick Creahan Fixed Income Portfolio Manager
Requires/Intent
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
and more

4. Finer Wealth Management

Industry: Financial Services

Location: Salem, Massachusetts

Website: finer.com

Company Founded: 1996

Company Size: 1-10

Company Address: 530 Loring Avenue, Salem, Massachusetts, United States

Finer Wealth Management Contact Details

Name Title LinkedIn Phone Email
Alexander Finer Assistant Financial Planner
Requires/Intent
Credit Rating & Analysis
Quality Control & Assurance
and more

5. Appollo Group

Industry: Financial Services

Location: Salem, Massachusetts

Company Size: 1-10

Appollo Group Contact Details

Name Title LinkedIn Phone Email
Keasha Liggins Compliance Officer
Requires/Intent
AI-powered Financial Insights
Fraud Detection & Prevention
and more

6. Cabot Wealth Management

Industry: Financial Services

Location: Salem, Massachusetts

Company Founded: 1983

Company Size: 1-10

Company Address: 216 Essex Street, Salem, Massachusetts, United States

Cabot Wealth Management Contact Details

Name Title LinkedIn Phone Email
William Larkin Portfolio Manager
Requires/Intent
Branding & Public Relations
Portfolio Management
Performance Tracking & KPI Analytics
Mortgage & Loan Processing
and more
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Salem Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Cfpâ Jeffrey Valle The Falcon Financial Group, Llc Certified Financial Plannerà â  Professional , Managing Partner
2 Jacob Lewis The Falcon Financial Group, Llc Financial Planner
3 Tom Starkey The Falcon Financial Group, Llc Managing Partner
4 Michael Natale The Falcon Financial Group, Llc Senior Partner
5 Susan Howell The Falcon Financial Group, Llc Administrative Assistant
6 Gary Stohlmann The Falcon Financial Group, Llc Partner And Financial Professional
7 Jay Fox Hawthorne Financial Wealth Management Advisor
8 Patrick Creahan Cabot Wealth Management Fixed Income Portfolio Manager
9 Alexander Finer Finer Wealth Management Assistant Financial Planner
10 Keasha Liggins Appollo Group Compliance Officer
11 William Larkin Cabot Wealth Management Portfolio Manager

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Boston 169632
2 Financial services Companies in Cambridge 12312
3 Financial services Companies in Waltham 22572
4 Financial services Companies in Newton 10260
5 Financial services Companies in Burlington 10944
6 Financial services Companies in Woburn 8892
7 Financial services Companies in Needham 9576
8 Financial services Companies in Westborough 11628
9 Financial services Companies in Worcester 8208
10 Financial services Companies in Quincy 5472
11 Financial services Companies in Beverly 8892
12 Financial services Companies in Danvers 8892
13 Financial services Companies in Springfield 4788
14 Financial services Companies in Braintree 8892
15 Financial services Companies in Wellesley 6840
16 Financial services Companies in Framingham 2052
17 Financial services Companies in Lexington 6156
18 Financial services Companies in Brookline 3420
19 Financial services Companies in Wakefield 4788
20 Financial services Companies in Canton 2052
21 Financial services Companies in Concord 2052
22 Financial services Companies in Norwell 3420
23 Financial services Companies in Wilmington 4104
24 Financial services Companies in Amherst 2736
25 Financial services Companies in Andover 4788
26 Financial services Companies in Marlborough 4104
27 Financial services Companies in Natick 1368
28 Financial services Companies in North Andover 4104
29 Financial services Companies in Bedford 684