Personalized plans
Plans are tailored to clients' needs, goals, and risk tolerance.
Salem Financial Group
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About Salem Financial Group
Financial advising is the core service, with planning for individuals and businesses at different stages of life. Salem Financial Group offers wealth management, financial planning, estate planning, asset protection, charitable planning, and retirement-related services such as 401(k) and IRA rollovers. Its process begins with a consultation to review a client's situation, goals, investment attitudes, and assets, then develops a personalized financial plan that can include an investment strategy and retirement planning. Regular meetings revisit goals and portfolio performance, with adjustments as circumstances change. Clients can view accounts, goals, and performance in real time through eMoney, the firm's personal wealth management software. The firm serves clients in Toledo.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Wealth management
Services help clients grow, protect, and conserve wealth.
Ongoing reviews
Regular meetings revisit plans, goals, and portfolio performance.
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