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Finer Wealth Management
Financial Planner in Salem MA
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530 Loring Ave Ste 302
Salem, MA
01970
tel (978) 740-1011
fax (978) 744-8240
gary.coon@finer.com
There are many aspects of your financial picture that must be aligned to achieve your desired level of success. At Finer Wealth Management, we call this your Circle of Gold™. We help you to understand your Circle of Gold™ by gathering facts and setting your goals in order to create your personalized, integrated investment and financial plan. Based on your information,this process may include a discussion of allocation and possible re-allocation. From then on, we work with you every step of the way,making any necessary adjustments to secure your financial future.
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed