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9:00 AM - 5:00 PM
33 Walker Rd, North Andover
Financial Advising
“I've had my taxes done here for over a decade. They've always been courteous, helpful, and insightful in figuring out ways to maximize my return. I would recommend them to anyone”
“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.”
“Outstanding Service - Just wonderful people to deal with. I called today (September 7th, 2023) and they took the time Out of their day to answer a few questions for me - I wouldn't Hesitate to offer a recommendation for this firm - they are Outstanding. Thank you so much for your professional service.”
“Have been dealing with TD Bank for longer than I remember. They have been wonderful to deal with and never a problem at all. Had to talk to a financialadvisor and have been dealing with Kaleigh. ABSOLUTELY WONDERFUL. She always has a smile on her face even though I know I drive her crazy. Can't say enough good things about Kaleigh other than I will not deal with anyone else. Just a great bank to deal with! Thanks to all and a BIG THANK YOU to Kaleigh!”
“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!!”
“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.”
“I worked with Kristine L DeBellis as well as Lissette Alvarez Tomas and they were super helpful in every aspect. English isn't my first language but they were able to get everything sorted for me and help me through everything. They are very fast, efficient and kind. I felt welcomed and felt as if I was in good hands”
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“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 !”