Advisors at this firm
Warren B
ChFC®, Series 63
Wells, ME
Salem Advisory Group LLC
Warren Berger is a financial advisor with Salem Advisory Group LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Salem Advisory Group since 2009 and also worked at Lamaine Industries from 2011 to 2023. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm tailors investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis, with account reviews at least quarterly.
Kevin C
CFP®, Series 63
Wells, ME
Salem Advisory Group LLC
Kevin Colley is a CFP® with 27 years of industry experience, currently serving at Salem Advisory Group LLC since 2009. He has been self-employed since 1983. Colley also serves as an ad hoc non-voting member of the investment committee at Cheverus High School, a nonprofit Jesuit high school in Portland, ME. Salem Advisory Group LLC works with individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering fee-based investment management and financial planning. The firm provides tailored investment strategies using fundamental and technical analysis, with quarterly account reviews and custody through Charles Schwab.
Peter B
Series 63, Series 65
Wells, ME
Salem Advisory Group LLC
Peter Bishop is a financial advisor with Salem Advisory Group LLC in Wells, ME, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Salem Advisory Group since 2013. Salem Advisory Group serves individual investors, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers fee-based investment management and financial planning, tailoring strategies based on client goals, risk tolerance, and time horizon, with portfolio reviews at least quarterly.
William R
Series 65
Wells, ME
Salem Advisory Group LLC
William Rispoli is a financial advisor at Salem Advisory Group LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Village Accounting since 2019, alongside his roles at Salem Advisory Group starting in 2015. Rispoli is also involved with Hostile Valley Corporation, where he has been active since 2002. Salem Advisory Group serves individual investors, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing fee-based investment management and financial planning. The firm customizes investment strategies based on client goals and risk tolerance, employing both fundamental and technical analysis and regularly reviews accounts at least quarterly.