Cabot Wealth Management - Salem, Massachusetts

Cabot Wealth Management - A Premier Financial Service Provider

Address: 216 Essex St, Salem, MA 01970

Phone: 9787459233

Website: ecabot.com

Specialties: Financial planner, Financial institution, Investment service

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 2 reviews on Google My Business.

Average opinion: 5/5

Characteristics and Services

• Founded by Rob Lutts, Cabot Wealth Management is renowned for its community-oriented approach to financial planning and investment services. With a team of knowledgeable and dedicated advisors, the company offers personalized solutions to meet the unique needs of each client.

• The company provides a comprehensive range of financial services, including investment management, retirement planning, estate planning, and tax-efficient strategies. Their commitment to staying up-to-date with the latest market trends and economic developments enables them to offer well-informed advice to their clients.

• Cabot Wealth Management also hosts educational workshops and events, providing clients with valuable insights into the financial market and allowing them to ask questions directly to the advisors. These workshops are highly regarded for their informative content and approachable environment.

Location and Accessibility

Conveniently located at 216 Essex St, Salem, MA 01970, Cabot Wealth Management is easily accessible for clients in the surrounding areas. The office features wheelchair accessible entrance, parking lot, and restroom, ensuring that individuals with disabilities can comfortably access their services.

Why Choose Cabot Wealth Management

With a strong focus on community values and a dedication to providing personalized financial planning and investment services, Cabot Wealth Management stands out in the industry. Their team of experienced advisors, combined with their commitment to staying informed about market trends, makes them an excellent choice for individuals seeking expert guidance in navigating the complex world of finance.

Testimonials

The company's average rating of 5/5 on Google My Business reflects the satisfaction of their clients. Many testimonials highlight the exceptional customer service, knowledgeable advisors, and community-oriented approach of Cabot Wealth Management. Clients have praised the company for its educational workshops and the opportunity to interact with the advisors, finding it invaluable for their financial planning journey.

Final Recommendation

For anyone seeking a reliable, knowledgeable, and community-focused financial planning and investment service, Cabot Wealth Management is highly recommended. Their commitment to personalized service, combined with their dedication to staying informed about market trends, sets them apart in the industry. To learn more about their services or to schedule an appointment, visit their website at ecabot.com or contact them directly at 9787459233.

👍 Reviews of Cabot Wealth Management

Jeff R.

5/5

I have enjoyed every interaction I have had with Cabot Wealth Management. Rob Lutts is truly a community oriented figure and has instilled those values in his entire staff. I have had the pleasure of attending several of their educational workshops which provide insight into the topic as well as access to the advisors to ask questions.
I would strongly recommend Cabot Wealth Management to anyone who is looking for this type of service, especially in these hectic market conditions.

David M.

5/5

Outstanding business, employees and consistently above content. I have been a customer for about 20 years. RIP Carleton, you were a legend to those who knew you and benefitted from your knowledge.