Contact · Salem, New Hampshire
Begin With a Conversation About What Matters Most.
We will learn more about your goals and the questions on your mind, explain how Guardian works, and help you determine whether a next step may make sense.
215 Main Street, Salem, NH 03079
Guardianwealthteam@raymondjames.com
Monday–Friday, 9:30 AM – 4:00 PM (closed federal holidays)
Online scheduling
Book a 15-minute intro call
Pick a time that works for you. This is a quick, no-obligation conversation to see whether Guardian may be a fit — no preparation needed.
Not quite ready to schedule a meeting but have a quick question? You are welcome to call us at 603-458-3155 or email Guardianwealthteam@raymondjames.com — we are glad to help however we can.
What to expect
Your first conversation
- A relaxed conversation, usually 15 to 30 minutes to start
- Questions about your goals, timeline, and what prompted you to reach out
- A plain explanation of how Guardian works and what a planning relationship involves
- A clear, mutual decision about whether a next step makes sense
- No pressure, no product pitch, and no obligation
Fit
Are we likely a fit?
- You are within roughly ten years of retirement, recently retired, or adjusting to retirement
- You have built meaningful savings and want a coordinated plan
- You want ongoing guidance, rather than a one-time market opinion, within an advisory relationship
- You value collaboration with your CPA, attorney, and other professionals
Guardian may not be the right fit for someone seeking day-trading ideas, a short-term market forecast, or a one-size-fits-all product recommendation.
Service area
Where we work
Based in Salem, New Hampshire, Guardian Financial Services works with individuals, couples, families, and business owners throughout southern New Hampshire, Massachusetts, and the broader New England region.