Finer Wealth Management, Inc.

Finer Wealth Management, Inc. (CRD# 129987) is a financial advisory firm headquartered in Salem, MA. They manage $210,096,944 in 750 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
530 Loring Avenue, Suite 302, Salem, MA 01970
http://www.finer.com/
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $280,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MA, NH, TX, VT

Financial Advisors at Finer Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary Coon, financial advisor Salem MA
Gary M. Coon
CRD#: 6018133
530 Loring Avenue, Suite 302, Salem, MA 01970

Gary Coon (CRD# 6018133) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has over 12 years of experience in the finance industry.

2
Michael Finer, financial advisor Salem MA
Michael S. Finer
CRD#: 2657455
530 Loring Ave, Suite 302, Salem, MA 01970

Michael Finer (CRD# 2657455) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals