Retirement Tax Planning
Benjamin Franklin remarked, "Nothing is certain except death and taxes." Even today, this sentiment holds relevance. It underscores the importance of tax ...
Meet The Team
At Salem Five, we want you to be well positioned for retirement. Our experts have a passion for what they do and make it a point to work with you individually to develop the right solutions. Retirement Specialists are here to help customers create and execute a financial plan offering their expertise and experience along the way.
Greg Andrews
Retirement Services Manager
Greg has over a decade of financial services experience working with customers for both their short-term and long-term goals. He is driven by a compassion for customers with complicated financial situations and is rewarded when he’s able to counsel them and make life easier. He is well versed in Tax Law and Internal Revenue Code, Investment products and personal finance management. He is committed to helping the community and is actively involved in the Tewksbury Community Food Pantry and the MSPCA. On a personal note, he enjoys a variety of activities – from home cooking/baking, mixology, gardening and even finds doing dishes and laundry therapeutic! Greg is married with a young son that he enjoys reading to. Greg would love to discover your interests and ensure you can spend as much time doing them in your retirement.
Suzanne Cooper
Senior Retirement Specialist
Suzanne has 25+ years of experience in retail banking. She has enjoyed being a branch manager – a tenure at an area community bank and then here at Salem Five in our Vinnin Square, Swampscott branch -- and has received employee awards for excellence. She is committed to financial literacy initiatives and has worked with Salem State University in this capacity. She joined the Retirement Services team in 2014 and continues to provide top-notch retirement planning service to her clients. She is experienced as a personal banker and is skilled in accounting and records management. Outside of work, Suzanne enjoys quilting and crafting, cooking, cycling and fundraising for the Leukemia Society and spending time with her grand kids. And, Suzanne is always eager to help new clients plan for their retirement.
Articles of Interest
Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have ...
What are My IRA Options?
Retirement planning is far from simple. Sometimes, it feels like you are speaking a different language from everyone else. From words like 401k and 403b to IRAs, it can be ...