Massachusetts > Salem > Libardoni Financial

Libardoni Financial

Verified Listing

(978) 745-3620
70 Washington St
Suite 103
Salem, MA 01970
Category: Finance & Legal:Financial Services:Investments:Financial Planners


About

Whether you are just starting a family, planning for retirement or preparing your estate plan, we will create a financial plan that is right for you. It’s who we are…

A 1973 graduate of Springfield College, Bill began his career as a physical education teacher and football and baseball coach at Don Bosco High School in Boston, MA. His love of sports and healthy competition made him a successful football and baseball coach and continues to be a part of his daily life.

Bill began selling life insurance in 1978, and earned his CFP® designation from the College of Financial Planning in Denver, CO in 1984. This designation allowed Bill to expand his services to include all aspects of financial planning. Focusing on small business owners, Bill began building a client base of companies and individuals looking for personal service and financial advice on a quickly changing market.

Bill’s interest and aptitude for investments helped get him noticed – he was recruited by a national publicly-traded tax preparation and financial planning company in 1998. Bill was given his own office in Salem, MA and his growing client base grew even further.

In Salem, Bill incorporated the very important task of Tax Preparation into his financial planning services. With five successful years of combined tax preparation and financial planning in Salem, Bill purchased the practice for his own in July of 2003 – establishing Bill Libardoni, CFP®. Bill is licensed to do business in the following states: Massachusetts, Florida, New Hampshire, Pennsylvania and Rhode Island.

Bill lives in Woburn with his wife Mary Ellen. Together they have four children. When not watching the stock market or attending his son’s football games, Bill likes to golf, ski, and play racquetball.


Products And Services

Tax Planning, Federal Income Tax Preparation, State income Tax Preparation, Financial Assessment, Estate Planning, Money Management, Mutual Funds, Annuities, Money Market Accounts, Portfolio Management, Financial Management, Accounting, Bookkeeping, Retirement Plans, Group Insurance Plans.


Payment Options

Cash, Checks


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