National Retirement Planning Experts

National Coverage
Local Professionals

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Massachusetts involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Massachusetts?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Massachusetts to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Massachusetts financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Massachusetts

dummy-image

Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201

Westford, MA 01886
(978) 8504910

advisor-photo

Jim Rose

Baystate Financial

134 Turnpike Road Suite 300

Southborough, MA 01772
(774) 8434935

advisor-photo

Spencer Betts

Bickling Financial Services, Inc

35 Bedford Street
Suite 15

Lexington, MA 02420
(781) 8629792

dummy-image

Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate, MA 02066
(330) 3294117

advisor-photo

Michael Cammarata

MSA Financial

25 Braintree Hill Park
Suite 205

Braintree, MA 02184
(781) 8433500

advisor-photo

Mark D Felt

Lignum Wealth Management

500 Edgewater Drive 511A

Wakefield, MA 01880
(781) 3348060

advisor-photo

Justin Hudock

Starboard Wealth Management

9 Appaloosa Way

Marstons Mills, MA 02648
(508) 2217076

advisor-photo

Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035
(508) 2034075

advisor-photo

Noah French

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459
(339) 2254970

advisor-photo

Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803
(339) 2345600

advisor-photo

Hilary OMalley BFA®

Ameriprise Financial

15 Caswell Lane

Plymouth, MA 02632
(978) 5052754

advisor-photo

Fredric Weldon, CFA

Polaris Advisors, LLC

550 Cochituate Road
East Wing, Floor 4, Suite 25

Framingham, MA 01701
(508) 4812299

advisor-photo

Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481
(781) 4468955

advisor-photo

Adam Wojtkowski, CFP(R), EA

Smith, Salley & Associates

55 West Street
Suite 201

Walpole, MA 02081
(508) 4507841

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner