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Find The Best Financial Advisors in Beverly, Massachusetts

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Beverly is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Beverly & pick the one as per your needs

How To Find The Best Financial Advisors in Beverly, Massachusetts
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Beverly, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 4 non-vetted financial advisors in Beverly, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beverly, Massachusetts have an average of 26 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Beverly, Massachusetts

Edelman Financial Engines, LLC

877-208-7414

Address

Sequoia Financial Group

888-225-3777

Address

80 Blanchard Road, Suite 201,
Burlington, MA 01803 See Details

Savant Wealth Management

781-235-7550

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Joseph Skees

Granite Bay Wealth Management, LLC

888-610-8881

Address

767 Islington Street,
Unit 1D,
Portsmouth, NH 03801 See Details

Top Financial Advisor Firms in Beverly, Massachusetts (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
EASTERLY INVESTMENT PARTNERS LLC 138 Conant Street, Suite 100 Beverly, MA, 01915	299607	$2,814,966,076	323	A percentage of AUM, Fixed fees, Performance Based
ALAPOCAS INVESTMENT PARTNERS, INC. 50 Dunham Ridge, Suite 3100 Beverly, MA, 01915	300841	$193,493,051	117	A percentage of AUM, Fixed fees
FAMILY FIDUCIARY SERVICES, INC. 900 Cummings Center, Suite 212-U Beverly, MA, 01915	146339	$174,670,077	81	A percentage of AUM
BLUEDOOR PRIVATE WEALTH, LLC 50 Dunham Ridge, Suite 1250 Beverly, MA, 01915	301907	$102,715,368	160	A percentage of AUM

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Find The Best Financial Advisors in Beverly, Massachusetts

How To Find The Best Financial Advisors in Beverly, MassachusettsLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Beverly, Massachusetts

Edelman Financial Engines, LLC

Address

Sequoia Financial Group

Address

Savant Wealth Management

Savant Wealth Management

Address

Edelman Financial Engines, LLC

Address

Joseph Skees

Granite Bay Wealth Management, LLC

Address

Top Financial Advisor Firms in Beverly, Massachusetts (Ranked by AUM)

Select other cities around Beverly, Massachusetts to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Beverly, Massachusetts
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy