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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 Braintree is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Braintree & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Braintree?

Looking for a qualified financial advisor in Braintree? We can help you by narrowing down your options & listing the best financial advisors in Braintree as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Braintree near you with the list of certified and vetted Braintree financial advisors.

List of Qualified Financial Advisors in Braintree, Massachusetts

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Michael Cammarata

MSA Financial

25 Braintree Hill Park
Suite 205

Braintree, MA 02184

781-843-3500

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Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2458

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Lauren D. Toli

Equitable Advisors

93 Worcester Street
Suite 103

Newton, MA 02459

617-233-4977

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Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate, MA 02066

330-329-4117

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Noah French

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

339-225-4970

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Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4071

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Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481

781-446-8955

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Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

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Jim Rose

Baystate Financial

134 Turnpike Road Suite 300

Southborough, MA 01772

774-843-4935

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Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201

Westford, MA 01886

978-850-4910

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Michael Horne

Edelman Financial Engines, LLC

1000 Bald Hill Road
Suite 5

Warwick, RI 02886

401-262-4976

List of Additional Financial Advisors in Braintree, Massachusetts*

* Additional advisor listing is provided in partnership with Yext

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Christopher Petrik - Ameriprise Financial Services, LLC

100 Grandview Rd
Ste 210

Braintree, MA 02184
781-817-6750

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Kjell Christiansen - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 204

Braintree, MA 02184
781-926-0295

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Brian Kallenberg

865 Washington St

Braintree, MA 02184
781-849-5240

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Joseph Zanca

865 Washington St

Braintree, MA 02184
781-849-5235

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Octavia Serpa - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 208

Braintree, MA 02184
781-356-5313

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Allstate Personal Financial Representative: Philip Lennox

36 Commercial St

Braintree, MA 02184
781-664-9470

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Michael O'Brien

865 Washington Street

Braintree, MA 02184
617-688-7968

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Michael G McIntyre - Ameriprise Financial Services, LLC

100 Grandview Rd
Ste 322

Braintree, MA 02184
781-356-2086

* Additional advisor listing is provided in partnership with Yext

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.

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