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Find Best Financial Advisors in Framingham, Massachusetts

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

How To Find Best Financial Advisors & Planners in Framingham?

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

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

List of Qualified Financial Advisors in Framingham, Massachusetts

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Rich Testa

Testa Associates

181 Worcester Street

Natick, MA 01760

508-655-2410

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Mike Meuse

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

617-556-2372

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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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Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609

774-239-1862

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Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4075

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

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Ronald Newton

Edelman Financial Engines, LLC

1485 South County Trail,
Suite 101

East Greenwich, RI 02818

401-262-4986

Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
EPG INCORPORATED
205 Newbury Street, Suite 403 Framingham, MA 1701
106821 $4,478,922,339 75 A percentage of AUM
Fixed fees
TSW WEALTH MANAGEMENT
205 Newbury Street, Suite 201 Framingham, MA 1701
125209 $233,833,812 398 A percentage of AUM
Hourly charges
Fixed fees
WOODSIDE WEALTH MANAGEMENT
550 Cochituate Road, Suite 25, East Wing, 4th Floor Framingham, MA 1701
175118 $190,977,445 408 A percentage of AUM
Hourly charges
Fixed fees
POLARIS ADVISORS, LLC
615 Concord St., Framingham, MA 1702
127217 $147,390,756 150 A percentage of AUM

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Avi Finder
Inquire with Avi
161 Worcester Rd, Ste 200 Framingham, MA 01701 508-820-2997
Carol Jackson
Inquire with Carol
235 Old Connecticut Path, Framingham, MA 01701 978-568-2478
Allstate Personal Financial Representative: Michael Audi
Inquire with Allstate
2 Franklin Cmns, Framingham, MA 01702 707-815-1679
Allstate Personal Financial Representative: Francoise Nemorin
Inquire with Allstate
1261 Worcester Rd, Framingham, MA 01701 617-880-9691
Richard Pelrine
Inquire with Richard
161 Worcester Rd, Ste 200 Framingham, MA 01701 508-202-9689
Edward Jones
Inquire with Edward
10 Speen Street, Suite 304 Framingham, MA 01701 508-872-2522

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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