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

How To Find Best Financial Advisors & Planners in Plymouth?

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

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

List of Qualified Financial Advisors in Plymouth, Massachusetts


Adam Wojtkowski

Copper Beech Wealth Group

20 Cabot Boulevard
Suite 300

Mansfield, MA 02048



Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035



Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110



Gabriel Goodhope

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459



Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481



Ronald Newton

Edelman Financial Engines, LLC

1000 Bald Hill Road
Suite 5

Warwick, RI 02886



Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803



Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985


List of Additional Financial Advisors in Plymouth, Massachusetts*

* Additional advisor listing is provided in partnership with Yext


Jon Pierce - Ameriprise Financial Services, LLC

15 Caswell Ln
Ste 1

Plymouth, MA 02360


Emre Oztunc

20 N Park Ave

Plymouth, MA 02360


Odinic Advisors LLC

64 Court St

Plymouth, MA 02360


Rossomando Wealth Management

170 Water Street
Suite 20

Plymouth, MA 02360


Flagship Harbor Advisors

8 Samoset St

Plymouth, MA 02360


Edward Jones - Financial Advisor: Sandy Childs

225 Water St
Suite A205

Plymouth, MA 02360


Edward Jones - Financial Advisor: Billy DePaul

374 Court St

Plymouth, MA 02360

* 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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