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Find The Best Financial Advisors in Westford, 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 Westford is a tedious task to do. give you extensive options to compare best advisors in Westford & pick the one as per your needs

How To Find The Best Financial Advisors in Westford, Massachusetts

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Westford, Massachusetts, is a useful resource. We've compiled a list of the 4 vetted financial advisors and 5 non-vetted financial advisors in Westford, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westford, Massachusetts have an average of 17 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 Westford, Massachusetts


PEAK Wealth Management LLC

PEAK Wealth Management LLC

20 Trafalgar Square, Suite 404

Nashua, NH 03063



Josh Darwin

Regal Financial

669 South St

Needham, MA 02492



Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985



Michael MacLean

Mercantile Private Wealth Management

255 Park Ave
STE 1000

Worcester, MA 01609


Top Financial Advisor Firms in Massachusetts (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
270 Littleton Road, Suite 19 Westford, MA 1886
128600 $298,874,238 761 Hourly charges, Fixed fees

Additional Financial Advisors in Massachusetts

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Congqun Jian
Inquire with Congqun
2 Steeple Chase Cir, 5th Floor Westford, MA 01886 781-898-3395
Dick Stearns
Inquire with Dick
190 Littleton Rd, Ste 11 Westford, MA 01886 978-692-0621
Edward Jones - Financial Advisor: Marshall-Ben Tisdale, AAMS"
Inquire with Edward
270 Littleton Rd, Suite 17 Westford, MA 01886 978-692-5665
Edward Jones
Inquire with Edward
270 Littleton Rd, Suite 17 Westford, MA 01886 978-692-5665
Edward Jones
Inquire with Edward
225 A Groton Rd, Westford, MA 01886 978-692-7158

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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