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Financial Advisors in Massachusetts

Maureen Demers
Massachusetts
Premier Listing

Maureen Demers CFP EA is a North Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Maureen Demers is never paid a commission of any... See More

Highlights: CFP ®, Fee Only, Fee-Only, Retirement Income Planning, Roth IRA, 401k Rollover, Income Tax Planning, Investment Policy Statements, Investment Advisory, Retirement Planning, IRA, Mutual Funds, Financial Planning For Women, Fiduciary Advisor, Retirement Planning., Rollover Of 401k Or IRA, Retirement Distribution Plan, Rollovers, Independent Investment Advisor, Certified Financial Planner

Dream With A Plan. We are a fee-only Financial Planning practice and our focus is to help you obtain your life desires. We provide comprehensive financial planning, tax preparation and investment management.
Please visit our website www.kjhfinancia... See More

Highlights: Fiduciary, Goal Planning, As-Needed Financial Planning, Financial Planning Advice And Services, Index Funds, Investment Management, Retirement Planning., Investment Policy Statements, Certified Financial Planner, Education Planning, 401k Rollovers, Investment Services, Retirement Scenario Planning, Sustainability, Financial Advisor, Estate Planning, Mutual Funds, Strategic Tax Planning, Financial Life Planning, Rollover Of 401k Or IRA
Chris Chen, CFP
Waltham, MA

Chris Chen, CFP works with retirees, professionals, executives and business owners to achieve their goals with wealth accumulation and preservation, retirement planning, education funding, and family protection strategies. As a CFP ® professional... See More

Highlights: Fee Only, Retirement Income Planning, CFP, Financial Planning For Women, Registered Investment Advisor, Fiduciary, Divorce Financial Planning, Fee-Only, High Net Worth Planning, Financial Planning For Physicians, Wealth Management
Corey A. Scrupps, RFC, AIF
Newburyport, MA

Corey Scrupps is dedicated to serving the investment and financial needs of his clients through comprehensive financial planning and strategic investment management. He specializes in Retirement and Income Planning, always with a focus on providing a... See More

Highlights: Retirement Income Planning, 401K Consulting, IRA, Registered Investment Advisor, Mutual Funds, 401k Rollover, Asset Protection, Young Investors, Women's Issues, Socially Responsible Investments, Corporate Bonds, Stocks, Fiduciary, Estate Planning, Investment Policy Statements, Legacy Planning, Disability Income & Long Term Care Insurance, Debt Management, Charitable Planning, Fee Only
Gregory C. Fenton
Sandwich, MA

WEALTH MANAGEMENT AND TAX PREPARATION FOR AN ANNUAL CONSULTING FEE ONLY. NO PRODUCT SALES.

Highlights: Fee-Only, Investment Consulting, Certified Financial Planner, Income Tax Planning, Independent Investment Advisor, Wealth Management, CFP ®, NAPFA Member, Professional Wealth Management, Comprehensive Financial Planning

Elizabeth Remick, CFP, MBA
Ithaka Financial Planning, a fee-only, Financial Planning firm specializing in helping professional women and their families bring future dreams into today's decisions. Ithaka provides comprehensive financial planning, inv... See More

Constant Guidance Financial, LLC
Attleboro Falls, MA

Mitch Zides, CFA, CFP, MBA
Constant Guidance Financial is a Registered Investment Advisory firm solely focused on creating personalized wealth management and financial planning solutions. Mitch Zides founded Constant Guidance to help his clients buil... See More

Robert Hockett, BA, CFP
As a fee-only, independent fiduciary, Modera Wealth Management is committed to providing advice in the best interests of its clients to help them reach their financial objectives. We offer comprehensive wealth management and p... See More

Jennifer Lane, CFP
Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help... See More

David Linnard, BS, CFP, MBA
Linnard Financial Management & Planning, Inc. provides fee-only wealth management, financial planning and investment management services. Our objective is to help you build and preserve wealth through well-informed financi... See More

Colt Financial, LLC
Franklin, MA

Steve Taylor, CFP

PennyTree Advisers, LLC
Braintree, MA

Daniel Candura, CFP
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David Martula, CFP, MBA
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Just Wealth, LLC
Cambridge, MA

Phuong Luong, BA, CFP, M.Ed.
Just Wealth is a virtual, fee-only firm that specializes in financial planning for clients doing mission-driven work. Our goal is to save you time and help you build wealth.
Just Wealth has no asset minimums and works w... See More

Pinney & Scofield, Inc.
Cambridge, MA

John R. Goddard, CFP
Pinney & Scofield, Inc. is a fee-only firm that provides the combined service of financial planning and portfolio management. Our clients are able to concentrate on the important things in life, such as family and community, beca... See More

Thomas Fisher, CFP
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Fee-only, hourly financial planning and investment advice in Cambridge, MA . Whether you need a simple financial check-up, advice on how to allocate your 4... See More

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