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Financial Advisors in Newton, Massachusetts (Middlesex County)

Chris Annello, CFP
Newton, MA
Premier Listing

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help ... See More

Highlights: Fee-Only, Family Financial Planning, Fiduciary, Mutual Funds, Charitable Planning, Financial Planning, Retirement Income Planning, Estate Planning, Registered Investment Advisor, Rollover Of 401k Or IRA, Business Planning, Stock Options, Sustainability, Retirement Distribution Plan, Investment Policy Statements, Wealth Management, Women's Issues, IRA, Special Needs Planning, Independent Investment Advisor
First Financial Trust, N.A.
Newton, MA
Premier Listing

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financi... See More

Highlights: Charitable Planning, Investment Management, IRA, Financial Planning Advice And Services, College Planning, Retirement Planning, Retirement Distribution Plan, Independent Investment Advisor, Wealth Management, Legacy Planning, Middle Income, Estate Planning, Advisory And Investment Management, Mutual Funds, Socially Responsible Investments, Comprehensive Financial Planning, Family Financial Planning, Stocks, Retirement Income Planning, Asset Protection

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
Newton, MA

Chris Chen CFP® is a Boston, MA area fee-only financial planner serving the entire region and clients across the country. Insight Financial Strategists provides financial planning, retirement planning, investment management, and divorce planning se... 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

Susan Moore, CFP, MS
Moore Financial Advisors, Ltd., is an independent, fee-only firm providing investment management and financial planning services. Since "life is what happens when you're making plans,' we build relationships founded in trust and... See More

Adviser Investments
Newton Center, MA

Robert Lepson, CFP, ChFC, CLU
Adviser Investments offers comprehensive financial planning and investment management services to individuals and families who are interested in protecting and growing their wealth. Our financial planning services help ... See More

Womoney
Belmont, MA

Fee-only, hourly based financial planning in a supportive & non-judgmental atmosphere. With a background in women's psychology and working as a financial planner since 1984, Sharon helps clients reach their personal goals and address their financial... See More

Highlights: Investment Consulting, Charitable Planning, Estate Planning, NAPFA Member, Socially Responsible Investments, Young Investors, Women's Issues, Debt Management, Retirement Planning, Middle Income, College Planning, Income Tax Planning, Divorce Planning, Fee Only

Eric Sneider, CFA, CFP
Bromfield Financial is a comprehensive Fee-Only financial advisory firm dedicated to helping our clients understand and improve their individual financial situations. Our purpose is to simplify your financial life through obje... 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

Paragon Financial Advisors
Newton Highlands, MA

Dana Levit, CFP, MBA
Our goals are to get you excited about your financial independence and to help you better understand your finances so you can make educated decisions. Most people are not financial experts yet increasingly individuals are in cha... See More

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

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

Integrated cash flow, retirement, college and investment planning. Investment reviews. Ongoing Investment Management. Ongoing Retainer Planning.

Financial planning in Cambridge, MA 02142.

Joshua Trubow, CFP, MSFP
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Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading e... See More

William Baldwin, BBA, JD, LLM
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1986. We work with a select group of high net-worth clients and manage over $1.5 billion in client assets... See More

Montis Financial
Waltham, MA

Jonathan Ullman, CFP, EA
Montis Financial is a small, boutique firm which prides itself in adapting to the needs of the clients. An absolute commitment to objectivity, communication and life enhancement solutions sets us apart from many firms in our ... See More

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