Click/tap here to find the best Somerville, Massachusetts financial advisor for your needs!

Financial Advisors in Somerville, Massachusetts (Middlesex County)

Just Wealth, LLC
Cambridge, MA
Visit Just Wealth, LLC

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

Visit Bromfield Financial Advisory Group, Inc.

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

Visit Fisher Financial Strategies

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

Pinney & Scofield, Inc.
Cambridge, MA
Visit Pinney & Scofield, Inc.

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

Visit Charles M. Beynon, CFP®, MSFP, ChFC®, CLU®, CRPC® - Certified Fi

I deliver financial solutions through a tailored approach and a genuine interest in clients' evolving needs.

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ practitioner, I believe success should be measured not just by your present f... See More

Highlights: Financial Planning Advice And Services, Annuity Review And Consulting, 401K Consulting, Legacy Planning, IRA, Investments, Fiduciary, Financial Advisor, Social Security Planning, Disability Income & Long Term Care Insurance, 403B Plans, Annuities, Investment Review And Planning., Advisory And Investment Management, Specialize In Retirement Planning And Retirement Distribution, Charlesbeynon Facebook: Https:, Linked In: Http:, Financial Planning For Women, Individual Bonds, Asset Protection

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

Financial planning in Cambridge, MA 02142.

Visit Modera Wealth Management, LLC

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

Visit Timbuktu Capital Management, LLC

Timbuktu Capital Management, LLC offers financial planning and investment advice. (Financial planning includes tax planning, insurance planning, retirement planning and estate planning. Financial planning services may include consultations and/or wri... See More

Highlights: Fee Only, 403B Plans, 401K Consulting, Independent Investment Advisor, Middle Income, Retirement Planning, Sudden Money Institute Advisor, Socially Responsible Investments, Asset Protection, 401k Rollover, Synergistic Portfolio Planning, Charitable Planning, Global Investing, Investment Services, Women's Issues, Stocks, Investment Consulting, Fee-Only, Trading Strategies, Business Planning
Visit Compass Planning Associates

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

Chris Chen, CFP
Newton, MA
Visit Chris Chen, CFP

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
Visit Moore Financial Advisors, Ltd.

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

Advocate Financial Management is an independent, fee-only financial planning and investment management firm located in Arlington, Massachusetts focused on helping clients in the second half of life.

We serve clients in the Greater Boston area, inc... See More

Highlights: Retirement Distribution Plan, Investment Services, Legacy Planning, NAPFA Member, Estate Planning, Income Tax Planning, Family Financial Planning, Certified Financial Planner, Business Planning, Fee Only, Comprehensive Financial Planning, CPA, Independent Investment Advisor, IRA, CFP ®, Retirement Planning, Charitable Planning
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

Whether you're planning your retirement or already retired, you can benefit from a relationship with Devonshire.

You need advice you can trust; a financial advisor who is unbiased, who is not influenced by commissions, and who is not paid to sell ... See More

Highlights: Retirement Planning, Stocks, Investment Policy Statements, Wealth Management, Professional Wealth Management, Investment Consulting, And Inheritances, Retirement Distribution Plan, Fee Only, Family Financial Planning, Mutual Funds, Certified Financial Planner, CFP ®, Estate Planning, Investment Services, NAPFA Member, IRA, Independent Investment Advisor, IRA Rollovers

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