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Financial Advisors in Wakefield, Massachusetts (Middlesex County)

Visit First Financial Trust, N.A.

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 firs... See More

Highlights: Charitable Planning, Investment Management, IRA, Financial Planning Advice And Services, College Planning, Retirement Planning, Retirement Distribution Plan, 401(k) Plans, 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
Financially In Tune, LLC
Wakefield, MA
Visit Financially In Tune, LLC

Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guida... See More

Visit Essex Capital Management LLC

Kimberley Feeney Zollo, CFP
Essex Capital Management is an independent fee-only Massachusetts Registered Investment Advisor providing investment management and financial planning services. Kim helps clients who are at various stages of their life and... See More

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
Chris Annello, CFP
7 miles from Wakefield, MA
Visit Chris Annello, CFP

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... 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
Advocate FInancial Management LLC
7 miles from Wakefield, MA

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
Street Smart Financial, LLC
8 miles from Wakefield, MA
Visit Street Smart Financial, LLC

Rand Spero, CFP, M.Ed., MBA
Street Smart Financial is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. We take a multi-disciplinary appr... 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
Compass Planning Associates
9 miles from Wakefield, MA
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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

Modera Wealth Management, LLC
9 miles from Wakefield, MA
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

Pinney & Scofield, Inc.
9 miles from Wakefield, 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

Fisher Financial Strategies
9 miles from Wakefield, MA
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

Just Wealth, LLC
9 miles from Wakefield, 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

Bromfield Financial Advisory Group, Inc.
9 miles from Wakefield, MA
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

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