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Financial Advisors in Sandwich, Massachusetts (Barnstable County)

Gregory C. Fenton
Sandwich, MA
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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
Noble Financial Advisory, Inc.
East Sandwich, MA

Noble Financial advisory, Inc. is a fee-only wealth management firm. John Feeney, the principal,has 30 years of investment experience.

Highlights: Investment Consulting, Fee Only, Comprehensive Financial Planning, Retirement Distribution Plan, CFP ®, Mutual Funds, Retirement Planning, Stocks, IRA, Middle Income, Investment Policy Statements, Investment Services, Corporate Bonds, Certified Financial Planner, Professional Wealth Management, NAPFA Member, Independent Investment Advisor, Wealth Management
Seamark Financial Services, Inc.
17 miles from Sandwich, MA
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Lynne Nahigyan, CFP
Seamark Financial Services is a Fee-Only™ comprehensive wealth management firm. We hold ourselves to the highest standards of integrity, professionalism, confidentiality and professional competence. We firmly believe that we hav... See More

Ithaka Financial Planning
20 miles from Sandwich, MA
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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

Ariadne Wealth Advisors
29 miles from Sandwich, MA
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Timothy Brennan, CFP
Ariadne's philosophy is centered around low costs, smart investing and fair treatment of clients.
In deciding to work with Ariadne you are investing in a relationship that you believe will be valuable to you and your family. It... See More

Ted Ciolkosz
34 miles from Sandwich, MA

Independent, fee-based financial planner with a fiduciary responsibility to my clients. My fee-based asset management program utilizes Fidelity Investments as the custodian for my clients' assets which offers SIPC protection. Goal oriented clients ... See More

Highlights: 403B Plans, Young Investors, Comprehensive Financial Planning, Investment Services, 401K Consulting, Fiduciary, Disability Income & Long Term Care Insurance, Passive Investment Strategies, Annuities & Life Insurance, Charitable Planning, Mutual Funds, Independent Investment Advisor, Asset Protection, Fee Only, Estate Planning, Women's Issues, Business Planning, IRA, Family Financial Planning, Stocks
Stoddard Management Company
36 miles from Sandwich, MA
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Robert Hurley
Stoddard Management Company uses a common-sense, global approach to wealth management and financial planning for families and individuals. The goal is to create an investment portfolio with a high degree of probability that it will achi... See More

Morrill Financial Services
37 miles from Sandwich, MA

Wayne Morrill, CFP
Morrill Financial Services is a registered investment advisor. Wayne Morrill, principal of MFS, is a CFP®, has a Masters of Science in Financial Planning from Bentley College, an MBA from William and Mary and a BS in Accounting... See More

Beacon Financial Planning, Inc.
38 miles from Sandwich, MA
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Walter Herlihy, CFP, ChFC, CLU
Beacon Financial Planning, Inc. offers comprehensive fee-only financial planning and investment management.
We have offices in Easton, Wellesley, Boston, and Hyannis, Massachusetts. We serve clients across the count... See More

PennyTree Advisers, LLC
43 miles from Sandwich, MA
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Daniel Candura, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); PennyTree Advisers is a fee-only, project or hourly practice south of Boston, Massachusetts. Pennytree Advisers does not sell products or manage mone... See More

Constant Guidance Financial, LLC
46 miles from Sandwich, MA
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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

Thomas P Folan Jr, C.R.P.C.
50 miles from Sandwich, MA

Providing retirement and protection solutions.

Highlights: Asset Protection, Investment Services, Retirement Planning, Estate Planning, Professional Wealth Management, Independent Investment Advisor, MBA, Retirement Distribution Plan, C.R.P.C., Wealth Management, Comprehensive Financial Planning, Mutual Funds, Annuities & Life Insurance
Sound View Financial Advisors, LLC
50 miles from Sandwich, MA

Susan Brown, CFA, CFP
Sound View Financial Advisors provides financial planning and investment management services to families and individuals, whether they need a short-term planning engagement or a long-term investment management relationship. One ... See More

Modera Wealth Management, LLC
53 miles from Sandwich, MA
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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

Compass Planning Associates
53 miles from Sandwich, 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

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