Financial Advisors in or around Boston, Massachusetts

Paul Mauro (CRD#:824304) is an experienced financial advisor with Legacy Financial Advisors, located at 1700 West Park Drive; Suite 250, Westborough, MA 01581. Paul has over 38 years of experience as a financial services professional/consultant.

About the Firm: Legacy Financial Advisors, Inc. was founded to serve the needs of our clients. Our clients expect independent financial advice so we are an independent firm. Our clients expect excellent service so we have two associates servicing each client, along with our service staff. Our clients expect us to help them solve their ever-changing needs so we change with the times to stay current.

Paul's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Insurance. Paul is licensed for the following insurance and annuities products: Annuity, Life, Variable Annuity, Variable Life.

Paul's compensation methods: Flat Fee, Based on Assets.

Paul can be reached at (855)480-6629 and is generally available for a meeting at firm's office, at your office, via phone, via email.

Congratulations!

WiserAdvisor has qualified financial advisors serving the Boston, Massachusetts area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors (a $800 value)

  • Complete the form to the right and click Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
   
Privacy Policy | Terms & Conditions

WiserAdvisor >   Massachusetts >   Boston 

Premium Financial Advisors Listing

Julian Morris, CFP, ChFC, AAMS , CRPC , CFS, Financial Advisor from Boston, Massachusetts Julian Morris, CFP, ChFC, AAMS , CRPC , CFS


(617) 996-0520
346 Commercial Street,
Boston, MA   02109
Distance : 1 miles

CONCIERGE WEALTH MANAGEMENT is a financial services firm
seeking to create positive changes in the wealth management
industry.We seek to provide our clients with a personal
Wealth Concierge to design a personal financial and
investment plan based on their life goal to create positive
change in their livesWe offer strat.......

Paul Petrie, Financial Advisor from Boston, Massachusetts Paul Petrie


(781) 438-0110
91 Montvale Avenue,
Stoneham, MA   02180
Distance : 8 miles

Winchester Financial Group, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives by helping them to clarify and prioritize personal, financial and emotional needs. We will help you define your goals and maximize the growth potential of your personal financial model by selecting the appropriate investment .......

Michael Brunelli, Financial Advisor from Boston, Massachusetts Michael Brunelli


(781) 893-0909
130 Turner St.,
Building 3, Suite 230,
Waltham, MA   02454
Distance : 9 miles

As an independent Financial Advisor, Michael is committed to providing clients with the highest level of service and solutions for all of their financial needs. His clients can expect trust, honesty, loyalty, hard work, dependability and consistency, which are Michaels most important personal values........

Sean Boylan, CFP, CFS, Financial Advisor from Boston, Massachusetts Sean Boylan, CFP, CFS


(781) 214-8540
300 Fifth Ave.,
3rd Floor,
Waltham, MA   02451
Distance : 10 miles

I believe strongly in utilizing client resources to their fullest potential, preserving their purchasing power and designing distribution strategies for maximum tax efficiency. My goal is to deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets, a "total solution" to help meet your financial goals.

Tom Fisher CFP, Financial Advisor from Boston, Massachusetts Tom Fisher CFP


(508) 482-9336
303 Wyman St,
Suite 300,
Waltham, MA   02451
Distance : 10 miles

A national Total Financial Planning Firm.We build a 5-Step plan with legal,tax,investment,insurance and cash flow plans.All for remarkably reasonable fees........

Robert Dubee CFP, CPA/PFS, MBA, Financial Advisor from Boston, Massachusetts Robert Dubee CFP, CPA/PFS, MBA


(888) 323-3456
40 Salem St., Building 2, Suite 3,
Lynnfield, MA   01940
Distance : 12 miles

Quest Financial Services Inc. is focused on providing "value based" financial guidance and management. Earning your trust, Quest can direct your investments, taxes, financing needs and help you accomplish your plans. By removing this responsibility from your plate, we can help provide more time for you to devote to the things most important to you........

Fieldstone Financial Management Group, Financial Advisor from Boston, Massachusetts Fieldstone Financial Management Group


(800) 888-5164
22 School Street Suite 5,
Marblehead, MA   01945
Distance : 14 miles

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United St.......

Steve Stanganelli, CFP, CRPC, Financial Advisor from Boston, Massachusetts Steve Stanganelli, CFP, CRPC


(978) 228-5438
25 Lowell Street,
Suite 105,
Wilmington, MA   01887
Distance : 15 miles

Clear View Wealth Advisors, LLC is a fee only registered investment adviser offering financial planning for college, divorce, retirement and business. We serve individual, family and business clients throughout Greater Boston and Massachusetts.

The firm offers flat rate financial planning and low-cost investment advisory services utiliz.......

John Ohl, CEO, CCO, Financial Advisor from Boston, Massachusetts John Ohl, CEO, CCO


(978) 369-7201
91 Main Street, Suite 308,
Concord, MA   01742
Distance : 18 miles

BCAG is an independent multi-state registered investment advisor with a powerful network of experienced advisors. We founded Bay Colony Advisors with a strong commitment to serve our clients without conflicts of interest. Above all else, we are driven by an unwavering commitment to servicewe put clients' interests first and have no conflict of in.......

Steve Daglio, Financial Advisor from Boston, Massachusetts Steve Daglio


(617) 903-0903
60 State Street,
Suite 700,
Boston, MA   02061
Distance : 19 miles

Essential Asset Management is a Boston based wealth management firm. I have over 13 years of experience as an investment advisor, managing assets for high networth individuals and businesses. My mission is to consistently provide intelligent, customized advice that focuses on helping to build and protect my clients' wealth. In the process, I striv.......

Fredric Weldon, CFA, Financial Advisor from Boston, Massachusetts Fredric Weldon, CFA


(508) 232-6824
550 Cochituate Road,
East Wing, Floor 4, Suite 25,
Framingham, MA   01701
Distance : 19 miles

Mission:
Our mission is to insure the financial safety and peace of mind of a limited number of retired clients. We believe a planned retirement is a safe retirement, and thereby a happy retirement.

Services:
Our suite of services includes a 20 year budget, investment management, tax planning, tax returns, withdrawals and wi.......

Jason Longtin, Financial Advisor from Boston, Massachusetts Jason Longtin


(508) 424-0686
40 Speen St.,
Suite 202,
Framingham, MA   01701
Distance : 19 miles

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals........

Paul Mauro, Financial Advisor from Boston, Massachusetts Paul Mauro


(855) 480-6629
1700 West Park Drive; Suite 250,
Westborough, MA   01581
Distance : 29 miles

Legacy Financial Advisors, Inc. was founded to serve the needs of our clients. Our clients expect independent financial advice so we are an independent firm. Our clients expect excellent service so we have two associates servicing each client, along with our service staff. Our clients expect us to help them solve their ever-changing needs so we cha.......

Other Financial Advisors Listing

Leigh Bivings, Ph.D., CFP, CDFA, Financial Advisor from Boston, Massachusetts Leigh Bivings, Ph.D., CFP, CDFA
Artemis Financial Advisors

54 Chandler Street,
Boston, MA   02116

Artemis Financial Advisors is an independent Registered Investment Advisory firm based in Boston, Massachusetts. We help individuals and families realize their financial and investment goals by workin.......

Charles M. Beynon, CFP, MSPF, ChFC, CLU, CRPC, CMFC, Financial Advisor from Boston, Massachusetts Charles M. Beynon, CFP, MSPF, ChFC, CLU, CRPC, CMFC
Charles M. Beynon, CFP, MSPF, ChFC, CLU, CRPC, CMFC

124 Main Street - Suite 201,
Boston, MA   02129

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 sh.......

Paul F. Dougherty, Financial Advisor from Boston, Massachusetts Paul F. Dougherty
Boylston Capital Management

3 Essex Street,
Suite 1,
Boston, MA   02129

My job is to create and manage a portfolio of individual securities which will provide superior long-term growth with the least amount of volatility tailored to meet each client's unique risk toleranc.......

Barbara Donelin, Financial Advisor from Boston, Massachusetts Barbara Donelin
B. Donelin Financial Services Inc.

1 Douglas Street,
Quincy, MA   02169

Our mission at B Donelin Financial Services Inc is to establish a successful partnership with our clients (individuals and businesses) to manage their financial risks. We provide a broad array of inve.......

Joseph Sachetta, Financial Advisor from Boston, Massachusetts Joseph Sachetta
Infinite Wealth Management

5 Broadway,
Saugus, MA   01906

At Infinite Wealth Management, Inc., we offer our clients a broad range of solutions to their everyday financial problems. We specialize in working with our clients to develop long term strategies to .......

Kevin Stoddard, Financial Advisor from Boston, Massachusetts Kevin Stoddard
Stoddard Financial LLC

234 Copeland Street,
Suite 220,
Quincy, MA   02169

- OSJ with 1 reporting advisor and 1 FT assistant - Client assets are split between V.A.'s and advisory - Clientele is mostly retirees, pre-retirees with a $500,000 minimum - Combination of fees and c.......