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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
East Longmeadow
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
East Longmeadow,
Massachusetts
have an average of
40
years of experience.
NOTE: The list of vetted financial
advisors in
East Longmeadow,
Massachusetts
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
East Longmeadow, Massachusetts.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Ronald Newton
CFP® EDELMAN FINANCIAL ENGINES, LLC 1485 South County Trail,, Suite 101, East Greenwich, RI 02818 |
40 Years | Not Specified | Not Specified | Fee-Based |
| Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1485 South County Trail,,
Suite 101,
East Greenwich,
RI
02818
Phone Number
401-262-4986
Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
800 South Street Suite 350,
Waltham,
MA
02453
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Financial advisors in Massachusetts offer multiple financial services to help their clients including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial service you are looking for.
When you are ready to choose a financial advisor in Massachusetts, it is important to consider their qualifications, years of experience, method of compensation, and track record. Look for advisors who are licensed and registered with FINRA or the SEC, have the appropriate education, and have a history of providing sound financial advice to clients in Massachusetts. To learn more, read the guide on choosing the best financial advisor.
How much a financial advisor charges for their services in Massachusetts depends on the type and scope of services they provide. Some advisors charge approx. 1% of assets under management (AUM), while others may charge an hourly rate or fixed fee of approx. $7,500 and above. It is important to clarify the advisor's fee structure upfront and to understand any potential hidden costs or fees. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
Often the terms financial advisor and financial planner are used to indicate the same financial professional, but they are slightly different. Financial advisor is a generic and expansive term used for a professional who helps and assists in managing your finances. They provided a vast spectrum of services such as the purchase of stocks, creating investment strategies, managing portfolios etc., depending upon the needs of an individual. On the other hand, a financial planner is a qualified financial professional who works with companies and individuals to create a holistic plan with an aim to save, invest, and grow their clients money. A planner evaluates and analyzes the clients current situation and makes appropriate recommendations to meet their financial goals. Financial planners also hold credentials like CFP or CFA and are obligated to act in the client's best interests. To learn more, read on about the differences between financial advisors and financial planners.
While already having a 401(k) or other retirement account is a positive step towards saving for retirement, a financial advisor in Massachusetts can provide helpful guidance and expertise beyond just managing your retirement account. They can help you set and prioritize your financial goals, optimize your investment strategy, manage risk, and provide knowledgeable financial market insights. With their knowledge and experience, a financial advisor can help you make informed decisions, navigate complex financial situations, and maximize the potential of your retirement savings. Explore why and when you might require a financial advisor to gain a better understanding of their role.
The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.
In Massachusetts, financial advisors are typically required to have qualifications that comply with state and federal regulations, such as having licenses and credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. Additionally, check if the advisor is registered with the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Massachusetts Securities Division. Lastly, consider their experience, reputation, and client testimonials to gauge their track record of delivering quality financial advice and services. To further explore a specific financial advisor's qualifications, click the "View Full Profile" button of each advisor listed in the directory above.
A financial advisor in Massachusetts can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.
