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Financial Advisors Licensed to practice in Boston, Massachusetts

Concierge Wealth Management
346 Commercial Street,
Boston, MA   02109
Call : (617) 600-4676

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 strategies designed to help our clients become more confident about managing their financial objectives. They are designed to provide solutions to both your everyday and long-term financial questions, and each plan is personalized to address the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and Advisory services offered through LPL Financial, a... read more>>

Commonwealth Financial Group
101 Federal Street,
Boston, MA   02110
Call : (617) 610-7588

At Commonwealth Financial Group we implement a team-based holistic approach to your finances. You may already be working with an advisor - or perhaps even several different professionals. But are they really seeing your full financial picture? Time and again, we encounter clients who have the best of intentions with regards to planning for the future, yet in practice, they have implemented a haphazard set of solutions that lack coordination and all too often, present problematic gaps.Our work is consultative, systematic, and integrated. This means we will work with you, to follow a step-by-step approach that includes subject matter experts in financial planning, investments, insurance, tax and legal strategies. Through an innovative and sophisticated process, we design a financial blueprint to help you efficiently maximize your financial options.

MSA Financial
25 Braintree Hill Park,
Braintree, MA   02184
Call : (781) 843-3500

Helping people live their lives with financial confidence.Being able to live through life stages into retirement begins with making good decisions about your financial future. Partnering with a seasoned firm with knowledgeable, trusted financial advisors who understand your needs can make these important choices easier.ExperienceWe have managed money through some dramatic markets. Today's investing environment is no less dynamic. Managing risk is how best to stay ahead. What we do best is seek the opportunities amid all the changes and volatility. We take a holistic approach to protecting and safeguarding client portfolios.ExpertiseOur advisors help clients envision how they can afford to retire. By creating a personal plan, we work to maximize the income and minimize the risks of volatile markets. We actively manage your financial portfolio and keep you informed all along the way.IndependenceWe are an independent firm. This means we have access to a myriad of investment choices... read more>>

Charles Carroll Financial Partners
374 Court Street,
Plymouth, MA   02043
Call : (855) 585-3600

Charles Carroll Financial Partners is an independent financial planning and investment advisory firm serving clients throughout the U.S. from our offices in Boston, Massachusetts and Washington, D.C. As an independent fee-only financial advisory, helping clients meet their individual and business financial goals is our number one priority. We are committed to providing quality financial services tailored to the specific needs of our clients. As investment fiduciaries, unlike many brokerages, we embrace being held to a higher investment standard. We only act in the best interests of our clients when providing financial advice. Without the help of a knowledgeable advisory firm, many people struggle to stay on top of their investments, achieve their retirement goals, and mitigate risk. Charles Carroll Financial Partners has the expertise to simplify these matters and help maximize financial opportunities. Our member CFP® accreditation is a further sign of the firm?s commitment to... read more>>

Stonestreet Financial, Inc.
532 Page Street,
Stoughton, MA   02072
Call : (781) 436-5421

Stonestreet Financial, Inc. is a Boston area financial services firm which excels in providing comprehensive financial planning and products for individuals and businesses. Consultations are readily available by appointment in Boston, MA, Stoughton, MA and Newton, MA.Stonestreet Financial, Inc. is led by Financial Advisor Brian J. McGivern. Since 2007, Brian has been working to professionally address the financial needs of individuals and businesses in the Boston, MA region. Brian is a member of the Financial Planning Association and has his North American Securities Administrators Association Series 66 and 7 licenses. He is also licensed to counsel individuals and businesses regarding health and disability insurance.

Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA   01701
Call : (508) 481-2299

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 withholding, long term care insurance, and estate planning. We call this our Retirement Income Package, and it provides our clients with a continuous view of where they should be, and how they are doing. We eliminate the fear of running out of money before running out of time, and the waste of running out of time, before running out of money. Relationship: We look for long term relationships with each of our clients. When the bond of familiarity grows between our clients and us, life improves. It?s easier and more effective to service clients we know well, while clients gain the confidence of knowing we will take care of them.

Financial Engines Advisors, LLC
1000 Bald Hill Road,
Warwick, RI   02886
Call : (401) 921-3331

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

List of Additional Financial Advisors in or around Boston, Massachusetts
Carnegie Wealth Strategies, LTD. Boston, MA
A.G. Edwards & Sons, Inc. Boston, MA
American Express Financial Advisors Boston, MA
Commonwealth Financial Group Boston, MA
Davinci Capital Management, Inc. Cambridge, MA
Legg Mason Wood Walker, Inc. Boston, MA
Linsco/Private Ledger Financial Services Boston, MA
Morgan Stanley Boston, MA
Morgan Stanley Boston, MA
UBS Wealth Management Boston, MA
Ubs Boston, MA
Wagner Investment Management, LLC Boston, MA

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Are You A Financial Advisor in Massachusetts?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only