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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... 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... read more>>

Edelman Financial Services, LLC
57 Wells Ave.,
Newton, MA   02459
Call : (888) 752-6742

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100... read more>>

Johnson Brunetti
233 Needham Street Suite 300,
Newton, MA   02464
Call : (617) 944-6988

Johnson Brunetti is a leading independent Retirement and Investment Specialty firm with neighborhood offices located throughout Massachusettes and Connecticut. Our firm was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.Founded in 2003, the firm has grown to a staff of about 30 with neighborhood offices throughout Connecticut and Massachusetts. Joel Johnson, CFP® and our team of experienced... read more>>

Tom Fisher CFP, Financial Advisor from Boston, Massachusetts
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Legacy Financial Advisors
2000 Westpark Drive,
Waltham, MA   02451
Call : (508) 482-9336

Tom Fisher is a registered representative of SII Investments, Inc. and was one of the original advisors of the Legacy Financial Advisors group when he joined the firm in 2000. He has been a personal financial services professional since 1986.Tom has an MBA in Finance from Babson College and an undergraduate in finance from the University of Mass at Lowell. He has earned the prestigious certification of CERTIFIED FINANCIAL PLANNER™ professional and is a member of Ed Slott’s Master Elite IRA... read more>>

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... read more>>

Edelman Financial Services, LLC
25 Burlington Mall Road,
Burlington, MA   01803
Call : (888) 752-6742

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100... read more>>

Bill Hayes, CFP®, Financial Advisor from Boston, Massachusetts
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Bill
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,... 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... read more>>

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

Mission/Philosophy:Polaris Advisors, LLC is a fee only Registered Investment Advisor helping individuals and small institutions build, manage and grow investment portfolios to support their lives and charitable missions.We believe our clients should be treated as if they were valued customers in the trust department of a bank, rather than just accounts at a brokerage firm. First and foremost, that means they should receive Investment Management Services delivered under the Fiduciary Standard,... read more>>

Edelman Financial Services, LLC
16 Chestnut St.,
Foxboro, MA   02035
Call : (888) 752-6742

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100... read more>>

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... read more>>

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

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