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Financial Advisors Licensed to practice in Cambridge, 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>>

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>>

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... 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,... 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>>

Granite Bay Wealth Management, LLC
767 Islington Street,
Portsmouth, NH   03801
Call : (888) 610-8881

To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals.We serve individuals and businesses in all areas of investment planning, including:- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage... read more>>

Jim Furlong, Financial Advisor from Cambridge, Massachusetts
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Financial Engines Advisors, LLC
601 North Main Street,
East Longmeadow, MA   01028
Call : (413) 271-1147

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 Cambridge, Massachusetts
Davinci Capital Management, Inc. Cambridge, MA
Wagner Investment Management, LLC Boston, MA
A.G. Edwards & Sons, Inc. Boston, MA
American Express Financial Advisors Boston, MA
Carnegie Wealth Strategies, LTD. Boston, MA
Commonwealth Financial Group Boston, 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

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  • Minimum 5 years of Experience
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