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Qualifications of Financial Advisor in Leominster

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Financial Advisors in Leominster, Massachusetts
Financial Advisor Office Location Phone Number
Fredric Weldon, CFA,
Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA  01701
(508) 481-2299
Tom Fisher CFP,
Legacy Financial Advisors
2000 Westpark Drive,
Waltham, MA  02451
(508) 482-9336ext203
Stephen Freedman,
Edelman Financial Services, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(888) 752-6742
David Shapiro,
Johnson Brunetti
233 Needham Street Suite 300,
Newton, MA  02464
(617) 944-6988
Noah French,
Edelman Financial Services, LLC
57 Wells Ave.,
Newton, MA  02459
(888) 752-6742
Bob Andreola,
Edelman Financial Services, LLC
16 Chestnut St.,
Foxboro, MA  02035
(888) 752-6742
Jim Furlong,
Financial Engines Advisors, LLC
601 North Main Street,
East Longmeadow, MA  01028
(413) 271-1147
Christian Grundel,
Financial Engines Advisors, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331
Jim Furlong,
Financial Engines Advisors, LLC
360 Bloomfield Avenue,
Windsor, CT  06095
(413) 271-1147

Information on Qualified Financial Advisors in Leominster

Qualifications CRD# 2351652
FirmCRD# 35747
Series 7, 24

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 550 Cochituate Road,
East Wing, Floor 4, Suite 25,
Framingham,
MA 
01701
Phone Number (508) 4812299

Fredric E. Weldon is the managing director and founder of Polaris Advisors. He serves as the Chief Investment Officer and direct contact for the firm's clients. Ric has been in the Investment Management Business since 1993. Prior to that, he spent 14 years as a Commercial Loan Officer for a number of major Boston banks. Ric became a Financial Planner in 1996, working with clients of a local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession. In 2003, Ric formed Polaris Advisors and registered the firm with the Securities and Exchange Commission. This allows Polaris to operate without a Broker-Dealer as an employer/supervisor. Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle.

About Polaris Advisors, LLC

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, and not some watered down "Suitability Rule" that allows an advisor to receive commissions. Services: Polaris Advisors' primary goal is to provide unbiased, honest and accurate financial advice. We provide investment management, tax planning, estate planning, and retirement planning. We meet our clients and prospective clients in our office and/or their home. 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.



Qualifications CRD# 1528669
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 2000 Westpark Drive,
Suite 125,
Waltham,
MA 
02451
Phone Number (508) 4829336ext203

About Legacy Financial Advisors

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 Advisor Group. In his practice Tom specializes in creating innovative tax and investment solutions to help his clients live well during their retirement years. This may include significant tax reduction on retirement plans, leaving more money available for his clients' enjoyment, or it might include income optimization strategies. Tom is a life-long resident of Massachusetts and now lives in Charlestown with his wife Ellen. He is active in the local community and has been a member of the Walpole Lions Club for 35 years. Securities and advisory services are offered through SII Investments, Inc. member FINRA, SIPC and a Registered Investment Advisor. SII and Legacy Financial Advisors are separate and unrelated companies. SII does not provide tax or legal advice. For additional information and disclosures, please visit our website.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA 
01803
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Zoology, University of Massachusetts Master of Science in Environmental Studies, University of Massachusetts Business Background: Steve Freedman has been an investment advisor for eight years, and has been with Edelman Financial Services since 2016. Recent Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2011–2016: Wealth Manager at USAA Wealth Management. Provided financial advice to clients. 2007–2011: Client Manager/ Wealth Management Banker at Bank of America/ Merrill Lynch. Provided financial advice to clients. 2001–2007: Financial Services Professional at MassMutual Financial Services. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 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.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 2857195
FirmCRD# 171168
Series 7, 66


Office Location 233 Needham Street Suite 300,
Newton,
MA 
02464
Phone Number (617) 9446988

David Shapiro has over 21 years of diverse financial services experience, including over a decade in investment management. He has an MBA and holds the Series 7 and 66 licenses as well as Life & Health Insurance licenses. He believes his broad understanding of the financial services industry creates an ideal foundation to understand and help clients achieve their goals. David is skilled at taking complex investment strategies and distilling them into simple, understandable information. David lives an active lifestyle with his wife Pam and two sons. They enjoy playing basketball, snowboarding and being outdoors.

About Johnson Brunetti

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 professionals have successfully helped and guided over 3,000 families through the retirement planning process. We offer complete services to address all of our client's financial priorities: Retirement Planning Estate Planning Asset Management 401K Guidance Wealth Protection Long-Term Care Insurance Options Our Locations: Newton, MA 233 Needham Street Suite 300 Newton, MA 02464 Wethersfield, CT 100 Great Meadow Road Suite 502 Wethersfield, CT 06109 Fairfield, CT 501 Kings Highway East Suite 107 Fairfield, CT 06825 Newtown, CT 27 Glen Road Suite 300 Newtown, CT 06482 Cheshire, CT 515 Highland Avenue Cheshire, CT 06410 Avon, CT 20 Avon Meadow Lane Building 20, Suite 220 Avon, CT 06001 Old Saybrook, CT 745 Boston Post Road Old Saybrook, CT 06475



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA 
02459
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Finance, Bentley University Business Background: Noah French has been an investment advisor for 18 years, and has been with Edelman Financial Services since 2014. Recent Employment History: 2014–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2013–2014: Regional Director, Advanced Planning at Thomas Brady & Associates. Provided financial advice to clients. 2008–2013: Wealth Management Consultant at Axial Financial Group. Provided financial advice to clients. 2005–2008: Financial Planner at Baystate Financial. Provided financial advice to clients. Professional Designation(s): Registered Financial Consultant

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 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.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Criminal Justice, Northeastern University Juris Doctor, University of Massachusetts School of Law — Dartmouth (formerly Southern New England School of Law) Business Background: Bob Andreola has been an investment advisor for 26 years, and has been with Edelman Financial Services since 2016. Recent Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2011–2016: Vice President/Financial Consultant at Charles Schwab & Co., Inc. Provided financial advice to clients. 2002–2011: Head of Financial Horizons Advisory Program and Lead Planner at ING Financial Advisers, LLC. Provided financial advice to clients. 2001–2002: Financial Planner at MetLife Securities, Inc. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 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.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 1921131
FirmCRD# 104510
Series 4, 7, 24, 53, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 601 North Main Street,
East Longmeadow,
MA 
01028
Phone Number (413) 2711147

Joined Financial Engines in 2005. Began his career in the financial services industry in 1980. Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA. Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team. Hometown is Bay Shore, N.Y. Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.

About Financial Engines Advisors, LLC

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).



Qualifications CRD# 5541530
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI 
02886
Phone Number (401) 9213331

Joined Financial Engines in 2016. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER TM (CFP® certification(s). Bachelor's Degree in English from State University of New York at Albany. Married to Amanda. They have one child: Alex. Christian enjoys fishing, both fresh and salt water.

About Financial Engines Advisors, LLC

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).



Qualifications CRD# 1921131
FirmCRD# 104510
Series 4, 7, 24, 53, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 360 Bloomfield Avenue,
Suite 301,
Windsor,
CT 
06095
Phone Number (413) 2711147

Joined Financial Engines in 2005. Began his career in the financial services industry in 1980. Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA. Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team. Hometown is Bay Shore, N.Y. Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.

About Financial Engines Advisors, LLC

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).



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