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Qualifications of Financial Advisor in Manomet

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Financial Advisors in Manomet, Massachusetts
Financial Advisor Office Location Phone Number
Jonathan Pierce,
Plymouth Rock Financial Partners, LLC
15 Caswell Lane,
Plymouth, MA  02360
(508) 830-4641
Bob Andreola,
Edelman Financial Services, LLC
16 Chestnut St.,
Foxboro, MA  02035
(888) 752-6742
Noah French,
Edelman Financial Services, LLC
57 Wells Ave.,
Newton, MA  02459
(888) 752-6742
Christian Grundel,
Financial Engines Advisors, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331
Stephen Freedman,
Edelman Financial Services, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(888) 752-6742

Information on Qualified Financial Advisors in Manomet

Office Location 15 Caswell Lane,
Plymouth,
MA 
02360
Phone Number (508) 8304641

Jonathan resides in Plymouth, MA with his wife Rebecca and son Benjamin. Outside of work, Jonathan and his family are active members of the Plymouth community. Jonathan is passionate about hockey, golf, and CrossFit. Jonathan specializes in implementation and continuation of financial plans, retirement solutions, and investment management. Jonathan is series 7, 63, and 65 registered.

About Plymouth Rock Financial Partners, LLC

Established in 1996, Plymouth Rock Financial specializes in wealth management, financial planning, and retirement solutions.



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 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 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 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.



List of Additional Financial Advisors in or around Manomet, Massachusetts
Rockland Trust Osterville, MA

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