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Find Top Financial Advisors in Mashpee, Massachusetts

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Mashpee, Massachusetts. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Mashpee

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Mashpee, Massachusetts
Financial Advisor Office Location Phone Number
Bob Andreola
CFP®
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
508-203-4071
Michael Horne
CFP®
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI  02886
401-262-4976
Mark Singer CFP Author & President
CFP®
Safe Harbor Retirement Planning
152 Lynnway,
Lynn, MA  01902
781-599-2660

Information on Qualified Financial Advisors in Mashpee

Qualifications CRD# 1924032
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number 508-203-4071

Since 1992, I've been helping my clients achieve an ever-increasing degree of financial independence. As a financial planner, I get to experience a great degree of personal and professional satisfaction assisting people in their pursuit of their financial goals. My free time is filled being with family and friends, hiking, skiing, exercising, and riding my motorcycle.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5657830
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI 
02886
Phone Number 401-262-4976

I've been helping my clients make the most of their financial lives and reach their long-term goals since 2009. Previously, I was a field artillery officer in the Army and spent 27 months deployed to Iraq. I love hanging out with my wife and three children, and we enjoy getting out on the water. In my spare time, I like to hack around a golf course and try to stand up on a surf board.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1728273
FirmCRD# 8032
Series 6, 22, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 152 Lynnway,
Suite 1A,
Lynn,
MA 
01902
Phone Number 781-599-2660

I've been working with individuals just like you and their families for over 30 years. As president of Safe Harbor Retirement Planning, I've served as a relentless retirement guide to thousands of individuals since 1986. I believe the successful relationships I have created with my clients is due to the fact I ask the questions other advisors simply don't ask; it's what allows me to make the best decisions for each client's unique situation and help to assure them that their dreams are in capable hands. You can find me advocating for retirement success as a go-to financial educator in the media, a former radio talk show host, and as an author. My most recent book Don't Outlive Your Money in Retirement! 7 Key Steps, unveiled the very step-by-step process I use with clients to help maximize their retirement journey, and has been refined over the past three decades. I've been featured in the Wall Street Journal, ABC news.com, FOXNews.com, and Bloomberg radio, as well as locally (Boston) on NECN and WRKO. I'm also a multiyear recipient of Boston Magazine's 5 Star Wealth Manager award*.

About Safe Harbor Retirement Planning

I am a relentless advocate for helping you pursue and enjoy the retirement that you've worked so hard to earn. As a CERTIFIED FINANCIAL PLANNER professional for over 30 years, I'm eager to use my experience and knowledge to take the mystery out of retirement planning for you. I've developed an individualized 7-Step Retirement Planning System that helps to simplify the process and guides you toward strategies to help generate the income you need for the rest of your life. Retirement is a journey and I'm dedicated to walking it with you, hand-in-hand, every step of the way.



* Additional advisor listing is provided in partnership with Yext

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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?