Home > Financial Advisors > Massachusetts > Norwell

Find Top Financial Advisors in Norwell


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Norwell. 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 Advisor in Norwell

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.

Financial Advisors in Norwell, Massachusetts
Financial Advisor Office Location Phone Number
Michael Cammarata
MSA Financial
25 Braintree Hill Park,
Braintree, MA  02184
(781) 843-3500
Wesley Matthews
Commonwealth Financial Group
101 Federal Street,
Boston, MA  02110
(617) 610-7588
Patrick Lawler, CFP®
McAdam - Financially Advanced
84 State Street,
Boston, MA  02109
(857) 753-4046
Jonathan Pierce
Plymouth Rock Financial Partners, LLC
15 Caswell Lane,
Plymouth, MA  02360
(508) 830-4641
Noah French
Edelman Financial Engines, LLC
57 Wells Ave.,
Newton, MA  02459
(339) 225-4970
Bob Andreola
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
(508) 203-4075
David Shapiro
Johnson Brunetti
233 Needham Street Suite 300,
Newton, MA  02464
(617) 944-6988
Mark Soloperto
Lincoln Investment Planning
95 Sawyer Rd,
Waltham, MA  02453
(781) 647-3050
Jared Rubin
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(339) 234-5600
Fredric Weldon, CFA
Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA  01701
(508) 481-2299
Christian Grundel
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331

Information on Qualified Financial Advisors in Norwell

Qualifications CRD# 4846748
Series 7, 63, 66

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


Office Location 25 Braintree Hill Park,
Suite 205,
Braintree,
MA 
02184
Phone Number (781) 8433500

Mike is a Partner at MSA Financial and a CERTIFIED FINANCIAL PLANNER® practitioner. Interacting with clients and guiding them toward a confident and comfortable retirement is Mike's priority. Mike specializes in helping individuals, couples and families develop and implement sound financial strategies by providing comprehensive planning and investment advice. Mike especially enjoys the personal relationships he has developed with clients over the years. Mike also supports small business owners, especially those in professional services. These owners looks to Mike to help them keep more of what they make through extensive financial planning, retirement plan construction and tax planning. Mike joined MSA Financial in 2004. He is a graduate of St. Anselm College in Manchester, NH with a Bachelor of Arts in Financial Economics. He holds the Series 7 (FINRA General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law Examination), Series 66 (NASAA Uniform Combined State Law Exam), Variable Life and Annuity, and Massachusetts Individual Insurance Producers licenses.

About MSA Financial

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. Experience We 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 the opportunities amid all the changes and volatility. We take a holistic approach to protecting and safeguarding client portfolios. Expertise Our advisors help clients envision how they can afford to retire. By creating a personal plan, we work to maximize the income and minimize the risks of volatile markets. We actively manage your financial portfolio and keep you informed all along the way. Independence We are an independent firm. This means we have access to a myriad of investment choices and have no allegiance to any company in particular. Our financial advice and investment recommendations are unbiased and firmly rooted in our client's needs and goals. Let us help you live your life with financial confidence.



Office Location 101 Federal Street,
Suite 800,
Boston,
MA 
02110
Phone Number (617) 6107588

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to help meet their current needs, and more importantly, their future needs.

About Commonwealth Financial Group

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 is consultative, systematic, and integrated. This means we will work with you, to follow a step-by-step approach that includes subject matter experts in financial planning, investments, insurance, tax and legal strategies. Through an innovative and sophisticated process, we design a financial blueprint to help you efficiently maximize your financial options.



Qualifications CRD# 5943951
Series 7, 66

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


Office Location 84 State Street,
Suite 1040,
Boston,
MA 
02109
Phone Number (857) 7534046

Patrick Lawler is a seasoned CFP® professional who has been helping families and individuals with McAdam Financially Advanced ". He focuses his practice on pre- and post-retirement needs, asset management, and the financial planning process. During his time at McAdam, Patrick has assisted over a hundred families reach their financial goals as an Advanced Financial Advisor. He has also trained many financial advisors to do the same as a District Manager. He received his Bachelor of Science in Business Administration, concentrating in International Business with minors in Finance and Marketing from St. Michaels College in Colchester, VT. During his time there, Patrick was captain of the Varsity Baseball Team. Currently he volunteers as an older brother for the Big Brothers Big Sisters Foundation. He is also involved in the South Shore Networkers Group as a way to further help clients in all areas of their life.

About McAdam - Financially Advanced



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 CRD# 3084855
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA 
02459
Phone Number (339) 2254970

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2005. Earned the Registered Financial Consultant certification. Bachelor's degree in Finance from Bentley University.

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# 1924032
FirmCRD# 104510
Series 7, 9, 10, 24, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number (508) 2034075

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2001. Earned the Certified Financial Planner certification. Bachelor's degree in Criminal Justice from Northeastern University and a J.D from the University of Massachusetts School of Law.

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# 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



Office Location 95 Sawyer Rd,
Waltham,
MA 
02453
Phone Number (781) 6473050

As an independent Financial Advisor, I represent my clients and their interests rather than one specific company. Through Lincoln Investment, I am strategically aligned with strong professional resources to provide exclusive financial service and experience. My service is personal, private and customized. I am motivated everyday to exceed client's expectations and help them meet their goals. Mark holds a bachelor's degree in Business Administration from Salve Regina University. Since graduating in 2009, he has built a successful, well- rounded financial services practice. He began his career at New York Life in Providence, RI helping clients protect their wealth and loved ones. As he became older and more seasoned, his vision and passion for the business grew. Mark joined Lincoln Investment in 2012 with the idea of expanding his services and widening his outreach. Mark has aligned himself with some of the industry's best financial resources to serve his clients' most basic and comprehensive needs. With over 9 years of experience, his intensity and dedication to his clients only gets more profound. Beyond building his business, Mark enjoys playing basketball in the winter and golf in the summer. He lives Canton, MA with his fiancee, Jennifer and together, they are looking forward to building their future.

About Lincoln Investment Planning

Mission- By working hard and dedicating ourselves to exceeding expectations, we strive to assist our clients achieve their goals. It is our top priority to develop long-term meaningful relationships with our clients that encourage transparent and honest communication. We are committed to providing service with integrity and trust. Independence & Objectivity- Our advice is objective and our services are independent. We represent our clients and their interests rather than a specific company. Independence is an important component to providing professional and unbiased financial guidance to our clients. Our Clients - Are accomplished individuals, successful business owners and motivated school employees Are passionate about their work and are well respected within their professions Are thoughtful, inquisitive and have a thirst for learning Are receptive to our advice, take critique and advice with an open mind Respect our hard work and values our relationship Show a willingness to refer us to friends and family Hold us to the high standard that we set



Qualifications CRD# 5228974
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA 
01803
Phone Number (339) 2345600

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2006. Earned the Chartered Wealth Strategist and Certified Financial Planner certification(s). Bachelor's degree in Business Management from Washington College.

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

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 PLANNERTM (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 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.



List of Additional Financial Advisors in or around Norwell, Massachusetts
Diversified Financial Management Norwell, MA
Essential Asset Management, LLC Norwell, MA
Stonestreet Financial, Inc. Stoughton, MA
Charles Carroll Financial Partners Plymouth, MA
Legacy Financial Advisors Waltham, MA
Rockland Trust Osterville, MA

Select other cities around Norwell, Massachusetts to broaden your search for a financial advisor