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Qualifications of Financial Advisor in Topsfield

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 Topsfield, Massachusetts
Financial Advisor Office Location Phone Number
Michael Finer
Finer Wealth Management, Inc.
530 Loring Avenue, Suite 302,
Salem, MA  01970
(978) 740-1011
Melissa Gallant CFP®, CRPC®, AWMA®
Trilogy Financial
400 Trade Center,
Woburn, MA  01801
(781) 933-6533x2647
Jared Rubin
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA  01803
(339) 234-5600
Patrick Lawler, CFP®
McAdam - Financially Advanced
84 State Street,
Boston, MA  02109
(857) 753-4046
Tom Fisher CFP
Legacy Financial Advisors
2000 Westpark Drive,
Waltham, MA  02451
(508) 482-9336ext203
Noah French
Edelman Financial Engines, LLC
57 Wells Ave.,
Newton, MA  02459
(339) 225-4970
David Shapiro
Johnson Brunetti
233 Needham Street Suite 300,
Newton, MA  02464
(617) 944-6988
Joseph Skees, CFP®, Managing Partner
Granite Bay Wealth Management, LLC
767 Islington Street,
Portsmouth, NH  03801
(888) 610-8881
Fredric Weldon, CFA
Polaris Advisors, LLC
550 Cochituate Road,
Framingham, MA  01701
(508) 481-2299
Bob Andreola
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA  02035
(508) 203-4075
Christian Grundel
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331

Information on Qualified Financial Advisors in Topsfield

Qualifications CRD# 129987
FirmCRD# 129887

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


Office Location 530 Loring Avenue, Suite 302,
Salem,
MA 
01970
Phone Number (978) 7401011

About Finer Wealth Management, Inc.

Finer Wealth Managements' investment philosophy is one of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve assets and maximize growth. Our business is the careful crafting of customized diversified investment plans. We design each plan to achieve an appropriate balance considering the individual risk tolerance, liquidity needs and short- and long-term goals of our clients. Finer Wealth Management, Inc. provides fee-based portfolio management services. As a fee-based advisor, we derive our income from one advisory fee- a sliding scale percentage ? based on the size of your managed account. Our one-on-one approach to client relations means that our professional staff will take the worry out of managing your assets.



Qualifications CRD# 4953331
FirmCRD# 281597
Series 6, 7, 63, 65

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


Office Location 400 Trade Center,
Suite 4850,
Woburn,
MA 
01801
Phone Number (781) 9336533x2647

Melissa Gallant and her partner Joseph Vita offer a team based approach to financial planning and investment management at Trilogy Financial in Woburn, MA. Melissa has over 15 years of experience working in the financial industry. She attended Bryant College in Smithfield, Rhode Island and began her career working for a local broker dealer learning the fundamentals of how to be a successful financial advisor. Her focus is on providing comprehensive financial planning and investment management with exceptional service. She believes that working with the right financial planner that can help educate and advise you on all your options, will allow you to make better informed decisions and understand how each decision can affect another area of your financial picture. Education has always been very important to Melissa and she is consistently looking to expand her knowledge base to better serve her clients. She has taken additional exams to become a Certified Financial Planner" (CFP®), Accredited Wealth Management Advisor designee (AWMA®), and Chartered in Retirement Planning Counselor designee (CRPC®). When Melissa is not in the office, she enjoys spending time with her husband and family. She has a love for country music and enjoys traveling, spoiling her nieces and nephew, and setting and meeting new goals for herself.

About Trilogy Financial

Since 1999, Trilogy has been helping financially-conscious Americans sort through the fog of investments, insurance and personal finance. With our thorough process, we can help you get clarity on your highest priorities and then organize a decision plan to chart the path from here to there. Trilogy is completely independent, meaning we have no ties to a larger institution (i.e. a bank, insurance company, mutual fund company, or brokerage firm). We feel this combination allows us to make truly objective recommendations that are in our clients best interest. Our philosophy for investing takes into consideration our clients individual goals (both present and future), time horizon (when you will need to access funds), and risk tolerance (what allows you to sleep at night).



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# 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



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 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# 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 CRD# 2585891
FirmCRD# 35747
Series 7, 24, 66

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


Office Location 767 Islington Street,
Unit 1D,
Portsmouth,
NH 
03801
Phone Number (888) 6108881

About Granite Bay Wealth Management, LLC

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 their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.



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# 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# 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 Topsfield, Massachusetts
Gemini Investment Associates Topsfield, MA
Eddy Company, LLC Gloucester, MA
Charles Carroll Financial Partners Plymouth, MA

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