Find Top Financial Advisors in Waltham

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.

Spencer Betts is a financial consultant with Bickling Financial Services in Lexington, Massachusetts. Spencer started with Bickling Financial Services, Inc., in 2000. He is a CERTIFIED FINANCIAL PLANNERS" and an Accredited Investment Fiduciary". Starting in 2015 Spencer became a CFP® Board Ambassador. In this role Spencer helps the Board spread it message of financial education, the financial planning process and the need for financial planning education. Spencer earned his B.S. in Physics from Old Dominion University, his designation CERTIFIED FINANCIAL PLANNERS" from the College for Financial Planning and his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. He holds series 6, 7, 63 and 24 securities registrations through LPL Financial and also holds an insurance producer license. As a Past President of Lexington Rotary and a Paul Harris Fellow, a Mason and a member of a number of networking groups, Spencer stays active within the community. He lives in Bedford with his wife, Jessica, and two small children, Taylor and Ryan. Spencer Betts is a registered representative with LPL Financial and an Investment Advisor Representative with Bickling Financial Services, Inc., a registered investment advisor and is a and is a licensed insurance agent.

About Bickling Financial Services, Inc

Bickling Financial Services, Inc., was founded in 1984 by Dorothy Bickling. At the inception of Bickling Financial Services Dorothy set the priorities of the firm: - to provide advice with the best interest of the clients as the primary consideration - to make sure that clients understand their investment options - to provide sage, objective counsel supporting each client’s financial decisions Dorothy and her sons, Spencer Betts and Andrew Betts, have more than 50 years of combined experience. We are proud of our multi- generational heritage and plan on extending it into the future.

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

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.

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).

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.

See link to complete biography at advisor website: ConciergeWealthManagement dot com > About Us > Our People Thank you!

About Concierge Wealth Management

CONCIERGE WEALTH MANAGEMENT is a financial services firm seeking to create positive changes in the wealth management industry.We seek to provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goal to create positive change in their livesWe offer strategies designed to help our clients become more confident about managing their financial objectives. They are designed to provide solutions to both your everyday and long-term financial questions, and each plan is personalized to address the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section beneath my contact information.For a list of states in which I am registered to do business, please visit our website in the disclosure link on the left.SpecialtiesInvestment Advice, Retirement Planning Strategies, Protection and Insurance, General Financial Planning, Asset Allocation, Education Planning.

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

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.

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.

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.

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.

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).

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).