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Find Top Financial Advisors in Norwell, 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 Norwell, 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 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.

Qualified Financial Advisors in Norwell, Massachusetts
Financial Advisor Office Location Phone Number
Michael Cammarata
CFP®
MSA Financial
25 Braintree Hill Park,
Braintree, MA 02184
781-843-3500
Bill Coke
The William R. Coke Group
50 Rowes Wharf, 4th Floor,
Boston, MA 02110
617-654-2458
Mark Singer CFP® Author & President,
Safe Harbor Retirement Planning
152 Lynnway,
Lynn, MA 01902
781-599-2660
Gabriel Goodhope
CFP®, CRPC®, ChFC®
Edelman Financial Engines, LLC
57 Wells Ave.,
Newton, MA 02459
339-225-4967
Bob Andreola
CFP®
Edelman Financial Engines, LLC
16 Chestnut St.,
Foxboro, MA 02035
508-203-4075
Josh Darwin
Regal Financial
669 South St,
Needham, MA 02492
617-281-2721
Bill Keyser
CFP®
UBS Financial Services
55 William St,
Wellesley, MA 02481
781-446-8955
Jared Rubin
CFP®
Edelman Financial Engines, LLC
25 Burlington Mall Road,
Burlington, MA 01803
339-234-5600
Keith Corbett
CFP®
Bluebird Wealth Management
6 Felton Ln,
West Newbury, MA 01985
978-775-1287
Ronald Newton
CFP®
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI 02886
401-262-4986

Information on Qualified Financial Advisors in Norwell

Qualifications CRD# 4846748
FirmCRD# 107768
Series 7, 63, 66

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


Office Location 25 Braintree Hill Park,
Suite 205,
Braintree,
MA
02184
Phone Number 781-843-3500

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.

Advisory Services Provided

Portfolio Management, Retirement Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


Qualifications CRD# 1526771
FirmCRD# 79
Series 7, 66

Compensation/Fee Fee-Based


Office Location 50 Rowes Wharf, 4th Floor,
Boston,
MA
02110
Phone Number 617-654-2458

Bill Coke is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. With over 30 years of financial services and industry experience, Bill focuses on asset allocation, portfolio management and planning for his clients, who include high-net-worth individuals, corporate executives, foundations, endowments and institutions. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, commodities and alternatives. Bill also has significant experience in serving middle-market pension plans, money managers, hedge funds and private equity firms, as well as assisting select corporate executives with executing public company control and restricted stock transactions, allowing them to monetize their illiquid holdings. Bill enjoys the challenges inherent in volatile markets and endeavors to translate this passion to the benefit of his clients, backed by a solid organization with leading research and thought leadership, including J.P. Morgan's vast array of institutional money management services. These internal and third-party managers are subject to extensive evaluations, interviews and in-depth questionnaires in order to provide Bill and his team with the tools they need to help his clients meet their financial needs. Prior to joining J.P. Morgan in 1991, Bill worked at Shearson Lehman/American Express and General Reinsurance, where he was responsible for evaluating and underwriting commercial property and casualty risks of Fortune 500 companies. A New England native, Bill grew up in the town of Harvard, Massachusetts, graduating from the University of MassachusettsAmherst with a B.A. in Business and Finance. As an active alumnus, Bill is a Founding Board Governor of the UMass Club in Boston. Being a strong proponent of education in his community, Bill has also served on the Parents Council of the Brooks School in North Andover, and has served two terms on the Board of Trustees at Lawrence Academy in Groton. In his free time, Bill enjoys skiing, running, sailing and spending time with his wife and their two sons at their home in Topsfield, Massachusetts.

About The William R. Coke Group

Mission With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


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. Mark Singer is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Mark Singer is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Mark Singer is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Mark Singer is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4292472
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 57 Wells Ave.,
Suite 31,
Newton,
MA
02459
Phone Number 339-225-4967

I have been helping my clients with their financial planning needs since 2003. I enjoy meeting new people and making a positive difference in their well-being so they can reach the financial goals and rewarding retirement they set out to achieve. Away from work, my wife and I seek out adventures like driving around South Africa, hiking the Dolomites or all things water sports.

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 66

Compensation/Fee Fee-Based


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA
02035
Phone Number 508-203-4075

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# 2153443
FirmCRD# 125004
Series 63, 65

Compensation/Fee Fee-Based


Office Location 669 South St,
Needham,
MA
02492
Phone Number 617-281-2721

Josh Darwin is a Registered Investment Advisor who helps investors of all sizes and experince levels. Josh has been helping investors in the markets since he graduated from Tufts in 1991. Josh beleives in holistic investing that starts with sound asset allocation and securities selection. Josh communicates well and provides a high touch advisory service. Josh lives in Needham and Fairhaven MA with his wife Ricki and sons Jack (18) and George (16). Josh enjoys following Boston Sports, golfing, boating, cooking, gardening and following markets of all types.

About Regal Financial

Regal Investment Advisors focuses on the client relationship to understand your risk tolerance, time horizons, and objectives. We want to know your goals and dreams, and apply our expertise to help you achieve your desired outcome. Our goal is to help you become a better investor and create a financial plan that is right for you.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 2628737
FirmCRD# 2628737
Series 7, 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 55 William St,
Wellesley,
MA
02481
Phone Number 781-446-8955

Bill has been with UBS Financial Services Inc. since 2002 and has more than 25 years of financial services experience. Bill is an experienced wealth management advisor with a primary focus of working with executives, professionals, affluent individuals and families. His experience ranges from working with families to people at start-up organizations to large corporations. At the center of every relationship is Bill's consultative and proven wealth management process to help clients with what is most important to them. He offers a caring approach and personalized solutions. Bill's knowledge and experience enable him to help determine, formulate and implement appropriate plans to help clients pursue their financial goals. Bill and his family live in Natick, MA. His wife Mary Ann, daughter, Anna and a son, Austin. When not working you can find him coaching on a soccer field, skiing or golfing. Bill holds the Series 3, 7, 63 and 65 securities licenses as well as life insurance licenses and was awarded the CFP® designation.

About UBS Financial Services

About UBS. As the worlds largest wealth manager, UBS is strongly positioned to address the realities of the global economy and a range of our clients sophisticated needs. With more than 150 years of wealth management expertise at its core, UBS focuses on providing relevant guidance, differentiated global perspectives and diverse strategies and solutions for clients worldwide. UBS Financial Advisors are dedicated and passionate professionals who recognize that financial goals and life goals are uniquely intertwined. Through a customized approach, they access the deep resources and wealth management expertise of the firm, to deliver the trusted financial advice clients seek today to confidently move forward.

Advisory Services Provided

Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses


Qualifications CRD# 5228974
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 25 Burlington Mall Road,
Suite 405,
Burlington,
MA
01803
Phone Number 339-234-5600

I became a financial planner over a decade ago because I enjoy helping my clients in achieving peace of mind and pursuing their life dreams through financial planning. In my time away from work, I enjoy hiking in the mountains with my wife and two daughters. I also like keeping my mind sharp and building new skills. Currently, Im learning to play guitar.

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# 5859875
FirmCRD# 293420

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 6 Felton Ln,
West Newbury,
MA
01985
Phone Number 978-775-1287

Keith's experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding over $700 million in client assets. Keith's broad experience in the industry has given him a thorough understanding of the various products and services that are made available to investors through Broker-Dealers, RIAs and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.

About Bluebird Wealth Management

We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 1276178
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI
02886
Phone Number 401-262-4986

Throughout my career I have worked with many clients and recognize the benefits that they can derive from working with a trusted and knowledgeable financial advisor. I strive to make each interaction informative and enjoyable and appreciate the opportunity to work with my clients to help them achieve their financial objectives. In my free time, I enjoy spending time with my family, skiing, golfing, boating, hiking and working out.

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.


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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?