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229 Financial Planners in Massachusetts
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Otto L. Rivera

CFP®, EA

Financial Planner/ Investment Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Cross-border...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

White Lighthouse Investment Management

114 Waltham Street - Suite 22
Lexington, MA 02421
(407) 508-9908
CONNECT WITH Otto
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Alyson Claire Basso

MBA CFP®, ChFC®

Managing Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Hayden Wealth Management

1 Central Street Ste 103
Middleton, MA 01949-1238
(978) 907-6237
CONNECT WITH Alyson
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Jeffrey R. Prunier

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

J. R. Prunier Capital Management LLC

4 Boyden Rd.
Holden, MA 01520
(508) 756-8080

Steven J. Stanganelli

CFP®, CRPC®, AEP®

NAPFA-Registered Financial Advisor/Investment Advisory Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Clear View Wealth Advisors, LLC and CollegeCashPro.com

100 Main Street, Suite 302
Amesbury, MA 01913
+ 1 More Address

Clear View Wealth Advisors, LLC and CollegeCashPro.com

100 Main Street
Amesbury, MA 01913
CONNECT WITH Steven
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Frank X. Addonizio

CFP®, CRPC, APMA®

CERTIFIED FINANCIAL PLANNER

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Ameriprise Financial Services, LLC

20 Park Plaza, Suite 439
Boston, MA 02116
6178497050
CONNECT WITH Frank
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MaryAnne Gucciardi

CFP®, RICP®

Financial Advisor and COOO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

PO Box 380078 Cambridge St
Cambridge, MA 02138
CONNECT WITH MaryAnne
  • linkedin link

Michael Carbone

CFA, CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Eppolito Financial Strategies, LLC.

One Meeting House Rd. Ste. 14
Chelmsford, MA 01824
+ 1 More Address

Eppolito Financial Strategies, LLC.

One Meeting House Rd Ste. 14
Chelmsford, MA 01824
(978) 455-7799
CONNECT WITH Michael
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Debra A. Neiman

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

22 Mill Street, Suite 303
Arlington, MA 02476
(781) 641-5700
CONNECT WITH Debra
  • twitter link
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William B. Reeve

MBA, EA, CFA, CFP®

Instructor

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Estate...More

Financial Advisor serving Massachusetts and the surrounding communities.

Boston University

Commonwealth Ave
Boston, MA 02115
(617) 308-7306

James P. Scally

CFP®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Heritage Financial Services, Inc.

600 Unicorn Park Dr., #203
Woburn, MA 01801
(781) 255-0214
CONNECT WITH James
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Tamara Indianer

CFP®, AIF®

Regional VP, New England

Specialties: Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change,...More

Financial Advisor serving Massachusetts and the surrounding communities.

Lincoln Investment- New England

95 Sawyer Rd., Ste 430
Waltham, MA 02453
(781) 647-3050 x5454
CONNECT WITH Tamara
  • twitter link

Stephen J. Farrar

CPA, CFP®, PFS

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Massachusetts and the surrounding communities.

FG & G Financial Services, LLC

153 Andover St, Unit 108A
Danvers, MA 01923
(781) 718-1476

Linda C. Nelson

CFP®

Owner

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Freya Financial Services

15 Depot Square, Suite 2
Lexington, MA 02420
(781) 756-9992

Regina M. Ballinger

CFP®

Principal

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Massachusetts and the surrounding communities.

Ballinger Financial Services

53 Marshall St
Needham, MA 02492
(781) 400-1550

Phillips H. Ruben

CFP®

First Vice President & Sr. Relationship Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Cambridge Trust

75 State St., 18th Floor
Boston, MA 02109
(781) 489-7037

Eric Sneider

CFA, CFP®

Vice President/Principal

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Bromfield Sneider Wealth Advisors, Inc.

200 Lowder Brook Drive, Suite 2600
Westwood, MA 02090
(617) 252-3400

Kerri M. Sullivan-Kreiss

CFP®, AIF®, ChFC

Financial Consultant

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Sullivan Kreiss Financial, Inc.

1700 West Park Drive, Suite 340
Westborough, MA 01581
508-351-0770

Kathryn K. Lund

CFP®

Senior Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Milestone Financial Planning, LLC

6 Crusade Road
Westford, MA 01886
(978) 504-2960
CONNECT WITH Kathryn
  • linkedin link

David Morgan

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Compass Capital

40 Tommy Marks Way
South Weymouth, MA 02190
(617) 968-5083

Satya B. Mitra

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Massachusetts and the surrounding communities.

446 Main St, 16th Fl
Worcester, MA 01608
(508) 797-0005

Thomas A. Fisher

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Fisher Financial Strategies

425 Putnam Ave
Cambridge, MA 02139
(617) 444-8555

Nathan S. Zielonka

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Zielonka Financial Services LLC

288 Walnut St, Suite 410
Newton, MA 02460
(888) 967-1040
+1 More Number
(617) 429-5272

Catherine Valega

CFP®, CAIA

CFP, CAIA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Green Bee Advisory

63 Shore Road, Unit #22
Winchester, MA 01890
+ 1 More Address

Green Bee Advisory

27 North Gateway
Winchester, MA 01890
(781) 850-4610
CONNECT WITH Catherine
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John R. Power

MBA, CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Power Plans

17 Pheasant Hill Rd
Walpole, MA 02081
(508) 660-9770
CONNECT WITH John
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Thomas B. Childs

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Massachusetts and the surrounding communities.

Childs Financial Services

PO Box 290026
Charlestown, MA 02129
(617) 580-0580

Timothy S. Koehl

CFP®

Principal & Wealth Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Modera Wealth Management

535 Boylston St., Ste 300
Boston, MA 02116
(617) 247-0518

Kevin Nulton

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Charitable & Planned Giving, Career...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Titanium Advisors, LLC

9 Summer Street, Suite 303
Franklin, MA 02038
(508) 528-3120

Caroline A. Gaffney

CFP®

CFP

Specialties:

Financial Advisor serving Massachusetts and the surrounding communities.

Atwater Wealth Management

176 Federal Street, 5th floor
Boston, MA 02110
(617) 723-1439

Eric Roberge

CFP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change,...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Beyond Your Hammock

50 Milk Street, 16th Floor
Boston, MA 02109
(617) 446-3841
CONNECT WITH Eric
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Beata Dragovics

CFP®

Owner and Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Massachusetts and the surrounding communities.

Freedom Trail Financial, LLC

75 Arlington St, Suite 5012
BOSTON, MA 02116-3936
(617) 247-1112
CONNECT WITH Beata
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