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Financial Advisors in Newton, Massachusetts (Middlesex County)

Perennial Advisors Group, LLC
20 miles from Newton, MA
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David Carpenter, BBA, MPFP, MS, MST
Perennial Advisors Group was founded on a commitment to help people with their financial success, and embracing the fiduciary responsibility to act in our clients' best interest.
When we began in the late 90's, the... See More

Colt Financial, LLC
21 miles from Newton, MA
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Steve Taylor, CFP

Maureen M Demers
22 miles from Newton, MA
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Maureen Demers CFP EA is a North Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-... See More

Highlights: CFP ®, Fee Only, Fee-Only, Retirement Income Planning, Roth IRA, 401k Rollover, Income Tax Planning, Investment Policy Statements, Tax Preparation, Investment Advisory, Retirement Planning, IRA, Mutual Funds, Financial Planning For Women, Fiduciary Advisor, Retirement Planning., Rollover Of 401k Or IRA, Retirement Distribution Plan, Rollovers, Independent Investment Advisor
Beacon Financial Planning, Inc.
22 miles from Newton, MA
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Walter Herlihy, CFP, ChFC, CLU
Beacon Financial Planning, Inc. offers comprehensive fee-only financial planning and investment management.
We have offices in Easton, Wellesley, Boston, and Hyannis, Massachusetts. We serve clients across the count... See More

Ted Ciolkosz
22 miles from Newton, MA

Independent, fee-based financial planner with a fiduciary responsibility to my clients. My fee-based asset management program utilizes Fidelity Investments as the custodian for my clients' assets which offers SIPC protection. Goal oriented clients ... See More

Highlights: 403B Plans, Young Investors, Comprehensive Financial Planning, Investment Services, 401K Consulting, Fiduciary, Disability Income & Long Term Care Insurance, Passive Investment Strategies, Annuities & Life Insurance, Charitable Planning, Mutual Funds, Independent Investment Advisor, Asset Protection, Fee Only, Estate Planning, Women's Issues, Business Planning, IRA, Family Financial Planning, Stocks
Morrill Financial Services
23 miles from Newton, MA

Wayne Morrill, CFP
Morrill Financial Services is a registered investment advisor. Wayne Morrill, principal of MFS, is a CFP®, has a Masters of Science in Financial Planning from Bentley College, an MBA from William and Mary and a BS in Accounting... See More

Constant Guidance Financial, LLC
26 miles from Newton, MA
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Mitch Zides, CFA, CFP, MBA
Constant Guidance Financial is a Registered Investment Advisory firm solely focused on creating personalized wealth management and financial planning solutions. Mitch Zides founded Constant Guidance to help his clients buil... See More

Meenes Wealth Partners
27 miles from Newton, MA
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Jeffrey Meenes, CFP, MS
"Independence" is one of the many attributes that is common among great financial advisors. Independence comes in many forms -- from commission-free advice, long-term thinking that avoids chasing hot investment trends, creatin... See More

Ariadne Wealth Advisors
27 miles from Newton, MA
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Timothy Brennan, CFP
Ariadne's philosophy is centered around low costs, smart investing and fair treatment of clients.
In deciding to work with Ariadne you are investing in a relationship that you believe will be valuable to you and your family. It... See More

Corey A. Scrupps, RFC, AIF
35 miles from Newton, MA
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Corey Scrupps is dedicated to serving the investment and financial needs of his clients through comprehensive financial planning and strategic investment management. He specializes in Retirement and Income Planning, always with a focus on providing a... See More

Highlights: Retirement Income Planning, 401K Consulting, IRA, Registered Investment Advisor, Mutual Funds, 401k Rollover, Asset Protection, Young Investors, Women's Issues, Socially Responsible Investments, Corporate Bonds, Stocks, Fiduciary, Estate Planning, Investment Policy Statements, Legacy Planning, Disability Income & Long Term Care Insurance, Debt Management, Charitable Planning, Fee Only
Resolute Financial, LLC
35 miles from Newton, MA
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William Simpson, BS, CFP, MBA
Resolute Financial is an SEC-registered Wealth Management firm. We offer comprehensive financial planning and investment management. Clients are supported by a lead advisor, from a team of 7 CFP(R) certified financial ... See More

Seamark Financial Services, Inc.
51 miles from Newton, MA
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Lynne Nahigyan, CFP
Seamark Financial Services is a Fee-Only™ comprehensive wealth management firm. We hold ourselves to the highest standards of integrity, professionalism, confidentiality and professional competence. We firmly believe that we hav... See More

Ithaka Financial Planning
52 miles from Newton, MA
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Elizabeth Remick, CFP, MBA
Ithaka Financial Planning, a fee-only, Financial Planning firm specializing in helping professional women and their families bring future dreams into today's decisions. Ithaka provides comprehensive financial planning, inv... See More

Gregory C. Fenton
54 miles from Newton, MA
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WEALTH MANAGEMENT AND TAX PREPARATION FOR AN ANNUAL CONSULTING FEE ONLY. NO PRODUCT SALES.

Highlights: Fee-Only, Investment Consulting, Certified Financial Planner, Income Tax Planning, Independent Investment Advisor, Wealth Management, CFP ®, NAPFA Member, Professional Wealth Management, Comprehensive Financial Planning
Noble Financial Advisory, Inc.
55 miles from Newton, MA

Noble Financial advisory, Inc. is a fee-only wealth management firm. John Feeney, the principal,has 30 years of investment experience.

Highlights: Investment Consulting, Fee Only, Comprehensive Financial Planning, Retirement Distribution Plan, CFP ®, Mutual Funds, Retirement Planning, Stocks, IRA, Middle Income, Investment Policy Statements, Investment Services, Corporate Bonds, Certified Financial Planner, Professional Wealth Management, NAPFA Member, Independent Investment Advisor, Wealth Management

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