Fee-only, hourly based financial planning in a supportive & non-judgmental atmosphere. With a background in women's psychology and working as a financial planner since 1984, Sharon helps clients reach their personal goals and address their financialSee More
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Ira Rapaport, AIF, CFP, CIMA, CPA/PFS
New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultive team approach is designed to assist high net worth families and institutions in making finan ... See More
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
Advocate Financial Management is an independent, fee-only financial planning and investment management firm located in Arlington, Massachusetts focused on helping clients in the second half of life.
We serve clients in the Greater Boston area, inc ... See More
Joshua Trubow, CFP, MSFP
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Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading e ... See More
William Baldwin, BBA, JD, LLM
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1986. We work with a select group of high net-worth clients and manage over $1.5 billion in client assets ... See More
Jonathan Ullman, CFP, EA
Montis Financial is a small, boutique firm which prides itself in adapting to the needs of the clients. An absolute commitment to objectivity, communication and life enhancement solutions sets us apart from many firms in our ... See More
Whether you're planning your retirement or already retired, you can benefit from a relationship with Devonshire.
You need advice you can trust; a financial advisor who is unbiased, who is not influenced by commissions, and who is not paid to sell ... See More
At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests firsSee More
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Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guida ... See More
Kimberley Feeney Zollo, CFP
Essex Capital Management is an independent fee-only Massachusetts Registered Investment Advisor providing investment management and financial planning services. Kim helps clients who are at various stages of their life and ... See More
Rand Spero, CFP, M.Ed., MBA
Street Smart Financial is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. We take a multi-disciplinary appr ... See More
SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth managementSee More
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Robert Dossett, BS, CFP
Waypoint Financial Planning can help you balance your current lifestyle goals with goals for retirement. We'll tell you if you are on track for retirement, and show you scenarios so you can see how specific changes affect yo ... See More
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