Financial advisors in Amesbury, MA

21 advisors

Brian Sullivan
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Charlene Dolan
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ryan
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Perry
Financial advisor at Cohen Investment Advisors, LLC
Cohen Investment Advisors, LLC · $259.3M AUM
CFP®VerifiedFinancial planning
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Steven Stanganelli
Financial advisor at Clear View Wealth Advisors, LLC
Clear View Wealth Advisors, LLC · $24.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vourdanne Ignegongba
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brett Dalton
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carl Hanson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Danielle Holmes
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Blake
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Hadrick Green
Financial advisor at Brightree Wealth Management, LLC
Brightree Wealth Management, LLC · $179M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Fergola
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Macdonald
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Perusse
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lindsey Belo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Elkind
Financial advisor at On Investment Management Co
On Investment Management Co · $3.15B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Preston Carbone
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Foster
Financial advisor at Plain Talk Financial Planning, LLC
Plain Talk Financial Planning, LLC · $1.4M AUM
VerifiedFinancial planning
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Robert Salzer
Financial advisor at Nav Wealth Management LLC
Nav Wealth Management LLC · $25.3M AUM
Verified
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Selim Begis
Financial advisor at Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management · $135.5M AUM
Verified
View page Check on SEC IAPD ↗
William Cushing
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Amesbury, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Amesbury, MA.

How this list works

Before you hire an advisor in Amesbury, MA