Financial advisors in Bridgewater, MA

20 match

Patrick Driscoll
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Albert Mui
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ariano Barbosa
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Benjamin Holloway
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradford Meigs
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Brendan Wright
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Brian O'leary
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Christopher Maynard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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David Burt
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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David Kopack
Financial advisor at Boston Investment Trust Management, Inc.
Boston Investment Trust Management, Inc. · $4.5M AUM
VerifiedFinancial planning
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David Martin
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Diana Figueiredo
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Edward McBride
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jarrod Oberg
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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John McGrath
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Michael Rossman
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Morel Mahotiere
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Rodney Kornegay
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Ross Deluca
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Stacey Miner
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B 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 Bridgewater, 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 Bridgewater, MA.

How this list works

Before you hire an advisor in Bridgewater, MA