Financial advisors in Duxbury, MA

33 match · page 1 of 2

Brandon Jordan
Financial advisor at Impact Advisors Group
Impact Advisors Group · $76.4M AUM
CFP®VerifiedFinancial planning
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James Morris
Financial advisor at Fma Wealth Management, LLC
Fma Wealth Management, LLC · $174M AUM
CFP®VerifiedFinancial planning
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Margaret Pierce
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
CFP®VerifiedFinancial planning
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Matthew Williams
Financial advisor at Impact Advisors Group
Impact Advisors Group · $76.4M AUM
CFP®VerifiedFinancial planning
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Nicholas Fichter
Financial advisor at Fichter & Co. Investors
Fichter & Co. Investors · $3.1M AUM
CFP®VerifiedFinancial planning
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Robert Florek
Financial advisor at Florek Financial, LLC
Florek Financial, LLC · $511M AUM
CFP®VerifiedFinancial planning
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Robert Mosesian
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Thomas Erickson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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William Harris
Financial advisor at Wh Cornerstone Investments Inc.
Wh Cornerstone Investments Inc. · $200M AUM
CFP®VerifiedFinancial planning
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Allison Tilden
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Brian Mackinnon
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Charlotte Gorman
Financial advisor at Mio Partners, Inc.
Mio Partners, Inc. · $59.59B AUM
VerifiedFinancial planning
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Cody Wright
Financial advisor at Wh Cornerstone Investments Inc.
Wh Cornerstone Investments Inc. · $200M AUM
VerifiedFinancial planning
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Francis Decker
Financial advisor at Decker Capital Management, LLC
Decker Capital Management, LLC · $100K AUM
VerifiedFinancial planning
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James Hansman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jim Gibbons
Financial advisor at High Pines Wealth Management LLC
High Pines Wealth Management LLC · $184M AUM
VerifiedFinancial planning
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John Cislo
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Kathleen Doisneau
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Kevin Alcaro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kevin Mantville
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kevin Morrissey
Financial advisor at Northcoast Asset Management LLC
Northcoast Asset Management LLC · $4.97B AUM
VerifiedFinancial planning
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Mark Greenfield
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Martin Robbins
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Michael Kelley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael Sullivan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Nolan Melo
Financial advisor at Wh Cornerstone Investments Inc.
Wh Cornerstone Investments Inc. · $200M AUM
VerifiedFinancial planning
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Paul Furcinito
Financial advisor at Florek Financial, LLC
Florek Financial, LLC · $511M AUM
VerifiedFinancial planning
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Peter Cleary
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Raymond Morris
Financial advisor at High Pines Wealth Management LLC
High Pines Wealth Management LLC · $184M AUM
VerifiedFinancial planning
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Richard Whelpley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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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 Duxbury, 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 Duxbury, MA.

How this list works

Before you hire an advisor in Duxbury, MA