Financial advisors in Osterville, MA

20 advisors

Albert Makkay
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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James Buzgo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jayne Scanlon
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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John Williams
Financial advisor at Burr & Company, LLC
Burr & Company, LLC · $56.1M AUM
CFP®VerifiedFinancial planning
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William Murdoch
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alfred Schofield
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Amy Doherty
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Carie Carney
Financial advisor at Lenk Ladner Investment Solutions LLC
Lenk Ladner Investment Solutions LLC · $337.3M AUM
VerifiedFinancial planning
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Courtney Bridge
Financial advisor at Moors & Cabot, Inc
Moors & Cabot, Inc · $4.03B AUM
VerifiedFinancial planning
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Humam Sirhal
Financial advisor at Washington Financial Group, Inc.
Washington Financial Group, Inc. · $119M AUM
VerifiedFinancial planning
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John Doherty
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Joseph McGee
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Lynne Clancy
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Pamela Krueger
Financial advisor at Wealthramp, Inc.
Wealthramp, Inc.
Verified
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Robert Dunkley
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Roberta Mauch
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Scott Barker
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Sean Kelly
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephanie Rolfe
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Walter May
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B 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 Osterville, 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 Osterville, MA.

How this list works

Before you hire an advisor in Osterville, MA