Financial advisors in Topsfield, MA

22 advisors

Cynthia Deal
Financial advisor at Novem Group
Novem Group · $1.72B AUM
CFP®VerifiedFinancial planning
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John Akoury
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Mark Gatti
Financial advisor at Novem Group
Novem Group · $1.72B AUM
CFP®VerifiedFinancial planning
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Mark Orvin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Sean Cunniff
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Andrew Kehoe
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Andrew Tapparo
Financial advisor at Tapparo Capital Management
Tapparo Capital Management · $93.3M AUM
Verified
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Brian Woodland
Financial advisor at Essex Private Wealth Management LLC
Essex Private Wealth Management LLC · $330.5M AUM
VerifiedFinancial planning
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Dana Bernard
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Gavin Ugone
Financial advisor at Novem Group
Novem Group · $1.72B AUM
VerifiedFinancial planning
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James Baga
Financial advisor at Essex Private Wealth Management LLC
Essex Private Wealth Management LLC · $330.5M AUM
VerifiedFinancial planning
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James Barker
Financial advisor at Apella Wealth
Apella Wealth · $11.07B AUM
VerifiedFinancial planning
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James Ugone
Financial advisor at Novem Group
Novem Group · $1.72B AUM
VerifiedFinancial planning
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John Balzer
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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John Benedetto
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Josh Dreseris
Financial advisor at RBC Rochdale, LLC
RBC Rochdale, LLC · $72.96B AUM
Verified
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Paul Fortin
Financial advisor at Harbor Island Capital LLC
Harbor Island Capital LLC · $277.6M AUM
Verified
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Peter Mulholland
Financial advisor at Essex Private Wealth Management LLC
Essex Private Wealth Management LLC · $330.5M AUM
VerifiedFinancial planning
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Randal Peters
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Stephen Hugel
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Steven Rudnyai
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Timothy Goland
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Topsfield, 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 Topsfield, MA.

How this list works

Before you hire an advisor in Topsfield, MA