Financial advisors in Wakefield, MA

23 match

Ara Diloyan
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Bernardo
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Batchelder
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ianka Rando
Financial advisor at Bg Financial Planning
Bg Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Buckley
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Carnevale
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph D'amore
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Raymond
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucas Noble
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lyn Parker
Financial advisor at Whitman Financial Services, LLC.
Whitman Financial Services, LLC.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maja Stojanovic
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Cleary
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Dibacco
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Krisko
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Ryan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Ockenga
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Ryan
Financial advisor at Flagship Wealth Advisors, LLC.
Flagship Wealth Advisors, LLC. · $748.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raymond Celaya
Financial advisor at Plante Moran Financial Advisors
Plante Moran Financial Advisors · $26.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross James
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Petti
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Ransford
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shaun O'hare
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tatyana Karayeva
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®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 Wakefield, 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 Wakefield, MA.

How this list works

Before you hire an advisor in Wakefield, MA