Financial advisors in Wakefield, MA

139 advisors · page 4 of 5

Mark Felt
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Martin Plecinoga
Financial advisor at Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC · $194.82B AUM
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Matthew McPhail
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
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Matthew Solecki
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Michael Enright
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Michael Labrie
Financial advisor at Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC · $194.82B AUM
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Michael Svolos
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
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Michael Vaules
Financial advisor at Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC · $194.82B AUM
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Nathan O'loughlin
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Ngan Wedemeier
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
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Nicholas Caron
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Nikhil Stiff
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
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Pamela Basso
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Patrick Lambe
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
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Paul Melanson
Financial advisor at Santander Securities
Santander Securities · $3.14B AUM
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Philip Camerlengo
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Richard Leblanc
Financial advisor at Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC · $194.82B AUM
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Richard Sgroi
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Robert Battista
Financial advisor at Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. · $49.85B AUM
Verified
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Robert Dimase
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
VerifiedFinancial planning
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Robert Gurman
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Robert Kozlowski
Financial advisor at Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. · $49.85B AUM
Verified
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Roger McDevitt
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Ryan Campagna
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
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Ryan Gallagher
Financial advisor at Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC · $194.82B AUM
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Ryan Nee
Financial advisor at Gallagher Fiduciary Advisors, LLC
Gallagher Fiduciary Advisors, LLC · $194.82B AUM
VerifiedFinancial planning
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Samuel Perry
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Sarah Stevens
Financial advisor at Sentinel Pension Advisors, LLC.
Sentinel Pension Advisors, LLC. · $11.94B AUM
VerifiedFinancial planning
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Scot Reynolds
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Scott Facchetti
Financial advisor at Flagship Wealth Advisors, LLC.
Flagship Wealth Advisors, LLC. · $748.6M AUM
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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 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