Financial advisors in Westwood, MA

129 match · page 1 of 5

Andre Fernandes
Financial advisor at Stage Harbor Financial
Stage Harbor Financial · $1.1B AUM
CFP®VerifiedFinancial planning
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Cole Samson
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Douglas Mavilia
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Edward Pollis
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Eric Foley
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
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Gregory Hart
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Guillermo Alberto
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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James Capra
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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James Scanlan
Financial advisor at Stage Harbor Financial
Stage Harbor Financial · $1.1B AUM
CFP®VerifiedFinancial planning
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Jared Ravech
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Jason Friday
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
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Jennet Mammedova
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
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John Gavey
Financial advisor at Citizens Private Wealth
Citizens Private Wealth · $16.63B AUM
CFP®VerifiedFinancial planning
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John McCarthy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Joshua Devereaux
Financial advisor at Stage Harbor Financial
Stage Harbor Financial · $1.1B AUM
CFP®VerifiedFinancial planning
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Kevin Webber
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Maclean Barach
Financial advisor at Stage Harbor Financial
Stage Harbor Financial · $1.1B AUM
CFP®VerifiedFinancial planning
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Martha Lord
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
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Matthew Biggar
Financial advisor at Stage Harbor Financial
Stage Harbor Financial · $1.1B AUM
CFP®VerifiedFinancial planning
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Michael Waldron
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Peter Smith
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Philip Peck
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Randal Symank
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Robert Weisse
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ruhan Inanoglu
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Mee
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Sammy Azzouz
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Limerick
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephanie Lynne
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Liss
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Westwood, 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 Westwood, MA.

How this list works

Before you hire an advisor in Westwood, MA