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Financial Advisors in Amherst, MA

How to choose a financial advisor in Amherst

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

James Ho

Financial Advisor

WEST BRANCH CAPITAL LLC

Amherst, MA

ProfileNo contact yet

Eric Bright

Financial Advisor

PENNYFARTHING INVESTMENT MANAGEMENT, L.L.C.

Amherst, MA

ProfileNo contact yet

Lucia Shah

Financial Advisor

Beacon Pointe Advisors, Llc

Amherst, MA

ProfileNo contact yet
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