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Financial Advisors in Braintree, MA

How to choose a financial advisor in Braintree

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.

Marc Kurzberg

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Braintree, MA

ProfileNo contact yet

Maury McCoy

Financial Advisor

Compass Securities Corporation

Braintree, MA

ProfileNo contact yet

Jacob Graff

Financial Advisor

RISE NORTH CAPITAL INVESTMENT ADVISORS

Braintree, MA

ProfileNo contact yet

Ya-Yi Tseng

Financial Advisor

Transamerica Financial Advisors, Llc

Braintree, MA

ProfileNo contact yet
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