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Financial Advisors in Malden, MA

How to choose a financial advisor in Malden

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.

Thomas Snelson

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Malden, MA

ProfileNo contact yet

Kexin Li

Financial Advisor

J.P. Morgan Securities Llc

Malden, MA

ProfileNo contact yet

Jay Lenaghan

Financial Advisor

Cambridge Investment Research, Inc.

Malden, MA

ProfileNo contact yet

William Mcevoy

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Malden, MA

ProfileNo contact yet

Marc Young

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Malden, MA

ProfileNo contact yet
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