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Financial Advisors in Norwell, MA

How to choose a financial advisor in Norwell

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.

Najada Lako

Financial Advisor

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA

ProfileNo contact yet

Kurt Wright

Financial Advisor

WELLS FARGO CLEARING SERVICES, LLC

Norwell, MA

ProfileNo contact yet

Winnie Lee

Financial Advisor

Commonwealth Financial Network

Norwell, MA

ProfileNo contact yet
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