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Financial Advisors in Quincy, MA

How to choose a financial advisor in Quincy

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.

Amy Wang

Financial Advisor

Santander Securities Llc

Quincy, MA

ProfileNo contact yet

Irene Chan

Financial Advisor

Cetera Investment Services Llc

Quincy, MA

ProfileNo contact yet

Vi Duong

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Quincy, MA

ProfileNo contact yet

Hoa Nguyen

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Quincy, MA

ProfileNo contact yet

John Foley

Financial Advisor

HARVEST CAPITAL MANAGEMENT, LLC

Quincy, MA

ProfileNo contact yet
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