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Financial Advisors in Rockland, MA

How to choose a financial advisor in Rockland

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.

Robert Phinney

Financial Advisor

Steward Partners Investment Solutions, Llc

Rockland, MA

ProfileNo contact yet

Aiden Spurr

Financial Advisor

Northwestern Mutual Investment Services, Llc

Rockland, MA

ProfileNo contact yet

Sarah Looney

Financial Advisor

Northwestern Mutual Investment Services, Llc

Rockland, MA

ProfileNo contact yet

Sean Burke

Financial Advisor

INTEGRATED WEALTH CONCEPTS LLC

Rockland, MA

ProfileNo contact yet

Joshua Cohen

Financial Advisor

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Rockland, MA

ProfileNo contact yet

Clark Page

Financial Advisor

INTEGRATED WEALTH CONCEPTS LLC

Rockland, MA

ProfileNo contact yet

Ann Swartz

Financial Advisor

INTEGRATED WEALTH CONCEPTS LLC

Rockland, MA

ProfileNo contact yet
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