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Financial Advisors in Wakefield, MA

How to choose a financial advisor in Wakefield

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.

Lyn Parker

Financial Advisor

WHITMAN FINANCIAL SERVICES, LLC.

Wakefield, MA

ProfileNo contact yet

Griffin May

Financial Advisor

SENTINEL PENSION ADVISORS, LLC.

Wakefield, MA

ProfileNo contact yet

John Grace

Financial Advisor

SENTINEL PENSION ADVISORS, LLC.

Wakefield, MA

ProfileNo contact yet

Daniel Cao

Financial Advisor

Mml Investors Services, Llc

Wakefield, MA

ProfileNo contact yet

Henry Riter

Financial Advisor

SENTINEL PENSION ADVISORS, LLC.

Wakefield, MA

ProfileNo contact yet

Luke Bruno

Financial Advisor

VESTMARK ADVISORY SOLUTIONS, INC.

Wakefield, MA

ProfileNo contact yet
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