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Financial Advisors in Wilmington, MA

How to choose a financial advisor in Wilmington

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 Card

Financial Advisor

Horace Mann Investors, Inc.

Wilmington, MA

ProfileNo contact yet

Eda Ellis

Financial Advisor

Cambridge Investment Research, Inc.

Wilmington, MA

ProfileNo contact yet

Brian Bond

Financial Advisor

LEVERAGE FINANCIAL ADVISORY

Wilmington, MA

ProfileNo contact yet
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