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Financial Advisors in Winchester, MA

How to choose a financial advisor in Winchester

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 Tafuri

Financial Advisor

BOSTON STANDARD WEALTH MANAGEMENT, LLC

Winchester, MA

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Letian Dong

Financial Advisor

AMERIPRISE FINANCIAL SERVICES, LLC

Winchester, MA

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David Maher

Financial Advisor

COMMONWEALTH FINANCIAL NETWORK

Winchester, MA

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James Lister

Financial Advisor

SHEPHERD FINANCIAL PARTNERS, LLC

Winchester, MA

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