Best Financial Advisors in Middlesex County, MA

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List of Firms

Middlesex County, MA Fiduciary Financial Advisors

SEC File# 801-71013
CRD# 150697
Location 37 Main St #1, Concord, MA 01742, USA
Phone (978) 371-7044
Directions
Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 33 Bedford St Fl 2, Concord, MA 01742, USA
Phone (914) 373-6876
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Alan D Bell, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 222 Great Rd Ste 8, Littleton, MA 01460, USA
Phone (978) 486-1059
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
The Middlesex Group - Morgan Stanley
SEC File# 801-70103
CRD# 149777
Location 112 Worcester St, Wellesley, MA 02481, USA
Phone (781) 431-6700
Directions
Ouellette Wealth Management Group
SEC File# 801-120970
CRD# 289242
5 out of 5
Location 35 Bedford St # 14, Lexington, MA 02420, USA
Phone (781) 861-0766
Directions
Womens Financial Network
Location 110 Great Rd # 202, Bedford, MA 01730, USA
Phone (781) 271-1700
Directions
Thompson Wealth Management Ltd
Location 30 Monument Square #101, Concord, MA 01742, USA
Phone (978) 287-5151
Directions
Edward Jones - Financial Advisor: Carol A Crowley
SEC File# 801-3297
CRD# 250
5 out of 5
Location 386 W Main St, Northborough, MA 01532, USA
Phone (508) 393-5195
Directions
Middlesex Financial Management Corporation
Location 225 Wyman St, Waltham, MA 02451, USA
Phone (781) 890-9301
Directions
Gavin & Dolliver Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 33 Bedford St Fl 2, Concord, MA 01742, USA
Phone (914) 373-6800
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Alliance Financial Services
Location 200 Great Rd # 222, Bedford, MA 01730, USA
Phone (781) 275-1970
Directions
Edward Jones - Financial Advisor: Tony Mazzariello
SEC File# 801-3297
CRD# 250
Location 1565 Main St Suite 206, Tewksbury, MA 01876, USA
Phone (978) 851-4091
Directions
Capital Retirement Strategies
Location 18 Main St # 3C, Concord, MA 01742, USA
Phone (978) 369-2255
Directions
Cherrystone Financial Services
Location 191 Sudbury Rd # 34, Concord, MA 01742, USA
Phone (978) 369-0865
Directions
Edward Jones - Financial Advisor: Andrea Nathan
SEC File# 801-3297
CRD# 250
Location 460 Totten Pond Rd #130, Waltham, MA 02451, USA
Phone (781) 891-0098
Directions
David Smith
SEC File# 801-111055
CRD# 158043
Location 248 Middlesex Turnpike, Burlington, MA 01803, USA
Directions
Independent Financial Advisory Inc.
Location 164 Concord Rd, Billerica, MA 01821, USA
Phone (978) 667-4595
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 136 Turnpike Rd, Southborough, MA 01772, USA
Phone (508) 229-8400
Directions
Special Needs Financial Planning, a specialty practice of Affinia Financial Group
SEC File# 801-116945
CRD# 304665
Location 80 Blanchard Rd #201, Burlington, MA 01803, USA
Phone (781) 365-8586
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 138 Great Rd, Bedford, MA 01730, USA
Phone (781) 275-6224
Directions
Lexington Financial Group
Location 74 Bedford St, Lexington, MA 02420, USA
Phone (781) 863-8024
Directions
Lincoln Financial
SEC File# 801-111055
CRD# 158043
Location 265 Middlesex Turnpike, Bedford, MA 01730, USA
Directions
Edward Jones - Financial Advisor: Dawn Bronson
SEC File# 801-3297
CRD# 250
Location 304 Cambridge Rd, Woburn, MA 01801, USA
Phone (781) 935-0787
Directions
Bay Financial Associates LLC
SEC File# 801-10970
CRD# 6413
4 out of 5
Location 51 Sawyer Rd Suite 340, Waltham, MA 02453, USA
Phone (781) 893-0909
Directions
Crosspoint Financial Advisors, LLC
Location One Olde North Rd Suite 303, Chelmsford, MA 01824, USA
Phone (978) 256-4700
Directions
Kevin Daley - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 303 Wyman St Ste 290, Waltham, MA 02451, USA
Phone (781) 996-3026
Directions
Jefferson Correia - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 Tradecenter Dr Ste 5900, Woburn, MA 01801, USA
Phone (978) 500-2656
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Eric M Boguslawski
SEC File# 801-3297
CRD# 250
Location 270 Littleton Rd Suite 17, Westford, MA 01886, USA
Phone (978) 692-5665
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Matthew Kirschner
SEC File# 801-3297
CRD# 250
Location 138 Great Rd, Bedford, MA 01730, USA
Phone (781) 275-6224
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 25 Burlington Mall Road Suite 405, Burlington, MA 01803, USA
Phone (833) 752-6333
Directions
Ashley Elizabeth Peters - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 230 2nd Ave Ste 120, Waltham, MA 02451, USA
Phone (781) 622-9900
Directions
Lea Ann Knight, Edward Jones Investment Representative
SEC File# 801-3297
CRD# 250
Location 88 Great Rd, Bedford, MA 01730, USA
Phone (781) 275-6224
Directions
Edward Jones - Financial Advisor: Britton J Wilson, AAMS™
SEC File# 801-3297
CRD# 250
Location 138 Great Rd, Bedford, MA 01730, USA
Phone (781) 275-6224
Directions
Edward Jones - Financial Advisor: James A Normington
SEC File# 801-3297
CRD# 250
5 out of 5
Location 225 A Groton Rd, Westford, MA 01886, USA
Phone (978) 692-7158
Directions
Edward Jones - Financial Advisor: Barb Davis
SEC File# 801-3297
CRD# 250
Location 50 Burlington Mall Road, Burlington, MA 01803, USA
Phone (781) 229-2040
Directions
Tim Daley - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 303 Wyman St Ste 290, Waltham, MA 02451, USA
Phone (781) 996-3026
Directions
RPg Family Wealth Advisory
SEC File# 801-72631
CRD# 158528
Location 25 Burlington Mall Road Suite 307, Burlington, MA 01803, USA
Phone (781) 547-8660
Directions
Murray Financial Advisors
Location 269 Middlesex Rd, Tyngsborough, MA 01879, USA
Phone (978) 649-5677
Directions
Heritage Financial Network Inc
Location 97 Lowell Rd #1733, Concord, MA 01742, USA
Phone (978) 371-2954
Directions
Jennifer K. Votano
Location 1776 Massachusetts Ave, Lexington, MA 02420, USA
Phone (617) 850-1926
Directions
AMERICAN PRIVATE WEALTH
5 out of 5
Location 165 Middlesex Turnpike STE 101, Bedford, MA 01730, USA
Phone (781) 300-7777
Directions
Joseph G Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 229 Billerica Rd fl 2, Chelmsford, MA 01824, USA
Phone (978) 250-0993
Directions
Journey Wealth Partners
Location 747 Main St #120, Concord, MA 01742, USA
Phone (978) 369-2911
Directions
Melfa Wealth Management
SEC File# 801-121821
CRD# 315131
Location 1500 W Park Dr, Westborough, MA 01581, USA
Phone (508) 366-6040
Directions
Edward Jones - Financial Advisor: Michael Palella
SEC File# 801-3297
CRD# 250
Location 50 Burlington Mall Road, Burlington, MA 01803, USA
Phone (781) 229-2040
Directions
North Shore Advisory Group Inc.
Location 165 Middlesex Turnpike, Bedford, MA 01730, USA
Phone (781) 271-0402
Directions
Wise Stewardship Financial Planning, LLC
Location 348 Cambridge Rd UNIT 107, Woburn, MA 01801, USA
Phone (857) 209-8437
Directions
Cornerstone Financial Management LLC
Location 67 S Bedford St Suite 400W, Burlington, MA 01803, USA
Phone (800) 527-1238
Directions
Canby Financial Advisors
Location 161 Worcester Rd #408, Framingham, MA 01701, USA
Phone (508) 598-1082
Directions
Wendy Davidson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11 Water St Ste 2A, Arlington, MA 02476, USA
Phone (508) 796-0091
Directions
Tilton Wealth Managememt
Location 880 Winter St #310, Waltham, MA 02451, USA
Phone (781) 890-6484
Directions
Financial Advisors in Middlesex County, MA

Where Certified Financial Advisors in Middlesex County, MA Serve

Middlesex County, MA is a bustling hub of activity, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it an exciting place to live, work, and play. From the historic Lexington Battle Green to the iconic Harvard University, this county is steeped in rich history and culture. Its top employers include Raytheon Technologies, Massachusetts General Hospital, and Boston Scientific, among others. Major highways like I-95 and I-93, as well as streets like Route 2 and Route 3, make it easy to navigate the area. Neighborhoods like Cambridge, Newton, and Waltham offer a diverse array of housing options, from charming Victorian homes to sleek modern apartments. With so much to see and do, Middlesex County is a dynamic and vibrant part of Massachusetts that is sure to captivate and inspire.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Middlesex County, MA can benefit greatly from the expertise of a financial advisor. A financial advisor can help residents in Middlesex County navigate the complex financial landscape and make informed decisions about their money. Specifically, Middlesex County is known for its high cost of living, which can make it challenging for residents to save for retirement, pay off debt, or invest in their future. A financial advisor can help residents in Middlesex County create a personalized financial plan that takes into account their unique financial situation and goals. They can also provide guidance on how to maximize retirement savings, reduce debt, and invest in the stock market. With the help of a financial advisor, residents in Middlesex County can achieve financial security and peace of mind.

Insurance Broker

Residents of Middlesex County, MA can benefit greatly from the services of an insurance broker. With the county being home to over 1.5 million people, it can be overwhelming to navigate the complex world of insurance on their own. An insurance broker can help residents find the best coverage for their unique needs, whether it be for health, auto, home, or business insurance. They can also help residents understand the specific insurance regulations and requirements in Middlesex County, MA, which can vary from other counties in the state. With an insurance broker's expertise, Middlesex County residents can have peace of mind knowing they have the right coverage at the best possible price.

Retirement Planning

Residents of Middlesex County, MA can benefit greatly from the services of a retirement planner. Retirement planners can help individuals plan for their financial future, including setting goals, creating a budget, and investing wisely. For Middlesex County residents, retirement planners can also assist with navigating the high cost of living in the area. With the median home value in Middlesex County being over $600,000, retirement planners can help individuals plan for the expenses associated with owning a home in this area. Additionally, retirement planners can help residents prepare for the potential healthcare costs associated with aging, as Middlesex County has a large population of seniors. Overall, a retirement planner can provide valuable guidance and support to Middlesex County residents as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Middlesex County, MA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. As Middlesex County has a higher than average cost of living, many residents may need to save more aggressively in order to retire comfortably. A wealth manager can help individuals develop a personalized plan to meet their retirement goals, taking into account factors such as risk tolerance, income, and expenses. Additionally, a wealth manager can provide guidance on tax-efficient investment strategies, estate planning, and other financial matters that can have a significant impact on an individual's long-term financial health. By working with a wealth manager, residents of Middlesex County can feel more confident in their financial future and better prepared to navigate the challenges that come with managing their wealth.

Mortgage Loan Officer

Residents of Middlesex County, MA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, investment properties, or refinance existing mortgages. With the high cost of living in Middlesex County, finding affordable housing can be a challenge. A mortgage loan officer can guide residents through the complex process of applying for a mortgage, help them understand their options, and find the best possible rates and terms. Additionally, Middlesex County has a diverse population with a wide range of needs and preferences when it comes to housing. A knowledgeable loan officer can work with residents to find solutions that meet their unique requirements. Whether it's a first-time homebuyer or a seasoned real estate investor, a mortgage loan officer can provide valuable assistance to anyone looking to navigate the housing market in Middlesex County.

Tax Services

Residents of Middlesex County, MA can benefit greatly from the expertise of a tax advisor. With the county being home to several high-tech and biotech companies, many residents may have complex tax situations related to stock options, bonuses, and other forms of compensation. A tax advisor can help individuals navigate these complexities and ensure they are taking advantage of all available tax deductions and credits. Additionally, with the high cost of living in the area, residents may be looking for ways to reduce their tax burden and increase their savings. A tax advisor can provide valuable guidance on retirement planning, estate planning, and other strategies to help residents achieve their financial goals. Overall, a tax advisor can be a valuable resource for Middlesex County residents looking to make the most of their finances.

Estate Planning Lawyer

Residents of Middlesex County, MA can greatly benefit from the services of an estate planning lawyer. With a population of over 1.5 million people, Middlesex County is the most populous county in Massachusetts. An estate planning lawyer can help residents in this county to create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting a will, establishing trusts, and providing guidance on tax implications. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney documents, ensuring that individuals have a plan in place for medical decision-making and financial management in the event of incapacitation. With the help of an estate planning lawyer, residents of Middlesex County can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Middlesex County, MA