Best Financial Advisors in Middlesex County, MA

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List of Firms

Middlesex County, MA Fiduciary Financial Advisors

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
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
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
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
Murray Financial Advisors
Location 269 Middlesex Rd, Tyngsborough, MA 01879, USA
Phone (978) 649-5677
Alliance Financial Services
Location 200 Great Rd # 222, Bedford, MA 01730, USA
Phone (781) 275-1970
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
Finaccess Advisors LLC
SEC File# 801-71013
CRD# 150697
Location 37 Main St #1, Concord, MA 01742, USA
Phone (978) 371-7044
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
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
Capital Retirement Strategies
Location 18 Main St # 3C, Concord, MA 01742, USA
Phone (978) 369-2255
The Middlesex Group - Morgan Stanley
SEC File# 801-70103
CRD# 149777
Location 112 Worcester St, Wellesley, MA 02481, USA
Phone (781) 431-6700
Heritage Financial Network Inc
Location 97 Lowell Rd #1733, Concord, MA 01742, USA
Phone (978) 371-2954
Cherrystone Financial Services
Location 191 Sudbury Rd # 34, Concord, MA 01742, USA
Phone (978) 369-0865
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
Jennifer K. Votano
Location 1776 Massachusetts Ave, Lexington, MA 02420, USA
Phone (617) 850-1926
AMERICAN PRIVATE WEALTH

5 out of 5

Location 165 Middlesex Turnpike STE 101, Bedford, MA 01730, USA
Phone (781) 300-7777
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
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
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
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
Journey Wealth Partners
Location 747 Main St #120, Concord, MA 01742, USA
Phone (978) 369-2911
Melfa Wealth Management
SEC File# 801-121821
CRD# 315131
Location 1500 W Park Dr, Westborough, MA 01581, USA
Phone (508) 366-6040
David Smith
SEC File# 801-111055
CRD# 158043
Location 248 Middlesex Turnpike, Burlington, MA 01803, USA
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
North Shore Advisory Group Inc.
Location 165 Middlesex Turnpike, Bedford, MA 01730, USA
Phone (781) 271-0402
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 25 Burlington Mall Road Suite 405, Burlington, MA 01803, USA
Phone (833) 752-6333
Independent Financial Advisory Inc.
Location 164 Concord Rd, Billerica, MA 01821, USA
Phone (978) 667-4595
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
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
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 136 Turnpike Rd, Southborough, MA 01772, USA
Phone (508) 229-8400
Wise Stewardship Financial Planning, LLC
Location 348 Cambridge Rd UNIT 107, Woburn, MA 01801, USA
Phone (857) 209-8437
Womens Financial Network
Location 110 Great Rd # 202, Bedford, MA 01730, USA
Phone (781) 271-1700
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
Thompson Wealth Management Ltd
Location 30 Monument Square #101, Concord, MA 01742, USA
Phone (978) 287-5151
Cornerstone Financial Management LLC
Location 67 S Bedford St Suite 400W, Burlington, MA 01803, USA
Phone (800) 527-1238
Edward Jones
SEC File# 801-3297
CRD# 250
Location 138 Great Rd, Bedford, MA 01730, USA
Phone (781) 275-6224
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
Canby Financial Advisors
Location 161 Worcester Rd #408, Framingham, MA 01701, USA
Phone (508) 598-1082
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
Lexington Financial Group
Location 74 Bedford St, Lexington, MA 02420, USA
Phone (781) 863-8024
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
Lincoln Financial
SEC File# 801-111055
CRD# 158043
Location 265 Middlesex Turnpike, Bedford, MA 01730, USA
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
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
Tilton Wealth Managememt
Location 880 Winter St #310, Waltham, MA 02451, USA
Phone (781) 890-6484
Edward Jones - Financial Advisor: Dawn Bronson
SEC File# 801-3297
CRD# 250
Location 304 Cambridge Rd, Woburn, MA 01801, USA
Phone (781) 935-0787
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
Middlesex Financial Management Corporation
Location 225 Wyman St, Waltham, MA 02451, USA
Phone (781) 890-9301
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
Crosspoint Financial Advisors, LLC
Location One Olde North Rd Suite 303, Chelmsford, MA 01824, USA
Phone (978) 256-4700
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About Middlesex County, MA

Middlesex County is located in the northeast region of Massachusetts. It is home to a number of landmarks, including the USS Constitution Museum, Fenway Park, and the Boston Tea Party Museum. The top employers in the county are Harvard University, Brigham and Women's Hospital, and Boston Medical Center. Major highways and streets include I-93, Route 128, and the Mass Pike. The neighborhoods in Middlesex County include Charlestown, Beacon Hill, and Back Bay.

Where Certified Financial Advisors in Middlesex County, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Middlesex County, MA residents have a number of services that banks can provide them. These include, but are not limited to: checking and savings accounts, home and auto loans, credit cards, and investment advice. In addition to these services, banks can also provide customers with online banking and mobile banking options that make it easy for them to stay on top of their finances no matter where they are.

Insurance Broker

Residents of Middlesex County, MA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates on insurance, and they can also help residents file claims and get the money they deserve after an accident or other disaster. Residents of Middlesex County should not hesitate to call an insurance broker if they need help getting affordable coverage or if they need assistance filing a claim.

Retirement Planning

Financial advisors in Middlesex County, MA can help residents with a variety of retirement planning needs. From saving for retirement to deciding when to retire, these professionals can provide guidance and support every step of the way. In addition, they can offer advice on how to make the most of one's retirement savings and investments.

Wealth Management

Middlesex County, MA residents can benefit from wealth management services in order to make the most of their finances. Wealth management can help residents plan for their future and protect their assets. By working with a wealth manager, Middlesex County, MA residents can get personalized advice and guidance on how to manage their money. This can help them save money and make smart financial decisions.

Estate Planning Lawyer

Estate planning lawyers in Middlesex County, MA can help residents create wills and trusts which will ensure that their assets are distributed according to their wishes. They can also help residents set up guardianship arrangements for their children in the event that both parents die prematurely. In addition, estate planning lawyers can help residents reduce or avoid estate taxes so that their heirs receive the most from their estates.

Mortgage Loan Officer

Mortgage loan officers in Middlesex County, MA can help residents by providing information about the different types of mortgages available. They can also help people apply for mortgages and guide them through the process of getting a mortgage. In addition, mortgage loan officers can help people understand the terms of their mortgages and explain the responsibilities of homeownership.

Tax Services

Tax accountants can help Middlesex County, MA residents by preparing their tax returns. They can also help by advising taxpayers on how to reduce their tax liability. Tax accountants can also help taxpayers dispute incorrect tax assessments from the IRS.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Middlesex County, MA