Find a Financial Advisor in Andover, MA

 

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We did the hard work of finding trustworthy partners in Andover, MA.

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We Only Work With The Best Andover Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Andover, MA


  • Financial Advisor Close to Andover, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Andover, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Andover, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Andover financial advisors.
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How Retirement-Friendly is Andover, MA?

  • Population: 8,914
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $553,100
  • Average Monthly Housing Cost: $1,644
  • Average Household Income: $137,230
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Andover, MA

 

COX CAPITAL MANAGEMENT LLC

Website

(978) 475-3325

23 Central Street

Andover, MA 1810

SEC#: 801-78915
Years in Business: 7 years

THE FINANCIAL ADVISORS, LLC

Website

(978) 475-3242

26 Essex Street

Andover, MA 1810

SEC#: 801-68921
Years in Business: 13 years

TIGER IRON CAPITAL, LLC

Website

(860) 944-5817

2 Dundee Park
Suite 203
Andover, MA 1810

SEC#: 801-110145
Years in Business: 4 years

CONSTITUTION CAPITAL EQUITY PARTNERS LP

Website

(978) 749-9600

300 Brickstone Square
Suite 1001
Andover, MA 1810

SEC#: 801-69249
Years in Business: 13 years

TD PRIVATE CLIENT WEALTH LLC

Website

(978) 684-6683

61 Main Street

Andover, MA 1810

SEC#: 801-77771
Years in Business: 8 years

BMO FAMILY OFFICE, LLC

Website

(857) 445-0171

300 Brickstone Square
Suite 201
Andover, MA 1810

SEC#: 801-56868
Years in Business: 22 years

TD PRIVATE CLIENT WEALTH LLC

Website

(978) 684-6683

61 Main Street

Andover, MA 1810

SEC#: 801-77771
Years in Business: 8 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

71 Main Street

Andover, MA 1810

SEC#: 801-56796
Years in Business: 22 years

TD PRIVATE CLIENT WEALTH LLC

Website

(978) 684-6683

61 Main Street

Andover, MA 1810

SEC#: 801-77771
Years in Business: 8 years

 


Andover, MA Financial Advisor FAQs

Financial advisors are usually the type of people who have a lot of experience in all areas of finance, including retirement planning, budgeting, taxes and drawing up a variety of plans.
If you want to take care of your finances so it doesn't become too cumbersome in the future, then yes. Researching things on your own is all well and good in theory, but in practice even with all the available information in front of you its easy to mix up something or just forget when it’s time to do something.
Generally, a financial advisor will charge a fee or commission for their services. Fee-only advisors typically charge a flat rate to create a customized investment plan and periodically review it with the client, while commission-based advisors typically receive commissions from investments purchased from the company from which they sell products.
A good place to start is with your employer or school's human resources department, which can usually provide you with a list of professional financial advisors for their workers. If that doesn't work, you can look up financial advisors at the Financial Industry Regulatory Authority (FINRA) website and call the ones in your area.