Framingham, MA Financial Advisors and Resources



Financial Advisor Firms in Framingham, MA


TSW WEALTH MANAGEMENT

Website

(508) 655-9303

161 Worcester Road, Suite 205

Framingham, MA 1701

SEC#: 801-116680
Years in Business: 2 years

POLARIS ADVISORS, LLC

Website

(508) 481-2299

550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 1701

SEC#: 801-63453
Years in Business: 17 years

WOODSIDE WEALTH MANAGEMENT

Website

(508) 655-0210

550 Cochituate Road
Suite 25, East Wing, 4th Floor
Framingham, MA 1701

SEC#: 801-107353
Years in Business: 5 years

ANGEL OAK COMMERICAL REAL ESTATE STRATEGIES, LLC

Website

(617) 680-7714

2 Mountainview Dr

Framingham, MA 1701

SEC#: 801-120301
Years in Business: 0 years

LOCKER FINANCIAL SERVICES, LLC

Website

(508) 663-4878

550 Cochituate Road
Suite 25
Framingham, MA 1701

SEC#: 801-118288
Years in Business: 1 years

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Website

(800) 448-0570

405 Cochituate Road

Framingham, MA 1701

SEC#: 801-112027
Years in Business: 3 years

CETERA ADVISORS LLC

Website

(508) 424-0686

40 Speen Street
Suite 202
Framingham, MA 1701

SEC#: 801-33020
Years in Business: 32 years

MARINO, STRAM AND ASSOCIATES LLC

Website

(508) 879-1188

550 Cochituate Rd
East Wing, 4th Floor, Suite 25
Framingham, MA 1701

SEC#: 801-72425
Years in Business: 10 years

FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC

Website

(800) 448-0570

405 Cochituate Road

Framingham, MA 1701

SEC#: 801-112027
Years in Business: 3 years


How Retirement-Friendly is Framingham, MA?

  • Population: 72,308
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $406,500
  • Average Monthly Housing Cost: $1,614
  • Average Household Income: $106,832
  • 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.)


Framingham, MA Financial Advisor FAQs

If you are not certain about your financial future, it is very important to have an advisor's guidance so that you do not find yourself underprepared later in life.
Financial advisors help people make investment decisions, execute transactions, and plan for the future. A good advisor will work with clients to create a roadmap for investing their money.
One of the most common compensation models is to be paid by taking a percentage of assets under management (AUM). As the advisor manages these investments and helps optimize portfolio returns, they earn more in fees at no extra cost to their clients.
Start with your network. Find investment advisors in your community that you know personally or through friends, employers, family members.