Find a Financial Advisor in Norwood, MA

 

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

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We Only Work With The Best Norwood Financial Advisors


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

3rd Party Rankings

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 Norwood, MA


  • Financial Advisor Close to Norwood, 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 Norwood, 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 Norwood, MA

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

  • Population: 29,306
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $439,200
  • Average Monthly Housing Cost: $1,628
  • Average Household Income: $108,643
  • 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 Norwood, MA

 

FINARC INVESTMENTS, INC.

Website

(781) 762-8080

315 Norwood Park South

Norwood, MA 2062

SEC#: 801-110450
Years in Business: 4 years

SHOREPOINT CAPITAL PARTNERS LLC

Website

(781) 341-7250

220 Northwood Park South

Norwood, MA 2062

SEC#: 801-70760
Years in Business: 12 years

CITIZENS SECURITIES, INC.

Website

(781) 769-2660

134 Nahatan Street

Norwood, MA 6062

SEC#: 801-61902
Years in Business: 18 years

F/M INVESTMENTS LLC

Website

(202) 839-4910

217 Union Street

Norwood, MA 2602

SEC#: 801-116853
Years in Business: 2 years

 


Norwood, MA Financial Advisor FAQs

The answer to this question is determined from a variety of factors, including your investment knowledge and risk appetite. Some financial advisors act as one-stop shops that can oversee all aspects of your finances - tax advice, 401(k) management, retirement planning, investing etc. - while others provide advice in only two or three areas (i.e., tax or investing).
A financial advisor is a person qualified to offer advice and guidance on managing money and investments. The purpose of the profession is to advise clients about how they can improve their financial situation and plan for long-term results, by providing guidance with asset allocation, investment selection and portfolio management.
Yes! A financial advisor is the best way to keep up on your earnings, help organize your investments, and make sure you are savvy with any investment deals.
The number one question to ask is whether or not the advisor charges a fee for their services. If they do, then you need to make sure that this fee is structured in a way that maximizes your return on investment. Avoid advisors who want you to invest large sums of money before they charge the suggested fee. This means that if they are worth it, you should be able to pay them only when the investments are producing returns.