Find a Financial Advisor in Wakefield, MA

 

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

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We Only Work With The Best Wakefield 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 Wakefield, MA


  • Financial Advisor Close to Wakefield, 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 Wakefield, 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 Wakefield, MA

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

  • Population: 26,993
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $532,400
  • Average Monthly Housing Cost: $1,765
  • Average Household Income: $129,924
  • 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 Wakefield, MA

 

FLAGSHIP WEALTH ADVISORS, LLC.

Website

(800) 631-9997

301 Edgewater Place
Suite 400
Wakefield, MA 1880

SEC#: 801-112001
Years in Business: 4 years

SENTINEL PENSION ADVISORS INC

Website

(781) 914-1450

100 Quannapowitt Pkwy
Suite 300
Wakefield, MA 1880

SEC#: 801-55783
Years in Business: 23 years

FINANCIALLY IN TUNE

Website

(781) 587-0582

607 North Avenue
Door 18 Floor 2
Wakefield, MA 1880

SEC#: 801-117891
Years in Business: 2 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(800) 651-2930

301 Edgewater Place
Suite 100
Wakefield, MA 1880

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(800) 651-2930

301 Edgewater Place
Suite 100
Wakefield, MA 1880

SEC#: 801-79938
Years in Business: 7 years

F3LOGIC, LLC

Website

(800) 246-1433

500 Edgewater Dr
Suite 565
Wakefield, MA 1880

SEC#: 801-111836
Years in Business: 4 years

PRUCO SECURITIES, LLC

Website

(781) 224-7616

595 Edgewater Drive

Wakefield, MA 1880

SEC#: 801-52208
Years in Business: 25 years

F3LOGIC, LLC

Website

(800) 246-1433

500 Edgewater Dr
Suite 565
Wakefield, MA 1880

SEC#: 801-111836
Years in Business: 4 years

PRUCO SECURITIES, LLC

Website

(781) 224-7616

595 Edgewater Drive

Wakefield, MA 1880

SEC#: 801-52208
Years in Business: 25 years

 


Wakefield, MA Financial Advisor FAQs

A financial advisor assists clients in meeting their personal and family financial needs and objectives by providing the appropriate mix of investments and insurance based on risk tolerances, time horizon, liquidity requirements, tax considerations, individual circumstances or objectives.
I would recommend you to find an advisor with experience in managing the type of assets that are most important to you. Your next step should be determining how active or passive they are, as this will go hand-in-hand with how your preferences might be for investment strategy.
Yes. The best thing to do when you want to get started is to talk with an advisor about your goals, needs, and any limitations that exist in terms of spending or taxation.
Financial advisors get paid through the commission system, which is often set by a broker-dealer or investment firm.