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Steven  + Stanganelli - Financial Advisor in Amesbury, MA

Paladin Research Report For:

Steven Stanganelli

Clear View Wealth Advisors LLC

100 Main Street
Suite 13
Amesbury, MA 01913
978-388-0020

General Information

Firm Start Year
CRD#
  • 3217444
Name of Custodial Firm
  • Folio Institutional , Shareholders Service Group, Betterment Institutional
Years of Experience in Financial Services
  • 32
Work with the following types of clients
  • Businesses, Individual Investors, Businesses
Advisory Services Provided
  • 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CRPC®, AEP®

Firm Information

Advisor's Number of Clients
  • 34

Compensation and Fees

Compensation Methods
  • Flat Fee, Hourly, Based on Assets

Education

Chartered Retirement Planning Counselor -
  • College for Financial Planning
    -
MS -
  • Bentley College
    -
BA -
  • University of Massachusetts, Lowell
    -
CFP Education Program -
  • Boston University & Tallahassee Comm Coll
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY