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Top Rated Financial Advisors in Massachusetts, Amesbury

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Massachusetts, Amesbury is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Massachusetts, Amesbury with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Massachusetts, Amesbury near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Steven Stanganelli

Clear View Wealth Advisors LLC
CFP®, AEP®, CRPC®
Steven Stanganelli, a financial fiduciary, provides financial services to clients in the Amesbury, Massachusetts area. Steven holds a CFP®, AEP®, CRPC® certification. Steven has over 36 years of experience.

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Folio Institutional , Shareholders Service Group, Betterment Institutional

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Joseph Skees

Granite Bay Wealth Management, LLC
CFP®, ChFC®
Joseph Skees, a financial fiduciary, provides financial services to clients in the Portsmouth, New Hampshire area. Joseph holds a CFP®, ChFC® certification. Joseph has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $50,000

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Stephen Ahern

Sachetta LLC
CPA, MST, CFP®, PFS, AEP®
Stephen Ahern, a financial fiduciary, provides financial services to clients in the Lynnfield, Massachusetts area. Stephen holds a CPA, MST, CFP®, PFS, AEP® certification. Stephen has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments, Charles Schwab & Company,

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Aaron A Milne

MAERCO Financial
CFP®, EA
Aaron A Milne, a financial fiduciary, provides financial services to clients in the Dover, New Hampshire area. Aaron holds a CFP®, EA certification. Aaron has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Peter Canniff

Advanced Portfolio Design, LLC
CFP®
Peter Canniff, a financial fiduciary, provides financial services to clients in the Westford, Massachusetts area. Peter holds a CFP® certification. Peter has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs, Nationwide

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Allworth Financial

Allworth Financial
Allworth Financial, a financial fiduciary, provides financial services to clients in the Waltham, Massachusetts area. Allworth has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Jonathan Straus

Commons Capital
CSNA (Certified Special Needs Advisor)
Jonathan Straus, a financial fiduciary, provides financial services to clients in the Needham, Massachusetts area. Jonathan holds a CSNA (Certified Special Needs Advisor) certification. Jonathan has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $25,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Institutional Wealth Services

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Savant Wealth Management

Savant Wealth Management
Savant Wealth Management, a financial fiduciary, provides financial services to clients in the Wellesley, Massachusetts area. Savant has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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Carl Amos Johnson

Grove Street Fiduciary, LLC
MBA, CFP®, AIF®
Carl Amos Johnson, a financial fiduciary, provides financial services to clients in the Peterborough, New Hampshire area. Carl holds a MBA, CFP®, AIF® certification. Carl has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $5,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, Vanguard, Fidelity

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