Top Rated Financial Advisors in Amherst, Massachusetts

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 Amherst, Massachusetts 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 Amherst, Massachusetts 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 Amherst, Massachusetts 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.

David Neal

Coburn Financial

CRPC^®

David Neal, a financial fiduciary, provides financial services to clients in the Stafford Springs, Connecticut area. David holds a CRPC^® certification. David has over 16 years of experience.

Stafford Springs, CT

Telephone Advisor

Telephone: 860-904-4542

Visit Advisor Website

https://www.coburnfinancial.com/

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Additional Information:

Years of Experience:
16 Years

Fee Structure


• Hourly
• Commissions
• Flat Fee
• Based on Assets

Financial Services Provided:


• Financial Planning
• Investment Advice & Management
• Insurance Products & Annuities

Name(s) of Custodian(s):
Fidelity, LPL Financial

WealthWise Capital Management Gandolfini & Associates LLC

WealthWise Capital Management Gandolfini & Associates LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Rocky Hill, Connecticut area.

Rocky Hill, CT

Telephone Advisor

Telephone: 860-681-2893

Visit Advisor Website

www.WealthWisecapitalmgmt.com

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Additional Information:

Years of Experience:
15 Years

Fee Structure


• Fee-Based
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Lpl Financial

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Burlington, Massachusetts area.

Burlington, MA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Edelman Financial Engines, LLC

Bob Andreola, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Norwood, Massachusetts area.

Norwood, MA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Alex Pinn, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Clifton Park, New York area.

Clifton Park, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.