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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.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

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

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Michael MacLean

Mercantile Private Wealth Management
CFP®
Michael MacLean, a financial fiduciary, provides financial services to clients in the Worcester, Massachusetts area. Michael holds a CFP® certification. Michael has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Pershing LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Carl Amos Johnson

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

Additional Information:

Years of Experience:
22 Years

    Fee Structure

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

    Asset Requirement: $5,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Ed Callahan

Edelman Financial Engines, LLC
CFP®
Ed Callahan, a financial fiduciary, provides financial services to clients in the Farmington, Connecticut area. Ed holds a CFP® certification. Ed has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Ronald Newton

Edelman Financial Engines, LLC
CFP®
Ronald Newton, a financial fiduciary, provides financial services to clients in the East Greenwich, Rhode Island area. Ronald holds a CFP® certification. Ronald has over 37 years of experience.

Additional Information:

Years of Experience:
37 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY