What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Stoneham, MA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Stoneham, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Eric Scruggs
CFP®, EA
Hark Financial Planning, LLC
Stoneham, MA
Specialties: Crafting a Statement of Financial Purpose, Education Planning, Employee Benefits Analysis, Insurance Review and Planning, Financial Independence Planning, Student Loan Review and Planning, Cashflow Management, Tax Planning and Preparation, Investment Management, Estate Plan Review, Business Planning
I focus on partnering with attorneys and their families who are trying to find the balance between saving for the future and enjoying life today. Located in Stoneham, MA, serving clients across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
