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 Westford, 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 Westford, MA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Peter Canniff
CFP®
Advanced Portfolio Design, LLC
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor located in Westford, MA and serving the entire region and clients across the country.
Steve Jacobsmeier
CFP®, ChFC®, CLU®
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Kathryn Lund
CPA, CFP®, MSFP, MST, MBA
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our Massachusetts and New Hampshire offices, meeting online and in person.
Jean Fullerton
CFP®
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Kathryn Wiggins
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Daniel Koppel
MSFS, CFP®
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Kyle Labelle
CFP®
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Jennifer Climo
CFP®, CPA, MSFP
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Jonathan Harrington
CFP®, MSFP, MST
Milestone Financial Planning
Westford, MA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family, Estate Planning, Insurance Consulting, College Planning
Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.
Ken Hoyt
CFP®, EA
Hoyt Wealth Management
Westford, MA
Specialties: Comprehensive Financial Planning, Tax- Efficient Investment Planning, Retirement Income Planning, Equity Compensation Optimization, College Education Planning
Fee-only financial advice for clients in Westford, MA and nationwide
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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)
