Firms
Pros
Learn
Sign Up
Browse Financial Professionals in
Massachusetts
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Pam Sutton
Financial Professional
North Western Hills Financial Group
New Jersey
Minimum Assets:
$0
Steve Stanganelli CFP
Managing Member & Financial Planner
Clear View Wealth Advisors, LLC & Boston Tax Planners
Massachusetts
Minimum Assets:
$0
Mark S. Wilson
Financial Services Professional
Keystone Capital Partners Group, LLC
New York
Minimum Assets:
$0
James Salerno
Financial Services Professional
Trivium Point Advisory
New York
Minimum Assets:
$0
Chad W. Schiel
Comprehensive Wealth Manager
Schiel Wealth Management
California
Minimum Assets:
Gregory Pinto
Financial Advisor
Our Baystate Team
Massachusetts
Minimum Assets:
$0
Andrew Holmes
Financial Advisor
Financial Planning Solutions, LLC
Massachusetts
Minimum Assets:
$0
Jeffrey Tomaneng
Financial Advisor
Asset Management Resources
Massachusetts
Minimum Assets:
$0
Joel Greenberg, MBA
Financial Planner
Prudential
Maryland
Minimum Assets:
$0
Matthew Rozzi
Financial Professional
Wealth Protection Strategies
New York
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
Minimum Assets:
$0
Steve Strout
Financial Advisor
Prudential
Maine
Minimum Assets:
$0
Rick Fingerman, CFP®
Co-Founder & Managing Partner
Financial Planning Solutions, LLC
Massachusetts
Minimum Assets:
$0
Beata Dragovics
Financial Advisor
Freedom Trail Financial, LLC
Massachusetts
Minimum Assets:
$0
Kimberly J. Howard, CFP
Founder & Owner
KJH Financial Services
Massachusetts
Minimum Assets:
$0
John Mendes
Financial Planner
Creative Financial Group
New Jersey
Minimum Assets:
$0
Tony D. Fields
Financial Professional
Prudential
New Jersey
Minimum Assets:
$0
Mark Condon
Financial Services Professional
Commonwealth Financial Group
Massachusetts
Minimum Assets:
$0
Hugo Carvajal
Financial Planner
Mass Mutual
New Jersey
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
Are you a Financial Professional?
Our FinPro program matches financial professionals with new clients across the U.S.
Join Today
.png)
.png)