2 Best Financial Advisors in Boston, MA

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Are you in the Boston, MA area and have been searching for financial advisors to help you navigate your finances? If so, you have come to the right place! In this blog post, we will be looking at two of the best financial advisors in Boston, MA. We will discuss their services, qualifications, and why they are well-suited to meet your financial needs. So if you’re looking for reliable financial advice, you won’t want to miss out on this!

Flagship Private Wealth

Peggy McGillin, founder of Journey Wealth Partners, is a Certified Financial Planner (CFP) who leads a team of financial planners based in Boston. They apply an evidence-based wealth management approach, which focuses on reducing risks, defining financial objectives, diversifying portfolios, and optimizing opportunities for financial planning and investment management. Clients meet with advisors five to six times during the plan development phase and are provided updated plans yearly, with regular check-ins to ensure that their standards of living are maintained and feasible.

Rating: nan

Website : https://www.claroadvisors.com/

Phone: +1 781-756-0090

Full Address: 400 Tradecenter Dr Suite 4990, Woburn, MA 01801

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Fiduciary Trust Company

Founded by two female entrepreneurs, LEVATUS Wealth Counsel | Investment Management offers private wealth services to clients in the Boston area. Utilizing a straightforward, process-driven approach, the company’s experienced advisors provide customized wealth counsel and investment management tailored to their clients’ lifestyle needs. With over 10 years of collective industry experience, the founding partners of LEVATUS Wealth Counsel | Investment Management are well-equipped to help clients achieve their desired outcomes.

Rating: 4.8

Website : https://civicfinancial.nm.com/

Phone: +1 877-384-1111

Full Address: 280 Park Ave, New York, NY 10017

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