Financial Advisors in Massachusetts
Showing 1-6 of 6 advisors
Marblehead, MA
Rusty Tredwell
Vital Investment Investment Management
Specialties and Expertise
Alternative InvestmentsUltra High Net Worth PlanningWealth Accumulation and Preservation Strategies+2
Typical Clientele
Professional AthletesHigh Net Worth Individuals+25
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Stoneham, MA
Eric Scruggs
Hark Financial Planning, LLC
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Preparation+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+2
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
11 years
Boston, MA
Emily O'Connor
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningHigh Net Worth Planning+3
Typical Clientele
InheritorsParents of Special Needs Children+7
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
Boston, MA
Robert Shuman
Encore Investment Advisors, LLC
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsCollege Planning+3
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
12 years
Boston, MA
T.J. van Gerven
Memento Financial Planning
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisPortfolio Construction+9
Typical Clientele
Tech EmployeesTech Sales+5
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
7 years
Fall River, MA
Leonard Hirst
Hirst Financial Independence Planning Inc
Specialties and Expertise
Cash Flow AnalysisPortfolio ConstructionBusiness Ownership Strategies+2
Typical Clientele
BusinesswomenBusiness Owners+4
Pricing Model:
Flat Fee
Number of Clients
180
Years of Experience:
N/A