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Browse verified financial_advisor professionals in Florence, MA. Compare ratings, read reviews, and request a quote for free.
Showing 1–7 of 7 results
Florence, MA has 7 financial advisors actively serving the area. The financial advisory market here ranges from hourly consultations to comprehensive flat-fee planning and ongoing asset management services. Whether you're planning for retirement, managing a portfolio, or coordinating estate matters, advisors in Florence can help structure your financial strategy. If you're open to nearby options, Boston, Waltham, Springfield, Wellesley, and Burlington also have financial advisory professionals available.
A Flat-Fee Comprehensive Financial Plan in Florence typically costs around $3,250. This service provides a complete financial strategy without ongoing management fees. Costs vary based on complexity, and advisors may offer alternative fee structures such as hourly consultations, AUM-based fees, or annual retainers to suit different needs and portfolio sizes.
Look for advisors who provide written engagement letters outlining fees, services, and responsibilities upfront. Verify that they maintain proper registrations and insurance. Be cautious of advisors who pressure you into immediate decisions, demand cash payments without documentation, or operate exclusively online with no local presence. Transparent communication about conflicts of interest and a willingness to answer questions about their credentials are strong indicators of professional standards.
The median cost for a Flat-Fee Comprehensive Financial Plan in Florence is $3,250. Actual costs may vary depending on the complexity of your financial situation and the specific services included.
There are 7 financial advisors actively serving the Florence area.
Advisors in Florence offer multiple fee structures, including flat-fee planning, hourly consultations, assets-under-management (AUM) fees, annual retainers, and service-specific packages like retirement planning or estate coordination.
You can verify an advisor's registrations and licenses through the SEC's Investment Advisor Public Disclosure database or by contacting the Massachusetts Secretary of the Commonwealth's office. Always ask for their CRD number and confirm their registration status before hiring.
Financial advisors in Florence offer a range of services including comprehensive financial planning, retirement planning, tax-loss harvesting, estate planning coordination, and ongoing portfolio management, depending on the advisor and fee arrangement.
Read our guide: Best Financial_advisors in Florence, MA
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Florence