Osaic Wealth
31yrs
Top advisor by experience in Amesbury
Financial advisors in Amesbury, MA
Looking for a financial advisor in Amesbury, MA? We list 20 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
20Advisors with offices here
15Median years of experience
5%At fee-only firms
15Firms represented
Largest firms here: Raymond James Financial Services Advisors (4), Edward Jones (3), Canaccord Genuity Wealth Management (1).
Nearby: Merrimac, Salisbury, Newburyport, West Newbury, Newbury, Groveland, Georgetown, Haverhill.
Canaccord Genuity Wealth Management
30yrs
Top 10% by experience in Amesbury
NAV Wealth Management
29yrs
Top 15% by experience in Amesbury
Raymond James Financial Services Advisors
28yrs
Top 20% by experience in Amesbury
Clear View Wealth Advisors
27yrs
Top 22% by experience nationwide
ON Investment Management
27yrs
Top 23% by experience nationwide
Ameriprise Financial Services
21yrs
More experience than 65% of advisors in Amesbury
Newedge Advisors
19yrs
More experience than 60% of advisors in Amesbury
Citizens Securities
18yrs
More experience than 66% of advisors at Citizens Securities
Edward Jones
15yrs
More experience than 66% of advisors at Edward Jones
Raymond James Financial Services Advisors
15yrs
15 years in the industry
Raymond James Financial Services Advisors
10yrs
10 years in the industry
MML Investors Services
10yrs
10 years in the industry
Raymond James Financial Services Advisors
10yrs
10 years in the industry
Empower Advisory Group
8yrs
8 years in the industry
Cohen Investment Advisors
4yrs
James Perry
Financial advisor
Boston North Technology Park, 110 Haverhill Road Suite 502
Amesbury, MA 01913
Amesbury, MA 01913
4 years in the industry
Edward Jones
3yrs
3 years in the industry
Edward Jones
3yrs
3 years in the industry
Plain Talk Financial Planning
3yrs
3 years in the industry
Brightree Wealth Management
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.