Financial advisors in Jefferson, MA

Looking for a financial advisor in Jefferson, MA? We list 2 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.

2Advisors with offices here

22Median years of experience

50%At fee-only firms

2Firms represented

Largest firms here: Beantown Financial Advisors LLC (1), Strategic Advisers LLC (1).

Nearby: Holden, Rutland, West Boylston, Princeton, Shrewsbury, Paxton, Sterling, Worcester.

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Beantown Financial Advisors

22yrs

Joseph Somerset

Financial advisor

Jefferson, MA

More experience than 65% of advisors nationwide

CFAFee-only firm

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Strategic Advisers

12yrs

Michael Christy

Financial advisor

Jefferson, MA

More experience than 68% of advisors at Strategic Advisers

FiduciaryPlanningInvesting

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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.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read