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Financial advisors in Marion, MA

Looking for a financial advisor in Marion, MA? We list 19 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.

19Advisors with offices here
26Median years of experience
0%At fee-only firms
9Firms represented

Largest firms here: Baldwin Wealth Partners (9), Cambridge Investment Research Advisors (2), Strategic Advisers (2).

Nearby: Wareham, Mattapoisett, West Wareham, East Wareham, Acushnet, Pocasset, Fairhaven, North Falmouth.

Filter and map these advisors

Cambridge Investment Research Advisors
41yrs
Mary Coelho
Financial advisor
Marion, MA
Top advisor by experience in Marion
CFP®Fiduciary
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Sage Wealth Advisors
34yrs
Kathleen Anderson
Financial advisor
26 Zora Rd
Marion, MA 02738
Top 10% by experience nationwide
Fiduciary
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Cambridge Investment Research Advisors
34yrs
Bonnie Kirchner
Financial advisor
163 Front St Suite 203
Marion, MA 02738
Top 10% by experience nationwide
CFP®
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LPL Financial
34yrs
Kim Frink
Financial advisor
Marion, MA
Top 10% by experience nationwide
Fiduciary
Call Directions
Baldwin Wealth Partners
33yrs
Michael Baldwin
Financial advisor
204 Spring Street
Marion, MA 02738
Top 12% by experience at Baldwin Wealth Partners
PlanningInvesting
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Cottage Street Advisors
32yrs
Michael Davis
Financial advisor
9 Cottage Street
Marion, MA 02738
Top 13% by experience nationwide
Fiduciary
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Baldwin Wealth Partners
31yrs
Kimberly Swift
Financial advisor
204 Spring Street
Marion, MA 02738
Top 15% by experience nationwide
Fiduciary
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Baldwin Wealth Partners
29yrs
Eric Strand
Financial advisor
204 Spring Street
Marion, MA 02738
Top 19% by experience nationwide
Fiduciary
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Baldwin Wealth Partners
26yrs
Andrew McIntire
Financial advisor
204 Spring Street
Marion, MA 02738
Top 24% by experience nationwide
CFA
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Baldwin Wealth Partners
25yrs
William Marvel
Financial advisor
204 Spring Street
Marion, MA 02738
More experience than 72% of advisors nationwide
FiduciaryPlanningInvesting
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Baldwin Wealth Partners
20yrs
Kimberly Tirrell
Financial advisor
204 Spring Street
Marion, MA 02738
More experience than 62% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
Strategic Advisers
19yrs
Caitlyn Potter
Financial advisor
Marion, MA
Top 18% by experience at Strategic Advisers
Fiduciary
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Baldwin Wealth Partners
16yrs
Nathan Stewart
Financial advisor
204 Spring Street
Marion, MA 02738
More experience than 51% of advisors nationwide
FiduciaryPlanningInvesting
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Cetera Investment Advisers
15yrs
Kelley McGoldrick
Financial advisor
163 Front Street
Marion, MA 02738
More experience than 50% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
Baldwin Wealth Partners
9yrs
Kathryn Rowe
Financial advisor
204 Spring Street
Marion, MA 02738
9 years in the industry
CFP®PlanningInvesting
Call Directions
Edward Jones
7yrs
Philip Mondeau
Financial advisor
340 Front Street Unit C
Marion, MA 02738
7 years in the industry
FiduciaryPlanningInvesting
Call Directions
Baldwin Wealth Partners
New
Zachary Shirilla
Financial advisor
204 Spring Street
Marion, MA 02738
New to the profession
CFAPlanningInvesting
Call Directions

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