Trust Advisory Group
40yrs
Top advisor by experience in Saugus
Financial advisors in Saugus, MA
Looking for a financial advisor in Saugus, MA? We list 9 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.
9Advisors with offices here
14Median years of experience
0%At fee-only firms
8Firms represented
Largest firms here: Crystal Capital Management Corporation (2), J.p. Morgan Securities LLC (1), Merrill Lynch, Pierce, Fenner & Smith Incorporated (1).
Nearby: Melrose, Lynn, Malden, Revere, Everett, Wakefield, Chelsea, Stoneham.
Crystal Capital Management
32yrs
Top 13% by experience nationwide
Osaic Wealth
29yrs
Top 18% by experience nationwide
Empower Advisory Group
24yrs
Top 12% by experience at Empower Advisory Group
Crystal Capital Management
14yrs
14 years in the industry
J.P. Morgan Securities
10yrs
More experience than 52% of advisors at J.P. Morgan Securities
Merrill Lynch, Pierce, Fenner & Smith
5yrs
5 years in the industry
Allspring Funds Management
5yrs
5 years in the industry
Strategic Advisers
4yrs
4 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.