Lowell, MA 60 Financial Advisors near you

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Lowell Financial Advisors Ready to Help

Michael Isaac

Michael Isaac

5.0 (6)
I use my over thirty years of experience monitoring my client's accounts DAILY, following trends to stay ahead of market conditions, so you can act appropriately, instead of re-acting to fears, contacting clients regularly to discuss their portfoilio for success and peace of mind. Planning is a long term committment through your ever changing life and retirement, not a one shot deal
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Robert S. Gladstein, Financial Services Professional

Robert S. Gladstein, Financial Services Professional

5.0 (1)
I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals. I treat my clients with the focus and respect I would expect for myself.  While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future.  My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be ... View Profile
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Model Capital Management LLC

Model Capital Management LLC

5.0 (1)
Stocks are the best long-term way to build wealth, but another significant market downturn might jeopardize your financial goals. Standard, buy-and-hold investment portfolios follow the market up and down. Our tactical approach, on the other hand, invests in asset classes based on their expected returns and risks – attempting to avoid significant market downturns, but to participate in market upside.
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Christofi And Company Inc.

Christofi And Company Inc.

Christofi And Company Inc. providers offer educational information on investing and financial literacy training for numerous clients. They assist families, individuals, businesses and organizations with tax accounting, hr and payroll, and financial services and planning. This expert will handle your company's tax preparation needs on any given day.
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Brad M Capland, CPA PC

Brad M Capland, CPA PC

Brad M Capland, CPA PC offers cpa firm, tax preparation, and tax accounting for all kinds of individuals and companies. They provide excellent tax accounting, individual tax preparation, and tax preparation. They do quality and comprehensive financial services and planning, accounting, and tax preparation.
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Peter Witts, CPA

Peter Witts, CPA

Check out Peter if you are looking for a reliable financial consultant in Peter. Peter is a great choice. This reliable financial planner has been in the business for many years.
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Millenium Financial Services

Millenium Financial Services

i provide financial planning, investment management, retirement planning, life health and long term care insurance servives to individuals and small business owners.  i work with many clients during non business hours.  i am independent.  i do not represent any companies or products.  i have an under graduate degree in accounting, an mba in finance.  my professional credentials include a chartered financial consultant (chfc), chartered life underwriter (clu) and a chartered advisor to senior living (casl). i have been providing financial services to my clients since 2000. ... View Profile
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Symmetry Wealth Management LLC

Symmetry Wealth Management LLC

Hire the best financial advisors of Symmetry Wealth Management LLC and ensure a more secure future for yourself and your family. This pro helps clients minimize their tax liabilities and increase the circle of their wealth. Learn more about their services today.
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The Harvest Group - Tim Mazanec  MPAS® CFP® CRPC® CMT®

The Harvest Group - Tim Mazanec MPAS® CFP® CRPC® CMT®

We think of ourselves as part of your extended family.  Working collaboratively, we strive to address your current needs, goals, and objectives for the generations to come.
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Financial Pathways

Financial Pathways

Take control of your finances with the help of these financial planners. John is a suitable choice. Check their profile today.
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Sweeney Wealth Management Group

Sweeney Wealth Management Group

Husband and wife team, Eric and Beth Sweeney, Wealth Managers, and long time assistant Patricia Stefanou have over 45+ years of combined financial planning and wealth management experience. They specialize in helping business owners, farmers, ranchers, executives, pre-retirees, retirees, widowed and divorced women design and implement financial plans for their families and businesses to help them realize their financial goals and dreams. They understand the emotional and financial stress that comes with family businesses and planning. They develop a customized financial plan based on your goals, risk tolerance and time horizon then implement ... View Profile
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Andrew J. Manuse, Financial Services Professional

Andrew J. Manuse, Financial Services Professional

I Help Put Your Money to Work for You Many people believe their financial well-being is driven by their ability to earn a high income. True financial independence, however, I feel comes from understanding and leveraging the finances that are available to you, high income or not. Whether you are single or running a family, an employee or business owner, you have a unique vision for how you want to put your money to work for you. Yet, you may struggle developing strategies to successfully achieve your goals.  My objective as your financial strategy professional is to help you set financial goals and learn to use a financial roadmap ... View Profile
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Alternative Capitalis, LLC

Alternative Capitalis, LLC

Institutional Thinking for Individual Investors Our Core Pillars to Institutional Thinking We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths: Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification. Disciplined portfolio construction. Based on ... View Profile
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Astor Phoenix Wealth Management

Astor Phoenix Wealth Management

Every client, no matter how big or small, is important to me. I know firsthand how it feels to be treated differently, and I believe that everyone deserves to be treated with the same level of attention and respect no matter how much money they have, where they are from or what their occupation is.  Growing up, my parents - who were immigrants - didn't have anyone to help them with financial advice or tax questions. I want that to change that for others. ... View Profile
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The Harvest Group Wealth Management

The Harvest Group Wealth Management

As a family-owned business, we think of ourselves as a part of your extended family. Our shared values of respect, integrity and trust form the basis of every client relationship. Your family’s future is our priority and we take pride in providing financial advice that can make a difference in your and your family’s lives. At The Harvest Group, our mission is to give families peace of mind and we are grateful to our clients for the trust they place in us by putting their financial futures in our hands. A family-owned business providing financial peace of mind to you and your family. Your family’s future is our priority. ... View Profile
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Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC

We have seen individuals, organizations and investment stewards struggle to make informed decisions regarding investments and finances. We believe the changing landscape of Investment Management and Retirement Planning requires a disciplined and rigorous process, guided by an experienced team of investment fiduciaries. We want to work with those who believe what we believe. OUR CORE VALUES Integrity = always do the right thing Independence = always serve the client first Excellence = deliver the best with passion Accountability = be responsible and deal in truth Innovation = improved output with  better process ... View Profile
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