Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Groton, MA
Every SEC-registered financial advisor at a firm office in Groton who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Groton; the most are at The Practical Planner (2). 0 are also registered broker representatives.
CFP advisors in Groton, A to Z
Every advisor in Groton →- John H. KonetznyThe Practical Planner · Certified Financial Planner
- Patricia A. KonetznyThe Practical Planner · Certified Financial Planner
Firms with the most CFP professionals in Groton
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13
Questions
How many CFP financial advisors are in Groton, MA?
2 SEC-registered investment adviser representatives at firm offices in Groton, Massachusetts list the CFP designation; The Practical Planner employs the most of them (2).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Groton?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.