Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Shrewsbury, MA
Every SEC-registered financial advisor at a firm office in Shrewsbury who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Shrewsbury; the most are at Strategic Advisers LLC (2). 4 are also registered broker representatives.
CFP advisors in Shrewsbury, A to Z
Every advisor in Shrewsbury →- Kyle P. BatemanThe Patriot Financial Group, LLC · Certified Financial Planner
- Neil H. GendreauKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D. MeenesMeenes Wealth Partners · Certified Financial Planner
- Zachary R. RobinsStrategic Advisers LLC · Certified Financial Planner
- Andrew L. SmithStrategic Advisers LLC · Certified Financial Planner
- Christopher SmithCitizens Securities, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Shrewsbury
Strategic Advisers LLC 2Citizens Securities, Inc. 1Kestra Advisory Services, LLC 1Meenes Wealth Partners 1The Patriot Financial Group, LLC 1
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 Shrewsbury, MA?
6 SEC-registered investment adviser representatives at firm offices in Shrewsbury, Massachusetts list the CFP designation; Strategic Advisers LLC 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 Shrewsbury?
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.