Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westford, MA
Every SEC-registered financial advisor at a firm office in Westford who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Westford; the most are at Perennial Advisors Group, LLC (2). 3 are also registered broker representatives.
CFP advisors in Westford, A to Z
Every advisor in Westford →- William BereszniewiczStrategic Advisers LLC · Certified Financial Planner
- Wayne J. BradleyFlagship Harbor Advisors, LLC · Certified Financial Planner
- Kelsey L. BrennanPerennial Advisors Group, LLC · Certified Financial Planner
- Peter J. CanniffAdvanced Portfolio Design, LLC · Certified Financial Planner
- Ronald E. DokusCollaborative Wealth Advisors, LLC · Certified Financial Planner
- Tyler B. DostiePerennial Advisors Group, LLC · Certified Financial Planner
- Kenneth B. HoytHoyt Wealth Management · Certified Financial Planner
- Kathryn K. Lund-WildeMilestone Financial Planning, LLC · Certified Financial Planner
- David I. RothProsperity Capital Advisors · Certified Financial Planner
- Elizabeth P. SampsonLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Westford
Perennial Advisors Group, LLC 2Advanced Portfolio Design, LLC 1Collaborative Wealth Advisors, LLC 1Flagship Harbor Advisors, LLC 1Hoyt Wealth Management 1LPL Financial LLC 1Milestone Financial Planning, LLC 1Prosperity Capital Advisors 1Strategic Advisers 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 Westford, MA?
10 SEC-registered investment adviser representatives at firm offices in Westford, Massachusetts list the CFP designation; Perennial Advisors Group, 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 Westford?
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.