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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Holly Colvin (CRD# 4890705) is an Investment Advisor Representative working at Helm Financial Planning LLC in West Newbury, MA and has 1 year of experience in the finance industry. Holly Colvin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Connelly (CRD# 4170804) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has over 20 years of experience in the finance industry.
Dean Digregorio (CRD# 4755765) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has over 19 years of experience in the finance industry.
Karl Hambrecht (CRD# 844047) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Newbury, MA and has over 37 years of experience in the finance industry.
Timothy Leahy (CRD# 3186212) is an Investment Advisor Representative working at Eagle Strategies LLC in West Newbury, MA and has over 25 years of experience in the finance industry.
Patrick McCoy (CRD# 4541635) is an Investment Advisor Representative working at Main Street Financial Advisory LLC in West Newbury, MA and has over 23 years of experience in the finance industry.
Braden Monaco (CRD# 6126581) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has 1 year of experience in the finance industry.
Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 19 years of experience in the finance industry. Cynthia Pellegrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning...
Peter Canniff is a Financial Advisor providing financial planning and investment services and advice on a Fee-Only basis for clients. Peter acts as a fiduciary and is committed to putting his clients best interests first.
Peter works mostly with individuals and families who realize that their path to retirement requires expert guidance in getting through life's financial obstacle course. He looks at financial goals, taxes, investments, standard of living, employer benefits, retirement goals, elder care and estate planning.
Peter Canniff is an Investment Advisor Representative working at...
Stephen Mathieu (CRD# 1350047) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 38 years of experience in the finance industry.