-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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...
Richard Boretti (CRD# 3130890) is an Investment Advisor Representative working at Collaborative Wealth Advisors, LLC in Westford, MA and has over 25 years of experience in the finance industry.
Wayne Bradley (CRD# 1974810) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Westford, MA and has over 34 years of experience in the finance industry. Wayne Bradley 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.
Kelsey Brennan (CRD# 6266957) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has over 6 years of experience in the finance industry. Kelsey Brennan 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.
David Carpenter (CRD# 4719038) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has 1 year of experience in the finance industry.
Janath Desilva (CRD# 2285361) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westford, MA and has over 30 years of experience in the finance industry.
Elizabeth Erickson (CRD# 2039415) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Westford, MA and has over 29 years of experience in the finance industry.
Matthew Fletcher (CRD# 6861234) is an Investment Advisor Representative working at Lpl Financial LLC in Westford, MA and has over 6 years of experience in the finance industry.
Kenneth Hoyt (CRD# 4630079) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Westford, MA and has over 21 years of experience in the finance industry. Kenneth Hoyt 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.
Gary Hultgren (CRD# 2773301) is an Investment Advisor Representative working at Lpl Financial LLC in Westford, MA and has over 27 years of experience in the finance industry.