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Financial Advisors in

New England

Sort: Alphabetical Video Views Score
Why these advisors?
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AAMS®, CDFA™
Lansdowne Wealth Management, LLC
Mystic, CT

Retirement-focused, fee-only financial planner

Introduction - Bob Henderson
Introduction - Bob Henderson

1 video
59 views

Score:
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MBA
Berkshire Money Management
Dalton, MA

Investment gains are important, but so is protection. Our job isn’t to just grow your portfolio in the goods times, but to protect it in the bad times.

Intro to Berkshire Money Management - Bill Schmick
Intro to Berkshire Money Management - Bill Schmick

1 video
8 views

CFP®
Lund Financial Group
Plainville, MA

Helping clients make sound decisions about money to help them work towards achieving all that is important to them in life.

Introduction - Christopher Lund
Introduction - Christopher Lund
Preparing for Retirement - Christopher Lund
Preparing for Retirement - Christopher Lund
Developing a Long-Term Illness Care Plan - Christopher Lund
Developing a Long-Term Illness Care Plan - Christopher Lund

3 videos
80 views

Score:
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Falcon Capital Management
Wilton, CT

Focusing on the RIGHT Investment Strategy

Introduction to Falcon Capital Management - Bob Dalldorf
Introduction to Falcon Capital Management - Bob Dalldorf

1 video
167 views

Score:
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CFA®
South Shore Capital Advisors, llc
Newport, RI

Because the United States accounts for only one-third of the world's equity markets and a quarter of its GDP we manage global portfolios.

Introduction - Lowell Thomas
Introduction - Lowell Thomas
Our Global Investment Approach - Lowell Thomas
Our Global Investment Approach - Lowell Thomas

2 videos
19 views

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