Financial Planners Beverly MA

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Beverly, MA that can help answer your questions about Financial Planners.

Geoffrey Loynd
Loynd Capital Management
(781) 639-1400
171 Pleasant St.
Marblehead, MA
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Advising Medical Professionals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFA, MBA

Robert Dubee
Quest Financial Services Inc.
(781) 224-3456
40 Salem Street, Building 2 Suite #3
Lynnfield, MA
Expertises
Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, Middle Income Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA, MST

George Paquin
Resolute Financial, LLC
(781) 246-8771
599 North Ave Suite 6
Wakefield, MA
Expertises
Insurance Related Issues, including Annuities, Ongoing Investment Management, Socially Responsible Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA, MBA

Robert Ryan
Resolute Financial, LLC
(781) 246-8771
599 North Ave Suite 6
Wakefield, MA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CEBS, CFP®, ChFc, JD, MSFP

Jeanne Sullivan
Financially In Tune, LLC
(781) 640-5698
607 North Avenue, Door 12, Floor 1
Wakefield, MA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Women's Financial Planning Issues, College/Education Planning, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Emil Ronchi
Point Capital Advisory, LLC
(978) 740-0560
70 Washington Street, Suite 318
Salem, MA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Tax Planning, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®, MBA

Michael Callahan
Infinite Wealth Management, Inc.
(781) 233-4138
5 Broadway, Building 1, Suite 205
Saugus, MA
Expertises
Planning Issues for Business Owners, High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Barbara Nevils
Nevils Financial, LLC
(877) 552-2638
607 North Avenue Suite 18
Wakefield, MA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Charles Johnson
Resolute Financial, LLC
(781) 246-8771
599 North Ave Suite 6
Wakefield, MA
Expertises
Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Real Estate Investments, College/Education Planning, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®

Neil Collins
Collins Financial Advisors
(781) 662-8227
One West Foster Street
Melrose, MA
Expertises
Ongoing Investment Management, Newlyweds & Novice Investors, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina