Top financial advisors in Needham Heights, MA
We’ve curated a list of the best financial advisors in Needham Heights, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$171,000,000
Number of advisors
5 advisors
| $171,000,000 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Needham Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Needham Heights. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
M3 Advisory Group, LLC
M3 Advisory Group, LLC is a registered investment advisor established in January 2011, located in Needham Heights, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations. M3 serves as a fiduciary to its clients, providing customized investment advisory solutions through continuous personal client contact and interaction. The firm's investment approach is primarily long-term focused, utilizing domestic and international equity securities, fixed income securities, ETFs, and mutual funds to achieve client goals. M3 also offers financial planning and consulting services, including retirement plan advisory services. The firm's fee structure for investment management services ranges from 0.50% to 2.00% based on assets under management. Financial planning services are offered at a rate ranging from $150 to $350 per hour, or as an annual fee ranging from $5,000 to $72,000. M3 does not charge performance-based fees and does not accept proxy-voting responsibility for clients. The firm's managing director, John D. Jeffries, has over 26 years of experience and holds the Chartered Life Underwriter (CLU) designation. Mark W. Scionti, another managing director, has a background in economics and has been with the firm since 2015. The firm has a comprehensive privacy policy in place to protect clients' personal information and maintains strict confidentiality and security measures. Clients have the right to limit the sharing of their personal information with non-affiliated third parties.
$171,000,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Needham Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Needham Heights. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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