If you are looking for a financial advisor or financial planner based in Boston then I suggest you look at the list of top financial advisor listed on barron online or the list of top financial advisor at Boston Magazine.
Top Financial Advisors By Barron Online
Barron has a ranking of top 100 financial advisors in the state of Massachusetts. The following five financial advisors and planners from Boston made it into the list.
Raj Sharma of Merrill Lynch Boston was ranked No. 1
Victor Livingstone of Morgan Stanley Smith Barney Boston was ranked no. 2
William Sullivan of UBS Financial Services Boston was ranked no. 6
James Odorczuk of J.P. Morgan Securities Boston was ranked no. 7
Ross Dolgoff of J.P. Morgan Securities Boston was ranked no. 8
20 Best financial advisors
On Boston magazine list of 20 Best Financial advisors around Boston the following made it into top five:-
Raj Sharma of Merrill Lynch Boston was ranked No. 1
Marc A. White Jr. of JPMorgan Private Bank, Boston was ranked no. 2
John D. Spooner of Citigroup Smith Barney, Boston was ranked no. 3
William J. Sullivan of UBS Financial Services, Boston was ranked no. 4
Andrew H. Zimmerman of Merrill Lynch, Boston was ranked no. 5
written by Constantine Njeru
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