Question for the Boston Money Coach: I've had bad luck with a financial advisor. I paid $600 and got a folder of charts depicting my financial situation and a sales pitch for a roster of insurance products. How can I ensure that my next advisor is worth his/her commission? Response from the Boston Money Coach - Steve Stanganelli: Regardless of the type of advisor you select or the way you pay ... Read More
Paladin Registry
About Steve Stanganelli, Certified Financial Planner ™ Professional
Steve Stanganelli of Clear View Wealth Advisors, LLC has been working with individuals and businesses throughout the New Hampshire Seacoast and in Massachusetts in the Greater Boston, North Shore and Merrimack Valley areas for more than twenty years. Steve came to this business from a long career in mortgage banking. Steve is a board-certified financial planner professional with specialized ... Read More
Working With A Pro: Preparing for Your First Planner Visit
If you’ve never met with a financial planner before or if it’s been years since you’ve visited one, you need to find a planner and then prepare for your visit. Generally, you should research individual financial advisers or firms, and you should look to trusted friends and family for advice. But don’t stop there. Your due diligence should include checking the background of the advisor, ... Read More
It’s 11 AM. Do you know where your money is?
Separating the Wheat from the Chaff … Trusting a Financial Advisor How can a client trust a Financial Advisor? There are over 650,000 folks with registrations to sell products of one kind or another. It is awfully confusing for a consumer to figure out which person is best suited to help them and has the consumer's interests (and not the advisor’s pocketbook) at heart. Consider the source ... Read More
