- Uncomfortable with your current investment strategy and ready to make a positive change
- Not happy with the level of attention or service you are getting from your current advisor
- Looking to form a long-term relationship with an objective and independent advisor who can offer perspective, direction and guidance
- Retiring or being laid off and need to rollover your retirement plan monies
- Someone without the time, talent or temperament to handle your own portfolio any longer
Steve Stanganelli is a top-rated advisor featured in the Amesbury and Wilmington, Massachusetts online directory to financial planning and investment advisors found at All Financial Advisors.
Steve Stanganelli is a top financial advisor in the Amesbury,
Massachusetts Financial Planners guide on NestEggZone.com.
Clear View Wealth Advisors is a fee only Registered Investment Adviser led by Bentley College and UMass Lowell alumnus Steve Stanganelli, MSF, a CERTIFIED FINANCIAL PLANNER (TM) professional and CHARTERED RETIREMENT PLANNING COUNSELOR (SM) serving clients throughout Massachusetts and more particularly in the Merrimack Valley, the North Shore of Essex County and the Seacoast of New Hampshire. Steve is a proud member of the Financial Planning Association which is dedicated to improving the planning experience for clients.
Through innovative commission-free programs like the iMonitor Retirement Plan Service, MarketFlex direct portfolio management and the Money Tools DIY Investment Service, Steve Stanganelli and Clear View offer innovative solutions geared toward building financial security, navigating through complex financial challenges and providing a sustainable income for life.
For divorcing couples, Steve offers a range of services to help evaluate property settlement, alimony and child support options. For college- or grad school-bound students, Steve helps navigate through the financial aid programs and develop alternate tax and investing strategies to maximize aid and minimize the impact on retirement planning.
INNOVATIVE
SOLUTIONS to HELP BOOMERS, BUSINESS OWNERS, PROFESSIONALS and
DIVORCING COUPLES in GREATER
BOSTON, the NORTH SHORE, MERRIMACK VALLEY and the SEACOAST with
RETIREMENT, INVESTING and MONEY MOVES AFTER a LIFE TRANSITION