Clear View Wealth Advisors, LLC

Plan Well. Invest Smarter. Live Better. NAPFA Registered Fee-Only Financial Advisor

Financial Advisers in Amesbury, MA

About

Fee-Only financial planner and principal of state-registered investment adviser providing financial, tax, retirement and college funding advice for more than 20 years

Address
12 Amidon Avenue Amesbury, MA 01913

Answers

Q&A
Asked by Lynn
Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
Mutual funds are a tool for investing. And like all tools they're not good or bad but you'll be better served if you use them correctly. First, the basics: A mutual...
Q&A
Asked by Lynn
Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
The short answer is YES. The Employer is the sponsor of the 401(K) plan and most likely a fiduciary as well. They can decide to change the line up of investment option...
Q&A
Asked by Joseph
Answered by Steve Stanganelli
CFP®, CRPC® in Amesbury, MA
When investing in a mutual fund, know your ABCs. A 'load' refers to the commission structure for a particular mutual fund investment. Think of it like a weight that l...
3

Articles

Guide  

3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Estate Planning
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 65