Boston Financial Advisors for Seniors

What to know when choosing Boston financial advisors for your loved one

We’d all like to think that we can enjoy our retirement without worrying about finances, but sadly today’s seniors often don’t have that luxury. If your loved one doesn’t have enough savings, it could prove difficult or even impossible for them to age in place with independence and dignity. We know that you might not want to talk money with a loved one, but doing so today could help secure their financial future. Seasons offers numerous resources at no cost to help seniors age in place, and we can help you find a great senior financial advisor in Manchester today.

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Clear View Wealth Advisors logo
Boston, MA

Clear View Wealth Advisors, LLC / Boston Tax Planners is an independent, fee-only registered investment advisor serving clients in Massachusetts, New Hampshire, Texas, and other states where allowed. Clear View Wealth Advisors provides comprehensive and objective financial, tax, estate, and investment planning services focused on helping clients organize, grow and protect their assets through life’s transitions. We provide advice only and do not sell any products or receive any commissions. Clear View Wealth Advisors offers a planning-first approach that integrates tax and estate planning. The firm offers a range of services including the option to provide investment guidance on assets held on any custodian platform at a fixed fee instead of by a variable asset management fee. We serve clients from offices located throughout Greater Boston and Metro West as well as remotely. The firm holds an A+ Accredited Business Rating from the Better Business Bureau.

About the Adviser:

Steve Stanganelli, is the managing member of Clear View Wealth Advisors, LLC / Boston Tax Planners founded in 2010. Steve has over thirty years’ of experience in financial services and holds designations as a CERTIFIED FINANCIAL PLANNER ™, Chartered Retirement Planning Counselor, Accredited Estate Planner, and Certified College Financial Consultant. He is also a licensed tax preparer. Since 2014, Steve has been a Registered Financial Advisor member of the National Association of Personal Financial Advisors (NAPFA), the nation’s premier organization of fiduciary fee-only financial planners. Steve holds honors degrees from the University of Massachusetts – Lowell (BA, Economics) and Bentley University (MS, Finance). Steve is a multi-year Five Star Wealth Manager award winner as well as a Five Star Rating from Paladin Registry.

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Senior Financial Advisors
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