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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 644 near 01832

Out of 400,000+ nationwide

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Inna R

CFP®

Windham, NH

Sunflower Financial Planning, LLC

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

General retirement planning Gen X (Born 1965-1980) Single Women
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Quentara C

CFP®

North Andover, MA

Powwow, LLC

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Elder care planning Caring for aging parents Caretaker Gen X (Born 1965-1980)
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Todd S

Series 63, Series 66

Merrimac, MA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Jessica M

Series 66

North Andover, MA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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David S

ChFC®, Series 63

Londonderry, NH

Edward Jones

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Brendan S

CFP®, Series 66

Salem, NH

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy
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Matthew K

Series 63, Series 66

Ipswich, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused
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Christopher A

CFP®, Series 66

Hampstead, NH

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
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Michael Q

Series 66

Haverhill, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Stephanie B

Series 66

Amesbury, MA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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