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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

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)

Advisors near 02744

Out of 400,000+ nationwide

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Earle J

Series 65

Westport, MA

Boselah Investments

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

General retirement planning Income planning General tax planning Wealth management
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Active portfolio management
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Andrew M

Series 63, Series 66

Wareham, MA

First Due Financial LLC

Equity compensation tax strategy Options & derivatives strategies Retirement income strategy Tax-loss harvesting Debt management
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Michael P

Series 63, Series 65

Marion, MA

Pierre & Company LLC

Passive / index investing Active portfolio management Private / alternative investments
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Dan P

CFP®, CFA®

Fall River, MA

South Coast Planning & Wealth Management

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

General retirement planning Established Professionals Young Professionals
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Robert S

Series 63, Series 65

New Bedford, MA

Yankee Investor, LLC

Active portfolio management
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Darryl M

Series 63, Series 65

Somerset, MA

Wade Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Casey F

CFP®, Series 65

Fairhaven, MA

Pine Haven Investment Counsel, Inc.

Wealth management General retirement planning Charitable giving & philanthropy
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Dennis O

CFP®, Series 63, Series 65

Fall River, MA

Successful Money Strategies Inc

General retirement planning Income planning
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