MA · Bridgewater

Fiduciary advisors in Bridgewater, MA

1 advisor with offices in Bridgewater. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Bridgewater

Ari Jason Kaplan, Financial Advisor - Kaplan Family Financial, LLC

Bridgewater, Massachusetts

Retirement Planning Investment Management

Kaplan Family Financial, LLC, based in Bridgewater, Massachusetts, offers financial planning services with a focus on retirement planning and investment management. The firm maintains relationships with multiple insurance carriers and can provide information on individual and group health insurance products. Clients may request a complimentary consultation to discuss their specific financial situation.

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Financial advisors in Bridgewater, Massachusetts

Advisors serving Bridgewater specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Massachusetts's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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