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CANOPY CAPITAL GROUP

Financial Advisor serving Winchester, Massachusetts · 1 of 4 financial advisors in the area

📍 28 CHURCH ST, WINCHESTER, MA 01890
📞 (781) 222-••••
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📍 28 CHURCH ST, WINCHESTER, MA 01890

About CANOPY CAPITAL GROUP

CANOPY CAPITAL GROUP is a financial advisor located in Winchester, Massachusetts. As a local financial advisor, they serve Winchester and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Winchester should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Winchester

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Winchester may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Winchester

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Winchester?
Financial Advisors in Winchester typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Winchester?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Winchester to choose from.
Does CANOPY CAPITAL GROUP offer free quotes?
Contact CANOPY CAPITAL GROUP directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Winchester

Investors Mortgage Group

4, Skillings Road, Winchester, MA, 01890

BOSTON STANDARD WEALTH MANAGEMENT, LLC

31 CHURCH ST. #3

SHEPHERD FINANCIAL PARTNERS, LLC

1004 MAIN STREET

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