Boston Retirement Advisors,llc

Boston Retirement Advisors,llc (CRD# 116572) is a financial advisory firm headquartered in Dedham, MA. They manage $75,610,000 in 577 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    577
    ACCOUNTS
  • Average Account Value
    $131,040
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, HI, MA, NH, NY, TX

Financial Advisors at Boston Retirement Advisors,llc
Showing 1 - 4 of 4 top financial advisors.
1
Richard E. Chiozzi
CRD#: 868631
Guilford, CT
96
Wealthminder
score

Richard Chiozzi (CRD# 868631) is an Investment Advisor Representative working at Boston Retirement Advisors,llc in Guilford, CT and has over 36 years of experience in the finance industry. Richard Chiozzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul R. Pignone
CRD#: 871069
85 Stiles Road, Suite 202, Salem, NH 03079
96
Wealthminder
score

Paul Pignone (CRD# 871069) is an Investment Advisor Representative working at Boston Retirement Advisors,llc in Salem, NH and has over 33 years of experience in the finance industry. Paul Pignone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James Bode
CRD#: 4723885
400 Trade Center, Suite 5900, Woburn, MA 01801
93
Wealthminder
score

James Bode (CRD# 4723885) is an Investment Advisor Representative working at Boston Retirement Advisors,llc in Woburn, MA and has over 14 years of experience in the finance industry.

4
Benjamin W. Beck
CRD#: 4910104
400 Trade Center, Suite 5900, Woburn, MA 01801
86
Wealthminder
score

Benjamin Beck (CRD# 4910104) is an Investment Advisor Representative working at Boston Retirement Advisors,llc in Woburn, MA and has over 12 years of experience in the finance industry. Benjamin Beck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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