Bromfield Sneider Wealth Advisors, Inc.
Bromfield Sneider Wealth Advisors, Inc. (CRD# 125623) is a financial advisory firm headquartered in Westwood, MA. They manage $380,204,450 in 315 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management380MILLION
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Total Number of Accounts315ACCOUNTS
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Average Account Value$1,206,998
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, NH
Sandra Bromfield (CRD# 1280878) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 39 years of experience in the finance industry. Sandra Bromfield 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.
Eric Sneider (CRD# 1836085) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 25 years of experience in the finance industry. Eric Sneider 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.