Pension & Wealth Management Advisors
Pension & Wealth Management Advisors (CRD# 139640) is a financial advisory firm headquartered in Waltham, MA. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
Neil McInnis (CRD# 1521962) is an Investment Advisor Representative working at Pension & Wealth Management Advisors in Waltham, MA and has over 29 years of experience in the finance industry. Neil McInnis 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.