Susan H. Brown, CFP<sup>®</sup>

Susan H. Brown, CFP^®

CFA,

Susan H. Brown, CFP<sup>®</sup> - Financial Advisor

Susan H. Brown, CFP^®

CFA,

Financial Advisor

Sound View Financial Advisors LLC

128 School Street
Walpole, MA 02081

(508) 921-3533

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Susan Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sound View Financial Advisors LLC in Walpole, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

Investment

What Is Your Risk Tolerance

When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...

Read More >

Losing a Loved One

Financially After a Death

What To Do Financially After a Death

Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...

Read More >

Investment

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

Read More >

Investment

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

Read More >

Estate Planning

Estate Planning

Estate Planning for the Middle Class-Part I

Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...

Read More >

College

Graduates Footing

4 Ways for Graduates to Get onto Sound Financial Footing

As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...

Read More >

Estate Planning

Estate-Planning-for-the-Middle-Class-Part-V

Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan. Most people...

Read More >

Caring for a Loved One

If a Friend Needs Financial Help Do It the Right Way

There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...

Read More >

Investment

When to Rollover Your 401(k)

The financial industry wants to make sure you are fully aware you left something b...

Read More >

Investment

annuity investments

Should I Replace My Annuity

When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...

Read More >