Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Sturbridge, MA
LPL Financial
Institution
Kenneth Talentino is a financial advisor with LPL Financial in Sturbridge, MA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with firms including Voya Financial Advisors, Inc. and Signator Investors, Inc. prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of advisory and non-advisory financial products.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Sturbridge, MA
Sturbridge MA
Advisors at this office
1
Massachusetts
16 years of industry experience
LPL Financial, LLC
2021 - Present • 5 years
Sturbridge, MA
Voya Financial Advisors, Inc.
2017 - 2021 • 4 years
Sturbridge, MA
Unemployed
2017 - 2017 • 1 year
Wayland, MA
Nrt Llc
2017 - 2021 • 4 years
Madison, NJ
Signator Investors, Inc.
2014 - 2017 • 3 years
Andover, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Brookfield, MA
Wexler Enterprises
Jeffrey Wexler is a financial advisor with Wexler Enterprises in Brookfield, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including roles at Transamerica Financial Advisors and World Financial Group. Prior to focusing on financial advising, he operated translation businesses under Wexler Enterprises, LLC. Wexler Enterprises serves a diverse client base including individuals, high-net-worth families, trusts, corporations, and retirement plans. The firm offers investment management, financial planning, consulting, and insurance services, utilizing an investment approach centered on documented policy statements and asset allocation that includes traditional and alternative investments.
Series 63, Series 65
Auburn, MA
Keystone Capital Advisors LLC
James Black is the sole advisor at Keystone Capital Advisors LLC in Auburn, MA. He holds Series 63 and Series 65 licenses and has experience in real estate consulting and property management through his concurrent roles at Long Run Property Solutions, Inc. and A&M Real Estate Consultants. Keystone Capital Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary portfolio management with a long-term, equity-focused approach, supplemented by ETFs and mutual funds, and offers comprehensive financial planning including fixed-fee standalone services.
Series 65
Rochdale, MA
Forsman Financial Services
Jeffrey Forsman is the principal of Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which provides tax compliance and planning services for individuals and small businesses. Prior to founding his advisory firm, he worked at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a combination of fundamental company analysis and modern portfolio theory, utilizing both passive and active investment vehicles, and offers discretionary and non-discretionary investment management.
CFP®, Series 63, Series 65
West Brookfield, MA
Able Financial Planning, Inc.
John Estrella is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has led Able Financial Planning since 2016 and also has a background in mortgage brokerage, having served as president of Able Mortgage Inc. He is involved in mortgage financing and tax preparation activities through affiliated entities. Able Financial Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional clients including pension and profit-sharing plans, foundations, and corporations. The firm offers customized portfolio management and comprehensive written financial plans, employing various analytical methods and ongoing portfolio reviews tailored to client goals and risk profiles.
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.
CFP®, Series 63
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.
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