Malden, MA

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Best Financial Advisors in Malden, MA

The highest-rated Financial Planning & Wealth Management firms out of 358 vetted & reviewed in the Malden area.

Campus Bound

Campus Bound

(2)
Financial Services, College Admissions
“Had a great conversation with Gregg, he is quite knowledgeable and helpful when it comes to paying for college.”
Free Initial Consultation
In Business Since 2003
Serving Malden Area
i
Antaeus Wealth Advisors

Antaeus Wealth Advisors

(1)
“So professional, knowledgeable and trustworthy.”
In Business Since 2010
Serving Malden Area
i
Personal Financial Management

Personal Financial Management

(1)
“Made a seemingly complex process.....”
In Business Since 2023
Serving Malden Area
i
LA Legacy Financial

LA Legacy Financial

(6)
“He does a good job laying out all the information to you and explaining about life insurance and retirement plans.”
In Business Since 2017
201 Jones Rd, Waltham, MA
i
Regal Financial Group - Greater Boston

Regal Financial Group - Greater Boston

(13)
  • Family
  • Feel
  • Options
“Josh not only helps plan and strategize one's portfolio management and investment allocation, but he also helps you understand where your money is going and why.”
Coupons & Offers
In Business Since 2000
Serving Malden Area
i
David J. Prothero, CPA

David J. Prothero, CPA

(10)
  • Planning
  • Advisor
  • Thorough
“David Prothero has been my CPA for the past decade and he has saved me thousands of tax dollars by amending prior returns and finding new ways to save me money.”
In Business Since 2004
313 Washington St #200, Newton, MA
i
Quality Tax and Business Partners

Quality Tax and Business Partners

(19)
  • Thorough
  • Feel
  • Team
“Better than excellent Been doing my taxes there for the last 3 years and they are spot on perfect and the gentleman running the business is a delight to speak with.”
Average Price Tag
In Business Since 2014
84 High St, Medford, MA
i
Rubino & Liang Wealth Partners

Rubino & Liang Wealth Partners

(9)
  • Retirement
  • Insurance
“I now have long term financial plans that are as diverse from Life insurance to estate planning , never need to go anywhere else and I have a specific retirement age in mind that will carry me through the rest of my life .”
Licensed, BBB Accredited
In Business Since 2018
Average Price Tag
189 Wells Ave 3rd floor, Newton, MA
i
The Soul Supplier

The Soul Supplier

(8)
Non Profit Planning, Wealth Management, Financial Planning
“Beyond grateful that I have been able to find this organization, they have helped me immensely, helping me and my family learn about investments and using our income to build wealth, I would definitely recommend everyone I know.”
Licensed
In Business Since 2019
Accepts All Major Credit Cards
425 Massachusetts Ave, Cambridge, MA
i
The Clifford Group

The Clifford Group

(12)
Investment Management, Family Philanthropy, Estate Planning
“In a day and age when you call a company and you have no idea who you are talking to it is nice to know who you are talking to and that they know about you and care for you”
In Business Since 2020
Serving Malden Area
i
Balance Wealth Advisors

Balance Wealth Advisors

(9)
  • College
  • Relationships
  • Technology
“Dave Allen is very knowledgable, a straight shooter who will guide you through the investing and wealth management process in simple easy to understand terms.”
Average Price Tag
In Business Since 2016
Serving Malden Area
i
Aequitas Investment Advisors

Aequitas Investment Advisors

(1)
“I have had the privilege of being a part of this team for only a year and I have never worked with a more client-centric team of hard-working professionals in my entire 30-year professional career.”
Licensed, BBB Rating: A+
In Business Since 2000
Serving Malden Area
i
Blackstone Valley Wealth Management

Blackstone Valley Wealth Management

(1)
Financial Planning
“Gregg Manis at Blackstone Valley is a wealth of knowledge when it comes to the financial industry.”
Licensed, BBB Rating: A+
In Business Since 2015
Accepts Cash
Serving Malden Area
i
In Need Solutions

In Need Solutions

(6)
Tax Consulting, Business Consulting, Investments
“Have been working with In Need Solutions for years, started with bookkeeping and accounting for my restaurant, and later added tax services for both my restaurant and my husband's construction business.”
In Business Since 2012
271 Waverley Oaks Rd Suite 210, Waltham, MA
i
Modern Wealth Builders

Modern Wealth Builders

(13)
  • Sound
  • Feel
  • Confident
“I have been working with modern wealth builders for the last two years now and they have drastically improved both my business and my personal finances.”
Transparent Fees & Pricing
In Business Since 2018
Serving Malden Area
i

Retirement Planning and Investment Management Services Estimated Cost in Malden, MA 2022

Minimum cost
$1150
Maximum cost
$9775
National Average
$3450
Avg Per Hour Rates
$345
$2300
$6325
Fair price range based on 226 cost profiles
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Average Cost $3450
Minimum cost $1150
Maximum cost $9775
Avg Per Hour Rates $345

Average range $2300 to $6325 is based on 226 cost profiles.

Why these companies made our list

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