Best Financial Advisors in New Bedford, MA

The highest-rated Financial Planning & Wealth Management companies out of 172 vetted & reviewed in the New Bedford area.

Santos & Santos

Santos & Santos

(1)
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
Licensed, BBB Rating: A+
In Business Since 1990
Offers Financing Options
Transparent Fees & Pricing
43 Tower Dr #1, New Bedford, MA
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Mechanics Investment Group

Mechanics Investment Group

“2. Current eStatements will not convert to our new system. Customers are asked to please download and save or print eStatement history before Friday, January 25, 2019 (especially for tax purposes). Once the system has been converted, eStatements will...”
Transparent Fees & Pricing
In Business Since 1997
60 Bedford St, Fall River, MA
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A.G. Quintal Investment Company

A.G. Quintal Investment Company

“Clearing services are provided on a fully disclosed basis through a tri-party clearing relationship with Monarch Capital Group, LLC and Pershing, LLC, a BNY Mellon Company.”
Family Business
In Business Since 2002
2177 Acushnet Ave, New Bedford, MA
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Oldrid Financial

Oldrid Financial

“At Oldrid Financial, we uphold the highest standards of integrity and professionalism. We provide comprehensive investment solutions to and in the areas of retirement, cash flow planning, college savings strategies, insurance strategies and more.”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
236 New Boston Rd, Fall River, MA
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Bluestone Bank

Bluestone Bank

(2)
Cash Management, Business Online Banking, Business Credit Card
“Quick and friendly service”
Transparent Fees & Pricing
Serving New Bedford Area
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Rolli Financial

Rolli Financial

Insurance and Annuity Products, Estate Conservation, Retirement Strategies
“I provide you with the valuable information you need to evaluate your current position and progress toward financial goals. I also offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your fin...”
Transparent Fees & Pricing
In Business Since 2011
106 Spring St #114, New Bedford, MA
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Buzzards Bay Financial Planning

Buzzards Bay Financial Planning

“Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.”
In Business Since 2017
47 N 2nd St #3, New Bedford, MA
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Hirst Wealth Management

Hirst Wealth Management

Retirement Planning, Financial Planning, Estate Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
In Business Since 2016
261 Union St, New Bedford, MA
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Coastal M & A

Coastal M & A

Business Valuations, Mergers & Acquisitions, Seller Representation
“At Coastal M & A, we tend to work with companies with transactional values of $1,000,000 to $25,000,000. Located in New Bedford, Massachusetts, our New England location allows us to serve the business selling and buying needs, and the M&A advisory re...”
In Business Since 2015
700 Pleasant St Suite 330D, New Bedford, MA
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Barry Investment Advisors

Barry Investment Advisors

Global Value Investment Philosophy, Financial Planning, What To Expect
“During 2022, investors dealt with numerous shifts that dethroned previously high-flying tech stocks and underwent one of the fastest rate hike cycles the current generation has experienced. Moving on to 2023, we see the upcoming years as an exciting ...”
In Business Since 2014
128 Union St #507, New Bedford, MA
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The Tax Consultants

The Tax Consultants

(7)
Tax Preparation, Accounting, Cryptocurrency
“I wouldn't hesitate to recommend him to anyone looking to make sure their filings are accurate with regards to these complex assets.”
Licensed, BBB Rating: A+
In Business Since 1988
435 Columbia St, Fall River, MA
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Botelho LAW Group

Botelho LAW Group

(25)
  • Results
  • Office
  • Questions
“There just aren't words to express my gratitude for the Law Botelho Office, he took my difficult case and despite all the obstacles, he gives me the best advice and getting me a positive outcome.”
In Business Since 2013
901 Eastern Ave #2, Fall River, MA
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Lantz Law

Lantz Law

(7)
Trust Administration & Probate, Elder Law & Medicaid Services, Secure Act
“This Law group has been excellent in assisting my parents in estate planning.”
Free Initial Consultation
In Business Since 2014
Family Business
Serving New Bedford Area
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J Marshall Associates

J Marshall Associates

(1)
Financial Planning, Investments, Insurance
“I was greeted promptly and my transaction was quickly completed.”
Licensed
In Business Since 2012
982 Eastern Ave, Fall River, MA
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Financial Planning Alternatives

Financial Planning Alternatives

Small Business, Women & Families, Millennials
““As a CERTIFIED FINANCIAL PLANNER™ professional, I am a firm believer in educating my clients with an understanding behind the strategies being proposed for their particular investments. Engaging my clients and getting them involved in their planning...”
Licensed, BBB Rating: A+
In Business Since 1984
Remote Consultations Available
Accepts All Major Credit Cards
Serving New Bedford Area
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B.e.a.r. Bookkeeping

B.e.a.r. Bookkeeping

(2)
Financial Planning, Bookkeeping, Tax Services
“The knowledge he provided made me aware of the proper steps I needed to take to protect and grow my business.”
In Business Since 2019
Serving New Bedford Area
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USA Wealth Group

USA Wealth Group

(1)
“Always impressed with the professionalism and the attention to detail.”
Free Initial Consultation
In Business Since 2005
Serving New Bedford Area
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Cottage Street Advisors

Cottage Street Advisors

(4)
  • Planning
  • Fidelity
“Jason was incredibly helpful and informative with his suggestions to improve the tool's predictive accuracy for our specific situation, which I very much appreciated.”
Free Initial Consultation
In Business Since 2014
Serving New Bedford Area
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Southcoast Financial Group

Southcoast Financial Group

(3)
Attend an Event, Financial Services
“SFG helped me with wealth accumulation and had sound financial planning advice.”
In Business Since 2021
Serving New Bedford Area
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Kim Frink, Cfp️ LPL Financial

Kim Frink, Cfp️ LPL Financial

(1)
“He is very knowledgeable and such a kind person who helped me invest properly for my future.”
In Business Since 2010
Serving New Bedford Area
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Parker American College Planning Service

Parker American College Planning Service

“"I have used ACPS for the last three years for my two boys.Ryan helped me tremendously with my oldest college student and now he is helping me with my second college student who will be a college freshman next fall.I have never met anyone as knowledg...”
Licensed, BBB Accredited
In Business Since 2007
Family Business
Serving New Bedford Area
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North Gate Advisors

North Gate Advisors

Business Services, Services For Individuals, Tax Services
“We are a full-service Accounting firm licensed in MA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
In Business Since 2001
Offers Financing Options
Serving New Bedford Area
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Successful Money Strategies

Successful Money Strategies

“Active employee or retiree, your financial future is totally in your hands.”
In Business Since 1997
10 N Main St #2C, Fall River, MA
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D E Rodrigues & Co

D E Rodrigues & Co

Serving New Bedford Area
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Retirement Planning and Investment Management Services in New Bedford, MA Cost Estimates

Minimum cost
$1157
Maximum cost
$9830
National Average
$3470
Avg Per Hour Rates
$347
$2313
$6361
Average price range is based on 259 cost profiles
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Average Cost $3470
Minimum cost $1157
Maximum cost $9830
Avg Per Hour Rates $347

Average range $2313 to $6361 is based on 259 cost profiles.

Why these companies made our list

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