The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Revere area.
Learn how we score.
Prominent finalists A-Z in Revere
Artemis Financial Advisors
Balance Wealth Advisors
Blue Hills Wealth Management
Cambridge Associates
Capital Advisors Group
Concierge Wealth Management
Costello Tax Associates
Ez Tax Preparation Services
Hajiani CPA
Harding Financial and Insurance
James P. Moriarty, CPA
Lark Bolduc
Loring Wolcott & Coolidge
Multi Professional Consultants
Raffol and Company
Rosen Law & Finance
SCS Financial
Shetland Financial
Single Point Partners
Spano & Dawicki
Stonehearth Capital Management
Taxpro House
The Soul Supplier
Timbuktu Capital Management
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James P. Moriarty, CPA
(20)
Tax Returns
Questions
“He is knowledgeable and always available and has worked closely with me and my financial advisors to ensure I have the best plan for my finances and taxes.”
i
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Costello Tax Associates
(14)
Family
“I've had my Taxes completed here for years and would not go any other place.”
i
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Hajiani CPA
(29)
Questions
Responsive
Business
“It is very difficult to find someone who is willing to file taxes for international people, so I am very grateful that they were able to help me with that.”
i
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Spano & Dawicki
(29)
Real Estate, Elder Law, Probate
“I recommend Spano and Dawicki for your legal needs, particularly if you plan on becoming and/or living as a senior citizen with access to healthcare and your accumulated assets.”
i
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Single Point Partners
(12)
Family
Investment
Team
“Operating much like a family office would, they are always extremely available, responsive and resourceful with strategic counsel and solutions at the ready.”
i
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Taxpro House
(3)
“Everyone there is kind and are always doing their best to help!”
i
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Rosen Law & Finance
(29)
Documents
Decisions
Trust
“Throughout all the quarantining and uncertainty, David kept in touch to make sure we understood the statements we received regularly and to keep us abreast of the market conditions.”
i
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Concierge Wealth Management
(7)
Personal Financial Planning Services, Wealth Management, Life Planning Services
“From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.”
“Great, personalized service, very professional advice, and our family has had nothing but favorable outcomes from their guidance over the years we've been with Stonehearth Capital.”
“Each plan we develop is fully customized and suited to our client's particular needs, goals, and concerns. Our services are geared to both individuals and couples, professionals beginning their careers, in transition, or approaching retirement. No ma...”
i
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Ez Tax Preparation Services
“* An Enrolled Agent is a tax specialist licensed to practice before the IRS. Enrolled Agents serve two critical roles: tax advisor and representative agent. To achieve this position, an EA candidate must pass a rigorous three part exam. The exam cove...”
i
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Blue Hills Wealth Management
Clients, Process, Fees
“Personalized & Meaningful Financial Solutions. Comprehensive Financial Planning Services Quincy, MA. Financial advisors specializing in retirement, accumulation, college funding & business planning. Looking for a check-up, a plan or investment advice...”
i
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Raffol and Company
(1)
Audits - Reviews - Compilations, Business Valuation, Estate Planning
“Great personality, best service, always there when you need them.”
i
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Lark Bolduc
(1)
Bank Financing, Succession Planning, Business Services
“I've been working with lark for years and years and every interaction with her is lovely.”
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
i
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Shetland Financial
(23)
Business Advisory, Financial Planning, Tax
“If I ever have a question about strategies for stock options or other monetary decisions, he's always available to provide a constructive opinion - and never makes me feel uncomfortable (even if I know some of the questions get repetitive).”
i
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Loring Wolcott & Coolidge
Philanthropic Strategies, Family Office, Tax Planning & Preparation
“Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family's needs, prioriti...”
i
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Harding Financial and Insurance
(30)
Expertise
Future
Team
“It has been very helpful to engage a professional who is familiar with, and experienced in, a broader application of the financial world than we can realistically be.”
i
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Multi Professional Consultants
Publication
“We are a full-service tax, business, accounting, consulting, and training company, providing quality and professional services to all fifty (50) states in the United States. Established in 2003 as a sole proprietor and incorporated in 2007, the firm ...”
i
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Cambridge Associates
“At Cambridge Associates, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, s...”
i
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Balance Wealth Advisors
(29)
Relationships
Goals
Work
“Within the first few weeks, they have brought me into the team and provided me with a lot of resources to learn about the business and financial advisory in general.”
i
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The Soul Supplier
(8)
Wealth Management, Coaching, Small Business 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.”