Best Financial Advisors in Somerville, MA

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Somerville area.

Costello Tax Associates

Costello Tax Associates

(14)
  • Family
“Even this late into tax season, John took the time to help with my MA personal return.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2014
Offers Financing Options
311 Highland Ave, Somerville, MA
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The Law Office Of David C. Galusi

The Law Office Of David C. Galusi

“Iprovidezealous, effective representation joined with thoughtful, compassionate serviceto our clients throughout the Greater Boston and Central Massachusetts areas. Call or e-mail, I am here to help you.”
In Business Since 2010
697 Broadway #3, Somerville, MA
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James P. Moriarty, CPA

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.”
Free Initial Consultation
In Business Since 2021
Serving Somerville Area
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Hajiani CPA

Hajiani CPA

(29)
  • Professional
  • Trust
  • Business
“Taxes can be a stressful (especially for someone like me who isn't as organized as I should be) but Alamir and his team really make this process so much easier for me than it has been in the past.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
90 Canal St 4th floor, Boston, MA
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Spano & Dawicki

Spano & Dawicki

(29)
Guardianship, Trusts, Elder Law
“Once again, because of our prior positive experience with Spano and Dawicki , we came back to the law firm to enlist them for their services and legal advice in our family member's behalf regarding the conducting and settling our relative's fi...”
Accepts Check, All Major Credit Cards, Cash, Debit
Licensed
In Business Since 1997
Serving Somerville Area
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Single Point Partners

Single Point Partners

(12)
  • Investment
  • Family
  • Team
“When we were incented to leave our corporate careers, we really needed guidance in how to secure our financial position to live comfortably into our senior years and also protect our son's future as he was still in high school.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2019
277 Dartmouth St, Boston, MA
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Taxpro House

Taxpro House

(3)
“Very professional”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
In Business Since 2002
Free Initial Consultation
119 Ferry St, Malden, MA
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Rosen Law & Finance

Rosen Law & Finance

(29)
  • Questions
  • Meeting
  • Trust
“These conversions can be difficult and confusing, and his approach made my wife and I both feel comfortable and simplified the complex world of tax law and estate law so we could have confidence in our decisions.”
Accepts Travelers checks, Debit, Check, All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2016
Serving Somerville Area
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Concierge Wealth Management

Concierge Wealth Management

(7)
Wealth Management, Personal Financial Planning Services, Financial Planning Process
“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.”
Licensed, BBB Rating: A+
In Business Since 2010
346 Commercial Street, Boston, MA
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Ez Tax Preparation Services

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...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2016
Free Initial Consultation
27 Cottage St, Newton, MA
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Blue Hills Wealth Management

Blue Hills Wealth Management

Process, Clients, Planning
“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...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1965
300 Crown Colony Dr # 102, Quincy, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(26)
Management Fees, Investment Management, Financial Planning
“I have always felt confident that he and his staff are "on top of" what is happening in the financial markets; they are very careful about when and how they make changes to our portfolio.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
Serving Somerville Area
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Artemis Financial Advisors

Artemis Financial Advisors

Sustainable Investing, Wealth Management, Financial Planning
“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...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2015
115 Newbury St, Boston, MA
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Lark Bolduc

Lark Bolduc

(1)
Part-Time CFO Services, Strategic Business Planning, Business Services
“I've been working with lark for years and years and every interaction with her is lovely.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2009
Offers Financing Options
Serving Somerville Area
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Raffol and Company

Raffol and Company

(1)
IRS Levies, Small Business Accounting, Payroll Tax Problems
“Great personality, best service, always there when you need them.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2017
Offers Financing Options
Serving Somerville Area
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Timbuktu Capital Management

Timbuktu Capital Management

(2)
Retirement Planning, Financial Planning, Investment Management
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2008
800 Boylston St, Boston, MA
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Shetland Financial

Shetland Financial

(23)
Financial Planning, Business Advisory, Tax
“I had a unique issue with the IRS, and Kevin was there every step of the way to give advice and of course wait on hold with the IRS and try to talk to them for me (worth its weight in gold for the time savings).”
Free Initial Consultation
In Business Since 2020
Serving Somerville Area
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Multi Professional Consultants

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 ...”
Accepts Check
Licensed, BBB Rating: A+
In Business Since 2006
703 Main St, Waltham, MA
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Loring Wolcott & Coolidge

Loring Wolcott & Coolidge

Estate Planning & Settlement, Family Office, Overview
“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...”
Licensed, BBB Rating: A+
In Business Since 2012
230 Congress St #12, Boston, MA
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Harding Financial and Insurance

Harding Financial and Insurance

(30)
  • Family
  • Goals
  • Team
“I have been working with Ben for over 10 years now and he and the team at Harding Financial have really helped control my finances, life insurance and retirement planning.”
In Business Since 2009
Serving Somerville Area
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Cambridge Associates

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...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1995
125 High St, Boston, MA
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Balance Wealth Advisors

Balance Wealth Advisors

(29)
  • Intern
  • Environment
  • 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.”
In Business Since 2016
Serving Somerville Area
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The Soul Supplier

The Soul Supplier

(8)
Small Business 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.”
Accepts All Major Credit Cards
Licensed
In Business Since 2019
425 Massachusetts Ave, Cambridge, MA
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SCS Financial

SCS Financial

(1)
“Boston Private saving, best place for saving”
Licensed, BBB Rating: A+
In Business Since 2013
888 Boylston St, Boston, MA
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Retirement Planning and Investment Management Services in Somerville, MA Cost Estimates

Minimum cost
$1131
Maximum cost
$9611
National Average
$3392
Avg Per Hour Rates
$340
$2262
$6219
Typical price range is based on 448 cost profiles
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Average Cost $3392
Minimum cost $1131
Maximum cost $9611
Avg Per Hour Rates $340

Typical range $2262 to $6219 is based on 448 cost profiles.

Why these companies made our list

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