Winter Hill Bank - Corporate Office
“Nicest people ever to work in customer service.”
Best Financial Advisors in Somerville, MA
The highest-rated Financial Planning & Wealth Management firms out of 210 vetted & reviewed in the Somerville area.
Regal Financial Group - Greater Boston
- Understand
- Portfolio
- Strategy
“Prior to joining Regal, Josh ran the institutional equity sales desk in Boston, and we worked together often while I was Consumer Sector Leader at Fidelity.”
David J. Prothero, CPA
- Advisor
- Planning
- Thorough
“My political qualms with the complete mess that is our tax system aside, I couldn't have navigated this past year on my own and I'm grateful for David, Eva and Anita's professional, detailed and attentive services.”
Quality Tax and Business Partners
- Financial
- Taxes
- Questions
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
Rubino & Liang Wealth Partners
- Insurance
- Retirement
“I have known Sam, Ryan and John at Rubino and Liang for a couple years now and during this time my family has been very impressed with their competence not only with their wise and skillful placement of our money but also their very professional orga...”
The Soul Supplier
Financial Planning, Wealth Management, Non Profit 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.”
The Clifford Group
Estate Planning, Family Philanthropy, Investment Management
“As a young professional, I wanted to ensure I was setting myself up for long term success with the wealth management firm I chose and confident that my investments are in good hands.”
Balance Wealth Advisors
- Industry
- Work
- Intern
“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.”
Blackstone Valley Wealth Management
Financial Planning
“Gregg Manis at Blackstone Valley is a wealth of knowledge when it comes to the financial industry.”
Aequitas Investment Advisors
“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.”
Tyler Lynch
Accounting & Auditing, Business Analysis & Consulting, Tax Planning & Preparation
“Vivian is extremely responsive, around at all hours of the day and goes above and beyond what's required of her.”
Modern Wealth Builders
- Confident
- Feel
- Sound
“As a relatively new grad/member of the Tech workforce, they were able to give me a solid foundation that I know will last for decades to come - between investment strategies and general guidance, no question I had was 'out of bounds' and they really ...”
In Need Solutions
Investments, Business Consulting, Tax Consulting
“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.”
Shetland Financial
Tax, Business Advisory, Financial Planning
“Kevin was very responsive to our initial inquiry, quoted a price to prepare our returns, provided clear instructions on how to deliver info, prepared a draft, responded to questions about the draft and made necessary adjustments and met with us to re...”
Retirement Planning and Investment Management Services Estimated Cost in Somerville, MA 2022
Minimum cost
$1150
Maximum cost
$9775
National Average
$3450
Avg Per Hour Rates
$345
$2300
$6325
Fair price range based on
224 cost profiles
Why these companies made our list
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Wealth Management Advisors near Somerville
Popular in Somerville
