Somerville, MA

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Best Financial Advisors in Somerville, MA

The highest-rated Financial Planning & Wealth Management firms out of 210 vetted & reviewed in the Somerville area.

Winter Hill Bank - Corporate Office

Winter Hill Bank - Corporate Office

(1)
“Nicest people ever to work in customer service.”
In Business Since 1999
NMLS #431641
Transparent Fees & Pricing
342 Broadway, Somerville, MA
i
LA Legacy Financial

LA Legacy Financial

(6)
“I like it because they attend quickly and professionally”
In Business Since 2017
201 Jones Rd, Waltham, MA
i
Regal Financial Group - Greater Boston

Regal Financial Group - Greater Boston

(13)
  • 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.”
In Business Since 2000
Coupons & Offers
Serving Somerville Area
i
David J. Prothero, CPA

David J. Prothero, CPA

(10)
  • 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.”
In Business Since 2004
313 Washington St #200, Newton, MA
i
Quality Tax and Business Partners

Quality Tax and Business Partners

(19)
  • 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.”
In Business Since 2014
Average Price Tag
84 High St, Medford, MA
i
Rubino & Liang Wealth Partners

Rubino & Liang Wealth Partners

(9)
  • 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...”
In Business Since 2018
Ryan Marston and John Conley are investment adviser representatives of Brookstone Wealth Advisors LLC, a registered investment adviser. Rubino & Liang, LLC, Sam Liang and Brookstone are not affiliated. Insurance and annuities offered through licensed professionals of Rubino & Liang Insurance Agency, LLC. MA Insurance License #1783398.
Average Price Tag
189 Wells Ave 3rd floor, Newton, MA
i
The Soul Supplier

The Soul Supplier

(8)
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.”
In Business Since 2019
Licensed
Accepts All Major Credit Cards
425 Massachusetts Ave, Cambridge, MA
i
The Clifford Group

The Clifford Group

(12)
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.”
In Business Since 2020
Serving Somerville Area
i
Balance Wealth Advisors

Balance Wealth Advisors

(9)
  • 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.”
In Business Since 2016
Average Price Tag
Serving Somerville 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.”
In Business Since 2014
Licensed, BBB Rating: A+
Accepts Cash
Serving Somerville 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.”
In Business Since 2001
Licensed, BBB Rating: A+
Serving Somerville Area
i
Tyler Lynch

Tyler Lynch

(2)
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.”
In Business Since 2006
Above Average Price Tag
Free Initial Consultation
186 Alewife Brook Pkwy # 200, Cambridge, MA
i
Modern Wealth Builders

Modern Wealth Builders

(13)
  • 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 Business Since 2018
Transparent Fees & Pricing
Serving Somerville Area
i
In Need Solutions

In Need Solutions

(6)
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.”
In Business Since 2012
271 Waverley Oaks Rd Suite 210, Waltham, MA
i
Shetland Financial

Shetland Financial

(9)
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...”
In Business Since 2020
Transparent Fees & Pricing
Free Initial Consultation
Serving Somerville Area
i
Up Financial Consult

Up Financial Consult

(1)
“Great Financial advicers!!!”
In Business Since 2018
Below Average Price Tag
Free Initial Consultation
Transparent Fees & Pricing
116 Concord St #11, Framingham, MA
i
Innovative Advisory Group

Innovative Advisory Group

(1)
Looking For an Alternative Investment?, Traditional Asset Correlation in the New Millennium, An Innovative Solution to the US Debt Crisis
“Service is amazing and secured my future”
In Business Since 1999
Emergency Services
Serving Somerville Area
i

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
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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 224 cost profiles.

Why these companies made our list

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