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Hajiani CPA

(29)

Team
Questions
Trust

“While that claim sounds inflated, it is backed by years of prompt responses, precision advice, reliable security and ultimately rewarding results, aka 'dollars-saved' that were lost with predecessor accountants.”

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Single Point Partners

(12)

Team
Investment
Family

“In addition to a better cost structure for investment services, Single Point also provides invaluable additional services for the same flat fee that run the gamut from arranging valuations of business properties being put in trust, detailed estate pl...”

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Concierge Wealth Management

(7)

Financial Planning Process, Life Planning Services, Wealth Management

“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.”

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Artemis Financial Advisors

Financial Planning, Divorce Financial Planning, Sustainable Investing

“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...”

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C D Katz

(10)

Links of Interest, Pay Invoice, Financial Tip of the Month

“Smart use of technology, incredible security around our data; very smart team, always asking the right questions, Googleplex Technologies feels very confident in CD Katz, LLC tax accounting services.”

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Timbuktu Capital Management

(2)

Investment Management, Consulting, Retirement Planning

“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.”

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Loring Wolcott & Coolidge

Overview, Philanthropic Strategies, Financial Planning

“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...”

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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...”

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SCS Financial

(1)

“Boston Private saving, best place for saving”

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Beyond Your Hammock

(16)

Goals
Wealth
Decisions

“I have worked with Eric / BYH for several years now - his tailored attention and advice to my unique situation has enabled me to move forward with what is best for me, which is based on my own goals, needs and life situation - rather than typical bro...”

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The Brattle Group

(1)

Accounting, Consumer Protection & Product Liability, Cryptocurrency & Digital Assets

“A great place to work, tremendously supportive during COVID.”

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Munroe Morrow Wealth Management

(5)

“I've also had the opportunity to meet other staff on this team and it's easy to see that Munroe Morrow is a group of genuine folks that look out for their clients and the needs that are specific to their current and future financial success.”

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Claro Advisors

(14)

Investment
Goals
Knowledge

“I have observed Patrick exercising keen judgment, applying his professional analytical skills and rigorous logic in evaluating all reasonable options before deciding on actions that meets my investment goals.”

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Polaris Capital Management

(2)

“Excellent investment management services, with great global and international mutual funds that are available to a retail investor like myself.”

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Patient Financial Assistance Program at Boston Medical Center

(4)

“Called the patient financial services to get help with an expired insurance.”

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Swift and Wise

(4)

Certified Business Valuation, Calculation of Value

“We had our valuation done in just a couple of days.”

FAQs

How do you value my business?

You need both your right and left brains when you set about valuing businesses, which is an endeavor that is mostly science, with a fair bit of art added in. To begin, one must understand the three principal methods of business valuation. In the context of business valuation, there are three valuation approaches: Income, Market and Asset approach.

Why should I hire a Certified Analyst?

We all understand the importance of hiring an educated and certified professional when we want a task done right. Finding the right valuation analyst for your business is no different. At Swift and Wise, LLC we have certified analysts dedicated to understanding the pulse of the market, continuing education, professional standards, and providing the highest level of service on a consistent basis.

How much is a valuation report?

We provide our clients with peace of mind and financial certainty. What you see is what you pay. There are no hidden charges. Please refer to the services page for more information. The fees quoted are guaranteed and cannot change at any time.

Is more than one Standard of value used in valuation?

Yes. There are different standards of value depending on the purpose and intended use of the valuation (and sometimes the applicable legal jurisdiction).

What is the fair market value of my business?

In its simplest sense, fair market value (FMV) is the price that an asset would sell for on the open market. Fair market value has come to represent the price of an asset under the following usual set of conditions: prospective buyers and sellers are reasonably knowledgeable about the asset, behaving in their own best interest, free of undue pressure to trade, and given a reasonable time period for completing the transaction.

More detailed information is available on the FAQ page of our website.

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Congress Wealth Management

(1)

“Nicest and smartest staff in the business”

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Cooper Lapman Financial

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Sandra Gilpatrick, Cfp, Cdfa, Wealth Consultant

(2)

“She is truly passionate about her business and understands the insides and out about any type of investing especially when you are close to retirement.”

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HQ Nguyen, CPA

“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.”

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Volition Capital

(6)

“Their team of industry experts is always ready to help with strategies and tactics they've implemented at other portfolio companies — we're grateful to have their backing and support.”

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Green Beans Bookkeeping

(1)

“I hire Michael quarterly to go in and clean everything up so that when tax time comes I have a clean report to work off of.”

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Assetgrade

(1)

Individual Investors, Business Owners

“He took us step by step through the process and made it seamless to consolidate our investment assets for better management, tracking and periodic re-balancing across both our retirement and general investments.”

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St Yves David A CPA

Tax & Business, Paycheck Protection Program, Tax Advisory Services

“Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our deep expertise and insight...”

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Average Cost	$3732
Minimum cost	$1244
Maximum cost	$10572
Avg Per Hour Rates	$374

Best Financial Advisors in Boston, MA

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Boston area.

Hajiani CPA

Single Point Partners

Concierge Wealth Management

Artemis Financial Advisors

C D Katz

Timbuktu Capital Management

Loring Wolcott & Coolidge

Cambridge Associates

SCS Financial

Beyond Your Hammock

The Brattle Group

Munroe Morrow Wealth Management

Claro Advisors

Polaris Capital Management

Patient Financial Assistance Program at Boston Medical Center

Swift and Wise

Congress Wealth Management

Cooper Lapman Financial

Sandra Gilpatrick, Cfp, Cdfa, Wealth Consultant

HQ Nguyen, CPA

Volition Capital

Green Beans Bookkeeping

Assetgrade

St Yves David A CPA

Retirement Planning and Investment Management Services in Boston, MA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Boston

Popular in Boston