Kelly Financial Services
“Been with Kelly Financial for ten years and have always been very happy with their service.”
Best Financial Advisors in Braintree, MA
21 firms listed · all 21 in Braintree · 7 rated 4.5+ · 1 shows a license
Data verified October 29, 2026
Generations Retirement Group
“I have been searching for more years than I care to say for someone that would stay in touch with me and NOT disappear after they got me onboard and I finally found it.”
O'Brien Riley & Ryan
“Excellent tax and estate planning firm.”
Napier Financial
Peterkin Financial
“She has a unique ability to draw on a variety of skill sets to provide comprehensive consulting (tax, insurance, finance, etc.”
Cafeteria Plan Advisors
“They are willing and able to answer any questions and help with any issues we may have.”
The 21 firms listed for Braintree, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Braintree, MA
All 21 firms we list here are in Braintree itself. 7 of the firms on this page have a rating, from 4.7 to 5.0 across 110 reviews; 1 has 50 or more reviews. 1 shows a license on its website and 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 61 years. 1 offers a free initial consultation. We have a website on file for all 21 of the firms on this page; 16 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Braintree take financial planning bookings online?
3 of the 21 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
The Quincy Group
Retirement & Benefit Partners
Capital Analysts of New England
Bestgen Wealth Management
KAF Wealth Management
Wealth Management Resource Group
Gosselin Consulting Group
LPL Financial Services John Theophilos CFP
Merrigan Financial Strategies
TGA Capital Management
Icon Investments
Peddock Capital Advisors
Strategic Tax Credit Investments
Compass Capital Corporation
Carthage Financial Group
Why these companies made our list
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