Best Financial Advisors in Brockton, MA

“He really cares for his clients and provides the best service possible.”

“Past performance is not indicative of any specific investment of future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in e...”

“But Mauro and the TBS team didn't just stop at answering questions - they went above and beyond to make sure I felt supported and confident in their expert care.”

“Laurie and I have had Mc Connell Rothman as our financial planners for over 15 years from filing taxes to investment planning and mortgage services and have truly enjoyed the professional and personal experience.”

“I don't always get answers to the questions I have about my taxes, and I probably should have more guidance on managing my assets to minimize taxes, but have not directly asked for their help.”

“- customer service has been amazing (nice mixture of the reality of your financial situation combined with actionable steps on how to remedy when needed)”

“It's easy to do business with Kelly and I've been very happy with the results (especially in this financial climate) and the continued professional service”

“Best CPA on the South Shore!”

“It was a big decision picking out a financial advisor, but from our very first meeting, our team at Heritage has gone above and beyond at making us feel comfortable and passing on sound financial advice.”

“Absolutely amazing to work with Katie and Kenneth Positive Responsiveness, Professionalism”

“Shout out to Dave Fletcher, Stephanie Barresi and the whole gang!”

“Provides me peace of mind and they are very detail oriented.”

“Really does everything they can for you..”

“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.”

“Not only that, but you can tell that he cares about you as a client when you meet because he listens to your priorities and makes sure to know what you're comfortable with before acting on your behalf.”

“They simplify the complicated and bring perspective.”

“Dave Adams was incredibly attentive to all of the details, working with us to determine the best strategy for our somewhat complicated tax filings and advising us on how to improve our tax situation in the future.”

“I moved out of the area years ago and considered switching to someone local, but after talking to them, it just made sense to stick with someone I trust.”