Best Financial Advisors in Brockton, MA

The highest-rated Financial Planning & Wealth Management companies out of 175 vetted & reviewed in the Brockton area.

NEX Financial Group

NEX Financial Group

(1)
Financial Audits, Personal Finance Coaching, Business Tax Preparation
“He really cares for his clients and provides the best service possible.”
Licensed, BBB Rating: A+
In Business Since 2019
Accepts All Major Credit Cards
425 Pleasant St Suite 101, Brockton, MA
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Trust Business & Consulting

Trust Business & Consulting

(14)
“Kelly is amazing, She let you know about all possible opportunities that are available.”
Free Initial Consultation
In Business Since 2020
797 N Main St 1st floor, Brockton, MA
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Chrimark Financial Services

Chrimark Financial Services

(1)
“Best of the Best!”
Licensed, BBB Rating: A+
In Business Since 2005
Accepts Cash only
632 Belmont St, Brockton, MA
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Holmes Investment Management

Holmes Investment Management

Option Formulas, Financial Calculators, Articles
“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...”
In Business Since 2000
831 Pleasant St, Brockton, MA
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TBS Tax Services

TBS Tax Services

(48)
Individual Solutions, Business Solutions, Tax Solutions
“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.”
Family Business
Licensed, BBB Rating: A+
In Business Since 2009
Accepts All Major Credit Cards
Serving Brockton Area
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McConnell Rothman & Co.

McConnell Rothman & Co.

(50)
Business Services, Accounting, Tax Services
“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.”
Licensed, BBB Rating: A+
In Business Since 1998
Serving Brockton Area
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Dennis & Associates, Cpa's

Dennis & Associates, Cpa's

(28)
“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.”
Family Business
Licensed, BBB Rating: A+
In Business Since 1999
Accepts All Major Credit Cards
176 Granite St, Quincy, MA
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EMJ Financial Services

EMJ Financial Services

(26)
Bankruptcy Options That Work, Additional Services, Payroll Tax Protection
“- customer service has been amazing (nice mixture of the reality of your financial situation combined with actionable steps on how to remedy when needed)”
Licensed, BBB Rating: A+
In Business Since 2010
775 Pleasant St STE 3, Weymouth, MA
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Kelly Financial Services

Kelly Financial Services

(48)
  • Accounts
  • Goals
  • Meeting
“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”
In Business Since 2003
10 Forbes Rd #130, Braintree, MA
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D J Gustafson & Co

D J Gustafson & Co

(2)
Services For Quickbooks, Business Services, Services For Individuals
“Best CPA on the South Shore!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2000
Accepts All Major Credit Cards
775 Pleasant St STE 5, Weymouth, MA
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Heritage Financial Services

Heritage Financial Services

(39)
  • Portfolio
  • Financial Advisor
  • Questions
“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.”
In Business Since 2004
Serving Brockton Area
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James Curtin CPA

James Curtin CPA

(1)
Industries, Business Services, Services For Individuals
“Positive Responsiveness, Quality, Professionalism, Value”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2011
Transparent Fees & Pricing
Serving Brockton Area
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Raffol and Company

Raffol and Company

(1)
Payroll, Cash Flow Management, Estate Planning
“Absolutely amazing to work with Katie and Kenneth Positive Responsiveness, Professionalism”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2019
Transparent Fees & Pricing
Serving Brockton Area
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Jesson, Oslin & Associates

Jesson, Oslin & Associates

(3)
Quickbooks Services, Industries, Business Services
“Shout out to Dave Fletcher, Stephanie Barresi and the whole gang!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2003
Accepts All Major Credit Cards
Serving Brockton Area
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Phamdo & Associates

Phamdo & Associates

(3)
“Provides me peace of mind and they are very detail oriented.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2008
Transparent Fees & Pricing
Serving Brockton Area
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Patrick J O'Malley

Patrick J O'Malley

(1)
“Really does everything they can for you..”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2015
Transparent Fees & Pricing
Serving Brockton Area
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Generations Retirement Group

Generations Retirement Group

(18)
Income, Health Care/Medicare, In the News
“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.”
In Business Since 2019
Serving Brockton Area
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Brenda J. McGivern

Brenda J. McGivern

“Here at Brenda J. McGivern, P.C., we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Stoughton, MA accounting firm, we provide a wide range of customized, ...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2017
Accepts Cash, Paypal
Serving Brockton Area
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Regal Financial Group - Greater Boston

Regal Financial Group - Greater Boston

(23)
Asset Management, Retirement Planning, Financial Planning
“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.”
In Business Since 2000
Serving Brockton Area
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Spark Business Consulting

Spark Business Consulting

(13)
Spark Eats, Service: Fix This Next, Services
“My business has grown from being a small (struggling) freelance operation to a successful, consistently growing agency, and I wouldn't have been able to manage this without her consulting, financial advice and high level support.”
Licensed, BBB Rating: A+
In Business Since 2022
Serving Brockton Area
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Mc Namara Financial Services

Mc Namara Financial Services

(2)
“They simplify the complicated and bring perspective.”
Licensed, BBB Rating: A+
In Business Since 2005
Family Business
Serving Brockton Area
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Adams CPA Services

Adams CPA Services

(14)
Quickbooks Services, Business Services, Services For Individuals
“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.”
Transparent Fees & Pricing
In Business Since 2018
Offers Financing Options
Serving Brockton Area
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Michael A. Galer CPA

Michael A. Galer CPA

(7)
Estate and Trust Returns, Bookkeeping, Tax Return Preparation
“We wanted to find a local tax professional who could not only do our taxes, we also wanted help in managing my business and how to plan money saving tax strategies..”
Transparent Fees & Pricing
Licensed
In Business Since 1995
Free Initial Consultation
Serving Brockton Area
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Investment Advisory Group

Investment Advisory Group

(9)
“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.”
Licensed, BBB Rating: A+
In Business Since 2004
Accepts All Major Credit Cards
Serving Brockton Area
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Retirement Planning and Investment Management Services in Brockton, MA Cost Estimates

Minimum cost
$1158
Maximum cost
$9838
National Average
$3473
Avg Per Hour Rates
$348
$2315
$6366
Average price range is based on 406 cost profiles
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Average Cost $3473
Minimum cost $1158
Maximum cost $9838
Avg Per Hour Rates $348

Average range $2315 to $6366 is based on 406 cost profiles.

Why these companies made our list

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