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NEX Financial Group
“He really cares for his clients and provides the best service possible.”
Best Financial Advisors near Brockton, MA
We have 3 firms in Brockton on file, and all of them are on this list, along with 21 from towns including Braintree (3, 8 mi), Needham (3, 17 mi) and Hanover (2, 10 mi).
2 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Chrimark Financial Services
“Best of the Best!”
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Holmes Investment Management
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Dennis & Associates, Cpa's
“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.”
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Kelly Financial Services
- 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”
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D J Gustafson & Co
“Best CPA on the South Shore!”
The 24 firms listed for Brockton, 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: Brockton, MA
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 298 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise responsiveness (91%), professionalism (86%) and quality (68%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are tax services (3), business services (2), financial planning (2), industries (2) and investment management (2). 1 shows a license on its website and 15 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 62 years. 4 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Brockton listed here?
3 of the 24 firms are located in Brockton. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Heritage Financial Services
- 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.”
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Raffol and Company
“Great personality, best service, always there when you need them.”
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Jesson, Oslin & Associates
“Shout out to Dave Fletcher, Stephanie Barresi and the whole gang!”
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Generations Retirement Group
- Worry
- Saving
- Integrity
“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.”
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Regal Financial Group - Greater Boston
- Expertise
- IRA
- Financial Advisor
“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.”
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Mc Namara Financial Services
“They simplify the complicated and bring perspective.”
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Investment Advisory Group
“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.”
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Michael A. Galer CPA
- Questions
- Call
“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..”
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D K Brede Investment Management Co
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O'Brien Riley & Ryan
“Great cpa”
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Genesis Capital Advisors
“Excellent company great leadership best at what do!”
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Blue Hills Wealth Management
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Davis Financial
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Strategic Norwell
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Radius Wealth Management & Financial Advisor in Duxbury
- Investment
“I work with Christian and he is amazing and professional!”
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Shetland Advisors
- Tax Preparation
- Feel
- Questions
“Needless to say the cost of his services are easily offset by the $$ he saves due to his strong understanding of the tax code which i would have missed while doing the tax prep myself.”
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Sorgi & Minichiello
“Have heard very good things about them.”
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Brio Financial Planning
“Her questions indicated her excellent training in financial services.”
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
Why these companies made our list
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