Brockton, MA

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Brockton, MA
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Best Financial Advisors in Brockton, MA

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

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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 2021
Accepts All Major Credit Cards
425 Pleasant St Suite 101, Brockton, MA
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Fast Plus

Fast Plus

(12)
“I truly live the FAST team🕺🏿🕺🏿🕺🏿🕺🏿🕺🏿🕺🏿🕺🏿”
In Business Since 2020
953 Main St, Brockton, MA
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Holmes Investment Management

Holmes Investment Management

“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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Spark Business Consulting

Spark Business Consulting

(13)
A Day With Kasey, 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 2020
Serving Brockton Area
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Blue Hills Wealth Management

Blue Hills Wealth Management

Fees, Clients, Planning
“Personalized & Meaningful Financial Solutions. Comprehensive Financial Planning Services Quincy, MA. Financial advisors specializing in retirement, accumulation, college funding & business planning. Looking for a check-up, a plan or investment advice...”
Licensed, BBB Rating: A+
In Business Since 1965
Transparent Fees & Pricing
300 Crown Colony Dr # 102, Quincy, MA
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Raffol and Company

Raffol and Company

(1)
Payroll, Cash Flow Management, Estate Planning
“Great personality, best service, always there when you need them.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2019
Transparent Fees & Pricing
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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Shetland Financial

Shetland Financial

(23)
Business Advisory, Tax, Financial Planning
“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.”
Free Initial Consultation
In Business Since 2020
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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Adams CPA Services

Adams CPA Services

(13)
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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Bojetax

Bojetax

(3)
“I have prepared my tax returns here for over twenty Year and I love the service.”
Licensed, BBB Rating: A+
In Business Since 1997
Serving Brockton Area
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Genesis Capital Advisors

Genesis Capital Advisors

(1)
“Excellent company great leadership best at what do!”
Licensed, BBB Rating: A+
In Business Since 2003
Serving Brockton Area
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Lrvs Advisory Group

Lrvs Advisory Group

“McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of four offices in Philadelphia, Chicago, Boston, and Tysons Corner. McAdam has developed an intelligent advisory model known as its Adva...”
Coupons & Offers
In Business Since 2019
Serving Brockton Area
FAQs
How are you different?
Clients lean on us to act as their Family CFO. Our personal concierge approach to wealth management includes introducing a team of outside professionals of accountants, mortgage consultants, estate attorneys and insurance brokers to ensure that every aspect of wealth management and financial planning is integrated into your overall plan.
What does a financial advisor do?
A financial advisor helps create an overall wealth management strategy so that you can grow your investments, plan for the future and plan tax strategies for the day when you sell or move to another company or retire.
What are your fees?
Every client relationship is different but typically our clients pay a flat annual fee for financial planning. In addition, should our clients engage us for investment advisory services we utilize a tiered fee structure based on assets held under our management. We are committed to educating, planning, and managing your financial well-being for today and tomorrow.
Get the answers to more questions on the FAQ page on our website.
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Michael A. Galer CPA

Michael A. Galer CPA

(2)
Estate and Trust Returns, Bookkeeping, Tax Return Preparation
“I am estate planning attorney in Easton and I have referred many, many clients to Mike and they all have appreciated him as he is very knowledgeable, prompt in responding to phone calls and emails and very professional always.”
Transparent Fees & Pricing
Licensed
In Business Since 1993
Free Initial Consultation
Serving Brockton Area
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Strategic Norwell

Strategic Norwell

Financial Planning, Consulting Services, Free Initial Consultations
“We work to make decisions intentionally. This means we have a plan for each season of life, rather than having to react or panic when the unexpected arises”
Licensed, BBB Rating: A+
In Business Since 2002
Accepts All Major Credit Cards
Serving Brockton Area
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Davis Financial

Davis Financial

“10,000 Americans turn 65 each and every day. Most of these people have questions about retirement too. Questions like: Can I afford to retire? When should I start taking my Social Security? How can I protect my retirement accounts if the stock market...”
Licensed, BBB Rating: A+
In Business Since 2010
Accepts All Major Credit Cards
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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Rubino & Liang Wealth Partners

Rubino & Liang Wealth Partners

(9)
  • Retirement
“I now have long term financial plans that are as diverse from Life insurance to estate planning , never need to go anywhere else and I have a specific retirement age in mind that will carry me through the rest of my life .”
Licensed, BBB Accredited
In Business Since 2018
189 Wells Ave 3rd floor, Newton, MA
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Planning For Good

Planning For Good

(18)
  • Responsive
  • Investment
  • Future
“I would not say my anxiety around finances no longer exists but it is now tempered by a deeper understanding of the many realities and moving parts associated with finances”
In Business Since 2021
Serving Brockton Area
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D K Brede Investment Management Co

D K Brede Investment Management Co

Wealth Management, Investment Management
“In her book, You're Retired...Now What?, she shares some of her established financial philosophies and advice on making your money work for you during retirement. Developed from a lifetime of industry experience, her wealth management strategies put ...”
Licensed, BBB Rating: A+
In Business Since 1992
Serving Brockton Area
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Regal Financial Group - Greater Boston

Regal Financial Group - Greater Boston

(13)
  • Options
  • Knows
  • Strategy
“Josh not only helps plan and strategize one's portfolio management and investment allocation, but he also helps you understand where your money is going and why.”
In Business Since 2000
Serving Brockton Area
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Generations Retirement Group

Generations Retirement Group

(12)
  • Meeting
  • Family
“Some strong characteristics about Dave are that he is an intelligent, personable and honest financial adviser, who works hard to help your money grow no matter how much money you do or don't have.”
In Business Since 2019
Serving Brockton Area
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Teixeira Financial Group

Teixeira Financial Group

(4)
Tell A Friend, Affiliated Offices
“They know how money works!”
Accepts All Major Credit Cards
In Business Since 2007
Offers Financing Options
Serving Brockton Area
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Harbor Mortgage Solutions

Harbor Mortgage Solutions

(4)
“They beat the rate I got with my pre-approval company, communicated throughout the process, explained everything in great detail and were always pleasant to talk to.”
Offers Financing Options
In Business Since 1997
Family Business
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.

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