Best Financial Advisors near Brockton, MA

We have 3 firms in Brockton on file. Only the highest-rated make our list: 2 of them made it, along with 13 from towns including Braintree (4, 8 mi), Hanover (2, 10 mi) and Stoughton (1, 5 mi).

1 open weekends · 13 rated 4.5+

Data verified October 28, 2026

NEX Financial Group

NEX Financial Group

5.0 1 review
“He really cares for his clients and provides the best service possible.”
Since 2016BBB A+
425 Pleasant St Suite 101
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Chrimark Financial Services

Chrimark Financial Services

5.0 1 review
BBB A+Since 2005Cash only
632 Belmont St
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Dennis & Associates, Cpa's

Dennis & Associates, Cpa's

4.9 29 reviews
“Fast response times , and always make time for my questions and concerns!”
BBB A+Since 1999Family-owned
Quincy, MA · 12 mi from Brockton
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Generations Retirement Group

Generations Retirement Group

5.0 48 reviews
“Our goals were set in place and the results are exactly what they said they would be.”
Since 2019
Braintree, MA · 8 mi from Brockton
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Kelly Financial Services

Kelly Financial Services

4.9 110 reviews
“Greg and the whole Kelly family are awesome to work with and are always there to help us in whatever issues or concerns we may have.”
Serves Greater BostonSince 2003
Braintree, MA · 8 mi from Brockton
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D J Gustafson & Co

D J Gustafson & Co

5.0 4 reviews
“They have done a great job keeping our company on the right path with our finances for longer than I've been alive.”
BBB A+Since 1999FinancingPrices online
Weymouth, MA · 9 mi from Brockton
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The 15 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

The 15 firms on this page are rated from 4.1 to 5.0 across 326 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on Saturdays. 9 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 61 years. 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 11 list a public email and 2 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?

2 of the 15 firms are located in Brockton. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Investment Advisory Group

Investment Advisory Group

5.0 11 reviews
“We have been very pleased with our return on investment and the services provided by the Investment Advisory Group.”
BBB A+Since 2001
Hanover, MA · 10 mi from Brockton
i
Michael A. Galer CPA

Michael A. Galer CPA

4.5 8 reviews
“I have been using the firm of Michael A Galer for twenty years and have found them to be professional and reliable.”
Free consultationBBB accreditedSince 1993FinancingPrices online
Canton, MA · 8 mi from Brockton
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O'Brien Riley & Ryan

O'Brien Riley & Ryan

5.0 4 reviews
“Excellent tax and estate planning firm.”
BBB A+Since 1965
Braintree, MA · 8 mi from Brockton
i
Genesis Capital Advisors

Genesis Capital Advisors

5.0 1 review
“Excellent company great leadership best at what do!”
BBB A+Since 2000
Stoughton, MA · 5 mi from Brockton
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Davis Financial

Davis Financial

Free consultation60+ yearsBBB A+Prices online
Mansfield, MA · 8 mi from Brockton
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Sorgi & Minichiello

Sorgi & Minichiello

4.1 3 reviews
“Have heard very good things about them.”
Free consultationBBB A+Since 2000
Hanover, MA · 10 mi from Brockton
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Liquid Capital

Liquid Capital

5.0 13 reviews
“I am completely satisfied with the financial plan Sean has put in place to meet our needs as well as the results that have been realized.”
Since 2002
Norwell, MA · 9 mi from Brockton
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Lund Wealth Management

Lund Wealth Management

5.0 16 reviews
“Professional, patient, and genuinely invested in our success—our finances have never been in better shape.”
Since 2019
Foxborough, MA · 11 mi from Brockton
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Napier Financial

Napier Financial

4.4 4 reviews
“I've had the pleasure to work with the Napier Financial team for the past few months and strongly believe they are the top financial advisors in Braintree, MA.”
Since 2019
Braintree, MA · 8 mi from Brockton
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HomeWealth Management AdvisorsMassachusettsBrockton, MA

Why these companies made our list

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