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Jacob I Zuber, CPA
Services For Quickbooks, Industries, Business Services
“Friendly, easy to work with, generous, and very well-informed and informative.”
Best Financial Advisors in Brookline, MA
The highest-rated Financial Planning & Wealth Management companies out of 139 vetted & reviewed in the Brookline area.
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Beacon Wealth Advisors
Risk Management & Insurance, Investment Management, Financial Planning
“At Beacon Wealth Advisors we provide Financial Planning and customized Investment Management strategies to a very select group of families and high-net worth individuals throughout the country. As LPL Independent Investment Advisor Representatives, o...”
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Sarner Financial
“Larry Sarner, who is an Enrolled IRS Agent, is a highly educated, highly professional tax and finance expert who has helped me out immeasurably in various ways: years ago, he successfully repositioned a zero growth retirement fund holding into a heal...”
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Marcos Lopez, Cfp, Ricp, EA
“You will have access to Wealthvision/eMoney, a dashboard that allows you to see all of your accounts in one place.”
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733park
Fintech, Sell-Side Representation, Deal Sourcing / Buy-Side
“With offices in Boston and New York, 733Park is a cutting-edge boutique consulting firm. Founded by industry veteran Lane Gordon, the company's vision is simple: experience + personal attention to our clients = successful outcomes. Knowledge and expe...”
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Cannon Beach Financial Advisors
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Crowninshield Fin. Research
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White Pine Advisory
“At White Pine Advisory, we believe that we cannot truly provide our clients with guidance in sustainable investing without embracing sustainability in every aspect of our business. In order to credibly give clients advice on sustainable investing, we...”
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AGS Tax Group
Bank Financing, New Business Formation, Services For Individuals
“The accountants demonstrated a high level of competence, carefully reviewing all documents I provided and offering detailed information at each stage of the filing process.”
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TBS Tax Services
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.”
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McConnell Rothman & Co.
Business Services, Accounting, Tax Services
“He continues to make filing taxes easy for us even as our taxes get more and more complex and he always has tips and advice to save us more money every year.”
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Hajiani CPA
- Personal Financial
- Questions
- Tax Returns
“I am self-employed and taxes used to feel like a very stressful thing, however ever since working with Al and his team they seem to be much easier to manage.”
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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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Costello Tax Associates
“He is very knowledgeable and provided a good solution for our tax trouble.”
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EMJ Financial Services
Bankruptcy Options That Work, For Individuals, Additional Services
“- customer service has been amazing (nice mixture of the reality of your financial situation combined with actionable steps on how to remedy when needed)”
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Rakatansky CPA
For Businesses, For Individuals, Wealth Management
“I highly recommend Alex and his company to anyone who is looking for an amazing accountant and for any financial advisory in their personal or business affairs!”
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Kelly Financial Services
- Funds
- Accounts
- Team
“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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Miller CPA
- State
- Team
- Season
“This is my second year working on my taxes with David, and he is always easy to work with, professional, and explains everything I have questions about.”
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Spano Dawicki & Witt
Estate Planning, Conservatorship/Guardianship, Asset Protection
“Stephen Spano handled my mother-in-law's legal needs years ago, so when it was time for us to make sure our "affairs were in order", we didn't hesitate to go in the same direction.”
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Quality Tax and Business Partners
- Office
- Tax Return
- Financial
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
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Taxpro House
“The best!!!”
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Thorn Law Group
Banks, Trusts, Small and Mid-Sized Companies
“That being said, my family and I have hired several tax attorneys over the years for difficult matters but none has been as knowledgeable and as effective as Mr.”
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Concierge Wealth Management
Life Planning Services, Personal Financial Planning Services, Financial Planning Process
“As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future.”
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Single Point Partners
- Tax
- Communication
- Law
“Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals.”
Retirement Planning and Investment Management Services in Brookline, MA Cost Estimates
Minimum cost
$1066
Maximum cost
$9058
National Average
$3197
Avg Per Hour Rates
$320
$2132
$5861
Average price range is based on
525 cost profiles
Why these companies made our list
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