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Best Financial Advisors in Brookline, MA
24 firms listed · 6 in Brookline · 1 open 24/7 · 5 open weekends · 19 rated 4.5+
Data verified October 18, 2026
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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
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White Pine Advisory
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Cannon Beach Financial Advisors
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Crowninshield Fin. Research
The 24 firms listed for Brookline, 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: Brookline, MA
Of the 24 firms we list here, 6 are in Brookline itself and 18 come from towns including Boston (7, 3 mi), Newton (1, 3 mi) and Needham (1, 6 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 483 reviews; 4 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (86%) and quality (81%). 1 is open around the clock; 5 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are financial planning (4), wealth management (3), business services (2), estate planning (2) and industries (2). 1 shows a license on its website and 11 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 27 years. 1 offers urgent consultations; 3 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. 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.
Do firms listed for Brookline take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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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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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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Rakatansky CPA
- Meeting
- Financial
- Season
“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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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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Concierge Wealth Management
- Choice
- Goals
- Savings
“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.”
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D J Gustafson & Co
“Best CPA on the South Shore!”
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Heritage Financial Services
- Goals
- Portfolio
- Confidence
“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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Harding Financial and Insurance
- Understand
- Future
- Goals
“A year ago I lost my job, had a death in the family and was being pressured by financial company's to as to whether to take cash balance or collect a pension.”
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Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
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Timbuktu Capital Management
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
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Raffol and Company
“Great personality, best service, always there when you need them.”
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Beyond Your Hammock
- Organized
- Future
- Understanding
“Eric does a great job educating along with giving financial advice so that you can collaborate to come up with the decisions that make the most sense for you.”
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Oliver Capital Management
- Small Business
- Life Insurance
- Understand
“He is a "real" person with a young family and has a good understanding of the importance of working toward being financially secure - no matter your circumstances!”
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Jesson, Oslin & Associates
“Shout out to Dave Fletcher, Stephanie Barresi and the whole gang!”
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Loring Wolcott & Coolidge
“While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.”
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Lightship Wealth Strategies
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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