Cambridge, MA

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Cambridge, MA
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Best Financial Advisors in Cambridge, MA

The highest-rated Financial Planning & Wealth Management companies out of 123 vetted & reviewed in the Cambridge area.

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Miller CPA

Miller CPA

(48)
  • Team
  • Questions
  • Accountant
“David was patient, understanding, and taught us a good deal about options that we knew nothing about and that our previous preparer apparently did not know or did not care to tell us about.”
In Business Since 2017
625 Massachusetts Ave, Cambridge, MA
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A&I Financials

A&I Financials

(14)
CFO Services, Bookkeeping Services, Controller Services
“He really helpful person great service great ambition he know what he's doing he helps you a lot he's a really smart person also if you need him to be or meet you he will meet you and help you hands-on and besides the business he has a lot of ambitio...”
In Business Since 2021
Free Initial Consultation
Transparent Fees & Pricing
Riverview II, 245 First St #1800, Cambridge, MA
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Tyler Lynch

Tyler Lynch

(2)
Tax Planning & Preparation, Accounting & Auditing, Estate Planning
“Vivian is extremely responsive, around at all hours of the day and goes above and beyond what's required of her.”
In Business Since 2006
Free Initial Consultation
186 Alewife Brook Pkwy #200, Cambridge, MA
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Fisher Financial Strategies

Fisher Financial Strategies

“At Fisher Financial Strategies, we help our clients identify their goals and develop a plan to accomplish them. We are a Fee-Only financial planning firm. We are compensated by our clients, not through commissions or fees from client purchases of fin...”
In Business Since 2011
Licensed, BBB Rating: A+
1292, 245 First St #1800, Cambridge, MA
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Mission Park Capital

Mission Park Capital

(6)
  • Grad School
  • Financial Advisor
  • Management
“His fee structure makes his services highly accessible to someone starting out, and his investment strategies are sound and intuitive, making it easy to understand where my money is going as a client.”
In Business Since 2018
61 Garfield St Unit 6, Cambridge, MA
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Egnyt

Egnyt

Digital Technology Consulting, Disruptive Innovation, Business Model Hackathon
“Our clients are visionary organizations who are fired up about creating new answers and solutions. We not only help you move your business onto the path of success, but blaze your own trail. EGNYT is a strategy consulting firm with a focus on hacking...”
In Business Since 2011
Transparent Fees & Pricing
485 Massachusetts Ave #300, Cambridge, MA
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Valor Wealth Partners

Valor Wealth Partners

Faqs, Initial Plan Development, Investment Management
“Federal employees looking to retire face complicated processes from OPM and Agency HR departments. Navigating these rules is more difficult than filling out your retirement paperwork correctly. On top of this complex system, you need to be prepared b...”
In Business Since 2018
Transparent Fees & Pricing
100 Cambridge St 14th floor, Boston, MA
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Shen Gen Accounting

Shen Gen Accounting

Financial Services Group, Startups, International
“At Shen Gen, we offer a variety of services that can help you through the every stage of your business. Whether you need our help with assurance services, tax services, international finances, or simple accounting, our top-notch experts can serve all...”
In Business Since 2014
1 Broadway, Cambridge, MA
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Adaptive Financial Solutions

Adaptive Financial Solutions

“As your dedicated partner, we keep your best interests in mind at all times when offering our advice and making financial recommendations for your benefit. Through our sense of integrity and as required by law, we put your interests ahead of our own ...”
In Business Since 2018
245 First St 18th floor, Cambridge, MA
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Pinney & Scofield

Pinney & Scofield

“Managing personal finances can be stressful, but with a clear pathway toward your goals, that anxiety is replaced with peace of mind. This is the value Pinney & Scofield provides. We take time to learn about your ambitions and interests, to understan...”
In Business Since 1999
22 Hilliard St, Cambridge, MA
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AGS Tax Group

AGS Tax Group

(27)
Litigation Support, Services For Individuals, Fee Worksheet
“My accountant, Igor, even kept me updated on my progress with regular texts and calls, which was a welcome change from the usual radio silence you get from most accounting firms.”
In Business Since 2008
Offers Financing Options
Transparent Fees & Pricing
1007 Chestnut St, Newton, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Deductions
  • Questions
  • Information
“Also his team is very patient in explaining the process and instructing me on all tax documents and information needed to get a more accurate tax return with the lowest tax balance possible.”
In Business Since 2021
Free Initial Consultation
Serving Cambridge Area
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McConnell Rothman & Co.

McConnell Rothman & Co.

(50)
Accounting, Tax Services, Business Services
“Laurie and I have had Mc Connell Rothman as our financial planners for over 15 years from filing taxes to investment planning and mortgage services and have truly enjoyed the professional and personal experience.”
In Business Since 1998
Licensed, BBB Rating: A+
Serving Cambridge Area
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Terranova & Associates CPA

Terranova & Associates CPA

(49)
Individual, Consulting, Business
“They are extremely diligent and thorough in their work and I feel they have demonstrated through their work that they always have their clients interests as their top priority.”
In Business Since 1992
Accepts All Major Credit Cards, Check, Paypal
Licensed, BBB Rating: A+
Serving Cambridge Area
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Hajiani CPA

Hajiani CPA

(48)
  • Questions
  • Team
  • Understand
“With valuable insight into best practices, accounting methods and PPP loan application processes, my stress levels as a sole proprietor - navigating both taxes and a pandemic - has been greatly reduced.”
In Business Since 2013
Free Initial Consultation
90 Canal St 4th Floor, Boston, MA
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Dennis & Associates, Cpa's

Dennis & Associates, Cpa's

(28)
“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.”
Family Business
In Business Since 1997
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
176 Granite St, Quincy, MA
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Costello Tax Associates

Costello Tax Associates

(19)
“John is amazing, so friendly and helpful”
Offers Financing Options
In Business Since 2016
Transparent Fees & Pricing
Licensed, BBB Rating: A+
311 Highland Ave, Somerville, MA
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EMJ Financial Services

EMJ Financial Services

(26)
Bankruptcy Options That Work, Tax Problem Resolution, Find Out What the IRS “has” On You
“As a small business owner who gets really confused and overwhelmed by bookkeeping and tax prep basics, Liz got me on track, and I am seeing huge results and changes as a result of her clear guidance and vision for what was possible.”
In Business Since 2012
Licensed, BBB Rating: A+
775 Pleasant St STE 3, Weymouth, MA
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Kelly Financial Services

Kelly Financial Services

(48)
  • Accounts
  • Questions
  • Retirement
“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”
In Business Since 2003
10 Forbes Rd #130, Braintree, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(50)
  • Portfolio
  • Questions
  • Financial Planning
“After a long and exhaustive search for a dedicated financial planning team we are very happy we made the decision to work with Joe, Jaimie and the rest of the professionals at Stonehearth.”
In Business Since 2010
Accepts All Major Credit Cards
Serving Cambridge Area
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Spano Dawicki & Witt

Spano Dawicki & Witt

(36)
Estate Planning, Asset Protection, Elder Law
“Attorney Spano and his team (in particular, Melissa, who fielded most of my anxious emails and phone calls) were such a crucial part of my mom's care team.”
In Business Since 1997
Accepts Check, All Major Credit Cards, Cash, Debit
Licensed
Serving Cambridge Area
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Taxpro House

Taxpro House

(9)
“We are very grateful to Deborah for all her support.”
Transparent Fees & Pricing
In Business Since 2000
Accepts All Major Credit Cards
Free Initial Consultation
119 Ferry St, Malden, MA
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Quality Tax and Business Partners

Quality Tax and Business Partners

(45)
  • Tax Return
  • Questions
  • Team
“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.”
In Business Since 2014
Average Price Tag
84 High St, Medford, MA
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Thorn Law Group

Thorn Law Group

(11)
Banks, Individual Taxpayers, Corporate Executives
“Thorn and Thorn Law Groups knowledge in understanding the crypto currency IRS letter I received was extremely helpful, and in the end, financially beneficial to my company and me.”
Remote Consultations Available
In Business Since 2017
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
10 Post Office Square 8th floor, Boston, MA
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Retirement Planning and Investment Management Services in Cambridge, MA Cost Estimates

Minimum cost
$1185
Maximum cost
$10068
National Average
$3554
Avg Per Hour Rates
$356
$2369
$6515
Fair price range is based on 491 cost profiles
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Average Cost $3554
Minimum cost $1185
Maximum cost $10068
Avg Per Hour Rates $356

Fair range $2369 to $6515 is based on 491 cost profiles.

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