Best Financial Advisors in Fall River, MA

The highest-rated Financial Planning & Wealth Management companies out of 138 vetted & reviewed in the Fall River area.

The Tax Consultants

The Tax Consultants

(11)
Tax Preparation, Cryptocurrency, Accounting
“I am sorry for blaming them it was not their fault and they help fix thank you Derek again I sorry”
Licensed, BBB Rating: A+
In Business Since 1986
435 Columbia St, Fall River, MA
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Botelho LAW Group

Botelho LAW Group

(44)
  • Money
  • Office
  • Email
“Attorney Botelho met us on Monday, for a free consultation and, knowing the very short window he had to familiarize himself with the case, agreed to make an appearance in court on Wednesday morning.”
In Business Since 2013
901 Eastern Ave #2, Fall River, MA
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Collection Assist

Collection Assist

(12)
  • Patient
  • Credit
“I spoke with Augusto N and he was very helpful and very patient with me, he also was very specific with everything that was going on with my credit and was very direct with what needed to be done to fix it.”
Free Initial Consultation
In Business Since 2023
249 County St, Fall River, MA
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South Coast Planning & Wealth Management

South Coast Planning & Wealth Management

(10)
  • Retirement
  • Future
  • Goals
“He is very knowledgeable about the intricacies of creating a financial plan and made the process interesting and easy and I was very satisfied with the outcome.”
Transparent Fees & Pricing
In Business Since 2020
2 Bank St Unit 11, Suite 108, Fall River, MA
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J Marshall Associates

J Marshall Associates

(2)
Financial Planning, Investments, Insurance
“Highly recommend”
Licensed
In Business Since 2012
982 Eastern Ave, Fall River, MA
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Successful Money Strategies

Successful Money Strategies

(1)
“Great investor, excellent communication, I wouldn't trust my money with anyone else.”
In Business Since 1997
10 N Main St # 2C, Fall River, MA
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Oldrid Financial

Oldrid Financial

“At Oldrid Financial, we uphold the highest standards of integrity and professionalism. We provide comprehensive investment solutions to individuals , estates , trusts , charitable foundations , and small businesses in the areas of retirement, cash fl...”
Free Initial Consultation
In Business Since 2011
236 New Boston Rd, Fall River, MA
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Mechanics Investment Group

Mechanics Investment Group

“2. Current eStatements will not convert to our new system. Customers are asked to please download and save or print eStatement history before Friday, January 25, 2019 (especially for tax purposes). Once the system has been converted, eStatements will...”
Transparent Fees & Pricing
In Business Since 1997
60 Bedford St, Fall River, MA
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Northeastern Patent Law Associates

Northeastern Patent Law Associates

Getting Help When Feeling Unwell, Dental Services For Older People, What Standards You Should Expect From NHS Services
“Dr Lucy Pollock discusses her new book, personalised healthcare, and how to build a better society for older people.”
Transparent Fees & Pricing
In Business Since 2023
56 N Main St #407, Fall River, MA
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Corrigan Financial

Corrigan Financial

(2)
“The people who work here are super knowledgeable and friendly!”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
Serving Fall River Area
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J. J. Best Banc & Co.

J. J. Best Banc & Co.

(44)
  • Email
  • Finance
  • Boat
“For anyone looking to purchase a classic automobile long distance and have only seen videos and pictures of the auto, i would strongly encourage them to go through JJ Best to prevent fraud.”
Offers Financing Options
In Business Since 1997
BEST BANC BUILDING, 60 N Water St, New Bedford, MA
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Paiva Financial Services

Paiva Financial Services

(44)
  • Tax Laws
  • Season
  • Knowledge
“From our phone call to Scott to set up our meeting to entering the door and being greeted by Carlos Paiva - they truly make us feel valued and appreciated.”
In Business Since 2014
1181 Rockdale Ave, New Bedford, MA
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Edward M. Simpson, CPA

Edward M. Simpson, CPA

(12)
  • Number
“Ed has a strong work ethic - if necessary, he will take the time to research to find appropriate solutions for issues.”
Offers Financing Options
Licensed, BBB Rating: A+
Family Business
Transparent Fees & Pricing
Serving Fall River Area
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Experience Your Wealth

Experience Your Wealth

(34)
  • Knowledge
  • Future
  • Info
“EYW's methodology is grounded into understanding our family's financial blueprint, our motivations, our desires, and ultimately help us construct a path forward to achieving a level of serenity that we were lacking.”
CFP Certified
In Business Since 2019
Transparent Fees & Pricing
Serving Fall River Area
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Harkins Wealth Management

Harkins Wealth Management

(1)
Business, Financial Planning, Workplace Retirement Plan Management
“Very approachable, knowledgeable, and Harkins has done a great job with my law firm's retirement accounts!”
Licensed, BBB Rating: A+
In Business Since 2016
206 Gano St, Providence, RI
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Connelly Law Offices

Connelly Law Offices

(6)
Professional Fiduciary Services, Probate Law, Special Needs Planning
“They have always made themselves available to address any questions or concerns that I have.”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1999
Accepts All Major Credit Cards
372 Broadway, Pawtucket, RI
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Southcoast Financial Partners

Southcoast Financial Partners

(1)
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
Licensed, BBB Rating: A+
In Business Since 1992
Offers Financing Options
461 Faunce Corner Rd STE 2, North Dartmouth, MA
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Southcoast Financial Group

Southcoast Financial Group

(21)
Life Insurance, Retirement Services
“My family has been working with Southcoast Financial Group for just a little under a year now and we have been very impressed with the help we have received.”
In Business Since 2021
Serving Fall River Area
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Financial Planning Alternatives

Financial Planning Alternatives

Investment Management, Membership, Full Financial Planning
“A CERTIFIED FINANCIAL PLANNER™ Professional, apart from having a fiduciary responsibility to act in their client's best interest, is also skilled in comprehensive financial planning. This expertise includes areas where a financial advisor can provide...”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 1984
Accepts All Major Credit Cards
Serving Fall River Area
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Lasalle & Associates

Lasalle & Associates

Business Services, Quickbooks Services, Services For Individuals
“Take a look at our Home page. La Salle & Associates is an accounting, tax, and advisory firm located in Pawtucket, RI.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2022
Offers Financing Options
368 Beverage Hill Ave, Pawtucket, RI
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Orefice & Caliri

Orefice & Caliri

(2)
Accounting Services, Quickbooks® Services, Tax Services
“They are the greatest.”
Licensed, BBB Rating: A+
In Business Since 1994
Serving Fall River Area
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Lantz Law

Lantz Law

(9)
Family-Owned Businesses & Farms, Elder Law & Medicaid Services, Lgbtq Estate Planning
“Wonderful office ,professional,friendly and gets the job done 😊 …”
Free Initial Consultation
In Business Since 2014
Family Business
Serving Fall River Area
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Sea Green Bookkeeping and Tax Services

Sea Green Bookkeeping and Tax Services

(7)
Quickbooks Services, Business Services, Industries
“Sea Green Bookkeeping is so important for my business and personal taxes.”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
Serving Fall River Area
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Wentworth Divorce Mediation and Consulting

Wentworth Divorce Mediation and Consulting

(12)
  • Understand
  • Financial
  • Agreement
“And, when emotions were involved, Anthony truly honored where we were at and helped us feel heard and supported, while maintaining focus on our priorities.”
In Business Since 2019
Serving Fall River Area
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Retirement Planning and Investment Management Services in Fall River, MA Cost Estimates

Minimum cost
$1147
Maximum cost
$9743
National Average
$3439
Avg Per Hour Rates
$344
$2293
$6304
Average price range is based on 328 cost profiles
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Average Cost $3439
Minimum cost $1147
Maximum cost $9743
Avg Per Hour Rates $344

Average range $2293 to $6304 is based on 328 cost profiles.

Why these companies made our list

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