Best Financial Advisors in Fall River, MA

15 firms listed · 5 in Fall River · 1 open 24/7 · 1 open weekends · 14 rated 4.5+

Data verified October 29, 2026

The Tax Consultants

The Tax Consultants

5.0 11 reviews
“We do our personal and business taxes with Derek who goes above and beyond to make the experience very easy!”
BBB A+Since 1985
435 Columbia St
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South Coast Planning & Wealth Management

South Coast Planning & Wealth Management

4.9 10 reviews
“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.”
Free phone consultationServes Fall River, Rhode IslandSince 2020Prices online
2 Bank St Unit 11, Suite 108
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J Marshall Associates

J Marshall Associates

5.0 2 reviews
“I was greeted promptly and my transaction was quickly completed.”
LicensedSince 2012
982 Eastern Ave
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Successful Money Strategies

Successful Money Strategies

5.0 1 review
“Great investor, excellent communication, I wouldn't trust my money with anyone else.”
Since 1997
10 N Main St # 2C
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Oldrid Financial

Oldrid Financial

Free consultationSince 2011
236 New Boston Rd
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Experience Your Wealth

Experience Your Wealth

5.0 34 reviews
“He's helped make better sense of our finances, has guided us toward some smart long-term goals, and more importantly he's helped us have a healthier relationship with money in general.”
CFP certifiedSince 2019Prices online
9 mi from Fall River
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The 15 firms listed for Fall River, 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: Fall River, MA

Of the 15 firms we list here, 5 are in Fall River itself and 10 come from towns including Dartmouth (2, 7 mi), Riverside, RI (2, 13 mi) and Westport (1, 6 mi). The firms on this page are rated from 4.0 to 5.0 across 111 reviews; 14 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. 1 shows a license on its website; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 3 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.

Do any financial advisers listed for Fall River offer a free first meeting?

2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

Southcoast Financial Partners

Southcoast Financial Partners

5.0 1 review
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
BBB A+Since 1990Financing
North Dartmouth, MA · 10 mi from Fall River
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Southcoast Financial Group

Southcoast Financial Group

5.0 21 reviews
“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.”
Since 2021
Dartmouth, MA · 7 mi from Fall River
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Financial Planning Alternatives

Financial Planning Alternatives

Free consultationBBB A+Since 1981
Westport, MA · 6 mi from Fall River
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Orefice & Caliri

Orefice & Caliri

4.8 2 reviews
3 attorneysSince 1989BBB A+
Riverside, RI · 13 mi from Fall River
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Barry Investment Advisors

Barry Investment Advisors

Since 2014
New Bedford, MA · 9 mi from Fall River
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Advisory Services of New England

Advisory Services of New England

Open 24 hoursSince 2014
Barrington, RI · 10 mi from Fall River
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The Wall Group

The Wall Group

Since 2008
East Providence, RI · 12 mi from Fall River
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USA Wealth Group

USA Wealth Group

5.0 3 reviews
“The Lantz's are fantastic people who care a great deal about their clients and employees.”
Since 2005
Dartmouth, MA · 7 mi from Fall River
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R. Gary Clark Associates

R. Gary Clark Associates

Since 2014
Riverside, RI · 13 mi from Fall River
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HomeWealth Management AdvisorsMassachusettsFall River, MA

Why these companies made our list

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