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

(7)
Tax Preparation, Cryptocurrency, Accounting
“Derek and his team were helpful and responsive, highly recommended!”
Licensed, BBB Rating: A+
In Business Since 1988
435 Columbia St, Fall River, MA
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Botelho LAW Group

Botelho LAW Group

(25)
  • Money
  • Results
  • Know
“Aside from the economically efficient path, the results were accomplished under the difficult circumstances of the pandemic which impacted the process.”
In Business Since 2013
901 Eastern Ave #2, Fall River, MA
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J Marshall Associates

J Marshall Associates

(1)
Financial Planning, Investments, Insurance
“I was greeted promptly and my transaction was quickly completed.”
Licensed
In Business Since 2012
982 Eastern Ave, 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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Oldrid Financial

Oldrid Financial

“At Oldrid Financial, we uphold the highest standards of integrity and professionalism. We provide comprehensive investment solutions to and in the areas of retirement, cash flow planning, college savings strategies, insurance strategies and more.”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
236 New Boston Rd, Fall River, MA
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Successful Money Strategies

Successful Money Strategies

“Active employee or retiree, your financial future is totally in your hands.”
In Business Since 1997
10 N Main St #2C, 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 1992
Accepts All Major Credit Cards
Serving Fall River Area
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Santos & Santos

Santos & Santos

(1)
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 1992
Transparent Fees & Pricing
43 Tower Dr #1, New Bedford, MA
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Edward M. Simpson, CPA

Edward M. Simpson, CPA

(12)
  • Number
  • Family
“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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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

(7)
Family-Owned Businesses & Farms, Elder Law & Medicaid Services, Lgbtq Estate Planning
“Great place, for important information.”
Free Initial Consultation
In Business Since 2014
Family Business
Serving Fall River Area
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Mr Then Consulting

Mr Then Consulting

(18)
  • Business
  • Credit
“A little less than 9 months later I am sitting comfortably on a 745 credit score and just got approved for an American Express Platinum card with no preset spending limit.”
Transparent Fees & Pricing
In Business Since 2019
255 Main St., Pawtucket, 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
In Business Since 1999
372 Broadway, Pawtucket, RI
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A.G. Quintal Investment Company

A.G. Quintal Investment Company

“Clearing services are provided on a fully disclosed basis through a tri-party clearing relationship with Monarch Capital Group, LLC and Pershing, LLC, a BNY Mellon Company.”
Family Business
In Business Since 2002
2177 Acushnet Ave, New Bedford, MA
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Advisory Services of New England

Advisory Services of New England

“We are a boutique investment management organization that offers investment management and relationship management services, to affluent individuals, businesses and institutions. We are able to integrate and leverage industry contacts in banking, leg...”
Emergency Services
In Business Since 2014
Serving Fall River Area
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Wentworth Divorce Mediation and Consulting

Wentworth Divorce Mediation and Consulting

(9)
  • Pleasure
“As a family law attorney, I sometimes find that mediators only help their clients to negotiate the biggest issues or merely divide the assets in half, leaving the real details untouched and the unique needs of the parties unaddressed.”
In Business Since 2019
Serving Fall River Area
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Flynn Financial Group

Flynn Financial Group

(1)
Accounting, Trust, Estate & Gift Taxes, Accounting For Startups
“Travis was personable, professional and quick.”
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
Serving Fall River Area
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Financial Planning Alternatives

Financial Planning Alternatives

Small Business, Women & Families, Millennials
““As a CERTIFIED FINANCIAL PLANNER™ professional, I am a firm believer in educating my clients with an understanding behind the strategies being proposed for their particular investments. Engaging my clients and getting them involved in their planning...”
Free Initial Consultation
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1984
Serving Fall River Area
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Harkins Wealth Management

Harkins Wealth Management

“Our clients' needs are varied, but they typically share one thing in common – a desire to meet their financial goals in an ethical and sustainable manner. We are here to provide those options for you.”
In Business Since 2010
206 Gano St, Providence, RI
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B.e.a.r. Bookkeeping

B.e.a.r. Bookkeeping

(2)
Financial Planning, Bookkeeping, Tax Services
“The knowledge he provided made me aware of the proper steps I needed to take to protect and grow my business.”
In Business Since 2019
Serving Fall River Area
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USA Wealth Group

USA Wealth Group

(1)
“Always impressed with the professionalism and the attention to detail.”
Free Initial Consultation
In Business Since 2005
Serving Fall River Area
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The Wall Group

The Wall Group

Financial Calculators, Investment Resources, Newsletters
“We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You've worked hard for your money and should feel co...”
In Business Since 2008
Serving Fall River Area
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Whittum Scott T CPA

Whittum Scott T CPA

“We are a full-service Accounting firm licensed in RI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Transparent Fees & Pricing
In Business Since 2004
Offers Financing Options
Serving Fall River Area
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Farmer & First

Farmer & First

“Our firm is one of the leading full service accounting firms in the East Bay area. Situated in historic Warren, RI we are convenient to Bristol and Barrington, RI; also, Rehoboth, Swansea and Seekonk, MA. Additionaly we service the Maryland and New J...”
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
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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