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Best Financial Advisors near Malden, MA
We have one firm in Malden on file, and it is on this list, along with 23 from towns including Boston (10, 8 mi), Danvers (2, 10 mi) and Needham (2, 14 mi).
5 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Terranova & Associates CPA
- Payroll
- Financial
- Company
“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.”
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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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Hajiani CPA
- Stress
- Questions
- Understand
“He provides expert advice and guidance to us and our confidence in his work lets us focus on providing services to our clients and students instead of worrying about tax filings!”
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Kelly Financial Services
- Success
- Accounts
- 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”
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Stonehearth Capital Management
- Confident
- Portfolio
- Financial Planning
“We have complete trust in their ability to be the "watchdog" we need to keep our portfolios healthy and always appreciate the welcoming feel when we go to the office for meetings.”
The 24 firms listed for Malden, 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: Malden, MA
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 732 reviews; 5 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (93%) and quality (79%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "understanding". 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), audits - reviews - compilations (2), back taxes owed (2), bank financing (2) and bankruptcy (2). 1 shows a license on its website and 13 have a BBB rating of A or A+. Domain records put 22 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 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 Malden take financial planning bookings online?
6 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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Quality Tax and Business Partners
- Understand
- Tax Return
- 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.”
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Concierge Wealth Management
- Choice
- Retirement
- Future
“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
- Life
- Team
“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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Heritage Financial Services
- Assets
- Portfolio
- Retirement
“During this time they have provided us with sound advice and insight and have always been there to guide us while maintaining our portfolio objectives.”
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Harding Financial and Insurance
- Happy
- Future
- Expertise
“He has patiently walked us through the changes we needed to consider in our long-term planning when we bought a home, got married, started a family, and changed jobs.”
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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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Raffol and Company
“Great personality, best service, always there when you need them.”
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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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Beyond Your Hammock
- Confidence
- Future
- Decisions
“We can't say enough about how helpful it is to have a financial adviser that knows our household, our plans for our financial future, and who we are as people.”
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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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Jesson, Oslin & Associates
“Courtious and professional”
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Lightship Wealth Strategies
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Samuel P. Freeman CPA
- Priced
“It just seemed too complicated with multi-states, married filing jointly with itemized deductions and responding with the states … I am busy with my work and do not have enough knowledge with multi-states tax.”
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Munroe Morrow Wealth Management
- Planning
- Questions
- Portfolio
“Greg's suggestions saved me about $10,000 in taxes this year, utilizing a different retirement account that my own accountant of 10+ years had never mentioned or suggested”
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Generations Retirement Group
- Management
- Worry
- Hard Sell
“I have been searching for more years than I care to say for someone that would stay in touch with me and NOT disappear after they got me onboard and I finally found it.”
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SCS Financial
“Boston Private saving, best place for saving”
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Cambridge Associates
“I recently received a group of volunteers from Cambridge associates who helped me on my farm in Concord.”
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Regal Financial Group - Greater Boston
- Checks
- Expertise
- Knowledge
“Trusting my financial advisor and feeling comfortable with them was really important to me, and I feel like Josh has gotten to know me and understand my goals.”
Retirement Planning and Investment Management Services in Malden, MA Cost Estimates
Minimum cost
$1073
Maximum cost
$9115
National Average
$3217
Avg Per Hour Rates
$322
$2145
$5898
Typical price range is based on 351 cost profiles
Why these companies made our list
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