Best Financial Advisors in Malden, MA

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Malden area.

Taxpro House

Taxpro House

(3)
“Very professional”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2002
Free Initial Consultation
119 Ferry St, Malden, MA
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Boston Financial Advisory Group

Boston Financial Advisory Group

+, Global Reporting, Financial Analytics
“We have utilized Boston Financial services for the past 18 months. They have identified management and accounting issues that have resulted in improved processing and real time information. This has allowed management us to deal with issues immediate...”
In Business Since 2010
350 Main St 2nd floor, Malden, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Questions
  • Tax Returns
“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 Malden Area
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Costello Tax Associates

Costello Tax Associates

(14)
  • Family
“John was recommended to me and I've recommended him to many people!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
311 Highland Ave, Somerville, MA
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Hajiani CPA

Hajiani CPA

(29)
  • Trust
  • Accounting
  • Professional
“In addition to their attentive service each year for my family's somewhat complicated tax needs, they've helped me retroactively resolve costly clerical errors by a well-known tax service.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
90 Canal St 4th floor, Boston, MA
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Spano & Dawicki

Spano & Dawicki

(29)
Trusts, Medicaid, Guardianship
“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.”
Accepts Check, All Major Credit Cards, Cash, Debit
In Business Since 1997
Licensed
Serving Malden Area
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Single Point Partners

Single Point Partners

(12)
  • Investment
  • Team
  • Family
“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.”
Transparent Fees & Pricing
In Business Since 2017
Licensed, BBB Rating: A+
277 Dartmouth St, Boston, MA
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Rosen Law & Finance

Rosen Law & Finance

(29)
  • Meeting
  • Workshop
  • Questions
“I have and will continue to recommend David to my friends, extended family, and anyone else who is looking for an estate planning lawyer and/or an investment professional.”
Accepts Travelers checks, Debit, Check, All Major Credit Cards
In Business Since 2016
Licensed, BBB Rating: A+
Serving Malden Area
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Concierge Wealth Management

Concierge Wealth Management

(7)
Life Planning Services, Wealth Management, Financial Planning Process
“From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.”
In Business Since 2010
Licensed, BBB Rating: A+
346 Commercial Street, Boston, MA
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Blue Hills Wealth Management

Blue Hills Wealth Management

Fees, Process, Planning
“Personalized & Meaningful Financial Solutions. Comprehensive Financial Planning Services Quincy, MA. Financial advisors specializing in retirement, accumulation, college funding & business planning. Looking for a check-up, a plan or investment advice...”
Transparent Fees & Pricing
In Business Since 1967
Licensed, BBB Rating: A+
300 Crown Colony Dr # 102, Quincy, MA
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Artemis Financial Advisors

Artemis Financial Advisors

Divorce Financial Planning, Sustainable Investing, Financial Planning
“Each plan we develop is fully customized and suited to our client's particular needs, goals, and concerns. Our services are geared to both individuals and couples, professionals beginning their careers, in transition, or approaching retirement. No ma...”
Transparent Fees & Pricing
In Business Since 2013
Licensed, BBB Rating: A+
115 Newbury St, Boston, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(26)
Management Fees, Financial Planning, Investment Management
“I would highly recommend Stonehearth to anyone who needs help navigating the complex landscape of retirement, saving, tax management, risk management, etc.”
Transparent Fees & Pricing
In Business Since 2010
Accepts All Major Credit Cards
Serving Malden Area
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Ez Tax Preparation Services

Ez Tax Preparation Services

“* An Enrolled Agent is a tax specialist licensed to practice before the IRS. Enrolled Agents serve two critical roles: tax advisor and representative agent. To achieve this position, an EA candidate must pass a rigorous three part exam. The exam cove...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2014
Licensed, BBB Rating: A+
27 Cottage St, Newton, MA
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Raffol and Company

Raffol and Company

(1)
Non-Filed Tax Returns, IRS Wage Garnishment, IRS Seizures
“Great personality, best service, always there when you need them.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2019
Licensed, BBB Rating: A+
Serving Malden Area
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Lark Bolduc

Lark Bolduc

(1)
Strategic Business Planning, Audits - Reviews - Compilations, Part-Time CFO Services
“I've been working with lark for years and years and every interaction with her is lovely.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
Licensed, BBB Rating: A+
Serving Malden Area
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Timbuktu Capital Management

Timbuktu Capital Management

(2)
Consulting, Retirement Planning, Investment 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.”
Accepts All Major Credit Cards
In Business Since 2008
Licensed, BBB Rating: A+
800 Boylston St, Boston, MA
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Shetland Financial

Shetland Financial

(23)
Financial Planning, Tax, Business Advisory
“Needless to say the cost of his services are easily offset by the $$ he saves due to his strong understanding of the tax code which i would have missed while doing the tax prep myself.”
In Business Since 2020
Free Initial Consultation
Serving Malden Area
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Multi Professional Consultants

Multi Professional Consultants

Publication
“We are a full-service tax, business, accounting, consulting, and training company, providing quality and professional services to all fifty (50) states in the United States. Established in 2003 as a sole proprietor and incorporated in 2007, the firm ...”
Accepts Check
In Business Since 2008
Licensed, BBB Rating: A+
703 Main St, Waltham, MA
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Harding Financial and Insurance

Harding Financial and Insurance

(30)
  • Goals
  • Financial Planning
  • Family
“Every person I introduce to Harding Financial is grateful for their generosity, great advice, integrity, and the peace of mind Harding Financial provides.”
In Business Since 2009
Serving Malden Area
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Cambridge Associates

Cambridge Associates

“At Cambridge Associates, we believe that our clients should not have to choose between a global firm with deep investment resources and a boutique firm with a personal touch. Our firm is built to allow our clients to benefit from the relationships, s...”
Transparent Fees & Pricing
In Business Since 1995
Licensed, BBB Rating: A+
125 High St, Boston, MA
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Loring Wolcott & Coolidge

Loring Wolcott & Coolidge

Financial Planning, Estate Planning & Settlement, Overview
“Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We work collaboratively to create wealth management solutions based on a clear understanding of each family's needs, prioriti...”
In Business Since 2012
Licensed, BBB Rating: A+
230 Congress St #12, Boston, MA
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Balance Wealth Advisors

Balance Wealth Advisors

(29)
  • Environment
  • Technology
  • Intern
“Within the first few weeks, they have brought me into the team and provided me with a lot of resources to learn about the business and financial advisory in general.”
In Business Since 2016
Serving Malden Area
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The Soul Supplier

The Soul Supplier

(8)
Non Profit Planning, Small Business Planning, Financial Planning
“Beyond grateful that I have been able to find this organization, they have helped me immensely, helping me and my family learn about investments and using our income to build wealth, I would definitely recommend everyone I know.”
Accepts All Major Credit Cards
In Business Since 2019
Licensed
425 Massachusetts Ave, Cambridge, MA
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SCS Financial

SCS Financial

(1)
“Boston Private saving, best place for saving”
In Business Since 2013
Licensed, BBB Rating: A+
888 Boylston St, Boston, MA
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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
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Average Cost $3217
Minimum cost $1073
Maximum cost $9115
Avg Per Hour Rates $322

Typical range $2145 to $5898 is based on 351 cost profiles.

Why these companies made our list

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