Best Financial Advisors near Malden, MA
We have one firm in Malden on file, and it is on this list, along with 14 from towns including Boston (8, 8 mi), Medford (1, 3 mi) and Lexington (1, 8 mi).
2 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Terranova & Associates CPA
“They were very helpful and responsive through the whole process, and I'll definitely be using their services next year!”
Munroe Morrow Wealth Management
“He takes the time to clearly explain options, answer questions and make sure I understand the reasoning behind his recommendations.”
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Concierge Wealth Management
“He is an accurate and thoughtful communicator explaining the portfolio pluses and minuses every time we make adjustments.”
Hajiani CPA
“I've worked with Al Amir now for the past couple of years and haven't had any issues.”
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Quality Tax and Business Partners
“Better than excellent Been doing my taxes there for the last 3 years and they are spot on perfect and the gentleman running the business is a delight to speak with.”
The 15 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
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 669 reviews; 4 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "understanding". 2 are open on weekends. 1 shows a license on its website and 8 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 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 firms listed for Malden take financial planning bookings online?
4 of the 15 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.
Single Point Partners
“We have had financial advisors for years, but Single Point brings a whole new definition of what a financial advisor means.”
Beyond Your Hammock
“Eric and the staff at Beyond Your Hammock are knowledgeable, personable, responsive and supportive.”
Coromandel Wealth Strategies
“We've been clients for years and George's management of our portfolio has consistently beat the market.”
Harding Financial and Insurance
“Today, we have plenty of savings and investments, feel very comfortable with our long-term plans, and have been able to achieve our goals of buying multiple properties.”
Timbuktu Capital Management
“He gives personalized care, extreme attention to detail and tailors everything to the individual client and his/her goals and interests..”
Jesson, Oslin & Associates
“He keeps me updated throughout the process, I don't have to worry about a thing.”
Claro Advisors
“Pat is a knowledgeable and trustworthy advisor who not only shows you immediate results, but does so in a humble and meek manner.”
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.”
Birch Financial Partners
“I felt so comfortable with him, I entrusted him to advise my mother in-law, after the passing of my father in-law.”
Why these companies made our list
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