Best Financial Advisors in Medford, MA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Medford area.

Heritage Wealth Management

Heritage Wealth Management

“We all know the stock market can be unpredictable. We all want to know, “What's next for the financial markets?””
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1998
0 Governors Ave, Medford, MA
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Rainbow Solutions

Rainbow Solutions

“Rev. Dr. Dorothy Emerson [at right in photo] was a semi-retired Unitarian Universalist minister up until her untimely death in May of 2019. She and her spouse Donna co-founded Rainbow Solutions to promote socially responsible investing as an importan...”
Licensed, BBB Rating: A+
In Business Since 1996
225 Arlington St, Medford, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Tax Returns
  • Questions
“He is knowledgeable and always available and has worked closely with me and my financial advisors to ensure I have the best plan for my finances and taxes.”
Free Initial Consultation
In Business Since 2021
Serving Medford Area
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Costello Tax Associates

Costello Tax Associates

(14)
  • Family
“.always gives the best advice in how to manage money wisely”
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2016
311 Highland Ave, Somerville, MA
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Spano & Dawicki

Spano & Dawicki

(29)
Trusts, Real Estate, Elder Law
“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.”
Licensed
Accepts Check, All Major Credit Cards, Cash, Debit
In Business Since 1999
Serving Medford Area
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Hajiani CPA

Hajiani CPA

(29)
  • Stress
  • Trust
  • Questions
“It is very difficult to find someone who is willing to file taxes for international people, so I am very grateful that they were able to help me with that.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2013
90 Canal St 4th floor, Boston, MA
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Single Point Partners

Single Point Partners

(12)
  • Family
  • Investment
  • Team
“Operating much like a family office would, they are always extremely available, responsive and resourceful with strategic counsel and solutions at the ready.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2017
277 Dartmouth St, Boston, MA
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Taxpro House

Taxpro House

(3)
“Everyone there is kind and are always doing their best to help!”
Free Initial Consultation
Licensed, BBB Rating: A
Transparent Fees & Pricing
Accepts All Major Credit Cards
119 Ferry St, Malden, MA
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Rosen Law & Finance

Rosen Law & Finance

(29)
  • Will
  • Meeting
  • Documents
“A year or two later when my sister needed an attorney to create her Will in another state, he was also able to refer her to a reputable estate attorney in her location.”
Licensed, BBB Rating: A+
Accepts Travelers checks, Debit, Check, All Major Credit Cards
In Business Since 2014
Serving Medford Area
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Concierge Wealth Management

Concierge Wealth Management

(7)
Personal Financial Planning Services, Life Planning Services, Wealth Management
“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.”
Licensed, BBB Rating: A+
In Business Since 2010
346 Commercial Street, Boston, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(26)
Investment Management, Management Fees, Financial Planning
“I would highly recommend Stonehearth to anyone who needs help navigating the complex landscape of retirement, saving, tax management, risk management, etc.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2010
Serving Medford 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...”
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2014
27 Cottage St, Newton, MA
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Artemis Financial Advisors

Artemis Financial Advisors

Wealth Management, Divorce Financial Planning, Sustainable Investing
“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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2013
115 Newbury St, Boston, MA
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Blue Hills Wealth Management

Blue Hills Wealth Management

Clients, Fees, Process
“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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1967
300 Crown Colony Dr # 102, Quincy, MA
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Raffol and Company

Raffol and Company

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

Lark Bolduc

(1)
New Business Formation, Tax Services, Internal Controls
“I've been working with lark for years and years and every interaction with her is lovely.”
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2011
Serving Medford Area
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Timbuktu Capital Management

Timbuktu Capital Management

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

Shetland Financial

(23)
Business Advisory, Financial Planning, Tax
“If I ever have a question about strategies for stock options or other monetary decisions, he's always available to provide a constructive opinion - and never makes me feel uncomfortable (even if I know some of the questions get repetitive).”
Free Initial Consultation
In Business Since 2020
Serving Medford Area
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Harding Financial and Insurance

Harding Financial and Insurance

(30)
  • Life Insurance
  • Goals
  • Expertise
“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 Medford Area
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Loring Wolcott & Coolidge

Loring Wolcott & Coolidge

Philanthropic Strategies, Family Office, Financial Planning
“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...”
Licensed, BBB Rating: A+
In Business Since 2010
230 Congress St #12, Boston, MA
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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 ...”
Licensed, BBB Rating: A+
Accepts Check
In Business Since 2008
703 Main St, Waltham, MA
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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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1997
125 High St, Boston, MA
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Nicolas E. Didonato CPA

Nicolas E. Didonato CPA

(25)
  • Family
  • Price
  • Fees
“Di Donato to discuss an estate plan for an aging family member, he was extremely knowledgeable and went into great detail about how we should handle the estate tax planning.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2012
Serving Medford Area
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Balance Wealth Advisors

Balance Wealth Advisors

(29)
  • Presentation
  • Environment
  • Relationships
“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 Medford Area
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Retirement Planning and Investment Management Services in Medford, MA Cost Estimates

Minimum cost
$1057
Maximum cost
$8977
National Average
$3169
Avg Per Hour Rates
$317
$2113
$5809
Average price range is based on 294 cost profiles
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Average Cost $3169
Minimum cost $1057
Maximum cost $8977
Avg Per Hour Rates $317

Average range $2113 to $5809 is based on 294 cost profiles.

Why these companies made our list

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