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.”
Best Financial Advisors near Medford, MA
We have 3 firms in Medford on file, and all of them are on this list, along with 12 from towns including Boston (9, 7 mi), Burlington (1, 4 mi) and Woburn (1, 5 mi).
3 open weekends · 13 rated 4.5+
Data verified October 29, 2026
Heritage Wealth Management
Rainbow Solutions
Hajiani CPA
“I have recommended him to a number of people who all have been very happy with the quality of the work and his professionalism.”
Concierge Wealth Management
“He helped organize my portfolio of many rolled over 401 Ks, walked me through some big financial changes, plan for retirement and save for a home.”
Single Point Partners
“They've not only reviewed our portfolio and made recommendations and changes, but they've reviewed all aspects of our financial life.”
The 15 firms listed for Medford, 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: Medford, MA
The 15 firms on this page are rated from 4.1 to 5.0 across 244 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (91%) and quality (82%). 3 are open on Saturdays and 2 on Sundays. 10 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 35 years. 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; 13 publish a contact page; 14 list a public email and 3 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.
Why are financial advisers outside Medford listed here?
3 of the 15 firms are located in Medford. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Harding Financial and Insurance
“Always available to answer questions and I completely trust him and his recommendations!!”
Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
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.”
Beyond Your Hammock
“Eric does a great job educating along with giving financial advice so that you can collaborate to come up with the decisions that make the most sense for you.”
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.”
Lightship Wealth Strategies
Samuel P. Freeman CPA
“I cannot imagine making any financial or tax decisions without discussing them first with Sam Freeman, CPA.”
Munroe Morrow Wealth Management
“I highly recommend their service to anyone who values honestly and integrity when it comes to their wealth management.”
Cambridge Associates
Why these companies made our list
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