Best Financial Advisors in New Bedford, MA

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

Santos & Santos

Santos & Santos

(1)
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
Licensed, BBB Rating: A+
In Business Since 1989
Offers Financing Options
Transparent Fees & Pricing
43 Tower Dr #1, New Bedford, MA
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Cape Cod Wealth Strategies & Insurance Services

Cape Cod Wealth Strategies & Insurance Services

(24)
Blog, Articles, Newsletters
“Dustin and his co workers have always been willing and ready to answer every question I have posed to them, They are professional, friendly and really easy to work with.”
In Business Since 2010
Serving New Bedford Area
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Christopher Conti, Financial Advisor

Christopher Conti, Financial Advisor

(5)
Employee Benefits, Protecting Your Business, Financial Wellness Program For Employees
“I really didn't understand life insurance or how much I needed or anything about it and I was worried that I wasn't going to get the right policy for my specific needs.”
In Business Since 2002
Serving New Bedford Area
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Cottage Street Advisors

Cottage Street Advisors

(4)
  • Planning
  • Fidelity
“Jason was incredibly helpful and informative with his suggestions to improve the tool's predictive accuracy for our specific situation, which I very much appreciated.”
Free Initial Consultation
In Business Since 2014
Serving New Bedford Area
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Aquidneck Wealth Management

Aquidneck Wealth Management

(6)
  • Investments
“They set up an appointment in a timely manner and I felt like my concerns and questions were really listened to and answered to the best of their abilities, which are quite good.”
Licensed
In Business Since 2008
Serving New Bedford Area
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B.e.a.r. Bookkeeping

B.e.a.r. Bookkeeping

(2)
Financial Planning, Bookkeeping, Tax Services
“The knowledge he provided made me aware of the proper steps I needed to take to protect and grow my business.”
In Business Since 2019
Serving New Bedford Area
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Euclid Financial Services

Euclid Financial Services

(6)
“They have been advising me for years and any time I have a question, they are quick to respond and explain everything to me in a way that I can understand.”
In Business Since 2010
Serving New Bedford Area
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Brian P. O'Leary, Ricp

Brian P. O'Leary, Ricp

(1)
Personal Services, Business Owner Services, Retirement Services
“We visited our friend Neil for some great financial advice.”
In Business Since 2017
Serving New Bedford Area
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USA Wealth Group

USA Wealth Group

(1)
“Always impressed with the professionalism and the attention to detail.”
Free Initial Consultation
In Business Since 2005
Serving New Bedford Area
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Achieve Financial Solutions

Achieve Financial Solutions

(2)
“I had the pleasure working with Ernie at Achieve Financial Solutions, he is incredibly professional and made me feel comfortable throughout the entire process.”
In Business Since 2020
Serving New Bedford Area
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Kim Frink, Cfp️ LPL Financial

Kim Frink, Cfp️ LPL Financial

(1)
“He is very knowledgeable and such a kind person who helped me invest properly for my future.”
In Business Since 2010
Serving New Bedford Area
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Edward M. Simpson, CPA

Edward M. Simpson, CPA

(12)
  • Number
  • Family
“Mr Simpson has handeled my families personal and private accounts for years and we couldn't be happier with his services....”
Licensed, BBB Rating: A+
In Business Since 2013
Transparent Fees & Pricing
Accepts All Major Credit Cards
Serving New Bedford Area
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The Tax Consultants

The Tax Consultants

(7)
Tax Preparation, Accounting, Cryptocurrency
“I wouldn't hesitate to recommend him to anyone looking to make sure their filings are accurate with regards to these complex assets.”
Licensed, BBB Rating: A+
In Business Since 1987
435 Columbia St, Fall River, MA
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Retirement Planning and Investment Management Services in New Bedford, MA Cost Estimates

Minimum cost
$1157
Maximum cost
$9830
National Average
$3470
Avg Per Hour Rates
$347
$2313
$6361
Average price range is based on 259 cost profiles
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Average Cost $3470
Minimum cost $1157
Maximum cost $9830
Avg Per Hour Rates $347

Average range $2313 to $6361 is based on 259 cost profiles.

Why these companies made our list

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