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Best Financial Advisors in New Bedford, MA
24 firms listed · 4 in New Bedford · 3 open weekends · 18 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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A.G. Quintal Investment Company
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Bluestone Bank
“Pleasant , Fast & Friendly !!”
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Oldrid Financial
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Buzzards Bay Financial Planning
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Hirst Wealth Management
The 24 firms listed for New Bedford, 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: New Bedford, MA
Of the 24 firms we list here, 4 are in New Bedford itself and 20 come from towns including Fall River (5, 9 mi), Dartmouth (3, 3 mi) and Fairhaven (2, 3 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 160 reviews; 18 are rated 4.5 or higher. 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), tax planning (3), estate planning (2), investment management (2) and life insurance (2). 2 show a license on their websites and 5 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 4 offer payment plans; 4 offer a free initial consultation and 4 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 16 list a public email and 5 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 New Bedford listed here?
4 of the 24 firms are located in New Bedford. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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The Tax Consultants
“I was in a panic when I received a letter from the IRS regarding my previously reported crypto trades and a 1099-K they received from Coinbase.”
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Southcoast Financial Group
- Team
- Retirement
- Decision
“His genuine concern for my well-being, his willingness to understand my needs, and his dedication to providing the best possible financial solutions have made him an invaluable resource”
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Southcoast Financial Partners
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
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Financial Planning Alternatives
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South Coast Planning & Wealth Management
- Retirement
- Future
- Goals
“He is very knowledgeable about the intricacies of creating a financial plan and made the process interesting and easy and I was very satisfied with the outcome.”
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J Marshall Associates
“Highly recommend”
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Successful Money Strategies
“Great investor, excellent communication, I wouldn't trust my money with anyone else.”
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Cottage Street Advisors
- Planning
“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.”
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USA Wealth Group
“I have had experience working at Morgan Stanley and I have been impressed with the care knowledge and commitment Ray and Pete and their support staff have shown their clients.”
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Kim Frink, Cfp, ️lpl Financial
“He is very knowledgeable and such a kind person who helped me invest properly for my future.”
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Parker American College Planning Service
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North Gate Advisors
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Pine Haven Investment Counsel
“Had great experience very supportive staff and food was amazing 😋”
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D E Rodrigues & Co
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Advanced Financial Group
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Cornerstone Financial Group
- Future
- Team
- Retirement
“The advice that was given to us & strategies that were created were driven by working around our wants and needs and creating a plan to lead our future and growing family on a path of success.”
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Edward M. Simpson, CPA
- Number
“Mr Simpson has handeled my families personal and private accounts for years and we couldn't be happier with his services....”
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Campbell Financial Services
“While Kevin and Deborah are astute professionals who take pride in their work quality, they also provide a local feel with their services which allows for seamless conversations and exchanges.”
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
Why these companies made our list
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