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AGS Tax Group

(27)

Fee Worksheet, Part-Time CFO Services, Tax Services

“My accountant, Igor, even kept me updated on my progress with regular texts and calls, which was a welcome change from the usual radio silence you get from most accounting firms.”

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Lightship Wealth Strategies

Navigating Retirement, Individuals in Transition, Young Professionals

“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Lightship Wealth Strategies. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies is...”

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Kaplan Financial Services

(3)

“Excellent person with excellent staff (Susan has a super sense of humor).”

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David J. Prothero, CPA

(8)

Advisor
Planning

“My political qualms with the complete mess that is our tax system aside, I couldn't have navigated this past year on my own and I'm grateful for David, Eva and Anita's professional, detailed and attentive services.”

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Felix G. Cincotta CPA & Consultants

“As part of our commitment to providing the highest quality service available, the Firm participates in the AICPA Peer Review program. The peer review program requires that our work be subjected to a rigorous and detailed review by an independent prof...”

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Insight Financial Strategists

(4)

Retirement

“When you meet with him, you know he is providing the best advice for your planning and circumstances using his financial skills, but also employing his exceptional wisdom on issues affecting you and your family in the coming years.”

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Blumshapiro

(1)

“I highly recommend Steve Buccigross.”

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Redwood Investments

“Structured since inception with the underlying belief that diversity of thought and experience yields stronger performance, Redwood continues to evolve its commitment to further diversity, inclusion and advancement in the investment arena. As a found...”

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Prime Solutions Investments

Core Values, Mission & Vision, Mutual Advisors

“Hamid brings over 30 years of financial expertise to each client. He started his career in the financial services industry in 1989 as an account representative for MetLife. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consul...”

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Tom Alessi

Business Planning, Life Insurance, Charitable Giving

“The Moody Street Group, LLC may conduct life insurance and securities business in Massachusetts and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed...”

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Ridley Cove Financial Advisors

“Nothing is better than having a client thank you for taking the time to really understand their personal situation and for making financial recommendations that changed their lives. Sometimes a big decision is pleasurable, like a vacation home or rel...”

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Paragon Financial

“Our process is customized to your needs and incorporates education, assessment, forecasting and working together to arrive at a well-thought out strategy for achieving your goals. Once your strategy is in place, we provide you with action steps to ta...”

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Kinney Munro Wealth Advisors

“Brian Kinney and Bill Munro founded KinneyMunro. Brian served as chief investment officer at State Street Bank, where he oversaw an investment portfolio of more than $100 billion and the bank's funding operations. Bill brings 30 years of experience g...”

Featured

Stocks Plus Cash Does Not Equal Portfolio Diversification While holding a combination of cash and stocks might seem a cautious approach to investing, it falls short of being a truly diversified portfolio. There are several critical reasons why this combination doesn’t optimize the underlying principle of diversification. Firstly, cash investments, while safe and providing liquidity, typically generate very low returns, especially in low-interest-rate environments. Stocks, on the other hand, while potentially offering higher returns, come with significant volatility and market risk. Consequently, the blend of low-return cash and high-risk stocks may not balance out to achieve moderate risk-return optimization as effectively as a more diversified portfolio might. Click the link below to read the full article on Kinney Munro.com...

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Auxano Wealth Management

Integrated Wealth Management, Portfolio Management, Financial Planning Solutions

“As Fiduciaries in advisory relationships, our professionals provide objective advice and strategies to help you manage the complexities of acquiring, growing and preserving wealth for your family and your business. We believe that by providing object...”

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Capital Formation Group

Financial Advisor For Doctors and Medical Professionals, Investment Management, Comprehensive Financial Planning

“In my view, having advised private clients for 50 years, I believe it is only prudent to project a view of one's financial future. John and his team provide the insight needed for such projections based on many years of experience developing both for...”

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Mayport Wealth Management

“In his book Just Keep Buying, Nick Maggiulli makes an observation about the world of personal finance: If you Google common questions such as “How much should I save?” you'll receive more than 100,000 results. It's an overwhelming amount of informati...”

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Plum Street Advisors

Annual Advisory, Liability Exposure Analysis, College Funding Analysis

“Global stock markets continued rising in the first quarter of 2024, extending last year's gains. The S&P 500 index of large US stocks led the way among major indexes, with a 10.6% gain for the quarter. Inflation continues to decline, albeit more slow...”

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TBS Tax Services

(48)

Business Solutions, Individual Solutions, Tax Solutions

“Great service, helpful, very educational and communication, I really trust the work and I highly recommend them, they do their best, always ensuring that you won't have any problems in the future.”

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McConnell Rothman & Co.

(50)

Accounting, Business Services, Tax Services

“I have had my taxes done (along with other related services) by Mike and his organization since mid-1990s; his straightforward, honest, compassionate, and knowledgeable approach towards the work he does, along with his superlative team of profession...”

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Hajiani CPA

(48)

Team
Trust
Accounting

“While that claim sounds inflated, it is backed by years of prompt responses, precision advice, reliable security and ultimately rewarding results, aka 'dollars-saved' that were lost with predecessor accountants.”

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Dennis & Associates, Cpa's

(28)

“And, forget the 4th quarter of a conference finals to go to the championship or the 2 minute warning in the finals or even down to the last minute to play for overtime...”

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Costello Tax Associates

(19)

“Ran into trouble w/ turbo tax in a complicated year, called John based on the great reviews here, and now I'll add another great review.”

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EMJ Financial Services

(26)

Tax Problem Resolution, For Small Businesses, Payroll Tax Protection

“As a small business owner who gets really confused and overwhelmed by bookkeeping and tax prep basics, Liz got me on track, and I am seeing huge results and changes as a result of her clear guidance and vision for what was possible.”

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Rakatansky CPA

(50)

For Individuals, For Businesses, Wealth Management

“I called looking for accountant services for my mushroom farm and even though this firm couldn't provide services for farms, the person I was talking to was a huge help in getting me on the right track to find someone who can!”

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Average Cost	$3434
Minimum cost	$1145
Maximum cost	$9728
Avg Per Hour Rates	$344

Best Financial Advisors in Newton, MA

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Newton area.

AGS Tax Group

Lightship Wealth Strategies

Kaplan Financial Services

David J. Prothero, CPA

Felix G. Cincotta CPA & Consultants

Insight Financial Strategists

Blumshapiro

Redwood Investments

Prime Solutions Investments

Tom Alessi

Ridley Cove Financial Advisors

Paragon Financial

Kinney Munro Wealth Advisors

Auxano Wealth Management

Capital Formation Group

Mayport Wealth Management

Plum Street Advisors

TBS Tax Services

McConnell Rothman & Co.

Hajiani CPA

Dennis & Associates, Cpa's

Costello Tax Associates

EMJ Financial Services

Rakatansky CPA

Retirement Planning and Investment Management Services in Newton, MA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newton

Popular in Newton