Newton, MA

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Newton, MA
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Best Financial Advisors in Newton, MA

Handpicked from 140 vetted & reviewed Financial Planning & Wealth Management firms in the Newton area, discover the top 5 elite providers among the selected group of 24 finalists.

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AGS Tax Group

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.”
In Business Since 2008
Transparent Fees & Pricing
Offers Financing Options
1007 Chestnut St, Newton, MA
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Lightship Wealth Strategies

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...”
In Business Since 2012
Licensed, BBB Rating: A+
2344 Washington St 2nd floor, Newton, MA 02462
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Kaplan Financial Services

Kaplan Financial Services

(3)
“Excellent person with excellent staff (Susan has a super sense of humor).”
In Business Since 2005
Licensed, BBB Rating: A+
2227 Washington St # 300, Newton, MA
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David J. Prothero, CPA

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.”
In Business Since 2004
313 Washington St #200, Newton, MA
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Felix G. Cincotta CPA & Consultants

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...”
In Business Since 1995
Licensed, BBB Rating: A+
Accepts Check
Gateway Ctr, Newton, MA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Insight Financial Strategists

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.”
In Business Since 2012
29 Crafts St #420, Newton, MA
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Blumshapiro

Blumshapiro

(1)
“I highly recommend Steve Buccigross.”
In Business Since 1989
Licensed
70 Wells Ave, Newton Centre, MA 02459
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Redwood Investments

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...”
In Business Since 2010
Licensed, BBB Rating: A+
One Gateway Center, Suite 802, Newton, MA
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Prime Solutions Investments

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...”
In Business Since 2020
CFP Certified
Family Business
743 Washington St, Newton, MA
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Tom Alessi

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...”
In Business Since 2006
134 Rumford Ave #201, Newton, MA 02466
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Ridley Cove Financial Advisors

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...”
In Business Since 2015
275 Grove St Ste 2-400A, Newton, MA
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Paragon Financial

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...”
In Business Since 2007
Licensed, BBB Rating: A+
1150 Walnut St, Newton Highlands, MA
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Kinney Munro Wealth Advisors

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...”
In Business Since 2024
275 Grove St #2400, Newton, MA
Featured

Navigating the Financial Challenges of Health Care Many of us will eventually find ourselves helping our parents or loved ones navigate their  later years. My personal journey in assisting my mother has been a mix of fulfillment and  challenges. Over the past year, I've found myself coordinating healthcare and doctors, managing  expenses, and attempting to strike a balance between preserving independence and  acknowledging the possibility of needing assistance in the future.  Click the link below to read the full article on Kinney Munro.com...

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Auxano Wealth Management

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...”
In Business Since 2019
Transparent Fees & Pricing
2274 Washington St, Newton Lower Falls, MA 02462
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Capital Formation Group

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...”
In Business Since 1998
CFP Certified
Newton Wellesley Executive Office Park, 62 Walnut St, Wellesley, MA 02481
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Mayport Wealth Management

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...”
In Business Since 1997
Transparent Fees & Pricing
275 Grove St, Newton, MA
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Plum Street Advisors

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...”
In Business Since 2020
Transparent Fees & Pricing
154 Wells Ave Suite 3, Newton, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Questions
  • Patient
  • Tax Returns
“Also his team is very patient in explaining the process and instructing me on all tax documents and information needed to get a more accurate tax return with the lowest tax balance possible.”
In Business Since 2021
Free Initial Consultation
Serving Newton Area
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TBS Tax Services

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.”
In Business Since 2007
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
Serving Newton Area
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McConnell Rothman & Co.

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...”
In Business Since 1998
Licensed, BBB Rating: A+
Serving Newton Area
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Dennis & Associates, Cpa's

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...”
In Business Since 1997
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
176 Granite St, Quincy, MA
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Hajiani CPA

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.”
In Business Since 2011
Free Initial Consultation
90 Canal St 4th Floor, Boston, MA
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Costello Tax Associates

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.”
In Business Since 2016
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
311 Highland Ave, Somerville, MA
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EMJ Financial Services

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.”
In Business Since 2012
Licensed, BBB Rating: A+
775 Pleasant St STE 3, Weymouth, MA
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Retirement Planning and Investment Management Services in Newton, MA Cost Estimates

Minimum cost
$1145
Maximum cost
$9728
National Average
$3434
Avg Per Hour Rates
$344
$2289
$6295
Fair price range is based on 278 cost profiles
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Average Cost $3434
Minimum cost $1145
Maximum cost $9728
Avg Per Hour Rates $344

Fair range $2289 to $6295 is based on 278 cost profiles.

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Wealth Management Advisors near Newton

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