Newton, MA

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Newton, MA
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Best Financial Advisors in Newton, MA

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

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Ez Tax Preparation Services

Ez Tax Preparation Services

“* An Enrolled Agent is a tax specialist licensed to practice before the IRS. Enrolled Agents serve two critical roles: tax advisor and representative agent. To achieve this position, an EA candidate must pass a rigorous three part exam. The exam cove...”
In Business Since 2016
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
27 Cottage St, Newton, MA
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Capital Advisors Group

Capital Advisors Group

Debt Finance Consulting, Nstitutional Cash Investments, Asset Classes
“Fresh Economic Data This past week, the Bureau of Economic Analysis released October's Personal Income and Outlays Report. Personal income …”
In Business Since 1994
Licensed, BBB Rating: A+
29 Crafts St #270, Newton, MA
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Kaplan Financial Services

Kaplan Financial Services

(2)
“Excellent and attentive customer service from the top all the way down”
In Business Since 2005
Licensed, BBB Rating: A+
2227 Washington St # 300, Newton, MA
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Lightship Wealth Strategies

Lightship Wealth Strategies

“FT 400: The Financial Times 400 Top Financial Advisers 2016 is based on six broad factors, including adviser assets under management ($300 million minimum), asset growth, company's age, industry certifications of key employees, and compliance record ...”
In Business Since 2014
Licensed, BBB Rating: A+
2344 Washington St 2nd floor, Newton Lower Falls, MA 02462
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David J. Prothero, CPA

David J. Prothero, CPA

(9)
  • 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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Rubino & Liang Wealth Partners

Rubino & Liang Wealth Partners

(9)
  • Retirement
“I have known Sam, Ryan and John at Rubino and Liang for a couple years now and during this time my family has been very impressed with their competence not only with their wise and skillful placement of our money but also their very professional orga...”
In Business Since 2018
Licensed, BBB Accredited
189 Wells Ave 3rd floor, Newton, MA
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Adviser Investments

Adviser Investments

(1)
Topics, Resources, Investing
“I have been very fortunate to have David Mastroianni as my advisor.”
In Business Since 2001
85 Wells Ave Suite 109, 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, Centre St, Newton, MA
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Insight Financial Strategists

Insight Financial Strategists

(6)
Wealth Strategy, Retirement, Financial Planning
“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
Crafts St, Newton, MA
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Capital Formation Group

Capital Formation Group

Business Succession and Exit Planning, Financial Planning, Risk Management
“At CFG, we have a genuine desire to fully understand your lifestyle, financial and legacy goals while being mindful of the uniquely personal values that shape them. We also strive to understand how you feel about money and investing, and insurance an...”
In Business Since 1989
CFP Certified
Wellesley Executive Office Park, 62 Walnut St Newton, Wellesley, MA 02481
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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 2009
Licensed, BBB Rating: A+
1150 Walnut St, Newton, MA
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Redwood Investments

Redwood Investments

“We view our approach to considerations of E, S, and G factors as Responsible Investing. We believe that Environmental, Social, and Governance(“ESG”) factors can impact a company's financial performance, competitive positioning, brand equity and other...”
In Business Since 2010
Licensed, BBB Rating: A+
One Gateway Center, Suite 802, Newton, MA
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New York Life Office of John N Hernandez

New York Life Office of John N Hernandez

Payroll Services, Payment Processing Solutions, Time & Attendance
“Paychex will credit an Eligible Client's invoice for free payroll services in months one (1), two (2), and seven (7) following commencement of payroll processing services. An Eligible Client must be processing payroll with Paychex in order to receive...”
In Business Since 1991
Licensed
Transparent Fees & Pricing
203 Adams St, Newton, MA
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Adviser Capital

Adviser Capital

“Adviser Capital is an independent investment firm that serves institutions, registered investment advisers and turnkey asset management platforms (TAMPs), creating customized portfolios to meet a wide range of client objectives. Whether you're seekin...”
In Business Since 2006
85 Wells Ave Suite 109, Newton, MA
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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
Offers Financing Options
2274 Washington St, Newton Lower Falls, MA 02462
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Plum Street Advisors

Plum Street Advisors

Annual Advisory, Liability Exposure Analysis, College Funding Analysis
“Plum Street Advisors 2022 Q2 Commentary Inflation has become a primary concern for US consumers. In the Boston area, where several of us at Plum Street Advisors live, the average price for a gallon of milk has gone from $3.54 in January to $4.27 in J...”
In Business Since 2022
Transparent Fees & Pricing
154 Wells Ave Suite 3, Newton, MA
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Noble Club Financial Services

Noble Club Financial Services

In Business Since 2020
2000 Commonwealth Ave Suite 205, Newton, MA
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Mayport Wealth Management

Mayport Wealth Management

“One winter day in 2016, I jotted down a few comments about the market and emailed them to a group of clients. I received a few responses—some of them positive—so I did the same thing the following week and have continued that practice each week since...”
In Business Since 1997
1016 Centre St, Newton, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Questions
  • 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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Colman | Knight Advisory Group

Colman | Knight Advisory Group

(4)
“I highly recommend Colman-Knight to anyone seeking a well-rounded team of advisors who will support you in making smart financial decisions, answer all your questions without making you feel silly, and, perhaps most importantly, will help you stay fo...”
In Business Since 1998
Serving Newton Area
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Costello Tax Associates

Costello Tax Associates

(14)
  • Family
“John has been doing my family's taxes for as long as I can remember and now that I have my own immediate family, the tradition continues.”
In Business Since 2016
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
311 Highland Ave, Somerville, MA
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Spano & Dawicki

Spano & Dawicki

(29)
Asset Protection, Real Estate, Elder Law
“From the initial meeting to providing answers to Mass Health on behalf of our brother, to advise the family on how we should handle his financial situation and to the final signing of the appropriate documents needed to secure the coverage for him, ...”
In Business Since 1999
Licensed
Accepts Check, All Major Credit Cards, Cash, Debit
Serving Newton Area
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Hajiani CPA

Hajiani CPA

(29)
  • Team
  • Questions
  • Business
“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 2013
Transparent Fees & Pricing
Offers Financing Options
90 Canal St 4th floor, Boston, MA
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Single Point Partners

Single Point Partners

(12)
  • Team
  • Family
  • Investment
“In addition to a better cost structure for investment services, Single Point also provides invaluable additional services for the same flat fee that run the gamut from arranging valuations of business properties being put in trust, detailed estate pl...”
In Business Since 2017
Licensed, BBB Rating: A+
Transparent Fees & Pricing
277 Dartmouth St, Boston, 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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