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Best Financial Advisors in Newton, MA
24 firms listed · 10 in Newton · 4 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Kaplan Financial Services
“Excellent person with excellent staff (Susan has a super sense of humor).”
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Insight Financial Strategists
- 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
“I highly recommend Steve Buccigross.”
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Redwood Investments
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Prime Solutions Investments
The 24 firms listed for Newton, 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: Newton, MA
Of the 24 firms we list here, 10 are in Newton itself and 14 come from towns including Boston (3, 6 mi), Newton Highlands (1, 1 mi) and Newton Lower Falls (1, 2 mi). 14 of the firms on this page have a rating, from 4.2 to 5.0 across 422 reviews; 4 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (91%) and quality (83%). 4 are open on Saturdays and 3 on Sundays. 1 shows a license on its website; 2 list staff certifications (CFP) and 9 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 38 years. 1 offers payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 18 list a public email and 6 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.
Do firms listed for Newton take financial planning bookings online?
6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Tom Alessi
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Ridley Cove Financial Advisors
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Paragon Financial
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Kinney Munro Wealth Advisors
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Auxano Wealth Management
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Capital Formation Group
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Mayport Wealth Management
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Plum Street Advisors
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Hajiani CPA
- 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
“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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Kelly Financial Services
- Questions
- Portfolio
- Meeting
“Kelly Financial Service makes you feel like your the only ones in the room, focus on your wants and needs going forward, make you feel like your part of the Kelly Financial family.”
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Rakatansky CPA
- Questions
- Employed
- Ira
“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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Quality Tax and Business Partners
- Questions
- Feel
- Company
“Past experience had left me hating and dreading the thought of doing my taxes, but Chris made me feel comfortable, took the time to explain everything to me and listened to our long work history to determine how to get us the best possible return.”
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Concierge Wealth Management
- Future
- Planning
- Invested
“At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship, and it's been clear that he makes every effort to realize this vision.”
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Single Point Partners
- Team
- Management
- Law
“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...”
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D J Gustafson & Co
“They are extremely reasonable for the quality of work that they do and in my opinion the best accounting firm south of Boston.”
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Heritage Financial Services
- Team
- Managing
- Questions
“While including the usual advice on the investment of assets at a level of risk we were comfortable with, it also included review of wills, including living wills and other documents, review of long-term health care policies and other insurance polic...”
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Harding Financial and Insurance
- Team
- Feel
- Retirement
“We've been clients of Harding Financial for close to 10 years, and would be hard-pressed to find a group more knowledgable, professional and trustworthy than Ben and his team.”
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
Why these companies made our list
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