Best Financial Advisors in Pittsfield, MA

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Pittsfield area.

Giardina & Bresett

Giardina & Bresett

(1)
Quickbooks Services, Services For Individuals, Tax Services
“Always thorough, professional and kind!”
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
809 North St, Pittsfield, MA
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Brazee & Huban Cpas

Brazee & Huban Cpas

(1)
“They are the best.”
In Business Since 1999
Offers Financing Options
Transparent Fees & Pricing
55 Wendell Ave, Pittsfield, MA
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KB Accounting

KB Accounting

(4)
“KB Accounting are reliable, knowledgeable, efficient, and a pleasure to do business with.”
12+ Years Experience
Free Initial Consultation
100 North St #205, Pittsfield, MA 01201
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Castle Investment Advisors

Castle Investment Advisors

Investment Management, Generational Wealth Management, Retirement Planning
“We understand getting to know you as a person is crucial to discovering what financial solutions work best for you, from investment management to retirement planning. Your advisor takes time to speak with you about your goals and desires before explo...”
In Business Since 2010
443 Dalton Ave, Pittsfield, MA
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Willow

Willow

“I believe in dreams, I believe in your dreams. It is my desire to help you manifest those dreams and I hope that in some small way Willow can help you along the way. I am living one of mine through the creation of Willow, a deeply values oriented com...”
In Business Since 2019
Free Initial Consultation
101 Hawthorne Ave, Pittsfield, MA
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Berkshire Money Management

Berkshire Money Management

(50)
  • Social Security
  • Confidence
  • Mind
“The performance of the wide variety of investment vehicles recommended by Allen Harris and Peter Coughlin has greatly exceeded those of other money managers we have tried.”
In Business Since 2001
Serving Pittsfield Area
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Lane Asset Management

Lane Asset Management

In Business Since 2010
Emergency Services
Serving Pittsfield Area
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McMahon & Vigeant

McMahon & Vigeant

“McMahon & Vigeant PC is a full service tax, accounting and business consulting firm located in Dalton, MA. Servicing the greater Pittsfield MA area.”
Offers Financing Options
In Business Since 2006
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Pittsfield Area
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Renaissance Investment Group

Renaissance Investment Group

Financial Counseling, Investment Philosophy, Ethical Investing
“At Renaissance Investment Group, our team conducts in-depth research and analysis on-site and benefits from participation in high-level investment committee involvement with other industry leaders. To share in our economic insights and receive other ...”
In Business Since 2000
Accepts Cash
Serving Pittsfield Area
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Tableaux Wealth

Tableaux Wealth

“5 CHURCH STREET / P.O. BOX 8 STOCKBRIDGE, MA 01262”
In Business Since 2020
Transparent Fees & Pricing
Serving Pittsfield Area
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Sgroi Wealth w/ Broadway Advisor Group

Sgroi Wealth w/ Broadway Advisor Group

(3)
Estate & Legacy Planning, Investment Management, Tax Aware Investing
“You can trust them for competent financial advice, consultation, service and/or referral to the appropriate professional financial or other financial services provider to meet”
In Business Since 2015
368 Broadway 1st Floor, Albany, NY
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Mountainone Investments

Mountainone Investments

(1)
“Good rates and sign up deals”
In Business Since 2004
Transparent Fees & Pricing
Serving Pittsfield Area
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Mutual Fund Investor Guide

Mutual Fund Investor Guide

“We specialize in mutual fund and exchange traded fund advice for long-term growth. Our monthly newsletters provide concise and timely advice for investors across Fidelity, Vanguard, and exchange traded funds, providing you with hundreds of buy, hold,...”
In Business Since 2013
Serving Pittsfield Area
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Bouchey Financial Group

Bouchey Financial Group

(5)
  • Communication
  • Managers
  • Team
“They are very attentive and always willing to answer any questions.”
In Business Since 1996
Serving Pittsfield Area
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Mussett Wealth Management

Mussett Wealth Management

Serving Pittsfield Area
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Fagan Associates

Fagan Associates

(2)
“I have many families members who are with the Fagan's and we are extremely happy with their level of service, knowledge and caring.”
In Business Since 1997
Serving Pittsfield Area
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Hilco Real Estate Appraisal

Hilco Real Estate Appraisal

“As one of the world's largest and most diversified business asset appraisers, field examiners and valuation advisors, we have expertise across a wide range of asset classes including inventory, machinery and equipment, real estate, and enterprise val...”
In Business Since 2012
Offers Financing Options
Serving Pittsfield Area
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Cooperus Consulting

Cooperus Consulting

“We at Cooperus Consulting are buyers of contracts and annuity-styled payment streams. If you are in need of FAST CASH and are considering the sale of an Owner Financed Private Mortgage Note, a Structured Settlement or similar annuity or if you need a...”
In Business Since 2011
Free Initial Consultation
Offers Financing Options
350 Northern Blvd STE 324 -1377, Albany, NY
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O'Connor and Agar

O'Connor and Agar

Quickbooks, Financial Planning, Individual Tax
“You can trust our expertise, as weparticipate in continuing professional education classes offered by local chapters of national tax and accounting associations to keep up with the ever-changing tax law and accounting landscape.”
In Business Since 2022
Serving Pittsfield Area
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Siena Private Wealth

Siena Private Wealth

“Alan is the founder of Asset Strategies, Inc., as well as the founder and principal of Rothstein & Co., LLC. Alan is passionate about helping individuals, families and businesses meet their financial goals. With over 40 years of experience as a CPA a...”
In Business Since 2019
Serving Pittsfield Area
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CPN and Financial Freedom.com

CPN and Financial Freedom.com

In Business Since 2017
Accepts Paypal, All Major Credit Cards
Serving Pittsfield Area
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James E Weiss

James E Weiss

(1)
“They always make my taxes simple and easy.”
Serving Pittsfield Area
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SVT Bookkeeping

SVT Bookkeeping

“With over 35 years of experience in the acounting field, we are able to help you gain the financial knowledge you need to maintain or expand your business. Our goal is to provide pertinent information as needed for all of your financial needs. We pro...”
In Business Since 2017
Serving Pittsfield Area
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Thomas C Farnan IV

Thomas C Farnan IV

“Finally, those of us at Nelliam Financial Group believe Northwestern Mutual Wealth Management Company affords our clients something unique: access to the resources of one of the leading financial institutions in the country, coupled with all the adva...”
In Business Since 1996
Serving Pittsfield Area
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Retirement Planning and Investment Management Services in Pittsfield, MA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 338 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 338 cost profiles.

Why these companies made our list

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