View Profile
Dennis & Associates, Cpa's
“I don't always get answers to the questions I have about my taxes, and I probably should have more guidance on managing my assets to minimize taxes, but have not directly asked for their help.”
Best Financial Advisors in Quincy, MA
24 firms listed · 6 in Quincy · 3 open weekends · 23 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
View Profile
Brio Financial Planning
“Her questions indicated her excellent training in financial services.”
View Profile
Copley Equity Partners
View Profile
Grand Coast Capital
View Profile
PRW Wealth Management
View Profile
South Shore Wealth Management
“Great firm, sent this as a recommendation to a client whose daughter needed help with an education savings plan.”
The 24 firms listed for Quincy, 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: Quincy, MA
Of the 24 firms we list here, 6 are in Quincy itself and 18 come from towns including Boston (9, 6 mi), Braintree (2, 3 mi) and Milton (1, 1 mi). The firms on this page are rated from 4.0 to 5.0 across 385 reviews; 3 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (93%) and quality (79%). 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (2), financial planning (2), industries (2), services for individuals (2) and tax services (2). 1 shows a license on its website and 13 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 Quincy 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.
View Profile
Hajiani CPA
- Trust
- Questions
- Responsive
“In addition to their attentive service each year for my family's somewhat complicated tax needs, they've helped me retroactively resolve costly clerical errors by a well-known tax service.”
View Profile
Kelly Financial Services
- Portfolio
- Accounts
- Goals
“It's easy to do business with Kelly and I've been very happy with the results (especially in this financial climate) and the continued professional service”
View Profile
Quality Tax and Business Partners
- Feel
- Tax Return
- Small Business
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
View Profile
Concierge Wealth Management
- Planning
- Choice
- Savings
“As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future.”
View Profile
Single Point Partners
- Management
- Tax
- Communication
“Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals.”
View Profile
D J Gustafson & Co
“Best CPA on the South Shore!”
View Profile
Heritage Financial Services
- Managing
- Portfolio
- Financial Advisor
“Additionally, it has been a pleasure working with our personable Wealth Management Team as they have always responded in a timely manner to any and all of our questions and concerns.”
View Profile
Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
View Profile
Raffol and Company
“Great personality, best service, always there when you need them.”
View Profile
Timbuktu Capital Management
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
View Profile
Beyond Your Hammock
- Educating
- Future
- Values
“In the 3 years my partner and I have been clients of Eric's, we have found the courage to endeavor in new projects, paid down our debt, invested in ourselves, all while growing our net worth 280%.”
View Profile
Loring Wolcott & Coolidge
“While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.”
View Profile
Jesson, Oslin & Associates
“Shout out to Dave Fletcher, Stephanie Barresi and the whole gang!”
View Profile
Lightship Wealth Strategies
View Profile
Munroe Morrow Wealth Management
- Goals
- Questions
- IRA
“Greg's suggestions saved me about $10,000 in taxes this year, utilizing a different retirement account that my own accountant of 10+ years had never mentioned or suggested”
View Profile
Generations Retirement Group
- Options
- Worry
- Saving
“I have been searching for more years than I care to say for someone that would stay in touch with me and NOT disappear after they got me onboard and I finally found it.”
View Profile
SCS Financial
“Boston Private saving, best place for saving”
View Profile
NEX Financial Group
“He really cares for his clients and provides the best service possible.”
Retirement Planning and Investment Management Services in Quincy, MA Cost Estimates
Minimum cost
$1155
Maximum cost
$9813
National Average
$3464
Avg Per Hour Rates
$347
$2309
$6350
Average price range is based on 420 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
