Dennis & Associates, Cpa's
“Excellent, really knows his stuff, and how to explain it to non accountants!”
Best Financial Advisors in Quincy, MA
15 firms listed · 5 in Quincy · 2 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
Copley Equity Partners
Grand Coast Capital
PRW Wealth Management
South Shore Wealth Management
“I truly appreciate my financial adviser because he is always there to answer any questions I have and provide guidance whenever I need it.”
Hajiani CPA
“I have recommended him to a number of people who all have been very happy with the quality of the work and his professionalism.”
The 15 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 15 firms we list here, 5 are in Quincy itself and 10 come from towns including Boston (6, 6 mi), Braintree (2, 3 mi) and Milton (1, 2 mi). The firms on this page are rated from 4.2 to 5.0 across 409 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (2), industries (2), services for individuals (2) and tax services (2). 1 shows a license on its website and 6 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 4 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.
Why are financial advisers outside Quincy listed here?
5 of the 15 firms are located in Quincy. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Generations Retirement Group
“David and his team, Jean and Matt, are professional, responsive and really care about their clients.”
Kelly Financial Services
“Although I no longer live in the Boston area Kelly Financial continues to service my account without a hitch.”
Single Point Partners
“He goes above and beyond to make sure that I fully understand every decision that we make and works with me on major business decisions.”
Beyond Your Hammock
“Lots of people can invest for you, but Eric and his team are investors, guides and coaches.”
D J Gustafson & Co
“When it comes to taxes, you want every i dotted and every t crossed, and DJ Gustafson gives me peace of mind that this crucial function is being handled well.”
Timbuktu Capital Management
“His dedication to constantly improving his knowledge and adopting to the ever-changing market has made a really difference for me.”
Jesson, Oslin & Associates
“Jim, Bob and their entire team are the best!”
Claro Advisors
“I am thankful for the time he spends with me and the advice he has also shares with me”
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.”
Why these companies made our list
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