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Terranova & Associates CPA

(49)

Vcfo, Business, Individual

“Additionally, when they send email, it is usually a message with many questions rather than many email with one question each allowing us to effectively respond!”

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Hajiani CPA

(48)

Trust
Personal Financial
Accounting

“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.”

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Dennis & Associates, Cpa's

(28)

“When I had a conflict with the IRS, I called Dennis and Associates for help and they went out of their way to help me solve the problem swiftly and accurately.”

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Costello Tax Associates

(19)

“And to add to that he is also a very nice guy with reasonable prices for his services.”

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Kelly Financial Services

(48)

Portfolio
Funds
Meeting

“He is extremely knowledgeable about all things financial related but his knowledge around small businesses and how to reduce taxable income is going to save me thousands.”

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Miller CPA

(48)

Knows
State
Future

“Dave and his team were highly communicative and ensured that everything was filed on time even though I was receiving forms all the way through late March.”

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Spano Dawicki & Witt

(36)

Conservatorship/Guardianship, Elder Law, Estate Planning

“Not only was Stephen extremely knowledgeable and friendly, but he was also outstanding at anticipating my questions and answering them all in an easy to understand way, with information specific to my family's situation.”

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Stonehearth Capital Management

(50)

Account
Retirement Planning
Team

“We just completed our 2022 yearly review with David at which time he explained how our funds are invested, and how Stonehearth has positioned our portfolio with regard to inflation.”

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Taxpro House

(9)

“Friendly, accommodating, and always helpful.”

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Quality Tax and Business Partners

(45)

Feel
Office
Company

“Handled complicated individual tax return with income from W2, Interest, dividends, capital gains with qualified small business exemption, rental, sale of real-estate, pensions, and annuities!”

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AGS Tax Group

(27)

Part-Time CFO Services, Bank Financing, Tax Services

“The accountants demonstrated a high level of competence, carefully reviewing all documents I provided and offering detailed information at each stage of the filing process.”

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Thorn Law Group

(11)

Partnerships, High-Net-Worth Individuals, Trusts

“That being said, my family and I have hired several tax attorneys over the years for difficult matters but none has been as knowledgeable and as effective as Mr.”

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Contact us for expert legal support. The IRS Voluntary Disclosure Program Will Help You in 2024nnRead our article: www.boston-tax-lawyer.com/practices/irs-voluntary-disclosure/nnRead Managing Partner Kevin E. Thorn’s bio below!nwww.boston-tax-lawyer.com/attorneys/kevin-e-thorn/nnVisit our Boston website Below! nboston-tax-lawyer.comnnLink up on LinkedIn:nwww.linkedin.com/in/kevin-e-thorn-b547075/nnCheck out our Google Business Page: maps.app.goo.gl/LeYhJY5s3PnzYbuy6nnFind us on X: twitter.com/ThornTaxMAnnLike us on Instagram:nwww.instagram.com/bostontaxlawyer/?next=%2Fnn#BostonTaxAttorney #BostonTaxLawyer #criminaltaxattorney #Bostoncriminaltaxattorneyn#IRSauditTaxInvestigations, #IRSvoluntarydisclosureprogram, #IRSvoluntarydisclosuren#MaineTaxAttorney #VermontTaxAttorney #NewHampshireTaxAttorney...

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Concierge Wealth Management

(14)

Personal Financial Planning Services, Wealth Management, Life Planning Services

“From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.”

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Jacob I Zuber, CPA

(1)

Business Services, Industries, Tax Services

“Friendly, easy to work with, generous, and very well-informed and informative.”

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Single Point Partners

(11)

Management
Law
Communication

“They helped us plan expected life events such as retirement, selling a house, collecting pensions and transferring 401K/403B along with unexpected events such as a family tragedy, creating a foundation and buying the house of our dreams within 30 day...”

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Heritage Financial Services

(39)

Managing
Goals
Questions

“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.”

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Harding Financial and Insurance

(41)

Feel
Understand
Retirement

“Today, we have plenty of savings and investments, feel very comfortable with our long-term plans, and have been able to achieve our goals of buying multiple properties.”

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Larosa & Bille

(2)

Financial and Retirement Planning, Bookkeeping/Write-up, Accounting Services

“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”

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Artemis Financial Advisors

(1)

Wealth Management, Financial Education, Sustainable Investing

“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”

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Raffol and Company

(1)

Audits - Reviews - Compilations, Business Valuation, Estate Planning

“Absolutely amazing to work with Katie and Kenneth Positive Responsiveness, Professionalism”

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Timbuktu Capital Management

(3)

Financial Planning, Retirement Planning, Consulting

“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.”

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Brian Flynn Team at Laer Realty Partners

(22)

Property
Patient
Sale

“Jason's attentive and professional service and The Brian Flynn Team made both of these times such a easy and calm experience and he will be the first person I call if I need a real estate agent for anything else.”

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A&I Financials

(14)

Accountant Services, Controller Services, CFO Services

“He was extremely knowledgable, friendly, and professional, with the ability to solve any problem that arose related to accounting in a quick and efficient manner.”

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Beyond Your Hammock

(22)

Educating
Organized
Goals

“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%.”

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Average Cost	$3115
Minimum cost	$1039
Maximum cost	$8826
Avg Per Hour Rates	$312

Best Financial Advisors in Revere, MA

The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Revere area.

Terranova & Associates CPA

Hajiani CPA

Dennis & Associates, Cpa's

Costello Tax Associates

Kelly Financial Services

Miller CPA

Spano Dawicki & Witt

Stonehearth Capital Management

Taxpro House

Quality Tax and Business Partners

AGS Tax Group

Thorn Law Group

Concierge Wealth Management

Jacob I Zuber, CPA

Single Point Partners

Heritage Financial Services

Harding Financial and Insurance

Larosa & Bille

Artemis Financial Advisors

Raffol and Company

Timbuktu Capital Management

Brian Flynn Team at Laer Realty Partners

A&I Financials

Beyond Your Hammock

Retirement Planning and Investment Management Services in Revere, MA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Revere

Popular in Revere