The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Revere area.
Learn how we score.
Prominent finalists A-Z in Revere
A&I Financials
AGS Tax Group
Artemis Financial Advisors
Balance Wealth Advisors
Concierge Wealth Management
Costello Tax Associates
Dennis & Associates, CPA’s
Ez Tax Preparation Services
Hajiani CPA
Harding Financial and Insurance
James P. Moriarty, CPA
Kelly Financial Services
Lark Bolduc
Larosa & Bille
Miller CPA
Raffol and Company
Rosen Law & Finance
Simon CPAs
Single Point Partners
Spano & Dawicki
Stonehearth Capital Management
Taxpro House
Terranova & Associates CPA
Timbuktu Capital Management
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James P. Moriarty, CPA
(20)
Tax Returns
Questions
“He is knowledgeable and always available and has worked closely with me and my financial advisors to ensure I have the best plan for my finances and taxes.”
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Terranova & Associates CPA
(38)
Business, Individual, Consulting
“I have experienced 25+ years of trust, honesty and professionalism with Tom Terranova/Terranova & Associates for personal & corporate accounting and payroll services.”
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Dennis & Associates, Cpa's
(29)
Financial
Team
“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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Hajiani CPA
(48)
Trust
Stress
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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Costello Tax Associates
(18)
“He is so kind, professional and knowledgable, and I truly wouldn't go anywhere else!”
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Rosen Law & Finance
(45)
Investment
Presentation
Trust
“The results of David's work were prompt and organized with specific instructions aimed at our follow through at home and included letters of instruction for our bankers & brokers to comply with our new Trust.”
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Kelly Financial Services
(45)
Portfolio
Questions
Goals
“He was clear when answering our questions and what we liked was that if he did not know the answer to a question he said so and found the answer later.”
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Stonehearth Capital Management
(50)
Account
Markets
Team
“I've been with been with this firm for about 23 years, first with Richard Prout and then with Jamie Upson, I simply couldn't have asked for a more professional, responsive organization.”
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Miller CPA
(43)
Accountant
Understand
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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Balance Wealth Advisors
(49)
Knowledge
Relationships
Work
“The team dedicates countless hours to building meaningful relationships with their clients as well as constantly trying improve and educate themselves on how they can be better in a changing industry.”
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Taxpro House
(8)
“Everyone was very attentive!”
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Concierge Wealth Management
(13)
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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Single Point Partners
(12)
Team
“Operating much like a family office would, they are always extremely available, responsive and resourceful with strategic counsel and solutions at the ready.”
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AGS Tax Group
(20)
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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Spano Dawicki & Witt
(32)
Real Estate, Elder Law, Probate
“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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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.”
“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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Ez Tax Preparation Services
“* An Enrolled Agent is a tax specialist licensed to practice before the IRS. Enrolled Agents serve two critical roles: tax advisor and representative agent. To achieve this position, an EA candidate must pass a rigorous three part exam. The exam cove...”
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Simon Cpas
(23)
Payroll
Tax Returns
Company
“In addition to their overall expertise in tax return preparation, Simon has personally provided me with invaluable strategic advice and guidance for my small business.”
“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.”
“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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Lark Bolduc
(1)
Bank Financing, Succession Planning, Business Services
“I've been working with lark for years and years and every interaction with her is lovely.”
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Raffol and Company
(1)
Audits - Reviews - Compilations, Business Valuation, Estate Planning
“Great personality, best service, always there when you need them.”
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Harding Financial and Insurance
(36)
Life Insurance
Job
Retirement
“He has patiently walked us through the changes we needed to consider in our long-term planning when we bought a home, got married, started a family, and changed jobs.”
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Retirement Planning and Investment Management Services in Revere, MA Cost Estimates