Terranova & Associates CPA
“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!”
Best Financial Advisors near Revere, MA
There are no firms listed in Revere itself yet; the 15 below are the closest options, from towns including Boston (10, 8 mi), Danvers (2, 10 mi) and Medford (1, 5 mi).
3 open weekends · 13 rated 4.5+
Data verified October 28, 2026
Hajiani CPA
“Alamir has handled my taxes for two years and I highly recommend.”
Quality Tax and Business Partners
“Just started working with Chris and the team last year, but it's already been a great experience.”
Concierge Wealth Management
“He has been incredibly helpful in making sure my family has what we need to be financially secure.”
Single Point Partners
“They have been responsive and helpful throughout the pandemic while also helping us close on a real estate venture.”
Harding Financial and Insurance
“He has both advised and recommended changes as well as confirmed that the strategies we have previously used will serve us well in the future.”
The 15 firms listed for Revere, 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: Revere, MA
The 15 firms on this page are rated from 4.1 to 5.0 across 450 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (79%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are consulting (2), financial planning (2) and wealth management (2). 10 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 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.
Do firms listed for Revere take financial planning bookings online?
4 of the 15 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.
Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
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.”
Beyond Your Hammock
“Eric and his team were super helpful in helping me think about finances, building a plan to get to where I wanted to be, and providing the structure so it all felt easy.”
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.”
Munroe Morrow Wealth Management
“I've been with Greg for 25 years and thanks to him and his team members, I am now retired and financially comfortable, thank God...”
Samuel P. Freeman CPA
“I cannot imagine making any financial or tax decisions without discussing them first with Sam Freeman, CPA.”
Cambridge Associates
SCS Financial
Peabody Wealth Advisors
“You need to trust the person handling your investments and financial planning, and Michael has shown us to be the most upfront, honest, and trustworthy person for the 8 years I have known him.”
Why these companies made our list
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