Best Financial Advisors in Revere, MA

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

James P. Moriarty, CPA

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.”
Free Initial Consultation
In Business Since 2021
Serving Revere Area
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Terranova & Associates CPA

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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check, Paypal
In Business Since 1994
Serving Revere Area
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Dennis & Associates, Cpa's

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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Family Business
In Business Since 1997
176 Granite St, Quincy, MA
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Hajiani CPA

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.”
Free Initial Consultation
In Business Since 2013
90 Canal St 4th Floor, Boston, MA
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Costello Tax Associates

Costello Tax Associates

(18)
“He is so kind, professional and knowledgable, and I truly wouldn't go anywhere else!”
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
311 Highland Ave, Somerville, MA
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Rosen Law & Finance

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.”
Licensed, BBB Rating: A+
Accepts Travelers checks, Debit, Check, All Major Credit Cards
In Business Since 2014
Serving Revere Area
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Kelly Financial Services

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.”
In Business Since 2003
10 Forbes Rd #130, Braintree, MA
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Stonehearth Capital Management

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.”
Accepts All Major Credit Cards
In Business Since 2008
Serving Revere Area
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Balance Wealth Advisors

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.”
In Business Since 2016
Serving Revere Area
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Miller CPA

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.”
In Business Since 2017
625 Massachusetts Ave, Cambridge, MA
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Taxpro House

Taxpro House

(8)
“Everyone was very attentive!”
Free Initial Consultation
Licensed, BBB Rating: A
Offers Financing Options
Accepts All Major Credit Cards
119 Ferry St, Malden, MA
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Concierge Wealth Management

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.”
Licensed, BBB Rating: A+
In Business Since 2010
346 Commercial Street, Boston, MA
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Single Point Partners

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.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2019
277 Dartmouth St, Boston, MA
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AGS Tax Group

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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2008
1007 Chestnut St, Newton, MA
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Larosa & Bille

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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2002
100 Corporate Pl #203, Peabody, MA
i
Spano Dawicki & Witt

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.”
Licensed
Accepts Check, All Major Credit Cards, Cash, Debit
In Business Since 1997
Serving Revere Area
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Artemis Financial Advisors

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.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2015
115 Newbury St, Boston, MA
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Ez Tax Preparation Services

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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2014
27 Cottage St, Newton, MA
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Timbuktu Capital Management

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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2008
177 Huntington Ave 17th floor, Boston, MA
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Raffol and Company

Raffol and Company

(1)
Audits - Reviews - Compilations, Business Valuation, Estate Planning
“Great personality, best service, always there when you need them.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
Serving Revere Area
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A&I Financials

A&I Financials

(15)
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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
Riverview II, 245 First St #1800, Cambridge, MA
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Lark Bolduc

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.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2011
Serving Revere Area
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Simon Cpas

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.”
Free Initial Consultation
In Business Since 2014
44 Adams St, Braintree, MA
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Harding Financial and Insurance

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.”
In Business Since 2009
Serving Revere Area
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Retirement Planning and Investment Management Services in Revere, MA Cost Estimates

Minimum cost
$1039
Maximum cost
$8826
National Average
$3115
Avg Per Hour Rates
$312
$2077
$5711
Average price range is based on 378 cost profiles
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Average Cost $3115
Minimum cost $1039
Maximum cost $8826
Avg Per Hour Rates $312

Average range $2077 to $5711 is based on 378 cost profiles.

Why these companies made our list

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