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Costello Tax Associates
“John Costello was efficient, kind, gave great advice, and also everyone there loves dogs so you can bring your furry friend with you!”
Best Financial Advisors in Somerville, MA
The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Somerville area.
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Premium Financial Services
“The business has moved to 389 Medford St, Somerville, MA 02145.”
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Mainsail Advisor Group
“In reviewing our website and meeting with our team, we hope that you come to understand that our firm's purpose and values are more than just words on a web page. They are the foundation of our moral compass, and are illustrated daily through our ded...”
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AGS Tax Group
Payroll, Cash Flow Management, Forensic Accounting
“He handled our pretty complex business taxes and more for the past 6 years and I'd recommend him for any project related to taxes, accounting or business management.”
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James P. Moriarty, CPA
- Information
- 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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McConnell Rothman & Co.
Tax Services, Business Services, Accounting
“Our appointment was with "Adam" who was very professional but also very personable so you felt like you already knew him not the "new comer" We will continue with Mc Connell Rothman for our taxes , as well as any other Financial questions we may h...”
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Terranova & Associates CPA
Business, Vcfo, Consulting
“I was interested in finding a CPA that I felt comfortable with not only in personality but who I felt confident that he was up to date with the changing tax codes and current laws.”
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Dennis & Associates, Cpa's
“I couldn't say enough good things about the high level of professionalism, knowledge and care that I have experienced from David and the team over that time.”
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Hajiani CPA
- Understand
- Stress
- Accounting
“Over the years I have consulted Alamir Hajiani about issues relating to a 501(c)(3) charity, a family trust, a company valuation, a foreign holding, a real estate matter, and personal and LLC tax returns.”
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EMJ Financial Services
Find Out What the IRS “has” On You, Payroll Tax Protection, Tax Problem Resolution
“- customer service has been amazing (nice mixture of the reality of your financial situation combined with actionable steps on how to remedy when needed)”
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Miller CPA
- Accountant
- Small Business
- Future
“When I have questions throughout the year, I reach out to Dave as well as my financial advisor, and the two of them work well together to explain concepts to me in an easy-to-understand format.”
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Kelly Financial Services
- Retirement
- Success
- Meeting
“The advisors at Kelly Financial have been professional, responsive and thorough in their evaluation and recommendations for our retirement objectives and plan.”
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Stonehearth Capital Management
- Financial Planning
- Confident
- Team
“Jamie Upson is highly knowledgeable, balanced in his approach with me as his client, presenting the pros and cons of one approach versus another, and is respectful and efficient with one's time.”
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Spano Dawicki & Witt
Elder Law, Conservatorship/Guardianship, Asset Protection
“Once again, because of our prior positive experience with Spano and Dawicki , we came back to the law firm to enlist them for their services and legal advice in our family member's behalf regarding the conducting and settling our relative's fi...”
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Taxpro House
“Everyone there is kind and are always doing their best to help!”
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Quality Tax and Business Partners
- Team
- Understand
- Company
“They are very professional, quick turn around and fairly priced compared to other tax companies that I've used, including those other companies that have made mistakes with my taxes.”
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Thorn Law Group
Corporate Executives, Organizations Operating in the U.S. and Abroad, High-Net-Worth Individuals
“He took time to thoroughly understand my case, offered clear and strategic advice, and was relentlessly dedicated to achieving the best possible outcome.”
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Concierge Wealth Management
Wealth Management, Personal Financial Planning Services, Financial Planning Process
“JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home.”
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Jacob I Zuber, CPA
Tax Services, Business Services, Services For Individuals
“Friendly, easy to work with, generous, and very well-informed and informative.”
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Single Point Partners
- Life
- Law
- Team
“When we were incented to leave our corporate careers, we really needed guidance in how to secure our financial position to live comfortably into our senior years and also protect our son's future as he was still in high school.”
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D J Gustafson & Co
Tax Services, Business Services, Services For Individuals
“Best CPA on the South Shore!”
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Heritage Financial Services
- Retirement
- Assets
- Questions
“We were immediately impressed by their approach; they asked us what our future plans and dreams were and would not sign us up until we listened to what they could do for us and went home and thought about it.”
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Harding Financial and Insurance
- Expertise
- Happy
- Retirement
“I had been researching LTC for 9 months, and she knocked my socks off with her knowledge, caring, clear explanations, and truly looking after the interests of her clients.”
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Larosa & Bille
Assurance and Advisory Services, IRS Representation, Accounting Services
“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”
Retirement Planning and Investment Management Services in Somerville, MA Cost Estimates
Minimum cost
$1131
Maximum cost
$9611
National Average
$3392
Avg Per Hour Rates
$340
$2262
$6219
Typical price range is based on
448 cost profiles
Why these companies made our list
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