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Premium Financial Services
“The business has moved to 389 Medford St, Somerville, MA 02145.”
Best Financial Advisors near Somerville, MA
We have 2 firms in Somerville on file, and both are on this list, along with 22 from towns including Boston (8, 5 mi), Danvers (2, 13 mi) and Braintree (2, 14 mi).
1 open 24/7 · 6 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Mainsail Advisor Group
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Terranova & Associates CPA
- Company
- Payroll
- Tax Returns
“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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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.”
The 24 firms listed for Somerville, 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: Somerville, MA
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 739 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and quality (80%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "understanding". 1 is open around the clock; 6 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), audits - reviews - compilations (2), back taxes owed (2) and bank financing (2). 1 shows a license on its website and 12 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers urgent consultations; 4 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. 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.
Why are financial advisers outside Somerville listed here?
2 of the 24 firms are located in Somerville. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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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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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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Concierge Wealth Management
- Retirement
- Invested
- Future
“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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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
“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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Artemis Financial Advisors
“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
“Great personality, best service, always there when you need them.”
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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.”
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Beyond Your Hammock
- Decisions
- Confidence
- Goals
“We have been through several major life changes since we started working with Eric, and each time, he has patiently answered all of our financial questions and offered counsel to help us make good confident decisions related to our financial future.”
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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.”
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Oliver Capital Management
- Future
- Attention
- Financial Advisor
“Meaning, he will help me step outside of my comfort zone ensuring I am making the best decisions possible for a secure financial future and to meet my goals of retiring at 50.”
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Jesson, Oslin & Associates
“Courtious and professional”
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Lightship Wealth Strategies
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Samuel P. Freeman CPA
- Priced
“It just seemed too complicated with multi-states, married filing jointly with itemized deductions and responding with the states … I am busy with my work and do not have enough knowledge with multi-states tax.”
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Munroe Morrow Wealth Management
- Portfolio
- Planning
- Mind
“Kyle is genuine and thoughtful, but more importantly he has a wealth of knowledge and gives me peace of mind that I am taking the right steps towards financial freedom in the future.”
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Generations Retirement Group
- Hard Sell
- Management
- Integrity
“Some strong characteristics about Dave are that he is an intelligent, personable and honest financial adviser, who works hard to help your money grow no matter how much money you do or don't have.”
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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