Best Financial Advisors in Taunton, MA

“Jacob worked hard on our behalf to understand our needs and provide options for us so we could choose the right financial instrument to meet our goals.”

“We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal isto protect your family, preserve your assets,or invest to help build wealt...”

“Derek and John have been handling my taxes ever since I can remember.”

“He really cares for his clients and provides the best service possible.”

“Dave Adams was incredibly attentive to all of the details, working with us to determine the best strategy for our somewhat complicated tax filings and advising us on how to improve our tax situation in the future.”

“They are the greatest.”

“He is very knowledgeable about the intricacies of creating a financial plan and made the process interesting and easy and I was very satisfied with the outcome.”

“10,000 Americans turn 65 each and every day. Most of these people have questions about retirement too. Questions like: Can I afford to retire? When should I start taking my Social Security? How can I protect my retirement accounts if the stock market...”

“Anthony provides the expertise, brainstorms creative solutions and works hard to guide and empower clients to come to their own decisions and ultimately remain in the driver's seat of crafting their own custom-tailored mediated agreements.”

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

“PFS has been extremely helpful for organizing my small business.”

“Great investor, excellent communication, I wouldn't trust my money with anyone else.”

“Rob Hylen has been with me almost since the beginning of my business, he helped me set up my LLC, straightened out all my bookkeeping (or lack of bookkeeping I should say) and has kept me organized and running ever since.”

“Professional, courteous and always recommending what is best for my financial future.”