Taunton, MA

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Taunton, MA
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Best Financial Advisors near Taunton, MA

We have one firm in Taunton on file, and it is on this list, along with 23 from towns including Fall River (3, 13 mi), Rumford, RI (3, 14 mi) and Attleboro (2, 10 mi).

1 open 24/7 · 5 open weekends · 21 rated 4.5+

Data verified October 21, 2026

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Jacob Belt - Anthony Jacobs Financial

Jacob Belt - Anthony Jacobs Financial

(4)
  • Goals
  • Understanding
  • Needs
“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.”
In Business Since 2010
Seekonk, MA · 14 mi from Taunton
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Shawn B Fiske Cfp, Crpc

Shawn B Fiske Cfp, Crpc

In Business Since 2009
135 Washington St, Taunton, MA
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Edward M. Simpson, CPA

Edward M. Simpson, CPA

(12)
  • Number
“Ed has always showed to be nothing but honest and professional at the highest level.”
Free Initial Consultation
BBB Accredited
Accepts All Major Credit Cards
Family Business
Rumford, RI · 14 mi from Taunton
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The Tax Consultants

The Tax Consultants

(11)
“Derek and John have been handling my taxes ever since I can remember.”
BBB Rating: A+
In Business Since 1985
Fall River, MA · 13 mi from Taunton
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NEX Financial Group

NEX Financial Group

(1)
“He really cares for his clients and provides the best service possible.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2018
Brockton, MA · 13 mi from Taunton
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Orefice & Caliri

Orefice & Caliri

(2)
“They are the greatest.”
BBB Rating: A+
In Business Since 1994
Riverside, RI · 15 mi from Taunton
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The 24 firms listed for Taunton, 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: Taunton, MA

23 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 170 reviews; 21 are rated 4.5 or higher. 1 is open around the clock; 5 are open on Saturdays and 2 on Sundays. 7 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers remote or virtual consultations; 2 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 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 Taunton take financial planning bookings online?

3 of the 24 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.

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South Coast Planning & Wealth Management

South Coast Planning & Wealth Management

(10)
  • Retirement
  • Goals
  • Future
“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.”
Transparent Fees & Pricing
In Business Since 2020
Fall River, MA · 13 mi from Taunton
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Davis Financial

Davis Financial

BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2009
Mansfield, MA · 10 mi from Taunton
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Chrimark Financial Services

Chrimark Financial Services

(1)
“Best of the Best!”
BBB Rating: A+
Cash only
In Business Since 2005
Brockton, MA · 13 mi from Taunton
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Mr Then Consulting

Mr Then Consulting

(21)
  • Questions
  • Tax
  • Knowledge
“The latter chapters about making the corrections to your credit report and other helpful tips were easier to follow than any of the youtube videos I had watched on the topic.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2019
15 mi from Taunton
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Advisory Services of New England

Advisory Services of New England

Emergency Services
In Business Since 2014
Barrington, RI · 16 mi from Taunton
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Planning For Good

Planning For Good

(23)
  • Felt
  • Feel
  • Retirement
“She's generous with her time, highly knowledgeable in the subject matter, and is patient with the less sophisticated clients that need extra hand holding.”
In Business Since 2021
Mansfield, MA · 10 mi from Taunton
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Proactive Financial Solutions 360

Proactive Financial Solutions 360

(8)
“PFS has been extremely helpful for organizing my small business.”
In Business Since 2019
North Attleborough, MA · 13 mi from Taunton
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Northeast Investment Services Tom Vine Crpc

Northeast Investment Services Tom Vine Crpc

(4)
  • Team
“Tom and his team helped develop a comprehensive strategy to achieve our retirement goals while simultaneously living the lifestyle we want until we get there.”
Free Initial Consultation
In Business Since 2020
Attleboro, MA · 10 mi from Taunton
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Successful Money Strategies

Successful Money Strategies

(1)
“Great investor, excellent communication, I wouldn't trust my money with anyone else.”
In Business Since 1997
Fall River, MA · 13 mi from Taunton
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Hylen CPA

Hylen CPA

(6)
  • Law
  • Tax Preparation
  • LLC
“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.”
Accepts Debit, Check, All Major Credit Cards
In Business Since 1995
Stoughton, MA · 15 mi from Taunton
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Ames Financial Services

Ames Financial Services

(1)
“Professional, courteous and always recommending what is best for my financial future.”
In Business Since 2000
Wrentham, MA · 18 mi from Taunton
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Great Oak Capital Partners

Great Oak Capital Partners

Transparent Fees & Pricing
In Business Since 2017
South Easton, MA · 10 mi from Taunton
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The Wall Group

The Wall Group

In Business Since 2008
East Providence, RI · 15 mi from Taunton
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Chia Blais Accounting and Taxation

Chia Blais Accounting and Taxation

(4)
“Excellent accountant, I would highly recommend.”
In Business Since 2009
Rumford, RI · 14 mi from Taunton
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Euclid Financial Services

Euclid Financial Services

(7)
  • Company
“Plus they do in-person or virtual check-ins with you at least twice a year as well as whenever you call and want to chat about something that you may need.”
In Business Since 2010
Rumford, RI · 14 mi from Taunton
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Teixeira Financial Group

Teixeira Financial Group

(4)
“Helped me grow my retirement funds with very good results”
Offers Financing Options
In Business Since 2001
Attleboro, MA · 10 mi from Taunton
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Bluestone Bank

Bluestone Bank

(4)
“Pleasant , Fast & Friendly !!”
Transparent Fees & Pricing
In Business Since 2019
East Bridgewater, MA · 11 mi from Taunton
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Brian P. O'Leary, Ricp

Brian P. O'Leary, Ricp

(1)
“We visited our friend Neil for some great financial advice.”
In Business Since 2017
Bridgewater, MA · 5 mi from Taunton
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HomeWealth Management AdvisorsMassachusettsTaunton, MA

Retirement Planning and Investment Management Services in Taunton, MA Cost Estimates

Minimum cost
$1057
Maximum cost
$8981
National Average
$3170
Avg Per Hour Rates
$317
$2114
$5812
Average price range is based on 462 cost profiles
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Average Cost $3170
Minimum cost $1057
Maximum cost $8981
Avg Per Hour Rates $317

Average range $2114 to $5812 is based on 462 cost profiles.

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Financial Advisors near Taunton

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