Best Financial Advisors in Taunton, MA

The highest-rated Financial Planning & Wealth Management firms out of 253 vetted & reviewed in the Taunton area.

Edward M. Simpson, CPA

Edward M. Simpson, CPA

(12)
  • Number
  • Family
“Ed has always showed to be nothing but honest and professional at the highest level.”
Free Initial Consultation
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Family Business
Serving Taunton Area
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Orefice & Caliri

Orefice & Caliri

(2)
Accounting Services, Business Consulting Services, Quickbooks® Services
“They are the greatest.”
Licensed, BBB Rating: A+
In Business Since 1995
Serving Taunton Area
i
Depaola, Begg & Associates

Depaola, Begg & Associates

(4)
Tax Services, Consulting Services, Accounting Services
“I am not even a client and reached out to Kevin for some advise on a tax question, since my cpa is on vacation.”
In Business Since 1999
Serving Taunton Area
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Chia Blais Accounting and Taxation

Chia Blais Accounting and Taxation

(3)
Business Valuations, Business Tax Returns, Financial Planning
“Full knowledge of ever changing tax laws.”
In Business Since 2009
Serving Taunton Area
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Experience Your Wealth

Experience Your Wealth

(9)
  • Tools
  • Decisions
  • Feel
“In just a short time working with him, we have been able to take control of our finances, make a plan for the future, and make immediate changes that will start saving us money now.”
CFP Certified
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
Serving Taunton Area
i
Northeast Investment Services

Northeast Investment Services

(1)
“I recommend Andrew to anyone and everyone who has been through a few job changes (have 401k's sitting out there unmanaged) or have just started a family.”
Free Initial Consultation
In Business Since 2020
Serving Taunton Area
i
Douglas C Dufault Jr

Douglas C Dufault Jr

(1)
“He has a calm demeanor, he's an insightful listener, sees the big picture, offers sound advice and is considerate with a clients wishes and decisions.”
In Business Since 2008
Serving Taunton Area
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Proficient Wealth Counselors

Proficient Wealth Counselors

(1)
“Excellent financial advisor and super intelligent!”
In Business Since 2008
Serving Taunton Area
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Proactive Financial Solutions 360

Proactive Financial Solutions 360

(6)
“I used to go to HR Block for my taxes and they made some serious mistakes for 3 straight years.”
In Business Since 2019
Serving Taunton Area
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The Financial Advisor For Travel Nurses

The Financial Advisor For Travel Nurses

(6)
“Keeps me on track by sending reminders since I tend to be busy and often forget.”
In Business Since 2016
Serving Taunton Area
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ACC Office Services

ACC Office Services

(1)
“It took ACC Office Services a couple of weeks to get it straightened out.”
Serving Taunton Area
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The Tax Consultants

The Tax Consultants

(7)
Tax Preparation, Wealth Management, Cryptocurrency
“Derek and team went above and beyond in helping me.”
Licensed, BBB Rating: A+
In Business Since 1987
435 Columbia St, Fall River, MA
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Santos & Santos

Santos & Santos

(1)
“I have used them for taxes for over 10 years and find them to be extremely professional and helpful.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1989
43 Tower Dr #1, New Bedford, MA
i

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

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

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