Jacob Belt - Anthony Jacobs Financial
“He has been really helpful setting me up for success with paying off hefty student loans as well as preparing myself for the future!”
Best Financial Advisors near Taunton, MA
We have one firm in Taunton on file, and it is on this list, along with 14 from towns including Attleboro (2, 10 mi), Mansfield (2, 10 mi) and Brockton (2, 13 mi).
1 open weekends · 11 rated 4.5+
Data verified October 21, 2026
Shawn B Fiske Cfp, Crpc
Edward M. Simpson, CPA
“Ed has always showed to be nothing but honest and professional at the highest level.”
NEX Financial Group
“He really cares for his clients and provides the best service possible.”
Davis Financial
Chrimark Financial Services
The 15 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
14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 122 reviews; 11 are rated 4.5 or higher. 1 is open on weekends. 4 have a BBB rating of A or A+. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 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 15 of the firms on this page; 12 publish a contact page; 10 list a public email and 1 takes 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 any financial advisers listed for Taunton offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Planning For Good
“Her understanding of the economic landscape and markets is first-rate, and her patience, ability to translate complex issues into layman's terms, and overall commitment to client service are outstanding.”
Lund Wealth Management
“I know I would not be in the financial position I am currently in without Chris and his team.”
Proactive Financial Solutions 360
“When I needed to adjust my reporting and get immediate projections to go for business loans, Chris jumped in and worked with me until it was done.”
Connexpros
“I highly recommend their bookkeeping services to anyone looking for someone they can trust!”
Northeast Investment Services Tom Vine Crpc
“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.”
Successful Money Strategies
“Great investor, excellent communication, I wouldn't trust my money with anyone else.”
Great Oak Capital Partners
Euclid Financial Services
“It's nice to know don't have to have a lot of money to visit a financial planner/advisor.”
Teixeira Financial Group
“We are very happy to have met him and to have his support to reach our financial goals.”
Why these companies made our list
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