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Sensible Financial Planning
“Exhibits a friendly, candid attitude with the patience to listen to you and your goals, and the willingness to breakdown to basics some fairly complicated topics.”
Best Financial Advisors in Waltham, MA
24 firms listed · 23 in Waltham · 1 open weekends · 10 rated 4.5+ · 3 show a license
Data verified October 21, 2026
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LA Legacy Financial
“Luis - Thank you so much for your advice and professionalism.”
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In Need Solutions
“He explained me in details what would work best for my business and I got to say I am pretty happy with his advices.”
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Tony Marken
“He has always been extremely attentive and will always respond to a question or issue within 24 hours.”
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Argent Wealth Management
“Wonderful, responsive to my questions and financial goals.”
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Granahan Investment Management
The 24 firms listed for Waltham, 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: Waltham, MA
Of the 24 firms we list here, 23 are in Waltham itself and 1 comes from Lexington (4 mi). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 28 reviews; 10 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), retirement planning (3), financial planning (2), insurance (2) and investment management (2). 3 show a license on their websites; 1 lists staff certifications (CDFA, CEPA and CFP) and 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 60 years. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 18 list a public email and 6 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 Waltham take financial planning bookings online?
6 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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Joanna Antonopoulos, Retirement & Financial Planner
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Integrated Partners
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Sanjay Thakkar, Agent - New York Life
“I'm inspired to enjoy every minute by my life insurance because I know that no matter what happens, my family's happiness is guaranteed.”
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Boston Retirement Group
“Customer Service is a priority to me, and Trish and her assistant Jackie are very responsive and kept us in the loop throughout the process Thank you both for all of your help !”
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Verbatim Advisory Group
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Lexington Wealth Management
“The staff is personable, diversely educated, and always treat you like family; from the first phone call to home visits, this team gets it done.”
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Foster Dykema Cabot & Co.
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Apex Wealth Group
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Wealthy Choices
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Agilis
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Paul Habib, Owner and Co-Founder - Prowealth
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Pension & Wealth Management Advisors
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Aspire Wealth Management
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Lyon Financial Planning
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Daniel Haddad, Agent New York Life Insurance
“Dan works with the intention of helping his clients get the best protection so that their family and loved ones are cared for.”
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O'Brien Wealth Partners
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Birch Financial Partners
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4-Point Financial
Retirement Planning and Investment Management Services in Waltham, MA Cost Estimates
Minimum cost
$1080
Maximum cost
$9179
National Average
$3240
Avg Per Hour Rates
$324
$2160
$5940
Fair price range is based on 418 cost profiles
Why these companies made our list
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