D J Gustafson & Co
“They are extremely reasonable for the quality of work that they do and in my opinion the best accounting firm south of Boston.”
Best Financial Advisors near Weymouth, MA
We have one firm in Weymouth on file, and it is on this list, along with 14 from towns including Boston (6, 11 mi), Braintree (2, 3 mi) and Quincy (1, 5 mi).
1 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
Dennis & Associates, Cpa's
“David is always very responsive and helpful!”
Kelly Financial Services
“I feel very confident and trust Kelly Financial with my future retirement.”
Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
Timbuktu Capital Management
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
Beyond Your Hammock
“This has been a great investment in out future and helping us align and stick to our financial goals.”
The 15 firms listed for Weymouth, 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: Weymouth, MA
The 15 firms on this page are rated from 4.0 to 5.0 across 224 reviews; 1 has 50 or more reviews and 13 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 business services (2), financial planning (2), industries (2), services for individuals (2) and tax services (2). 1 shows a license on its website and 10 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 1 offers a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 14 list a public email and 4 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 Weymouth take financial planning bookings online?
4 of the 15 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.
Loring Wolcott & Coolidge
“While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.”
Jesson, Oslin & Associates
“He keeps me updated throughout the process, I don't have to worry about a thing.”
Generations Retirement Group
“Don't feel pressured and feel they are taking into consideration my best interest.”
NEX Financial Group
“He really cares for his clients and provides the best service possible.”
Cambridge Associates
Mc Namara Financial Services
“They simplify the complicated and bring perspective.”
Claro Advisors
“In our first meeting together he actively listened to my goals and concerns — and since then has continuously provided helpful guidance, management, and advice that is transparent and specific to my planning needs.”
Michael A. Galer CPA
“I am estate planning attorney in Easton and I have referred many, many clients to Mike and they all have appreciated him as he is very knowledgeable, prompt in responding to phone calls and emails and very professional always.”
Investment Advisory Group
“I highly recommend IAG to anyone seeking expertise, guidance and results from highly knowledgeable and personable financial planners.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
