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Best Financial Advisors in Quincy, MA

Our Recommended Top 14

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Quincy Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

35Reviewed

26Curated

14Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Quincy, MA 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Investment Management
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Quincy, MA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

35 Braintree Hill Office Park Suite 204, Braintree, MA 02184

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Marshall Wealth Management assists individuals and families in Quincy with financial planning, estate planning, and investment management matters. The firm handles asset management, including financial analysis, asset allocation, stock selection, retirement plan implementation, and monitoring of investments. It also caters to small businesses' accounting, tax, and consulting concerns. Michael Marshall, Sr., president and general securities representative, has been assisting clients in life income planning, education planning, Medicaid planning, and business continuation planning since 1992.

  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

300 Crown Colony Drive, Quincy, MA 02169

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Blue Hills Wealth Management is a full-service financial planning firm serving Quincy. It provides customized services tailored to its clients’ needs, which focus on different categories according to life stages, including business, education, estate, goal, retirement, and tax planning. Other services include advising clients on investment strategies and their potential risks. Its client base range from retirees or people contemplating retirement and small business owners to young professionals seeking financial independence. One of the firm’s financial advisors, Daniel Romaine, is an Accredited Investment Fiduciary.

  • Estate Planning
  • Tax Planning
  • Retirement Planning

35 Braintree Hill Office Park, Suite 400, Braintree, MA 02184

Expertise.com Rating

Why choose this provider?

Based in Braintree, Capital Analysts of New England, Inc., caters to clients across the Quincy area. It provides wealth management services, including retirement planning and financial modeling. The company helps business owners through the process of transition planning. It also designs investment strategies for individual and corporate portfolios and uses a portfolio diversification approach. Christopher Connolly, one of the company's partners, has over 10 years of experience in the financial services industry. He is a member of the Association of Independent Investment Professionals.

  • Certified Financial Planner (CFP)

234 Copeland Street Suite 225, Quincy, MA 02169

Why choose this provider?

The Lloyd-O'Sullivan Wealth Management Team is a group of finance experts that serves clients in Quincy. They offer various financial planning services, including life insurance needs analysis and strategic portfolio management. The team guides clients on estate planning and develops strategies to minimize tax obligations. They also have experience helping small business owners in designing employee benefits packages. Brian O'Sullivan, one of the team's members, has over 20 years of industry experience. He is the former president of the MassMutual Advisors Association.

  • Certified Financial Planner (CFP)
  • Financial Planning

35 Braintree Hill Office Park, Suite 102, Braintree, MA 02184

Expertise.com Rating

Why choose this provider?

Bestgen Wealth Management, LLC, offers financial advisory to the locals of Quincy. The company creates a well-crafted customized plan that encompasses all aspects of the client's financial life that reflect their objectives, way of thinking, and values. Some of the goals it helps its clients achieve are leaving the largest estate possible to their heirs, maintaining their current quality of life in retirement, and transitioning family business ownership. Bestgen Wealth Management is a family-owned firm that has been in the industry since 1971.

  • Finance Planning

400 Crown Colony Drive, Suite 101, Quincy, MA 02169

Expertise.com Rating

Why choose this provider?

Fernwood Investment Management, LLC, is a company serving the Quincy area. Since 2003, the firm has been providing families and individuals with comprehensive investing solutions. Its advisors provide asset management and financial planning suited to each client's unique circumstances to help them achieve financial success. In addition, the firm offers family office services. TD Ameritrade Institutional (TDAI) holds the majority of the firm's client accounts. Thomas P. Reilly, the firm's founder, spent five years at Bainco International Investors as a senior research analyst and partner.

  • Certified Financial Planner (CFP)
  • Financial Planning

30 Braintree Hill Office Park Suite 201, Braintree, MA 02184

Expertise.com Rating

Why choose this provider?

US Wealth Management provides financial planning services to clients in the Quincy area. Its team helps individuals and families to prepare for their future by helping find suitable investment options. This entails setting up a portfolio, protecting assets through insurance policies, and preparing for retirement. The firm also helps clients with setting up their estate to ensure that assets go to the right beneficiaries. Company president George T. Clarke is a certified public accountant and a Personal Financial Specialist.

  • Estate Planning

20 Newbury Street Floor 3, Boston, MA 02116

Expertise.com Rating

Review Sources

Google
5.0 (11)

Why choose this provider?

Civic Financial is a firm serving the Quincy area. Its advisors have a combined experience of over 200 years in financial planning and wealth management. They refer clients to accountants, estate planning attorneys, mortgage brokers, property and casualty insurance professionals, private bankers, and real estate professionals, for assistance with financial matters. The firm's other services include specialized insurance and estate preparation. Scott DeSantis, CFP, one of the firm's founding partners, has been named one of Forbes' best financial security professionals for 2021.

  • Certified Financial Planner (CFP)
  • Financial Planning

10 Forbes Road West, Braintree, MA 02184

Expertise.com Rating

Why choose this provider?

KAF Financial Advisors, LLC, is a Braintree-based company that caters to clients throughout Quincy. It advises business owners on various areas, including retirement planning and tax planning. The company also reviews employee benefit programs and recommends appropriate changes to help reduce costs. It also guides clients through the process of succession planning. Thomas McCarthy, the company's founding partner, holds a Chartered Financial Consultant designation from The American College. He serves as a board of directors member at the South Shore Health System.

  • Certified Financial Planner (CFP)
  • Retirement Planning

222 Forbes Road, Suite 106, Braintree, MA 02184

Expertise.com Rating

Why choose this provider?

Peterkin Financial helps clients in Quincy in planning and making decisions about their finances. It provides individuals who are late bloomers, transitioning into adulthood, or going through life changes with financial planning assistance. It also guides businesses in solving their existing financial challenges. Nicole Peterkin, the firm's CEO, also runs a group program for entrepreneurs called Next Level Profits. Peterkin is a Certified Financial Planner. She works with around 50 families a year and assists them in making smart financial moves.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management

50 Braintree Hill Office Park Suite 205, Braintree, MA 02184

Expertise.com Rating

Why choose this provider?

Leveroni Financial Management Corporation caters to clients located in the Quincy area. It handles various components of financial planning, including retirement income, education, and tax and estate planning, as well as risk management services. The firm also works on portfolio management, business strategies, insurance and long-term care, and education savings programs. Founders Timothy W. Leveroni and Daniel W. Leveroni are both Certified Financial Planners. Their team has more than 165 years of collective wealth management experience.

  • Tax Planning
  • Financial Planning
  • Wealth Management

1 Pine Hill Drive, Suite 502, Quincy, MA 02169

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

PRW Wealth Management, LLC, is a financial planning firm that serves individuals, families, and institutions in Quincy. It helps clients accomplish their financial goals through integrating financial solutions such as cash flow analysis, risk mitigation, retirement and estate planning, and tax planning. Its process includes benchmarking, utilizing communicative client service protocols, and working with third-party custodians. PRW Wealth Management has been in operation for over three decades. Its team consists of wealth transfer planning specialists, investment professionals, and attorneys.

  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Quincy, MA 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Quincy, MAFree Consultation
Marshall Wealth Management
35 Braintree Hill Office Park Suite 204, Braintree, MA 02184
Blue Hills Wealth Management
300 Crown Colony Drive, Quincy, MA 02169
Capital Analysts of New England, Inc.
35 Braintree Hill Office Park, Suite 400, Braintree, MA 02184
Lloyd-O’Sullivan Wealth Management Team
234 Copeland Street Suite 225, Quincy, MA 02169
Bestgen Wealth Management, LLC.
35 Braintree Hill Office Park, Suite 102, Braintree, MA 02184
Fernwood Investment Management, LLC
400 Crown Colony Drive, Suite 101, Quincy, MA 02169
US Wealth Management
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
Civic Financial
20 Newbury Street Floor 3, Boston, MA 02116
KAF Financial Advisors, LLC
10 Forbes Road West, Braintree, MA 02184
Peterkin Financial
222 Forbes Road, Suite 106, Braintree, MA 02184
Leveroni Financial Management Corp.
50 Braintree Hill Office Park Suite 205, Braintree, MA 02184
PRW Wealth Management, LLC
1 Pine Hill Drive, Suite 502, Quincy, MA 02169

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Are high schools in Quincy required to teach financial literacy as part of their curriculum?

    No, high schools in Quincy are not currently required to teach financial literacy. However, the Massachusetts Department of Elementary and Secondary Education, under Senate Bill No. 2374, has established financial literacy standards that schools can opt to include in their current curricula. Surveys show that students who have undergone financial literacy classes have improved credit scores and diminished credit card debts, illustrating the clear benefits of such education.

  • What are the roles of a wealth advisor in Quincy?

    Wealth advisors in Quincy are instrumental in helping individuals expand their wealth and safeguard their retirement. Their role transcends mere investment guidance as they manage risks related to personal assets, business, and careers. During significant life events like divorce or marriage, wealth advisors help clients revise their financial plans, adjust beneficiaries and insurance coverage, and adapt to tax law changes to reduce tax burdens.

  • What should investors Quincy understand about asset allocation and the risks it entails?

    Quincy investors must recognize that asset allocation—a strategic dispersion of funds across various investment types—offers no guaranteed profits or safeguards against losses. The financial stability of life and annuity insurance firms underpins any income or principal guarantees. Diversification, involving investments like stocks, bonds, real estate, or even collectibles, inherently carries risk, which investors must account for in their financial planning.

  • What are the requirements for becoming a Chartered Financial Consultant (ChFC) in Quincy?

    To become a Chartered Financial Consultant (ChFC) in Quincy, Massachusetts, one must complete 27 semester credit hours in specified coursework, pass multiple written tests, and accumulate three years of pertinent experience. This robust training covers a broad spectrum, including wealth generation, risk mitigation, income tax, retirement needs, investments, and estate planning, ensuring the ethical and competent performance of duties.

  • How can an investor in Quincy assess and adapt their portfolio based on risk tolerance?

    To assess and adapt their portfolio based on risk tolerance, an investor in Quincy should collaborate with a wealth advisor. This specialist helps ascertain whether an investor's risk appetite has shifted, potentially due to impending retirement or evolving investment targets. As every investment entails some risk, understanding one's comfort with risk is crucial. If there's a change in risk tolerance, the advisor aids in reshaping the portfolio to correspond with the investor's revised risk tolerance and investment goal timelines.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.