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Best Financial Advisors in Brockton

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Brockton, MA
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  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Price: Free Consultation

Bestgen Wealth Management, LLC. logo
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Bestgen Wealth Management, LLC.

35 Braintree Hill Office Park, Suite 102, Braintree, MA 02184
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  • Financial Planning

Business Description

Bestgen Wealth Management, LLC, helps clients in Brockton pursue their financial goals. Its advisors help in targeting asset goals, minimizing the tax burden, and securing assets through a comprehensive process that encompasses clients' objectives, values, and ways of thinking. They also create customized investment portfolios based on the current economic environment, specific needs, and tolerances. Founder Bill Bestgen is a Chartered Financial Consultant and is a member of the National Association of Estate Planning Council.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Beyond Your Hammock logo
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Beyond Your Hammock

50 Milk St 15th floor, Boston, MA 02109
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  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

Beyond Your Hammock is an independent wealth management firm that offers investment management advice to self-made millionaires in their 30s and 40s in Brockton and across the country. The company provides fiduciary advice, investment management, and financial planning services. It has a financially sound program that provides clients with updated reports and analyses on cash flow, asset projections, and investment management solutions for wealth management. Eric Roberge, the firm's founder, has more than 20 years of experience in the financial services industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)
Yelp
5.0 / 5 (1)
Bickling Financial Services, Inc. logo
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Bickling Financial Services, Inc.

35 Bedford Street Suite #15, Lexington, MA 02420
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  • Financial Planning
  • Wealth Management

Business Description

Since its foundation in 1984, Bickling Financial Services, Inc., has been providing solutions to the financial planning and investment management needs of individuals and business owners in Brockton and the neighboring areas. Whether a client needs assistance in retirement income planning, cash flow management, college planning, or 401k and IRA rollovers, the firm's team of financial advisors gives advice that fits clients' short-term, day-to-day, and long-term goals. Founder Dorothy Bickling and her team hold designations as Certified Financial Planners and Accredited Investment Fiduciaries.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Civic Financial logo
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Civic Financial

20 Newbury Street, Floor 3, Boston, MA 02116
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  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

Civic Financial is a Wellesley-based wealth management agency that caters to clients in Brockton. It offers full-service financial planning, including asset allocation and estate, liquidity, and insurance planning. It also assists clients in developing strategies for education funding and income distribution. This multi-generational firm is backed by over 200 years of collective experience in the industry, comprising of Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants. Company CEO Scott DeSantis has been named among the Top Financial Security Professionals in 2021 by Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Claro Advisors logo
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Claro Advisors

3 Allied Drive, Suite 303, Dedham, MA 02026
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  • Certified Financial Planner (CFP)

Business Description

Claro Advisors helps clients in Brockton achieve complete financial management. It assists in developing financial plans for short- and long-term goals. As an independent company, it connects clients with suitable diverse investment partners and informs them about 401k and 403b investments. Its agents advise clients in finding ways to fund their retirement. In addition, its advisors support individuals in preserving their wealth, offering details about insurance planning. Ryan Belanger is a CFP who formed the company in 2012.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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David Randall, CFP logo
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David Randall, CFP

4 Cabot Place Unit 7, Stoughton, MA 02072
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  • Tax Planning
  • Financial Planning

Business Description

David Randall, CFP, provides financial advising services to clients in Brockton and the surrounding areas. It offers financial planning assistance to help individuals manage their estate, college, retirement, money purchasing, and profit-sharing strategies. It also serves clients wanting to apply for long-term care, disability income, and life insurance policies. The company's founder, David Randall, has been serving as a financial advisor since 1989. He also speaks at public and corporate events to guide the community in understanding the importance of financial planning.

Davis Financial logo
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Davis Financial

22 Old North Trail, Mansfield, MA 02048
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  • Certified Financial Planner (CFP)

Business Description

Davis Financial serves clients in Brockton. It helps couples nearing retirement achieve financial security and stability. The owner, Steve Davis, is the second-generation owner of the firm who has more than 25 years of industry experience. He became a Certified Financial Planner in 1995. Davis partners with LPL Financial, an independent brokerage with open-architecture investment platforms. To give back to the community, he sits on the board of several charities. The professional also participates in fundraising events for cancer research.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Financial Independence Advisors logo
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Financial Independence Advisors

200 Ledgewood Place, Suite 101, Rockland, MA 02370
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  • Certified Financial Planner (CFP)

Business Description

Financial Independence Advisors provides services to clients in Brockton and the surrounding areas. Utilizing an individualized approach, the firm's advisors are able to frame their financial advice according to clients' specific careers and lifestyles. Their clientele includes academic, medical, and research professionals, corporate and sales executives, pre-retirees and retirees, and entrepreneurs and small business owners. One of the advisors, Mitchell Custenborder, is a CFP who works with clients who receive payments in the form of sales commissions, stock compensation, and company ownership distributions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)
Facebook
4.5 / 5 (57)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fitzwilliam Financial logo
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Fitzwilliam Financial

793 Washington Street Unit # 8, Canton, MA 02021
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  • Retirement Planning
  • Finance Planning

Business Description

Fitzwilliam Financial offers services to Brockton and the neighboring areas. It provides financial advising and planning services to help clients prepare strategies to meet their educational, retirement, and wealth accumulation goals. The company is also partnered with Commonwealth Financial Network to guide clients with their investments. One of its team members, Michael Fitzwilliam, is a certified public accountant who has been providing services to clients since the 1980s. He specializes in assisting individuals, families, and small businesses with their financial needs.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.5 / 5 (182)
Facebook
4.5 / 5 (57)
Genesis Wealth Advisors logo
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Genesis Wealth Advisors

400 Washington Street Suite 308, Braintree, MA 02184
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  • Financial Planning
  • Wealth Management

Business Description

Genesis Wealth Advisors is a financial planning firm that serves individuals and families in Brockton. It offers wealth management assistance, which involves overseeing portfolios on behalf of high-net-worth and institutional investors. Its team protects clients' assets with the help of its partner custodians such as Schwab and Fidelity. Its financial advisors also work with clients' accountants, bankers, and estate planning attorneys. Paul Duval has been heading Genesis Wealth Advisors since 2011. The Financial Planning Association member is a Chartered Financial Consultant.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Great Oak Capital Partners logo
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Great Oak Capital Partners

105R Depot Street Suite 5, South Easton, MA 02375
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  • Business Formation

Business Description

Great Oak Capital Partners is an Easton-based firm that caters to clients throughout Brockton and the surrounding cities. This independent fiduciary firm provides financial planning and wealth management services. Its team delivers a holistic approach by integrating budgeting, estate planning, taxes, and insurance into its clients' financial plans. William R. Sylvia, Jr. and John R. Noonan III, founders of the firm, are both Certified Financial Professional practitioners. They founded the firm in 2015. Great Oak Capital Partners also has an office in Florida.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
Inivas Financial logo
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Inivas Financial

11 Freeman St. Third Floor, Stoughton, MA 02072
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  • Finance Planning

Business Description

Inivas Financial serves Brockton and its neighboring communities. The advisory firm helps individuals who need professional advice on pursuing their financial goals. It offers planning services for retirement, college education, profit sharing, estates, and investments. The company focuses on the client's preferences, lifestyle, and objectives to develop a plan that protects and grows their wealth. Richard Hern, the firm's Certified Financial Planner and Retirement Income Certified Professional, provides advice and uses industry-standard technology to guide clients throughout their financial journey.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Integrated Partners logo
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Integrated Partners

200 Fifth Avenue Suite 4010, Waltham, MA 02451
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  • Estate Planning
  • Financial Planning

Business Description

Integrated Partners is a financial advisory firm that has been serving high net worth individuals, families, pre-retirees and retirees, and business owners in Brockton and the nearby metros since 1996. Its financial professionals provide a wide range of services such as retirement planning, insurance strategies, investment management, and assistance with corporate benefits. Integrated Partners has a digital teaching tool, The Lifetime Income Model, that can help clients in creating retirement plans with fixed and long-term low volatility.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
KAF Financial Advisors, LLC logo
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KAF Financial Advisors, LLC

10 Forbes Road West Suite 210W, Braintree, MA 02184
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  • Certified Financial Planner (CFP)

Business Description

KAF Financial Advisors, LLC, is a wealth management firm that helps customers in the Brockton area. The firm handles transition planning for businesses and retirement and estate tax planning for individuals. It also offers asset distribution assistance, employee benefit programs, and investment advisory services, as well as insurance analysis and performance monitoring and product performance audits. Its website also provides clients access to eMoney 360Pro, a remote collaboration tool for financial management. Its managing partner, Thomas J. McCarthy, is a Chartered Financial Consultant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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McNamara Financial logo
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McNamara Financial

1020 Plain Street, Suite 200, Marshfield, MA 02050
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  • Financial Planning

Business Description

McNamara Financial is a family-owned investment management and financial planning firm that has been assisting individuals and families since 1987. Serving Brockton and surrounding communities, it conducts consultations to address the personal and business needs of clients. Its Certified Financial Planners also serve as hosts on the firm's radio show called "McNamara On Money". One of them is Justin J. McNamara who works with small businesses and people who are undergoing life transitions such as changing careers, funding college education, and preparing for retirement.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Napier Financial logo
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Napier Financial

30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
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  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Business Description

For over two decades, US Wealth Management has been serving clients in Brockton. It creates customized financial plans and educates individuals on areas like taxes. The company has experience building investment portfolios. It also advises business owners on various matters, including marketing, operations, investment, and insurance, and drafts succession plans and continuity agreements. The company's CEO, John Napolitano, is a former president of the Financial Planning Association of Massachusetts. He is the author of "The Complete Idiot's Guide Personal Finance Workbook."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Retirement Income Strategies, LLC logo
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Retirement Income Strategies, LLC

944 Washington St Suite 1A, South Easton, MA 02375
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  • Financial Planning

Business Description

Retirement Income Strategies, LLC helps clients around Brockton map out their financial futures. It posits questions that will help clients identify their specific goals, from minimizing tax burden to funding a child's education to considering a Roth Conversion. Through an in-depth evaluation of one's financial situation, its advisors can create a customized plan to secure any established needs. For over 25 years, founder Stephen Dellelo has catered to pre-retirement and retired families regarding their financial concerns. Dellelo is a Certified Financial Fiduciary.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Stonestreet Financial, Inc. logo
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Stonestreet Financial, Inc.

532 Page Street, Stoughton, MA 02072
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  • Financial Planning

Business Description

Located in Stoughton, Stonestreet Financial, Inc., serves clients in Brockton. It handles a wide range of financial services, from retirement planning to investment management. The company has experience advising working professionals and high-net-worth families on estate planning issues. It also assists business owners through accounting and bookkeeping solutions, including bank account reconciliation and payroll management. Brian McGivern, the company's president, has over 10 years of experience in finance. He served as a corporate officer for the global firm PricewaterhouseCoopers.

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Frequently Asked Questions

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 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.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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