Expertise.com

2024

Last updated:

Best Financial Advisors in Brockton

Our Recommended Top 18

We did the research for you!

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

39Reviewed

30Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Expertise.com Rating

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.

  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Brockton, MA
Free Consultation

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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
  • Financial Planning
  • Retirement Planning
  • Investment Management

3 Allied Drive, Suite 303, Dedham, MA 02026

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Review Sources

Google
5.0 (15)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

20 Newbury Street, Floor 3, Boston, MA 02116

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Review Sources

Google
5.0 (11)

Why choose this provider?

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.

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

944 Washington St Suite 1A, South Easton, MA 02375

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Why choose this provider?

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.

  • Financial Planning

1020 Plain Street, Suite 200, Marshfield, MA 02050

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Review Sources

Facebook
5.0 (24)
Google
5.0 (3)

Why choose this provider?

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.

  • Financial Planning

200 Ledgewood Place, Suite 101, Rockland, MA 02370

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

35 Bedford Street Suite #15, Lexington, MA 02420

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning
  • Wealth Management

4 Cabot Place Unit 7, Stoughton, MA 02072

Why choose this provider?

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.

  • Tax Planning
  • Financial Planning

793 Washington Street Unit # 8, Canton, MA 02021

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Why choose this provider?

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.

  • Retirement Planning
  • Finance Planning

200 Fifth Avenue Suite 4010, Waltham, MA 02451

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Why choose this provider?

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.

  • Estate Planning
  • Financial Planning

22 Old North Trail, Mansfield, MA 02048

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Review Sources

Facebook
5.0 (2)
Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Review Sources

Google
5.0 (1)

Why choose this provider?

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."

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

400 Washington Street Suite 308, Braintree, MA 02184

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Financial Planning
  • Wealth Management

11 Freeman St. Third Floor, Stoughton, MA 02072

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Why choose this provider?

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.

  • Finance Planning

10 Forbes Road West Suite 210W, Braintree, MA 02184

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

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

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Why choose this provider?

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.

  • Financial Planning

532 Page Street, Stoughton, MA 02072

Why choose this provider?

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.

  • Financial Planning

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.

  • What sorts of financial advisors are in Brockton?

    There are various categories of financial advisors in Brockton, including: -Financial planner assists in defining client’s financial goals and outlines the necessary steps to achieve them; -Investment adviser offers guidance on investment assets and techniques; -Wealth manager specializes in advising high-net-worth clients; -Asset manager focuses primarily on growing a client’s investment portfolio; -Financial coach assists in developing a plan for improved financial management, including creating a budget to improve your credit or lower your debt.

  • How many months' worth of emergency funds should be put aside in Brockton?

    In Brockton, an emergency fund of at least three to six months' worth of living expenses is recommended, though the precise amount will vary depending on other financial obligations and risk tolerance. For example, the financial responsibilities of a family with children and only one income earner are much higher than those of a couple without children, so such a family may require a much larger cash reserve for emergencies than a dual-income, child-free household.

  • How do you financially prepare for a newborn in Brockton?

    When caring for a baby in Brockton, there are several expenses to consider, such as opening a health savings account, estimating childcare costs, and funding necessary equipment such as high chairs, cribs, strollers, and car seats. In the event of a loss of income, a catastrophic accident, or death, you must have substantial financial backup plans in place. Consider opening a savings or investment account with your children for their future needs and academic milestones.

  • How do you get the capital gain from a mutual fund in Brockton?

    Capital gains are earned in Brockton when selling mutual fund shares that have increased in value. Earnings may be taxed unless they are deposited into a tax-deferred retirement plan such as a 401(k) or an Individual Retirement Account. Short-term gains from selling mutual funds within a year are subject to regular income taxation. Long-term stock ownership may result in tax rates of 0%, 10%, or 20%, depending on the individual's income bracket.

  • Should you start saving for retirement as soon as you start working in Brockton?

    Though retirement may seem far away now, it will arrive far sooner than you think. Utilize your current employer's 401(k) or 403(b) employer-sponsored retirement plans, especially if they match your contributions. You can begin slowly at first, then gradually increase your savings in Brockton as you advance in your career.

  • 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.