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Best Financial Advisors in Cambridge

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80 Central Street, Suite 150, Boxborough, MA 01719
Boxborough, MA 01719
  • Certified Financial Planner (CFP)

Antaeus Wealth Advisors is a financial planning and management agency that serves clients in the Cambridge metro and its surrounding cities. It recommends personalized strategies based on its clients' personal investment objectives and preferences. It offers services such as financial and retirement planning, as well as wealth management solutions. It also assists clients seeking both financial and social returns through socially responsible investments. The agency's founder and managing partner, A.J. Sohn, is an Accredited Investment Fiduciary and a member of the Financial Planning Association.

80 Central Street, Suite 150, Boxborough, MA 01719
Boxborough, MA 01719

Website(978) 264-9999

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

200 Berkeley Street 10th Floor, Boston, Ma 02116
Boston, Ma 02116
Instagram
  • Chartered Financial Analyst (CFA)

Deloitte is a company that helps Cambridge residents in need of financial planning assistance. With more than 175 years of service, it has been assisting clients in dealing with various financial aspects, such as investment management, insurance, real estate, and capital markets. It also provides expertise in handling a wide variety of marketplace challenges involving multistate tax operations, enterprise technology, and audit innovation. Deloitte was included in The Civic 50's list of Most Community-Minded Businesses for six consecutive years.

200 Berkeley Street 10th Floor, Boston, Ma 02116
Boston, Ma 02116

InstagramWebsite(617) 437-2000

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

25 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: B+

Detail: --

301 Edgewater PL Suite 400, Wakefield, MA 01880
Wakefield, MA 01880
  • Financial Planning
  • Wealth Management

Flagship Wealth Advisors, LLC, is a financial planning and wealth management firm serving the Cambridge metro. Established in 1997, the firm offers wealth and asset management, investment counseling, and retirement, college fund, and estate planning. It acts as a fiduciary wealth advisor and is mandated to focus on the client's best interests. The firm also provides long-term care and life insurance products. Founder Paul V. Ryan Jr. is a Certified Financial Planner and is licensed in all 50 U.S. states.

301 Edgewater PL Suite 400, Wakefield, MA 01880
Wakefield, MA 01880

Website(800) 631-9997

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

1500 West Park Drive Suite 100, Westborough, MA 01581
Westborough, MA 01581
  • CFA Charterholder
  • Financial Planning

Legacy Financial Advisors, Inc., is a wealth management firm that has been helping families and businesses achieve financial independence since 1974. It offers financial planning, investment strategies, and insurance products to clients in Cambridge and surrounding areas. Managing partner Paul Mauro holds membership at the Million Dollar Round Table and the National Association of Insurance and Financial Advisors. The firm supports numerous charity organizations like the Ascentria Care Alliance and Team Never Stop Fighting ALS.

1500 West Park Drive Suite 100, Westborough, MA 01581
Westborough, MA 01581

Website(508) 482-9336

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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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

400 Unicorn Park, 1st Floor, Woburn, MA 01801
Woburn, MA 01801
  • Investment Management

Touchpoint Financial Advisor Group is a full-service independent financial company that serves clients in Cambridge and the surrounding localities. The firm creates customized investment programs depending on clients' financial goals and needs. Its financial advisors specialize in financial planning, investment research, and retirement planning. The group assists clients throughout the planning, implementation, and monitoring process. Reed Thompson, one of the firm's chief financial advisors, has been in the field for over 30 years.

400 Unicorn Park, 1st Floor, Woburn, MA 01801
Woburn, MA 01801

Website(781) 932-9109

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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).

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