Best Financial Advisors in Fall River

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1776 Financial is a firm that assists in managing the finances of clients in Fall River and nearby areas. The financial advisors at this firm help develop an achievable financial plan that meets clients' values, goals, and lifestyles. In addition, they guide clients in selecting investment solutions, including alternative investments, managed discretionary accounts, traditional investments, and structured products and options. Co-founder and financial advisor Mark Dittrich devotes his time and resources to local charities, such as The Santa Foundation and the Random Smile Project.

Serving the community of Fall River, Aequitas Investment Advisors, LLC, offers financial planning assistance to individual clients, families, charitable foundations, trustees, and non-profit organizations. It offers a broad range of financial planning services, including retirement planning, investment policy statement review, portfolio performance reports, charitable planning, and sustainability investment strategies. The independent investment advisory and financial planning firm has been serving clients since 1991. The firm’s founder and principal, Warner Arms Henderson, has over 45 years of experience in financial planning.

Balanced Wealth Management serves clients in Fall River and the surrounding communities. It helps clients achieve their financial goals by recommending wealth management, portfolio management, and retirement planning strategies. The firm also provides an independent perspective on the financial objectives of clients to help them understand their choices. Founder Robert Auclair established the firm in 2015. For four years, he was featured on the Money Pros program of WNAC-64 Television as a financial planning expert.

Cambridge Cape Cod Advisors is an independent, fiduciary, and investment advisory firm that offers financial management to the locals of Fall River. Its services include investment management, small business planning, investment property analysis, tax and estate planning, and financial planning. Gregory C. Fenton, the president, and founder has an extensive wealth management background with particular depth in multi-generational planning. He earned his Certified Financial Planner designation in 1990. The firm partners with Right Capital, Fidelity, and Alliance of Comprehensive Planners.

Coastal Financial assists Fall River clients in matters of financial management. Its advisors focus on six areas of financial planning, including wealth accumulation, tax management, and financial position review. Their services deliver comprehensive and tailored solutions for business planning concerns, including business valuations and estate plan integration. Owner Christopher M. Hodgson is a Certified Financial Planner. He previously served in the United Way of Greater New Bedford as Chairman of the Board and Campaign Chair.

Constant Guidance Financial serves the residents of Fall River and its surrounding areas. The local advisory firm assists clients in managing their personal investments and finances. It offers a variety of services, such as wealth management; asset allocation and protection; financial advice; and retirement, estate, and financial planning. Mitch Zides, the company's founder, helps clients have peace of mind by explaining to them the risks and gains involved in financial management. Zides, who is a CFA and CFP, has over 16 years of experience.

Corrigan Financial, Inc., caters to individuals and business owners in Fall River. Since its inception in 1989, the company has been helping clients achieve their goals and objectives through financial planning. Within the context of the planning framework, its advisors help clients manage risks and make informed decisions. The firm has managed investment assets and prepared income tax returns for over 950 families. Its principal shareholder, Daniel G. Corrigan, holds a Master of Business Administration degree. His designations include CPA, PFS, and CFP.

Davis Financial offers financial advisory services to clients in Fall River. The firm teaches strategies that help clients protect their income, and it answers questions on retirement options, Social Security decisions, and retirement accounts and income. Steve Davis, the second-generation owner of Davis Financial, has more than 25 years of experience helping clients. He graduated from Bentley College and spent the first five years of his career as a banker, assisting small family-owned businesses in availing commercial loans.

Financial Independence Advisors has decades of experience in assisting Fall River residents with their financial planning needs. The firm's advisors guide clients throughout financial planning processes and tailor their advice based on their clients' unique preferences. They also work closely with Raymond James, a company that offers financial planning resources and other client services that can streamline any finance process. Principal advisor, Mitchell Custenborder, has a blog titled, "The Enlightened Long Game," wherein he shares various articles about personal finance.

Jack Trevor, CFP, ChFC, CLU, is a financial advisor with Northwestern Mutual who serves clients' needs in and around Fall River. He and his team help clients achieve financial independence and security through a broad range of financial planning solutions and strategies. This includes retirement planning, college funding counseling, wealth management, estate planning, and business succession planning. Trevor is an Elon University-educated professional who has been in the financial planning industry for half a decade.

Serving the Fall River area, Loring Advisory Group is a team of financial advisors who aim to maintain fiduciary relationships with clients. They offer a broad range of financial planning services to high-net-worth individuals and their families. These include personal financial planning, Social Security and Medicare analysis, tax planning, business management, retirement planning, and sustainable income strategies. Jeff Loring, the firm's founder, first worked in the insurance industry before starting his career as a financial advisor.

Meridian Financial handles any wealth management concerns for individuals, families, and businesses in Fall River. Its advisors assist clients in adjusting their asset allocation to match their time horizon, risk tolerance, and financial goals. They review estate plans, conduct insurance needs analyses, and create customized saving strategies to help clients make the right decisions for their best interests. Founder and Certified Financial Georgia Bruggeman is a registered investment advisor and a member of the National Association of Personal Financial Advisors.

North Light Financial Services is a Plymouth-based financial and investment management service provider. Serving clients throughout the Fall River area, it offers various financial planning services, including retirement planning, risk management, investment selection, and tax management. It also assists clients in reviewing college savings programs and planning business retirement. Jane Ricardi, co-principal of the firm, has been a certified financial planner since 1991. She is also a member of the Financial Planning Association of Massachusetts and is FINRA Series 7 and Series 63 licensed.

Planning for Good provides financial advice to the Fall River metro and surrounding areas. Led by Karen Melo Ticas, a Certified Financial Planner, the company assists clients in planning their finances holistically through cash flow analysis, risk management, and investment review. Ticas is also a Retirement Income Certified Professional and helps in estate and legacy planning, retirement planning, and designing investment-focused retirement strategies. She especially focuses on serving business professionals, health care providers, and the LGBTQ community.

Since its establishment in 1993, Sowa Financial Group, Inc., has been serving individuals and families in Fall River. It offers financial planning, retirement planning, and investment management services focused on guiding clients in achieving their financial goals. Having access to industry-leading technology and research resources, its advisors work with the clients in crafting plans that ensure their financial interests are protected. Sowa Financial Group's founder, Donald J. Sowa, is a Certified Financial Planner. He also holds an Accredited Investment Fiduciary certification.