Expertise.com

Best Financial Advisors in Framingham

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Framingham, MA
  • 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
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Framingham, MA

Business Description

Need help contacting a Financial Advisor in Framingham? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Argent Wealth Management, LLC logo
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License Verified:

License: 145323

Investment Adviser Public Disclosure Database, SEC

Argent Wealth Management, LLC

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200 Fifth Ave. 7th Floor, Waltham, MA 02451
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Since 1992, Argent Wealth Management, LLC has been serving clients in Framingham and the surrounding areas. It provides a wide range of services, including financial and estate planning, tax preparation, and investment management. It creates diversified portfolios that are tailored to each client's specific strategic goals, and it manages multiple sources of risk to maximize after-tax return potential. It also develops multi-year tax strategies to meet the financial needs of the client while minimizing their tax burden.

License Verified:

License: 145323

Investment Adviser Public Disclosure Database, SEC

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
Google
4.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Asset Strategy logo
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License Verified:

License: 139879

Investment Adviser Public Disclosure Database, SEC

Asset Strategy

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24 Superior Dr., Ste 101, Natick, MA 01760
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Asset Strategy is an independent investment advisory firm that serves clients in Framingham. It provides private wealth management solutions that cover retirement income planning, investment management, tax and estate planning, and trust administration. It offers insurance analysis and reviews to maximize family and investment protection. The firm also assists with institutional retirement plans and portfolio management. Asset Strategy has been in the industry for over 30 years. It has access to various funds, non-proprietary investment managers, and strategies.

License Verified:

License: 139879

Investment Adviser Public Disclosure Database, SEC

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
Bartholomew & Company logo
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License Verified:

License: 704349

Investment Adviser Public Disclosure Database, SEC

Bartholomew & Company

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161 Worcester Road, Suite 402, Framingham, MA 01701
  • Certified Financial Planner (CFP)

Business Description

Bartholomew & Company offers financial planning services for clients in the Framingham metro. The firm's specialists develop financial strategies and solutions to meet needs and get on the road to financial security. They provide retirement planning services that involve growing and protecting wealth to secure the future and retire comfortably. In addition, they help in income, estate, tax, and long-term cost planning. President and CEO Thomas J. Bartholomew received the Accredited Investment Fiduciary professional accreditation from Fi360.

License Verified:

License: 704349

Investment Adviser Public Disclosure Database, SEC

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)

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
Beck Bode logo
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License Verified:

License: 282611

Investment Adviser Public Disclosure Database, SEC

Beck Bode

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858 Washington St. Suite 100, Dedham, MA 02026
  • Certified Financial Planner (CFP)

Business Description

Beck Bode has been serving clients in Framingham and nearby areas since 2012. It offers a wide range of services, from financial and retirement planning to wealth, investment, and asset management. Services that involve retirement plan consulting, investment planning strategies, financial fitness, and risk management are also available. It analyzes the client's situation and creates scenarios to educate them on how to reach their financial objectives. Its team provides annual meetings to monitor their financial progress.

License Verified:

License: 282611

Investment Adviser Public Disclosure Database, SEC

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)

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
Blackstone Valley Wealth Management, LLC. logo

License Verified:

License: 2015153

Investment Adviser Public Disclosure Database, SEC

Blackstone Valley Wealth Management, LLC.

22 South Street Suite #202, Hopkinton, MA 01748
  • Certified Financial Planner (CFP)

Business Description

Blackstone Valley Wealth Management, LLC, is an independent firm that has been catering to individuals and families in Framingham and the surrounding areas since 2013. It helps clients make informed financial decisions by offering consulting, planning, and management services. It covers a variety of fiscal areas, such as cash flow, estate plans, investments, net worth, retirement, and tax. James A. Valis, one of the managing partners, is an Accredited Asset Management Specialist and a Certified Financial Planner.

License Verified:

License: 2015153

Investment Adviser Public Disclosure Database, SEC

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 (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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Boston Wealth Management LLC logo
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License Verified:

License: 1263946

Investment Adviser Public Disclosure Database, SEC

Boston Wealth Management LLC

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286 Boston Post Road, Wayland, MA 01778
  • Certified Financial Planner (CFP)

Business Description

Boston Wealth Management, LLC has been serving clients in the Framingham area since 2005. People can seek the assistance of the company in planning their finances in order to achieve both short-term and long-term objectives. Its team creates financial plans and investment portfolios based on a client's risk tolerance and goals. The firm also assists in the planning of a stable and sustainable income for retirement. Phillip Wong, the company's founder and managing director, has extensive knowledge of tax laws, investment strategies, and pensions.

License Verified:

License: 1263946

Investment Adviser Public Disclosure Database, SEC

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
Burke Financial Services logo
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License Verified:

License: 2397357

Investment Adviser Public Disclosure Database, SEC

Burke Financial Services

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25 W Central St, Natick, MA 01760
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products
  • Tax Preparation

Business Description

Burke Financial Services provides a broad range of financial planning solutions to help clients attain their financial security goals. The company has been serving individuals, families, and businesses in and around Framingham for more than forty years, with financial advisors that offer a step-by-step process for building a financial roadmap that helps clients get closer to their goals. This includes creating appropriate plans that cover tax management, retirement strategies, insurance and annuity products, investment management, and estate conservation.

License Verified:

License: 2397357

Investment Adviser Public Disclosure Database, SEC

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 (2)
Cadence Wealth Management logo
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License Verified:

License: 155080

Investment Adviser Public Disclosure Database, SEC

Cadence Wealth Management

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1800 West Park Drive, Suite 330, Westborough, MA 01581
  • Certified Financial Planner (CFP)

Business Description

Cadence Wealth Management offers financial solutions to individuals and businesses in Framingham and the neighboring communities. The company provides traditional tactical asset allocation and actively managed strategies, and develops investment policy statements that incorporate clients' portfolio management preferences. It also observes the relationships between different market indices and measures investor sentiments. Cadence Wealth Management gives back to the community through its involvement with Second Chance Animal Shelter, The Red Sox Foundation, Tin Mountain Conservation Center, and Cure SMA.

License Verified:

License: 155080

Investment Adviser Public Disclosure Database, SEC

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
Google
4.0 / 5 (3)

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
Heritage Financial logo
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License Verified:

License: 127268

Investment Adviser Public Disclosure Database, SEC

Heritage Financial

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100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
  • Certified Financial Planner (CFP)

Business Description

Heritage Financial has been providing an array of services in Framingham and nearby locations for over 25 years. It caters to families and individuals who need financial planning assistance. The business creates strategies tailored to clients' lifestyles and philanthropic causes they want to support. Its agents also help customers allocate their bonds, stocks, cash, and alternative investments. Additionally, they process life, long-term care, and homeowners' insurance. Founder and CEO Charles Bean III is a ChFC and a CLU.

License Verified:

License: 127268

Investment Adviser Public Disclosure Database, SEC

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 (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
Legacy Financial Advisors, Inc. logo
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License Verified:

License: 133763

Investment Adviser Public Disclosure Database, SEC

Legacy Financial Advisors, Inc.

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1500 West Park Drive Suite 100, Westborough, MA 01581
  • Retirement Planning

Business Description

Legacy Financial Advisory, Inc., caters to clients in Framingham and the surrounding cities. It provides financial advising services focusing on retirement planning strategies to help individuals prepare for their future legacy and lifestyles. It also specializes in helping new graduates and young professionals manage and prepare for their upcoming finances and investments suitable for their short and long-term goals. Company owners Paul and Linda Mauro have been in the financial industry for over 45 years.

License Verified:

License: 133763

Investment Adviser Public Disclosure Database, SEC

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.
4.5
Google
4.5 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Marino Stram & Associates Financial logo
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License Verified:

License: 107768

Investment Adviser Public Disclosure Database, SEC

Marino Stram & Associates Financial

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550 Cochituate Road East Wing, 4th Floor, Suite 25, Framingham, MA 01701
  • Certified Financial Planner (CFP)

Business Description

Marino Stram & Associates Financial is an independent firm that serves Framingham. It offers planning and asset management services to help clients pursue their goals and achieve a financially secure future. Its “Envision, Plan, Act” process involves assessing their financial health and retirement goals, developing customized plans and identifying risks, and implementing and monitoring portfolios. The firm manages assets like bonds, IRAs, mutual funds, stocks, and trusts and recommends retirement income strategies. Marino Stram & Associates Financial was founded in 1997.

License Verified:

License: 107768

Investment Adviser Public Disclosure Database, SEC

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 (2)
Meridian Financial logo
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License Verified:

License: 119679

Investment Adviser Public Disclosure Database, SEC

Meridian Financial

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13 Water St #204, Holliston, MA 01746
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Meridian Financial is an advisory firm serving Framingham. It has been in the industry for over 25 years, providing comprehensive financial planning, which covers the client's tax, estate, investment, retirement, insurance, and workplace benefits. Its professionals work closely with individuals to organize their financial life, allowing them to achieve their goals. They utilize portfolio analysis technology to determine if the client's investments match their risk profile. The company also offers asset allocation solutions. It serves as a member of the Financial Planning Association.

License Verified:

License: 119679

Investment Adviser Public Disclosure Database, SEC

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)

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
New Harbor Financial Group logo
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License Verified:

License: 155528

Investment Adviser Public Disclosure Database, SEC

New Harbor Financial Group

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146 Main Street, Suite 302, Worcester, MA 01608
  • Certified Financial Planner (CFP)

Business Description

New Harbor Financial Group, established in 2005, is a privately owned investment advisory firm that serves individuals, families, and institutions throughout Framingham and the nearby communities. The firm is staffed by independent fiduciary advisors who seek to understand clients' unique situations to create custom financial plans that meet their needs and goals. The firm's services include retirement planning, risk management and insurance planning, tax and estate planning, and business succession planning. The principals at New Harbor also hold the Certified Financial Planner designation.

License Verified:

License: 155528

Investment Adviser Public Disclosure Database, SEC

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)

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
Plan Dynamic logo
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License Verified:

License: 291154

Investment Adviser Public Disclosure Database, SEC

Plan Dynamic

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945 Concord Street, Framingham, MA 01701
  • Certified Financial Planner (CFP)

Business Description

Plan Dynamic helps investors and business owners in Framingham build and sustain their financial independence by assisting them in planning their investments, cash flow and debts, taxes, and retirement. The process entails talking with clients about their ideas, incorporating their visions into the data, and tracking their financial images. The firm is owned and managed by Glenn Brown, a CFP and an MBA in Finance. Before forming Plan Dynamic, he served as managing director of an investment management company for over two decades.

License Verified:

License: 291154

Investment Adviser Public Disclosure Database, SEC

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)
Proctor Financial logo
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License Verified:

License: 122021

Investment Adviser Public Disclosure Database, SEC

Proctor Financial

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18 N. Main Street, Sherborn, MA 01770
  • Certified Financial Planner (CFP)

Business Description

Proctor Financial is a money management firm that caters to the needs of Framingham. It provides a wide range of financial planning services from retirement preparation and executive compensation benefit maximization to investing and tax reduction. Its professionals assist clients by managing investments using the proprietary TCM™ system and building and planning legacies for the next generation. Proctor Financial was founded by Tony Proctor in 1994. He is a CFP and has appeared on CNBC and Bloomberg Television.

License Verified:

License: 122021

Investment Adviser Public Disclosure Database, SEC

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)

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
Triton Financial logo
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License Verified:

License: 153048

Investment Adviser Public Disclosure Database, SEC

Triton Financial

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61 Florence Street, Marlborough, MA 01752
  • Certified Financial Planner (CFP)

Business Description

Triton Financial operates in and around the Framingham metro. The independent advisory firm has a three-pronged approach to wealth management, which includes financial planning, investment, and insurance. It helps its clients make smart decisions and obtain independence and security by setting up and managing portfolios, IRAs, and estate and trust accounts. It also offers cash flow analysis and retirement planning. The founder, Bob Gustafson, is a Certified Financial Planner and hosts a weekly show called Financial Spotlight on True Talk Radio 830.

License Verified:

License: 153048

Investment Adviser Public Disclosure Database, SEC

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
Wingate Wealth Advisors logo

License Verified:

License: 105012

Investment Adviser Public Disclosure Database, SEC

Wingate Wealth Advisors

450 Bedford Street, Lexington, MA 02420
  • Certified Financial Planner (CFP)

Business Description

Wingate Wealth Advisors has been serving individuals and families in Framingham and its surrounding areas since 1986. It offers a wide range of services, from financial planning, generational wealth planning, and retirement planning to investment management and equity compensation. Its financial advisors and research department create a portfolio that is in line with the clients' financial plans, taking into account their objectives and risk tolerance level. The firm also caters to executives, professionals, and pre-retirees.

License Verified:

License: 105012

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail