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Best Financial Advisors in Framingham

2024

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SmartAdvisor by SmartAsset

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

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.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Framingham, MA

Why choose this provider?

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
Helpfulness
Detail

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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)

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.
4.3
Google
4.3 / 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

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

Why choose this provider?

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 (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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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)

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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)

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.

  • Do you lose your deposits if a bank goes under in Framingham?

    In the event of bank insolvency in Framingham, deposits up to $250,000 per depositor and per financial institution are federally insured. The state requires banks and credit unions to pay premiums to the Depositors Insurance Fund for deposits in excess of $250,000, which guarantees depositors with balances in excess of the federal limit in the event of bank failure.

  • What are the types of investment risks in Framingham?

    Inflation, market fluctuations, and economic downturns are just a few of the risks that could reduce the purchasing power, returns, and profit potential of your Framingham investments. Bond and other fixed-income assets' values can fluctuate significantly in response to changes in interest rates. There are also events that only affect specific businesses or industries, such as the death of a company's president, which may affect the stock price of the company.

  • What is the purpose of a systematic savings plan in Framingham?

    Individuals can use the systematic savings plan to deposit a predetermined percentage of their monthly income into a savings account in Framingham. Because the money has to go into the account before it can be spent on anything else, it is an effective strategy for developing the habit of saving consistently.

  • Which is better, a fee-based or fee-only financial advisor in Framingham?

    The primary difference between fee-only and fee-based advisers in Framingham is that the former receives no additional income beyond the fee paid by customers, whereas the latter may receive commissions on the sale of specific financial products. Fee-only advisers are preferred because they prioritize their clients' needs over their own and have no financial vested interest in the recommendations they make. Keep in mind that your best interests should always take precedence over the advisor's bottom line.

  • How can you assess your insurance needs in Framingham?

    One common method for determining insurance needs in Framingham is based on a person's annual salary. The general rule is that an individual should have a life insurance policy worth five to ten times his or her annual salary. A detailed needs analysis can be performed for a more precise assessment. This method considers immediate, ongoing, and future expenses. It also takes into account the potential investment returns on the life insurance payout in the event of the insured's death.

  • 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.

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