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Best Financial Advisors in New Bedford

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43 Tower Dr, New Bedford, MA 02740
New Bedford, MA 02740
  • Estate Planning

Based in New Bedford, Santos & Santos P.C. is an accounting and consulting firm that serves clients throughout the metro. It offers financial planning services to individuals and advises them on areas like education and retirement. The company also reviews various estate planning documents, including powers of attorney and wills. Its other solutions include cash flow management and bank financing. The company's president, Koreen Santos, is a certified public accountant. She serves as a member of the Massachusetts Society of Certified Public Accountants.

43 Tower Dr, New Bedford, MA 02740
New Bedford, MA 02740

Website(508) 999-6403

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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:

2 (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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