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Best Financial Advisors in Newton

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Newton, MANewton, MA

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.

Newton, MANewton, MA

Website

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: --

60 Thoreau Street #359, Concord, MA 01742
Concord, MA 01742
  • Retirement Planning

Aspire Financial Advisors focuses on providing financial planning services for Christian churches, congregations, and schools in Newton. From creating education plans for high school and college students to establishing retirement options for the future, the firm addresses any questions clients may have about possible risks in the market and asset allocation. Founder John F. Harrison is a Certified Financial Planner who has been serving in the financial industry since 1990. He is also an active ordained minister who conducts workshops at local churches.

60 Thoreau Street #359, Concord, MA 01742
Concord, MA 01742

Website(978) 775-5435

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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:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

29 Crafts Street Suite 270, Newton, MA 02458
Newton, MA 02458
  • Chartered Financial Analyst (CFA)

Capital Advisors Group is a that offers investment management and debt finance consulting services in Newton. It provides customized cash investment portfolios based on its clients' requirements. It also assists in the development of strategies, the evaluation of potential lenders, bid solicitation, and the sourcing of deals in its end-to-end transaction support. Ben Campbell, who founded Capital Advisors Group in 1991, was named among the 100 Most Influential People in Finance by Treasury & Risk in June 2011.

29 Crafts Street Suite 270, Newton, MA 02458
Newton, MA 02458

Website(617) 630-8100

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (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: --

313 Washington Street, Ste 200, Newton, MA 02458
Newton, MA 02458
  • Finance Planning

David J. Prothero, CPA, P.C., provides financial advisory services to individuals and small businesses in and around Newton. It assists clients in setting realistic financial goals and attaining them through personalized tax reduction strategies, investments, college funding advice, and insurance solutions. The firm also helps with retirement planning, estate and wealth transfer planning, and charitable gift planning. Company president David J. Prothero is a Certified Public Accountant and a Certified Financial Planner who has over two decades of experience in investment consulting, tax consulting, and financial planning.

313 Washington Street, Ste 200, Newton, MA 02458
Newton, MA 02458

Website(617) 871-6602

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:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

14 (Better)

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+

120 Wells Avenue, Newton, MA 02459
Newton, MA 02459
Instagram
  • Financial Planning
  • Wealth Management
  • Certified Financial Planner (CFP)

Financial Planning Solutions, LLC, is an independent company that serves retired, widowed, and divorced individuals in Newton. Its fiduciary financial advisors provide wealth management programs and financial planning solutions for individuals who are preparing for marriage, getting a divorce, planning for their children's college, leaving their job, or closing in on retirement. The agency's co-founders and managing partners, Rick Fingerman and Lyman Jackson, are both Certified Financial Planners. Each has over 30 years of experience in the finance and services industry.

120 Wells Avenue, Newton, MA 02459
Newton, MA 02459

InstagramWebsite(617) 630-4978

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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)

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+

Crafts St, Newton, Ma 02458
Newton, Ma 02458
  • CFA Charterholder
  • Custom Financial Planning

Insight Financial Strategists LLC serves clients in Newton. It provides services such as retirement planning, divorce planning, and investment management. The firm also assists clients in diversifying their portfolios by dividing investments across real estate, stocks, and bonds. The company extends its financial planning services to physicians that have either finished or are currently undergoing their residency or fellowship. Chris Chen, a wealth strategist at the firm, has the designations of Certified Financial Planner and Certified Divorce Financial Analyst.

Crafts St, Newton, Ma 02458
Newton, Ma 02458

Website(781) 489-3014

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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:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

13 (Better)

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+

2 Newton Executive Park Washington St., Newton, MA 02462
Newton, MA 02462
  • Business Formation
  • Business Tax Preparation

Kaplan Financial Services is a team of Newton-based financial advisors who assist with comprehensive wealth planning. Its family wealth planning includes helping children with investment choices, education funding, and 529 plan analysis. Kaplan Financial Services also offers retirement analysis, estate planning, and tax planning. Susan Kaplan, the founder, is a Certified Financial Planner and has an MBA in Finance. Kaplan became president of the Institute of Certified Financial Planners in Boston and is on the Board Trustees at Beth Israel Deaconess Medical Center.

2 Newton Executive Park Washington St., Newton, MA 02462
Newton, MA 02462

Website(617) 527-1557

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:

2 (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+

2344 Washington St 2nd floor, Newton Lower Falls, MA 02462
Newton Lower Falls, MA 02462
  • Financial Planning

Lightship Wealth Strategies, Inc., has been offering Newton-based clients financial planning and investment management services since 2006. Its advisors, who have earned CFP designations, guide individuals and families in securing their financial wellbeing. The firm provides timely advice and information about their financial needs relating to tax, estate, and insurance. Its founder, Jonathan Wolff, was recognized as one of the Best-in-State Wealth Advisors in Massachusetts by Forbes. He also received recognition from the Financial Times.

2344 Washington St 2nd floor, Newton Lower Falls, MA 02462
Newton Lower Falls, MA 02462

Website(617) 581-6100

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:

2 (Good)

Score Consistency:

Consistent (Best)

11 Norumbega Court, Auburndale, MA 02466
Auburndale, MA 02466
  • Retirement Planning

McVittie Financial Advisors is a securities and investment advisory firm that serves Newton. It performs asset management, cash flow analysis, education funding services, insurance needs assessment, and long-term care and retirement planning. Its other services include risk management and succession planning for small businesses. It recommends investment options that align with its clients and provides advice regarding insurance coverages, such as disability, life, and long-term care. Its president, Elizabeth L.S. McVittie, has been a Certified Financial Planner for more than a decade.

11 Norumbega Court, Auburndale, MA 02466
Auburndale, MA 02466

Website(617) 964-2035

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)

154 Wells Ave Suite 3, Newton, MA 02459
Newton, MA 02459
  • Certified Financial Planner (CFP)
  • Financial Planning

Plum Street Advisors serves the financial advisory needs of clients in and around Newton. The firm aims to assist clients in attaining their goals of financial independence and security, offering a broad range of solutions and strategies such as investment proposals, retirement planning, debt analysis, insurance analysis and review, and college funding analysis. Additionally, its advisors provide assistance with estate and tax planning. Founding partner Jamie Osborn is a Certified Financial Planner who has nearly 20 years of experience in financial analytics.

154 Wells Ave Suite 3, Newton, MA 02459
Newton, MA 02459

Website(781) 514-5142

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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+

275 Grove Street Suite 2-400, Newton, MA 02466
Newton, MA 02466
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Renaissance Wealth Advisors creates and sustains long-term financial well-being for the locals of Newton. The firm applies what it calls the Renaissance 8-step process, where every aspect of the clients' financial well-being is considered in order to create a unique financial profile that caters to their needs. It applies the process when assisting them in retirement, estate, insurance, investment, and tax matters. Jon Loer and Lauris Lambers established Renaissance in 2019. They have a combined industry experience of more than 50 years.

275 Grove Street Suite 2-400, Newton, MA 02466
Newton, MA 02466

Website(617) 663-5595

Show Number

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+

160 Gould Street Suite 310, Needham, MA 02494
Needham, MA 02494
  • Retirement Planning

The Bulfinch Group is a firm that consists of financial advisors who provide solutions to individuals, families, and businesses in the Newton metro. Its team of professionals offers services aimed at retirement security, estate planning, and family security. The firm also offers a wide range of business planning services, including key employee insurance, corporate benefits solutions, 401(K) planning, and business continuation. Established in 1994, The Bulfinch Group crafts strategies with the goal of helping its clients grow and preserve wealth.

160 Gould Street Suite 310, Needham, MA 02494
Needham, MA 02494

Website(781) 449-4402

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:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

16 (Better)

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: --

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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