Best Financial Advisors in Newton

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Newton, MA

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

SmartAdvisor by SmartAsset

Aspire Financial Advisors logo
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Aspire Financial Advisors

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

Business Description

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.

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
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Aspire Financial Advisors

Capital Advisors Group logo
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Capital Advisors Group

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

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Capital Advisors Group

David J. Prothero, CPA, P.C. logo
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David J. Prothero, CPA, P.C.

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

Business Description

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.

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.
4.9
Google
4.9 / 5 (13)
Yelp
4.5 / 5 (6)
Facebook
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
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David J. Prothero, CPA, P.C.

Financial Planning Solutions, LLC logo
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Financial Planning Solutions, LLC

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

Business Description

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.

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
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Financial Planning Solutions, LLC

Insight Financial Strategists logo
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Insight Financial Strategists

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

Business Description

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.

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
Facebook
4.5 / 5 (8)
Google
4.4 / 5 (7)

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
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Insight Financial Strategists

Kaplan Financial Services, Inc. logo
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Kaplan Financial Services, Inc.

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

Business Description

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.

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
Visit Website

Kaplan Financial Services, Inc.

Lightship Wealth Strategies, Inc. logo
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Lightship Wealth Strategies, Inc.

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

Business Description

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.

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
––
Visit Website

Lightship Wealth Strategies, Inc.

McVittie Financial Advisors logo
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McVittie Financial Advisors

11 Norumbega Court, Auburndale, MA 02466
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  • Retirement Planning

Business Description

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.

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)
Google
5.0 / 5 (1)
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McVittie Financial Advisors

Plum Street Advisors logo
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Plum Street Advisors

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

Business Description

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.

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
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Plum Street Advisors

Renaissance Wealth Advisors logo
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Renaissance Wealth Advisors

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

Business Description

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.

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
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Renaissance Wealth Advisors

The Bulfinch Group logo
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The Bulfinch Group

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

Business Description

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.

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 (13)

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
––
Visit Website

The Bulfinch Group

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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