Best Financial Advisors in Quincy

Bestgen Wealth Management, LLC, offers financial advisory to the locals of Quincy. The company creates a well-crafted customized plan that encompasses all aspects of the client's financial life that reflect their objectives, way of thinking, and values. Some of the goals it helps its clients achieve are leaving the largest estate possible to their heirs, maintaining their current quality of life in retirement, and transitioning family business ownership. Bestgen Wealth Management is a family-owned firm that has been in the industry since 1971.

Blue Hills Wealth Management is a full-service financial planning firm serving Quincy. It provides customized services tailored to its clients’ needs, which focus on different categories according to life stages, including business, education, estate, goal, retirement, and tax planning. Other services include advising clients on investment strategies and their potential risks. Its client base range from retirees or people contemplating retirement and small business owners to young professionals seeking financial independence. One of the firm’s financial advisors, Daniel Romaine, is an Accredited Investment Fiduciary.

Serving the Quincy area, BRIO Financial Planning focuses on helping single women make sense of their money and taxes through holistic financial planning. The firm’s process involves evaluating a client’s financial picture, personal history, and values to determine appropriate strategies. It also offers functional asset allocation services to help clients preserve their wealth. In addition, the firm provides professional investment advice to give individuals financial confidence. The founder, Michelle, is a CFP who is a member of the Alliance of Comprehensive Planners.

Based in Braintree, Capital Analysts of New England, Inc., caters to clients across the Quincy area. It provides wealth management services, including retirement planning and financial modeling. The company helps business owners through the process of transition planning. It also designs investment strategies for individual and corporate portfolios and uses a portfolio diversification approach. Christopher Connolly, one of the company's partners, has over 10 years of experience in the financial services industry. He is a member of the Association of Independent Investment Professionals.

Civic Financial is a firm serving the Quincy area. Its advisors have a combined experience of over 200 years in financial planning and wealth management. They refer clients to accountants, estate planning attorneys, mortgage brokers, property and casualty insurance professionals, private bankers, and real estate professionals, for assistance with financial matters. The firm's other services include specialized insurance and estate preparation. Scott DeSantis, CFP, one of the firm's founding partners, has been named one of Forbes' best financial security professionals for 2021.

Fernwood Investment Management, LLC, is a company serving the Quincy area. Since 2003, the firm has been providing families and individuals with comprehensive investing solutions. Its advisors provide asset management and financial planning suited to each client's unique circumstances to help them achieve financial success. In addition, the firm offers family office services. TD Ameritrade Institutional (TDAI) holds the majority of the firm's client accounts. Thomas P. Reilly, the firm's founder, spent five years at Bainco International Investors as a senior research analyst and partner.

KAF Financial Advisors, LLC, is a Braintree-based company that caters to clients throughout Quincy. It advises business owners on various areas, including retirement planning and tax planning. The company also reviews employee benefit programs and recommends appropriate changes to help reduce costs. It also guides clients through the process of succession planning. Thomas McCarthy, the company's founding partner, holds a Chartered Financial Consultant designation from The American College. He serves as a board of directors member at the South Shore Health System.

Leveroni Financial Management Corporation caters to clients located in the Quincy area. It handles various components of financial planning, including retirement income, education, and tax and estate planning, as well as risk management services. The firm also works on portfolio management, business strategies, insurance and long-term care, and education savings programs. Founders Timothy W. Leveroni and Daniel W. Leveroni are both Certified Financial Planners. Their team has more than 165 years of collective wealth management experience.

The Lloyd-O'Sullivan Wealth Management Team is a group of finance experts that serves clients in Quincy. They offer various financial planning services, including life insurance needs analysis and strategic portfolio management. The team guides clients on estate planning and develops strategies to minimize tax obligations. They also have experience helping small business owners in designing employee benefits packages. Brian O'Sullivan, one of the team's members, has over 20 years of industry experience. He is the former president of the MassMutual Advisors Association.

Marshall Wealth Management assists individuals and families in Quincy with financial planning, estate planning, and investment management matters. The firm handles asset management, including financial analysis, asset allocation, stock selection, retirement plan implementation, and monitoring of investments. It also caters to small businesses' accounting, tax, and consulting concerns. Michael Marshall, Sr., president and general securities representative, has been assisting clients in life income planning, education planning, Medicaid planning, and business continuation planning since 1992.

Peterkin Financial helps clients in Quincy in planning and making decisions about their finances. It provides individuals who are late bloomers, transitioning into adulthood, or going through life changes with financial planning assistance. It also guides businesses in solving their existing financial challenges. Nicole Peterkin, the firm's CEO, also runs a group program for entrepreneurs called Next Level Profits. Peterkin is a Certified Financial Planner. She works with around 50 families a year and assists them in making smart financial moves.

PRW Wealth Management, LLC, is a financial planning firm that serves individuals, families, and institutions in Quincy. It helps clients accomplish their financial goals through integrating financial solutions such as cash flow analysis, risk mitigation, retirement and estate planning, and tax planning. Its process includes benchmarking, utilizing communicative client service protocols, and working with third-party custodians. PRW Wealth Management has been in operation for over three decades. Its team consists of wealth transfer planning specialists, investment professionals, and attorneys.

Securian Advisors of New England provides financial services in the Quincy area. Its advisors help clients realize their financial goals through financial needs positioning, budgeting, and cash flow analysis. They also provide risk management, retirement and tax planning, and investment options based on clients' current financial positions. Asset allocation, investment advisory, retirement planning, insurance, and strategic alliances are the company's other services. One of the firm's investment advisors and registered representatives is Ed Botelho, who has six years of experience in the industry.

US Wealth Management provides financial planning services to clients in the Quincy area. Its team helps individuals and families to prepare for their future by helping find suitable investment options. This entails setting up a portfolio, protecting assets through insurance policies, and preparing for retirement. The firm also helps clients with setting up their estate to ensure that assets go to the right beneficiaries. Company president George T. Clarke is a certified public accountant and a Personal Financial Specialist.