Best Financial Advisors in Quincy

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Quincy Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 36 27 15

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Lloyd-O’Sullivan Wealth Management Team

  • Financial Planning
  • Certified Financial Planner (CFP)

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.

234 Copeland Street Suite 225
Quincy, MA 02169


Securian Advisors of New England

  • Financial Planning

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.

35 Braintree Hill Office Park Suite 106
Braintree, MA 02184