Best Financial Advisors in Quincy

2022

We scored 36 Financial Advisors in Quincy, MA and Picked the Top 15

Here are the Picks:

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.

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.

Reputation:A

More Info

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)

Professionalism: A

More Info

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: --

Certified Financial Planner (CFP)

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.

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35 Braintree Hill Office Park, Suite 400
Braintree, MA 02184

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(617) 786-1600 Website

Financial Planning
Certified Financial Planner (CFP)

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.

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20 Newbury Street Floor 3
Boston, MA 02116

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(617) 404-9951 Website

Financial Planning
Certified Financial Planner (CFP)

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.

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400 Crown Colony Drive, Suite 101
Quincy, MA 02169

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(617) 376-4750 Website

Retirement Planning
Certified Financial Planner (CFP)

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.

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10 Forbes Road West
Braintree, MA 02184

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(781) 356-2200 Website

Wealth Management
Financial Planning
Tax Planning

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.

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50 Braintree Hill Office Park Suite 205
Braintree, MA 02184

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(781) 848-9821 Website

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.

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234 Copeland Street Suite 225
Quincy, MA 02169

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(617) 479-0075 Website

Estate Planning
Wealth Management
Certified Financial Planner (CFP)
Tax Planning

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.

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35 Braintree Hill Office Park Suite 204
Braintree, MA 02184

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(857) 342-1030 Website