Best Financial Advisors in Quincy

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Quincy, 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
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Price: Free consultation

Bestgen Wealth Management, LLC. logo
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Bestgen Wealth Management, LLC.

35 Braintree Hill Office Park, Suite 102, Braintree, MA 02184
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  • Finance Planning

Business Description

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.

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
Blue Hills Wealth Management logo
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Blue Hills Wealth Management

300 Crown Colony Drive, Quincy, MA 02169
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  • Estate Planning
  • Tax Planning
  • Retirement Planning

Business Description

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.

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)
BRIO Financial Planning logo
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BRIO Financial Planning

1073 Hancock St. #101, Quincy, MA 02169
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  • Certified Financial Planner (CFP)

Business Description

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.

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
Detail
––
Capital Analysts of New England, Inc. logo
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Capital Analysts of New England, Inc.

35 Braintree Hill Office Park, Suite 400, Braintree, MA 02184
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  • Certified Financial Planner (CFP)

Business Description

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.

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
Civic Financial logo
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Civic Financial

20 Newbury Street Floor 3, Boston, MA 02116
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

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.

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
4.7 / 5 (217)
Fernwood Investment Management, LLC logo
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Fernwood Investment Management, LLC

400 Crown Colony Drive, Suite 101, Quincy, MA 02169
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

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.

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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KAF Financial Advisors, LLC logo
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KAF Financial Advisors, LLC

10 Forbes Road West, Braintree, MA 02184
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

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
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Leveroni Financial Management Corp. logo
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Leveroni Financial Management Corp.

50 Braintree Hill Office Park Suite 205, Braintree, MA 02184
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  • Tax Planning
  • Financial Planning
  • Wealth Management

Business Description

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.

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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Lloyd-O’Sullivan Wealth Management Team logo
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Lloyd-O’Sullivan Wealth Management Team

234 Copeland Street Suite 225, Quincy, MA 02169
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

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 logo
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Marshall Wealth Management

35 Braintree Hill Office Park Suite 204, Braintree, MA 02184
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Wealth Management

Business Description

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.

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 (3)
Peterkin Financial logo
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Peterkin Financial

222 Forbes Road, Suite 106, Braintree, MA 02184
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Business Description

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.

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 (3)
PRW Wealth Management, LLC logo
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PRW Wealth Management, LLC

1 Pine Hill Drive, Suite 502, Quincy, MA 02169
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  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning
  • Wealth Management

Business Description

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.

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)
Securian Advisors of New England logo
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Securian Advisors of New England

35 Braintree Hill Office Park Suite 106, Braintree, MA 02184
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  • Financial Planning

Business Description

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 logo
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US Wealth Management

30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
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  • Estate Planning

Business Description

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.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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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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