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Somerville, MASomerville, MA
Argent Wealth Management, LLC, handles financial matters in the Somerville metro. It provides integrated wealth management solutions regarding estate, investment, financial, retirement, and tax planning. It also helps clients create strategies to achieve their financial goals by executing a four-step process. This includes onboarding clients, planning solutions, reviewing plans, and managing discretionary investment or monitoring plans. The business has been in the industry for over 30 years. It caters to individuals, families, executives, and business owners.
200 Fifth Ave. 7th Floor, Waltham, MA 02451
Waltham, MA 02451
Artemis Financial Advisors LLC is an independent fiduciary firm that helps clients in Somerville with their financial concerns. The company assists in investing, taxes, and insurance matters. Its financial planning, sustainable investing, and wealth management services are suited for individuals and couples planning for their future and finances. It has women and wealth programs designed to assist single breadwinners, executives, mothers, or recent divorcees. CEO Leigh Bivings is a member of NAPFA, Boston Estate Planning Council, and the Institute of Divorce Financial Analysts.
115 Newbury Street, Suite 302, Boston, MA 02116
Boston, MA 02116
Balance Wealth Advisors provides discretionary investment strategies and personalized financial advice to individuals, high net worth clients, or families in the Somerville metro. Its team of advisors guides them in developing plans that allow them to achieve financial confidence until retirement. One of its financial advisors, Leo White, focuses on providing understandable solutions to their client's financial concerns. He earned the Certified Long Term Care and Chartered Retirement Planning Counselor designations in 2015 and 2016, respectively.
60 Walnut Street Suite 101A, Wellesley, MA 02481
Wellesley, MA 02481
Balanced Rock Investment Advisors serves clients throughout the Somerville community. It offers financial planning services, including retirement planning, investment asset allocation, values-based investing, education and financial aid planning, and real estate planning. It also assists clients with budgeting, debt planning, and periodic portfolio rebalancing. Wealth management services are also provided by its team. As a registered investment advisor firm, it acts as a fiduciary and develops customized plans for its clients. Daniel M. Flannery, president and portfolio manager, holds a CFA designation.
1408 Centre St, Boston, MA 02131
Boston, MA 02131
Birch Hill Investment Advisors handles financial services in Somerville. It addresses issues such as retirement planning, college costs, elderly care, and the security of succeeding generations in managing and investing its clients’ money. It considers their personal circumstances, risk tolerance, and long-term and short-term goals and develops growth-oriented investment portfolios. The company was established in 2007. President and founder Gary Mikula is a Chartered Financial Analyst. He has over 40 years of experience in investment management.
One International Place, Suite 770, Boston, MA 02110
Boston, MA 02110
Boston Financial Management delivers financial solutions to individuals, families, businesses, and organizations in Somerville and the neighboring communities. The firm offers wealth management and estate and financial planning services that include transparent reporting, estate plan analysis, and charitable giving. It reviews clients' trust documents and handles fiduciary oversight and responsibilities. An independent financial advisor, BFM is registered with the Securities & Exchange Commission. Richard H. Morse established the wealth advisory and investment management firm in 1967. He is a former director of North American Instrument Corporation.
255 State Street, 6th Floor, Boston, MA 02109
Boston, MA 02109
BRIO is a financial planning firm serving Somerville and the surrounding communities. It guides individuals in developing a personal financial plan which involves taxes and investments. Its financial planner, Michelle Morris, particularly assists single women in certain life transitions such as increased income, inheritance, and retirement. She handles estate planning, insurance review, portfolio analysis, investment allocation, and education funding. Morris became interested in personal finance at a young age after discovering how her grandmother's savings account that was left for her helped in many ways.
1073 Hancock St. #101, Quincy, MA 02169
Quincy, MA 02169
Concierge Wealth Management is a financial advisory and planning firm serving individuals, families, and businesses in Somerville. It was established in 2010 and has been catering to the wealth management needs of women, retirees, and business owners since. It is headed by Julian B. Morris, a Certified Financial Planner and an Accredited Asset Management Specialist. Concierge Wealth Management gives back to the community by donating to organizations like Operation Smile. It also joins local groups like the Boston Young Professionals Association.
346 Commercial Street, Boston, MA 02109
Boston, MA 02109
Crestwood Advisors offers financial advice and guidance to clients in the Somerville metro. The wealth advisory firm takes into account its clients' financial goals, risk tolerance, and obligations, offering a customized course of action and educating them on factors that affect finances such as market and economic developments. It helps clients with long-term investments, estate and trust planning, philanthropy, and emerging wealth. The firm's clientele ranges from professionals to entrepreneurs. Partner and wealth manager Aaron M. Beltrami joined the firm in 2008.
One Liberty Square, Suite 500, Boston MA, MA 02109
Boston MA, MA 02109
East Horizon Investments is an investment advisory firm serving clients in Somerville. The firm specializes in portfolio construction, asset allocation, and wealth management services. It offers client-centric financial analysis, and its services include retirement plans, educational planning, and traditional equity and fixed-income investments. Chief Investment Officer Eric Uchida Henderson has over two decades of investing experience and was featured in The Asia Wall Street Journal. East Horizon Investments has also been featured at the MIT Sloan Asia Business Conference.
One Broadway, 14th Floor, Cambridge, MA 02142
Cambridge, MA 02142
Fiduciary Trust is a privately owned wealth management firm that serves individuals, families, and non-profit organizations in Somerville and the surrounding areas. The firm's services encompass customized financial planning, wealth planning, financial coordination, and investment management. Its professionals also provide financial services for third-party investment advisors, accountants, attorneys, and other professionals. Austin V. Shapard, the company's eighth president, held several leadership positions at Rockefeller & Co. before joining the firm in 2014.
53 State Street, Boston, MA 02109
Boston, MA 02109
Fisher Financial Strategies (FFS) provides financial advisory services to clients in Somerville. It helps with charitable giving planning, risk management, cash flow planning, investment planning, and estate planning. The firm also offers college planning services that implement relevant financial strategies to assist families in reducing college costs, and it has partnered with Collegiate Funding Solutions (CFS) for the program. FFS founder Thomas A. Fisher is affiliated with The National Association of Personal Financial Advisors and The Garrett Planning Network.
245 First Street Suite 1800, Cambridge, MA 02142
Cambridge, MA 02142
Pinney & Scofield is a group of financial advisors serving the community of Somerville. The Cambridge-based firm specializes in financial planning and portfolio management. Its services include risk management review, estate planning, cash flow analysis, and asset allocation. Its team of professionals is also knowledgeable about tax strategies and provides clients with insurance coverage recommendations. The company has been helping individuals and families plan their future and achieve their financial goals for more than 30 years.
22 Hilliard Street, Cambridge, MA 02138
Cambridge, MA 02138
Power 10 Advisory Partners offers financial planning to the locals of Somerville. The team crafts plans that are tailored with a range of financial options and strategies designed to help clients reach their financial objectives. Additionally, the client is provided a real-time digital plan where they can track goals and the progress they've made. Other services it offers span programs concerning disability income, long-term care, and life insurance. Father-and-daughter duo Ralph and Cassie Rotman founded the firm.
1 Beacon St Fl 25, Boston, MA 02108
Boston, MA 02108
Serving the Somerville area, Ropes Wealth Advisors helps individuals navigate their finances. The firm assists families and institutions in building their wealth through comprehensive financial planning. It involves analyzing a client’s financial picture to implement action-oriented and fluid strategies. Its team of professionals also offers wealth management services, including estate planning and philanthropy advising. Their investment approach also involves minimizing risks through asset allocation and continuous monitoring. Chief economist Michelle A. Knight has been featured on Bloomberg and Forbes.
800 Boylston St, Boston, MA 02199
Boston, MA 02199
SCS Financial is a wealth and investment management firm serving Somerville and surrounding communities. Since 2002, it has been providing a wide range of services that assist individuals and families with investing and daily living. These include strategic financial planning, portfolio risk management, asset allocation, income tax planning, and counsel on the development of philanthropic strategies. The firm's CEO and co-founder, Antony J. Abbiati, has more than 22 years of experience in the investment industry.
888 Boylston Street, Boston, MA 02199
Boston, MA 02199
Solari Financial Planning is a two-person team firm that serves clients in Somerville. It offers financial, retirement, and investment planning services to individuals and families with a focus on helping them make the best decisions that will allow them to secure their financial goals. The team works with its clients in developing comprehensive plans and solutions to address their financial problems. Michael Solari, who earned his CFP designation, has been featured in publications like The Wall Street Journal and InvestmentNews.
10 Post Office Square 8th Floor, Boston, MA 02109
Boston, MA 02109
The Bulfinch Group offers guidance to individuals, families, and establishments in Somerville in building and preserving their wealth. It reviews every client's financial position and develops a plan that addresses specific goals and concerns, such as security and estate organization for families. The agency's business planning services include retirement planning and key employee insurance. Its representatives further assist in the implementation, monitoring, and analysis of financial plans. The Bulfinch Group gives back to the community through its own organization, The Bulfinch Group Charitable Foundation.
160 Gould Street, Ste 310, Needham, MA 02494
Needham, MA 02494
For over 40 years, Touchpoint Financial Advisor Group has been serving individuals in the Somerville metro. The firm offers a variety of investment options, such as exchange-traded funds, retirement plans, individual stocks and bonds, managed accounts, and alternative investments. It also handles estate planning and risk management services. Its team of financial advisors thoroughly monitors the clients' investments' performance and educates them throughout the process of financial planning. Touchpoint Financial Advisor Group caters to customers in other U.S. states, including Texas, Los Angeles, and Arizona.
400 Unicorn Park, 1st Floor, Woburn, MA 01801
Woburn, MA 01801