Laurels

Best Financial Advisors in Somerville
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Somerville 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 37 29 19

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

Birch Hill Investment Advisors

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)
  • Tax Planning

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

Website

East Horizon Investments

  • Retirement Planning

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

Website

Power 10 Advisory Partners

  • Retirement Planning
  • Estate And Trust Specialist
  • Certified Financial Planner (CFP)

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

Website