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Best Financial Advisors in Waltham

2024

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Providers

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Website
Waltham, MA 02451
  • Financial Planning
  • Investment Management
  • Tax Strategies
  • Executive Equity Compensation

Why choose this provider?

Journey Wealth Partners provides finance counsel and risk management solutions to Waltham. It helps individuals and families achieve financial stability through its comprehensive estate and insurance planning services. The company, after determining clients' financial goals and their standards of living, creates sustainable strategies to promote the growth and safety of their assets. Its advisors also offer retirement planning assistance tailored to customers' long-term care needs. Founder and principal Peggy McGillin is a Certified Financial Planner and a Registered Investment Advisor.

License Verified:

License: 147017

Investment Adviser Public Disclosure Database, SEC

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

Waltham, MA

Why choose this provider?

Need help contacting a Financial Advisor in Waltham? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
800 South Street Suite 200, Waltham, MA 02453
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

The Harvest Group is a family-owned Registered Investment Advisor that caters to individuals, families, and family businesses in Waltham and surrounding areas. Its services include executive compensation plans, investment management, wealth protection and insurance, and small business planning. Founder and managing partner Roger Ingwersen is a CFP, CIMA, and CRPC. He worked for UBS, Prudential Securities, Bache Halsey Stuart, and Wachovia Securities before establishing the firm in 2016. The Harvest Group was recognized as Best in State Wealth Advisor by Forbes, Smart Investor Blog, and U.S. News.

License Verified:

License: 283572

Investment Adviser Public Disclosure Database, SEC

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

Website
4 Rangeway Street, Lexington, MA 02420
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Orion Wealth Advisors caters to the needs of Waltham residents. It offers financial and investment plans to help retirees make their savings last longer while minimizing tax liabilities. Team members also serve pre-retirees by demonstrating how to obtain retirement income from 401ks and when to take social security. In addition, the team assists widowed individuals in organizing their finances in order to plan for college funding, estate planning, and risk management. Founder Peter Hoffman is a CFP who provides clients with fiduciary planning and advisory services.

License Verified:

License: 5729878

Investment Adviser Public Disclosure Database, SEC

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 (2)

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

Website
275 Grove Street Suite 2-400, Newton, MA 02466
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

The Clifford Group offers financial solutions to families, individuals, and business owners in Waltham and nearby locations. It assists clients in managing their finances, helping them achieve stability through its investment and estate planning services. The company creates customized and comprehensive plans to help customers sell or start an enterprise. It also processes life, homeowners', and BOP insurance. CEO and founder Gregory Clifford was given America's Top Next-Generation Wealth Advisors Award by Forbes in 2018.

License Verified:

License: 171351

Investment Adviser Public Disclosure Database, SEC

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 (19)

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

Website
1408 Centre Street, Roslindale, MA 02131
  • Private Wealth Advisor

Why choose this provider?

Balanced Rock Investment Advisors is a fiduciary-only firm that offers financial planning and wealth management services to clients in Waltham. It crafts comprehensive financial plans for individuals, covering tax planning, insurance, and estate planning. Its team builds and monitors diversified and tax-efficient client portfolios, customizing each to meet a client's goals and values. The firm offers socially responsible investment vehicles for public and private local markets. Balanced Rock has been operating for a decade, helping clients from varied income levels.

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

Website
200 Fifth Ave. 7th Floor, Waltham, MA 02451
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Argent Wealth Management, LLC, provides financial advice to customers in Waltham. It creates diversified portfolios using alternative and traditional investment strategies, risk measurement techniques, and an industry-standard financial planning program. The company allocates assets using a strategic propriety model that invests on stocks, private equity, hedge funds, real estate, and bonds to provide returns with low risks. Argent Wealth Management has an investment team of six persons with more than 100 years of combined experience.

License Verified:

License: 145323

Investment Adviser Public Disclosure Database, SEC

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
Google
4.0 / 5 (2)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
250 First Avenue, Suite 101, Needham, MA 02494
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Beaumont Financial Partners has been serving individuals, families, small businesses, and non-profits in Waltham since 1981. Its financial advisors assist in making decisions when planning a business sale, retirement, or next real estate purchase. They create a strategy together and put it into action, updating as aims and circumstances change. They help in investment management, business and tax advisory, and life cycle planning. Managing partner Thomas J. Cahill is a member of the Massachusetts Society of CPAs and the American Institute of Certified Public Accountants.

License Verified:

License: 108345

Investment Adviser Public Disclosure Database, SEC

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

Website
51 Sawyer Road Suite 340, Waltham, MA 02453
  • Certified Financial Planner (CFP)

Why choose this provider?

Apex Wealth Group offers comprehensive financial advisory solutions to clients throughout Waltham. It aims to help individuals and families attain their long-term financial goals through its range of financial advisory solutions designed to fit their specific needs. Its financial advisors help with matters concerning comprehensive financial planning, investment management, retirement planning, 401k rollovers, and Social Security planning. Founder Guillermo Alberto has been a financial advisor for more than 14 years and holds the Certified Financial Planner and Certified Investment Management Analyst designations.

License Verified:

License: 5280636

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (1)

Website
460 Totten Pond Road Suite 600, Waltham, MA 02451
  • Certified Financial Planner (CFP)

Why choose this provider?

Wealth Planning Resources has been serving Waltham and its surrounding communities since 1993. Its team of professionals assists individuals and businesses with persona, corporate retirement, financial foundation, and life stages planning. Its group conducts initial consultations over the phone, discussions to develop an analysis and plan outline, meetings to review the implementation, and evaluation of progress. The firm's founder, John B. Steiger, is a Certified Financial Planner who also has an Accredited Investment Fiduciary designation.

License Verified:

License: 2206284

Investment Adviser Public Disclosure Database, SEC

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

Website
450 Bedford Street, Lexington, MA 02420
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Wingate Wealth Advisors, founded in 1986, is an independent company that serves Waltham retirees, pre-retirees, professionals, and executives. The firm assists clients in avoiding unnecessary risks, providing risk management and estate planning advice, and assisting with financial planning. It also looks at equity compensation packages such as employee stock purchase plans, retention shares, stock appreciation rights, and non-qualified stock options. Jeffrey H. White, a partner and senior financial advisor, has more than 30 years of experience.

License Verified:

License: 105012

Investment Adviser Public Disclosure Database, SEC

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.
4.8
Google
4.8 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
42 Reservoir Road, Waltham, MA 02453
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Lyon Financial Planning is a fiduciary helping Waltham residents with cash flow, investment, tax, estate, incapacity, and inheritance planning. Its advice-only service caters to clients who seek assistance with developing a financial plan and are also comfortable implementing it independently. It provides financial counsel on real estate and career change decisions and child-related planning. Founder Jay Abolofia is a Certified Financial Planner and a Ph.D. economist. He is a member of the National Association of Personal Financial Advisors.

License Verified:

License: 305378

Investment Adviser Public Disclosure Database, SEC

Website
313 Washington Street, Ste 200, Newton, MA 02458
  • Estate Planning
  • Retirement Planning

Why choose this provider?

David J. Prothero, CPA, P.C., offers wealth-building solutions to individuals and businesses in Waltham through its affiliation with Commonwealth Planning Group. Its services include planning for retirement, college savings, estate and wealth transfer, and charitable gift-giving. Company president David Prothero is a CPA and a CFP. He has an MBA and also holds FINRA Series 7 and 63 securities registrations. Before establishing the firm, Prothero was a director of financial management at a non-affiliated financial and investment consulting organization. 

License Verified:

License: 4850629

Investment Adviser Public Disclosure Database, SEC

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.
4.9
Google
4.9 / 5 (12)
Facebook
5.0 / 5 (11)
Yelp
4.5 / 5 (6)

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

Website
394 Lowell St, Suite 8, Lexington, MA 02420
  • Estate and Trust Specialist
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Innovative Advisory Group offers financial solutions to individuals and business owners in Waltham and the surrounding communities. The company offers risk management assessments, innovative portfolio management, financial planning analysis, alternative investment planning and implementation, and financial planning analysis. It also assists clients with wealth accumulation, distribution, transfer, and protection. Kirk Chisholm, the principal, is also the founder of the private wealth management firm Stirling Global Advisors. He has also held management positions at Smith Barney and UBS PaineWebber.

License Verified:

License: 146618

Investment Adviser Public Disclosure Database, SEC

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
203 Crescent Street, Suite 404, Waltham, MA 02453
  • Certified Financial Planner (CFP)

Why choose this provider?

Sensible Financial Planning caters to clients in Waltham and the surrounding areas. It provides financial planning services involving tax minimization strategies, cash flow plans, risk management solutions, and integrated investment plans. The company serves individuals or families planning to purchase a house and prepare for college or children. Its team is also available for portfolio management solutions. Before establishing the company, founder Rick Miller served as a business consultant to help owners, experts, and executives manage their finances.

License Verified:

License: 120766

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (6)
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

Website
134 Rumford Ave, Suite 201, Newton, MA 02466
  • Retirement Planning
  • Insurance Products

Why choose this provider?

The Moody Street Group is a financial service and insurance agency through OneAmerica that caters to individuals, families, and businesses in the Waltham metro and the surrounding areas. It helps clients achieve their money goals by offering financial planning. This service addresses annuities, education, insurance, investment, IRAs, and lifestyle changes. It also provides retirement and special needs planning solutions. Albert Dolan, a financial services professional in the group, has been working in the industry since 1984. He holds the LUTCF designation.

License Verified:

License: 5951069

Investment Adviser Public Disclosure Database, SEC

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.
3.9
Facebook
5.0 / 5 (7)
Google
3.0 / 5 (4)
Yelp
1.5 / 5 (2)

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

Website
800 South Street, Suite 160, Waltham, MA 02453
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Pension & Wealth Management Advisors is an independent firm that has been serving individuals and families in Waltham and nearby areas for over 35 years. It offers various financial planning solutions, covering retirement, investments, charitable giving, and wealth forecasting. It assists with estate planning for document coordination and inter-generational stakeholders. The firm provides risk management policies for life, long-term care, and disability. Its managing partner, Neil G. McInnis, is an AIF, CLU, and CFP professional who has been in the industry since 1986.

License Verified:

License: 309546

Investment Adviser Public Disclosure Database, SEC

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
Facebook
5.0 / 5 (8)

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do you start investing in index funds in Waltham?

    Open an account with a brokerage in Waltham to start purchasing and selling index funds. You can also try getting an account direct from a mutual fund company that offers index funds. Decide what costs and features you would like to have in your fund. Take note that brokers may charge an additional cost but buying directly from the fund company can save you such cost.

  • What are the risks of international investing for someone in Waltham?

    Companies outside the nation might not provide accurate information for the investor in Waltham. International investing may also cost more. There could also be problems with regulating investment professionals and firms that are outside the jurisdiction of the Securities and Exchange Commission. Because of this, the investor's money might not have protection. In addition, it could be difficult for an investor to analyze effectively the political, social, and economic events that shape global markets.

  • How should you manage your finances when preparing for divorce in Waltham?

    Gather key documents for those involving matters such as pension, mortgage, and credit cards in Waltham. Review beneficiaries and addresses and update accounts if needed. Try considering changing passwords and PINs on individual accounts. Carefully assess debts, especially those co-owned together with the spouse as you may legally be required to pay for them. Finally, try to create a new budget.

  • Are zero-coupon bonds in Waltham affected by the rise and fall of interest rates?

    Yes, zero-coupon bonds are sensitive to the rise and fall of interest rates. When market interest rates go up, the value of these bonds is more likely to fall compared to other types of bonds. These are also subject to taxes in which the receipt of interest is charged each year leading bondholders in Waltham to pay income taxes.

  • Are Massachusetts securities good investments for someone in Waltham?

    Many Massachusetts securities have good ratings and are considered stable, which may be a good investment for someone in Waltham. Special Obligation Bonds or the Unemployment Insurance Trust Fund has an Aa1 stable rating from Moody's and AAA rating from Fitch's. General Obligation Bonds also have an Aa1 rating from Moody's and AA+ rating from S&P.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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