Laurels

Best Financial Advisors in Waltham
2022

Journey Wealth Partners

Journey Wealth PartnersFEATURED
Expertise.com

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

Waltham, MA 02451

Website

Website

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: A

Apex Wealth Group

Apex Wealth Group

  • Certified Financial Planner (CFP)

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.

51 Sawyer Road Suite 340
Waltham, MA 02453

Website

Website

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:

3 (Good)

Score Consistency:

Consistent (Best)

Argent Wealth Management, LLC

Argent Wealth Management, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

200 Fifth Ave. 7th Floor
Waltham, MA 02451

Website

Website

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:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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: --

Balanced Rock Investment Advisors

Balanced Rock Investment Advisors

  • Private Wealth Advisor

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.

1408 Centre Street
Roslindale, MA 02131

Website

Website

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)

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: A+

Beaumont Financial Partners

Beaumont Financial Partners

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

250 First Avenue, Suite 101
Needham, MA 02494

Website

Website

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:

2 (Good)

Score Consistency:

Consistent (Best)

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: A+

Capital Advisors Group

Capital Advisors Group

  • Private Wealth Advisor

The provider said, "Our clients range from venture capital-funded startups and emerging growth companies to Fortune 100 companies."

29 Crafts Street Suite 270
Newton, MA 02458

Website

Website

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)

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: --

Detail: --

David J. Prothero, CPA, P.C.

David J. Prothero, CPA, P.C.

  • Estate Planning
  • Retirement Planning

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. 

313 Washington Street, Ste 200
Newton, MA 02458

Website

Website

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:

3 (Best)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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: A+

Innovative Advisory Group Wealth Management

Innovative Advisory Group Wealth Management

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning

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.

394 Lowell St, Suite 8
Lexington, MA 02420

Website

Website

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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: --

Detail: --

Lyon Financial Planning

Lyon Financial Planning

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

42 Reservoir Road
Waltham, MA 02453

Website

Website
Orion Wealth Advisors

Orion Wealth Advisors

  • Retirement Planning
  • Tax Planning
  • Estate Planning

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.

74 Bedford Street
Lexington, MA 02420

Website

Website

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:

2 (Good)

Score Consistency:

Consistent (Best)

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: A+

Pension & Wealth Management Advisors

Pension & Wealth Management Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

800 South Street, Suite 160
Waltham, MA 02453

WebsiteInstagram

Website
Sensible Financial Planning

Sensible Financial Planning

  • Certified Financial Planner (CFP)

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.

203 Crescent Street, Suite 404
Waltham, MA 02453

Website

Website

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: A+

The Clifford Group

The Clifford Group

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

275 Grove Street Suite 2-400
Newton, MA 02466

Website

Website

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:

19 (Better)

Score Consistency:

Consistent (Best)

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: A+

The Harvest Group

The Harvest Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

800 South Street Suite 200
Waltham, MA 02453

Website

Website

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: A+

The Moody Street Group

The Moody Street Group

  • Retirement Planning
  • Insurance Products

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.

134 Rumford Ave, Suite 201
Newton, MA 02466

Website

Website

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:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Variable (Good)

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: A+

Wealth Planning Resources

Wealth Planning Resources

  • Certified Financial Planner (CFP)

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.

460 Totten Pond Road Suite 600
Waltham, MA 02451

Website

Website
Wingate Wealth Advisors

Wingate Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

450 Bedford Street
Lexington, MA 02420

Website

Website

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:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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: A+

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