We Have Listed The Top 10 Financial Advisors In Boston To Help You Choose The Best Professional For Your Needs.
Address: 150A Andover Street | Suite 11C | Danvers, MA 01923
Phone: 978-774-7700
Website: https://www.terranovacpa.com/
We offer a range of services to benefit everyone, from individuals looking to expand their financial horizons to businesses looking to grow their profits. Our individual clients love that they can turn to us for tax preparation, help with an audit, financial planning, and so much more. Similarly, our business clients enlist our help with representation, providing assurance to investors, and any other bookkeeping or accounting service. The range of services we offer combined with our dedication to educating our clients makes Terranova & Associates, LLC the CPA firm in Boston that meets all your needs. Contact us to see how we can help you sort out your finances. We strive to educate all our clients about the services we provide to them. In this way, we empower individuals and businesses alike to make educated decisions on their own behalf. " Everyone I've dealt with at Terranova and Associates has been pleasant and positive. They clearly care even as even if I call during the busy tax season they get back to me promptly. I couldn't recommend them highly enough! "
Address: 535 Boylston St., Suite 300, Boston, MA 02116
Phone: 617-247-0518
Website: https://www.moderawealth.com/contact-an-advisor/boston-ma-modera-financial-planners/
If you are looking for an experienced financial advisor in Boston, you’ve come to the right place. At Modera, our highly trained financial professionals have a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to help you achieve your financial goals. Modera is committed to providing you with a broad range of financial and wealth management services near you in Boston, MA to address your entire financial life. Our Massachusetts location offers fee-only financial planning in Boston and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers. We proudly operate as a fee-only financial advisor near you in Boston, MA. We are an independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our clients’ interests first, as evidenced by our fee-only fee structure and fiduciary responsibility. Our fees are paid by our clients, so we can act in the interests of our clients. We don’t participate in commissions or referral fees that may influence the decision of other advisors. A fee-only financial advisor is a financial planner or advisor with a fiduciary duty to act in their clients best interests. Fee-only financial advisors do not accept compensation or commission based on sales, but instead collect a fee through providing comprehensive financial consultation and advice. Our fee-only financial advisors in Boston want to help you achieve your life goals.
Address: One International Place, Suite 770 Boston, MA 02110
Phone: 617-502-8300
Website: https://www.bhboston.com/
Birch Hill Investment Advisors was founded in Boston in 2007 by Gary Mikula, Miner Crary, Rob O’Neil and Tom Reilly. The four investment professionals had worked together for years, providing investment and wealth management services to a host of individual and institutional clients. When they felt the time was right to open an independent investment advisory and wealth management practice of their own, their intent was to create a company with their own unique imprint: That allowed them to put their extensive experience to work for the benefit of their clients That gave clients the chance to work directly with the principals of the firm That offered a distinct – and distinctive – investment management style That enabled them to deliver value in a way they felt truly passionate about Whose guiding principles would be theirs and whose culture they would help shape and nourish More than a decade later, the founders continue to be inspired by the loyalty of the many clients Birch Hill serves today and the confidence they have in the firm. At Birch Hill we have a set of core values that direct the activities of the company. We are: Successfully investing our clients’ assets in order to meet their personal goals is our primary passion. We act in our clients’ best interests and are dedicated to the highest ethical standards. We continuously seek personal and professional development and constantly ask “why?” We initiate action in an effort to help our clients meet their goals. We enjoy the satisfaction of solving our clients’ problems. Birch Hill is named after a small piece of New England owned by one of our long-time client families. To us, the name represents the values, dedication, skill and work ethic embraced by that family and by so many of our clients, who serve as role models for all of us. We think the name is appropriate because we know that a hillside covered with birches is a relatively rare occurrence in nature – an environment conducive to growth that also offers the natural protection of elevated ground.
Connect with the personalities, mission, and values that make up East Cambridge Savings Bank. Meet the leaders of East Cambridge Savings Bank. These are the individuals who help keep us operating as a mutual community bank, which means that at our core we cater to the needs of our community and neighbors. Connect with East Cambridge Savings Bank on a professional level and discover the many benefits of being a part of a team that's committed to its customers and community. As an actively engaged member of our community, we’re constantly supporting and partnering with our neighbors. We’re proud to share some of these highlights, stories, and event notifications with you. There are many benefits of banking with a mutual bank – including improving the financial wellbeing of yourself, your neighbors, and local businesses. Independent mutual savings bank focused on personalized, exceptional customer experience and profitable growth; offering a broad range of products and services; advancing solutions to meet the needs and promote the financial wellbeing of customers and communities; committed to social responsibility; and fostering a culture of diversity, equity and inclusion within the organization and the community at large. East Cambridge Savings Bank is committed to be the preferred banking partner in the communities it serves. The Bank strives to provide an exceptional customer experience and generous support for the community. Since 1854, East Cambridge Savings Bank has met the evolving financial needs of its customers. Founded on the principles of stability, security and peace of mind, the Bank will continue to focus on the core strengths and values that a mutually chartered local bank can provide: outstanding service, custom solutions, and commitment to the community. As the Bank of choice, East Cambridge Savings Bank is committed to foster, cultivate and preserve a culture of diversity, equity and inclusion in the communities we serve as well as in our workforce. The success of our organization is due to the integration of our employees and customers who represent different groups as defined by race, ethnicity, gender, sexual orientation, socioeconomic background, age, disability, national origin and religion. East Cambridge Savings Bank actively promotes an inclusive environment where all employees have the opportunity to achieve personal success and contribute to the Bank. We strive to be a leader by creating an environment that promotes respect, understanding and appreciation of group and individual differences for our customers and throughout the organization.
Address: 101 Federal Street Suite 1900 Boston, Massachusetts 02110
Phone: 888-565-1681
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Boston that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey. Our Boston financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including: - Retirement planning - Trusts and estate planning - Tax planning and return filing - Insurance analysis - Long-term care/Medicare planning - Company retirement plans - Social security optimization - Tax-efficient investing - Socially responsible investments - Foundations & non-profits - Donor advised funds & charitable trusts - Education/college planning - Cash-flow/budget optimization Our office serves clients who live and work in Boston and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom.
Address: 50 Milk St 15th floor, Boston, MA 02109, United States
Phone: 617-446-3841
Website: https://beyondyourhammock.com/financial-planning-in-boston/
My goal, and what drives us at BYH, is to help our clients realize their aspirations for a successful life and career, while loving every minute of the ride along the way. Money shouldn’t drive the decisions you make about life. The life you want to create should drive the choices around your finances. In over 20 years in the financial industry, I’ve seen many stock market highs. I’ve learned how to navigate the lows. I worked through four major economic and market disruptions between 2000 and 2020, as well as the longest bull market in history. But true wealth management is about more than just numbers and industry experience. Any decent financial expert can tell you how to make better financial choices or invest strategically to grow wealth. Very few people can show you how to leverage your financial resources as tools for accomplishing what you actually want to do throughout life. Understanding how to choose between equally good options is difficult. So is evaluating potential outcomes and thinking rationally through cost-benefit analyses. Accurately and objectively assessing risk, precisely weighting opportunity costs and the probability for success not just in a year but in 40 years from now — yes, you guessed it, very difficult to do. The numbers might be objective, but your life isn’t. Your life isn’t linear and things change. You change. Your life, your experiences, your values, and your goals (and how those may shift over time) are entirely up to you. Your financial planning experience should reflect that. Our purpose at BYH is to support our clients in making optimal financial decisions with their cash flow and investment portfolios. Seeing the people I serve enjoy greater confidence, success, and peace of mind is what keeps me and our team going with our mission: to design systems that allow fellow high-achieving professionals to get more from their money and enjoy what they love… right now, and well into the future.
Address: 100 High Street, Suite 950 Boston, MA 02110
Phone: 800-604-2838
Website: https://www.claroadvisors.com/
Our team offers a unique combination of experience and energy. Combined with our diverse skill sets, we can offer innovative solutions to any generation of your family. Most financial advisors might start by proposing different investments or recommending that you buy a product or sell your existing investments. We think differently at Claro. The process starts with you. Our passion is working with clients to deliver a world-class experience. We love what we do. Our purpose is to simplify and manage your financial life so that you can give attention to the endeavors that you care about and that demand your time. As a Registered Investment Advisor, we are held to the highest fiduciary standard of care, which requires that we act solely in the client’s best interest. We do not sell any proprietary products, and we do not accept fees from investment managers for recommending their products. We always put your interests first. Our team offers a unique combination of experience and energy. Combined with our diverse skill sets, we can offer innovative solutions to any generation of your family. At Claro we believe in providing you with a world-class experience. That’s why we have a tailored process each step of the way, from discovery and strategy to implementation and monitoring, to ensure you’re comfortable with the approach. From the outset of the relationship, we take the time to truly understand your needs through active listening. You will hear from your investment team directly and often. And we treat your assets as if they were our own. Your experience matters most which is why we’ve constructed a four-step approach to help you understand where we are at each phase of the process.
Address: 100 Federal Street Floor 17 Boston, MA 02110
Phone: 617-946-4000
Website: https://www.local.ml.com/BOSTON/
The parent office for Merrill Lynch Wealth Management's Boston offices is located in the heart of the financial district at 100 Federal Street. At the heart of our philosophy is a desire to build enduring client relationships. At Merrill, we believe that true success is achieved when your portfolio enables you to reach your goals. While financial benchmarks can be useful tools for evaluating portfolio performance, focusing on what matters to you on a personal level – such as a child's education, a new home, income in retirement or helping a family member through financial difficulty – helps you and your Advisor create an investment approach that's customized to address your unique set of concerns and goals. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 127 Congress Street, Floor 01 Boston, MA 02110
Phone: 617-210-7400
Website: https://www.schwab.com/
You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms. We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable. We offer a broad range of investment options from leading asset managers across the industry, not just our own. We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice. We design our products and services with a goal of driving down costs, so investors have more money to invest. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations. Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender. There are eligibility requirements to work with a dedicated Financial Consultant. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation for which there are important differences including, but not limited to, the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
Address: 346 Commercial Street Boston, MA 02109
Phone: 617-600-4676
Website: https://www.conciergewm.com/
Concierge Wealth ManagementTM is #YourFinancialConciergeTM - a boutique firm committed to serving the needs of families and individuals seeking independent, objective, panoramic financial planning advice. Generally our clients have roots in the Boston area, with the majority of our clients living within 15 miles of our waterfront office. With phone and video conferencing and other technology, we also have a network of clients nationwide. We help you Plan, Prosper and EmpowerTM. Established in 2010, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP® Board of Standards and the Financial Planning Association. Concierge Wealth ManagementTM was founded on traditional values; hard work, loyalty, uncompromising quality, and personal services. When our LPL Financial advisors manage your money, you get all this and more. We provide our clients with a personal Wealth Concierge to design a personal financial and investment plan based on their life goals. We call it the Plan, Prosper, EmpowerTM approach. Our goal is to to be Your Financial Concierge™️ by uncovering what is truly important in your lives. We look at money as a tool to help you accomplish your dreams. We are dedicated to flying with you on this journey. Please consider our financial advisors for your financial needs and experience the difference for yourself. Our firm’s goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT SERVICES. If your current situation precludes you from distinguishing the difference, please contact us for a free consultation. Financial planning services offered through LPL Financial, a Registered Investment Advisor. * The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.