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Find 10 Recommended Local Financial Advisors in Massachusetts

Read profiles and client feedback for 10 recommended financial advisors serving Massachusetts, including Boston, Cambridge and New Bedford. Check the planning services they offer and contact appropriate professionals to discuss your financial goals and consultation options.
Boston (2)
Cambridge (2)
Marblehead (1)
New Bedford (2)
Springfield (1)
Worcester (2)
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TQM Wealth Partners
10 Years
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Financial planning
TQM Wealth Partners provides personalized financial planning and investment management for high-net-worth individuals. Protect your wealth, plan your legacy, and achieve financial independence with our fiduciary-certified advisors in Marblehead, MA.
Comprehensive Financial Planning Investment Management Business Planning
Website (781) 990-3599 Call Profile
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A G Quintal Investment
50+ Years
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We offer over 60 years of experience in personalized investment management.
A G Quintal Investment offers personalized investment solutions in New Bedford, MA, since 1963. Specializing in portfolio management, stocks, bonds, and ETFs with ethical, client-focused strategies.
Investment Services Portfolio Management Wealth Management
(508) 995-2613 Call Profile
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Joseph Barry
19 Years
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We are fiduciary advisors legally obligated to act in your best interest.
Joseph Barry offers personalized financial planning and investment management services in New Bedford, MA, helping families achieve long-term wealth goals through fiduciary-driven strategies.
Financial Planning Investment Management Retirement Planning
(888) 992-8601 Call Profile
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Peabody River Asset Management
19 Years
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We offer 25+ years of investment management experience with a fiduciary focus
Cambridge-based financial advisers offering personalized wealth management, endowment management, and investment consulting services with a focus on low-cost strategies and fiduciary responsibility.
Private Wealth Management Endowment Management Investment Consulting
(617) 497-6358 Call Profile
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Sensible Financial Planning
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We operate as fiduciaries with transparent fee structures and no product commissions
Sensible Financial Planning offers fiduciary financial advisory services in Waltham, MA, specializing in retirement planning, portfolio management, and tax-efficient strategies for long-term financial security.
Financial Planning Portfolio Management Retirement Planning
(781) 642-0890 Call Profile
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St Germain DJ
50+ Years
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We offer 100 years of proven expertise in financial management since 1924
Trusted financial advisers since 1924, St Germain DJ Investment Management offers personalized wealth management solutions in Springfield, MA. Certified CFPs and CFA professionals delivering client-first service.
Financial Planning Investment Management Retirement Planning
(800) 443-7624 Call Profile
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Worcester Advisors
32 Years
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We offer over 25 years of experience in personalized financial planning.
Worcester Advisors provides personalized investment advisory services, wealth management, and fiduciary solutions for clients nationwide. Serving since 1994 with expertise in retirement planning and tax strategies.
Wealth Management Trust Services Retirement Planning
(508) 753-7300 Call Profile
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Carl P Sherr
50+ Years
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We have over 55 years of experience in personalized financial planning
Carl P Sherr offers personalized financial planning and investment management services in Worcester, MA. As fiduciaries, we prioritize client needs through customized strategies and ethical advisory services.
Financial Planning Investment Management Retirement Planning
(508) 791-7126 Call Profile
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MRM Horizons Advisors
27 Years
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We offer 25+ years of experience in contrarian value investing
MRM Horizons Advisors offers strategic investment advisory services in Boston, MA. Specializing in contrarian value investing, we help clients build wealth through customized portfolio management and long-term capital growth strategies.
Portfolio Management Wealth Planning Investment Advisory
(617) 728-0333 Call Profile
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Kensington Investment
43 Years
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40+ years of family office investment expertise since 1983
Kensington Investment, Inc. specializes in real estate and alternative investments, focusing on sustainable development and community impact across New England, Utah, and globally.
Real Estate Investment Private Equity Venture Capital
(617) 790-3900 Call Profile