Find 2 Recommended Local Financial Advisors in New Bedford, MA

A G Quintal Investment provides personalized investment services and portfolio management, helping clients achieve long-term financial goals through ethical, client-centric strategies. With expertise in stocks, bonds, mutual funds, and ETFs, we combine advanced tools with decades of experience to create tailored solutions. Our FINRA and SIPC memberships ensure adherence to industry-leading standards for client protection.

Joseph Barry provides comprehensive financial planning and investment management services, focusing on personalized strategies to help families and individuals achieve long-term wealth goals. Our fiduciary-driven approach emphasizes holistic planning, tax efficiency, and global value investing. With over 400 client families, we combine decades of experience with modern financial tools to deliver tailored solutions.