Best Financial Advisors in Newton, MA

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Newton, MA Fiduciary Financial Advisors

Adviser Investments
SEC File# 801-73098
CRD# 156984
Location 85 Wells Ave Suite 109, Newton, MA 02459, USA
Phone (800) 492-6868
Merrill Lynch Wealth Management Advisor Michael Oliveri
Location 2221 Washington St, Newton, MA 02462, USA
Phone (617) 243-8044
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 57 Wells Ave Suite 31, Newton, MA 02459, USA
Phone (833) 752-6333
Plum Street Advisors LLC
Location 154 Wells Ave Suite 3, Newton, MA 02459, USA
Phone (781) 514-5142
Shawn Jennings - TIAA Wealth Management Advisor
Location 275 Grove St, Newton, MA 02466, USA
Phone (866) 904-7802
Financial Advisors in Newton, MA

Where Certified Financial Advisors in Newton, MA Serve

Newton is a city in Massachusetts that is located just west of Boston. Some of the city's landmarks include the Newton Free Library, the John A. Ryan Skating Rink, and the Edward E. Elson School of Art. The top employers in Newton are Boston Scientific, Partners HealthCare, and Blue Cross Blue Shield of Massachusetts. The major highways and streets in Newton are Massachusetts Route 9, Interstate 95, and Commonwealth Avenue. The neighborhoods in Newton include Auburndale, Chestnut Hill, Newton Centre, Nonantum, Oak Hill, and West Newton.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Newton, MA offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer investment advice, retirement planning, and other financial services. They can also provide you with information on local businesses and events.

Insurance Broker

If you're a resident of Newton, MA, it's important to have the right insurance broker on your side. An insurance broker can help you find the best rates and policies for your needs, and can also provide valuable advice on what type of coverage you should have. If you're looking for a reliable, experienced insurance broker in Newton, MA, please call our office today. We would be happy to answer any questions you have and help you get started on securing the coverage you need.

Retirement Planning

Financial advisors can help Newton, MA residents with retirement planning by helping them create a budget and invest money wisely. Advisors can also help residents plan for unexpected events that may occur during retirement, such as illness or job loss. By working with an advisor, residents can feel confident that they are taking the necessary steps to have a comfortable retirement.

Wealth Management

Newton, MA is a city located in the Greater Boston area and is known for its high concentration of wealth. Because of this, many residents may not be familiar with the basics of personal finance and wealth management. Wealth management can help Newton residents by teaching them about financial planning, investment strategies, and more.

Estate Planning Lawyer

Estate planning lawyers can help Newton, MA residents protect their property and loved ones. If you live in or around the city of Newton, it is important to have an estate plan in place. An experienced estate planning lawyer can help you create a will, trust, and other legal documents that will help ensure your property and assets are distributed according to your wishes. They can also help you designate guardians for your children in case something happens to you. Contact an estate planning lawyer today to get started on protecting your family and property.

Mortgage Loan Officer

Mortgage loan officers in Newton, MA can help residents by providing them with information about the different types of mortgages available. They can also help residents to understand the terms of a mortgage and to find the best mortgage for their needs. In addition, mortgage loan officers can assist residents in preparing for a home purchase and in obtaining a mortgage.

Tax Services

Tax preparers in Newton, MA can help residents understand their tax obligations and ensure they are filing correctly. By working with a tax professional, taxpayers can be sure they are taking advantage of all available deductions and credits, and that they are filing their return correctly. This can save taxpayers money and help them avoid penalties from the IRS.


FAQs About Personal Financial Advisors in Newton, MA