Best Financial Advisors in Quincy, MA

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List of Firms

Quincy, MA Fiduciary Financial Advisors

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B Donelin Financial Services Inc
Location 1 Douglas St, Quincy, MA 02169, USA
Phone (617) 472-9600
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Burton Financial
Location 1359 Hancock St, Quincy, MA 02169, USA
Phone (617) 471-8688
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CSR Financial Services
Location 25 Newport Ave, Quincy, MA 02171, USA
Phone (617) 328-7173
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Andrew Ball
Location 85 Quincy Ave, Quincy, MA 02169, USA
Phone (617) 769-4548
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BRIO Financial Planning
5 out of 5
Location 1073 Hancock St #101, Quincy, MA 02169, USA
Phone (617) 934-0419
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Mass Financial Services
5 out of 5
Location 100 Hancock St, Quincy, MA 02171, USA
Phone (617) 774-2500
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Wald & Company, P.C.
5 out of 5
Location 300 Congress St STE 406, Quincy, MA 02169, USA
Phone (617) 439-0600
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Gabrielle Toro - Financial Advisor
Location 45 Braintree Hill Park, Braintree, MA 02184, USA
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Lighthouse Capital
Location 859 Willard St #400, Quincy, MA 02169, USA
Phone (781) 353-6404
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Concord Wealth Management
Location 2 Adams Pl #110, Quincy, MA 02169, USA
Phone (617) 986-6100
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Fernwood Investment Management, LLC
SEC File# 801-61950
CRD# 126144
Location 400 Crown Colony Dr, Quincy, MA 02169, USA
Phone (617) 376-4750
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Edward Jones - Financial Advisor: Marie O'Riordan Kelly, AAMS™
Location 138 Franklin St, Quincy, MA 02169, USA
Phone (617) 639-0327
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South Shore Wealth Management, Inc
Location 500 Victory Rd Suite 400, Quincy, MA 02171, USA
Phone (617) 935-6404
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Bryan Carey
SEC File# 801-111055
CRD# 158043
Location 371 Hancock St, North Quincy, MA 02171, USA
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MEM Capital Advisors
Location 21 Hollis Ave, Quincy, MA 02171, USA
Phone (617) 960-6372
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Feenan Financial Group
4 out of 5
Location 234 Copeland St, Quincy, MA 02169, USA
Phone (617) 773-1040
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PRW Wealth Management, LLC
SEC File# 801-108258
CRD# 284669
5 out of 5
Location 1 Pine Hill Dr UNIT 502, Quincy, MA 02169, USA
Phone (617) 745-0900
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Financial Analysis
Location 1776 Heritage Dr, Quincy, MA 02171, USA
Phone (617) 786-1625
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Flagship Wealth Management
5 out of 5
Location 400 Crown Colony Dr STE 103, Quincy, MA 02169, USA
Phone (617) 237-3080 ext. 3081
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Glen Dowden - Ameriprise Financial Services
Location 859 Willard St, Quincy, MA 02169, USA
Phone (781) 849-0980
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Mainsail Advisor Group, LLC
Location 480 Adams St #1, Milton, MA 02186, USA
Phone (617) 696-4345
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Global Accounting and Financial Services LLC
Location 730 Hancock St UNIT 209, Quincy, MA 02170, USA
Phone (781) 228-9778
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Financial Advisors in Quincy, MA

Where Certified Financial Advisors in Quincy, MA Serve

Quincy, MA is a vibrant city located just south of Boston. It is home to a number of iconic landmarks, including the Adams National Historical Park, the United States Naval Shipbuilding Museum, and the Quincy Quarries Reservation. The city is also known for its strong economy, with top employers like State Street Corporation, Boston Scientific, and South Shore Health System providing ample job opportunities for residents. Major highways and streets in the area include Interstate 93, Route 3, and Hancock Street, which runs through the heart of the city. Quincy is comprised of a number of distinct neighborhoods, each with its own unique character and charm. From the historic homes of Wollaston to the bustling downtown area, there is something for everyone in this dynamic city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Quincy, MA could benefit greatly from the guidance of a financial advisor. With the city's close proximity to Boston and its booming economy, there are many opportunities for residents to invest in stocks, real estate, and other financial ventures. A financial advisor can help individuals navigate these opportunities and make informed decisions about their investments. Additionally, Quincy has a large population of retirees who may need assistance with managing their retirement savings and planning for their future. A financial advisor can provide valuable advice on how to make the most of their retirement funds and ensure they have a comfortable financial future. Overall, a financial advisor can be a valuable resource for residents of Quincy looking to secure their financial stability and plan for their future.

Insurance Broker

Residents of Quincy, MA could greatly benefit from the services of an insurance broker. With a population of over 94,000 people, Quincy is one of the largest cities in Massachusetts, and its residents have a wide range of insurance needs. An insurance broker can help Quincy residents navigate the complex world of insurance, from finding the right health insurance plan to protecting their homes and vehicles. For example, many Quincy residents live in areas prone to flooding, and an insurance broker can help them find the right flood insurance policy to protect their homes and belongings. Additionally, an insurance broker can help Quincy residents find affordable car insurance, which is especially important in a city where many people rely on cars for transportation. Overall, an insurance broker can be a valuable resource for Quincy residents, helping them find the right insurance policies to meet their unique needs and budget.

Retirement Planning

Residents of Quincy, MA can benefit greatly from the services of a retirement planner. With a population of over 94,000 people, many residents in Quincy may be approaching retirement age or are already retired. A retirement planner can assist individuals in creating a personalized retirement plan that takes into account their unique financial situation and goals. In Quincy, where the cost of living is higher than the national average, a retirement planner can help residents navigate the complexities of saving for retirement while also managing expenses. Additionally, a retirement planner can provide guidance on important topics such as Social Security, Medicare, and estate planning, ensuring that residents in Quincy are well-prepared for their golden years.

Wealth Management

Residents of Quincy, MA could benefit from the services of a wealth manager in a variety of ways. One specific example is the high cost of living in the area, which can make it challenging to save for retirement or other long-term financial goals. A wealth manager can help residents create a personalized investment plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and other complex financial matters that can be difficult for individuals to navigate on their own. By working with a wealth manager, residents of Quincy can gain peace of mind knowing that their financial future is in good hands.

Mortgage Loan Officer

Residents of Quincy, MA can greatly benefit from the services of a mortgage loan officer. Specifically, in a city where the median home value is over $500,000, many residents may struggle to afford a down payment on a new home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and find the best rates and terms available to them. Additionally, with Quincy's proximity to Boston and its booming job market, a mortgage loan officer can help residents take advantage of the city's economic opportunities by securing a mortgage for a new home or investment property. Overall, a mortgage loan officer can provide invaluable assistance to residents of Quincy, MA looking to achieve their homeownership goals and improve their financial well-being.

Tax Services

Residents of Quincy, MA could benefit greatly from the services of a tax advisor. With its diverse population and proximity to Boston, Quincy presents unique tax challenges that require a specialized approach. A tax advisor can help residents navigate the complexities of Massachusetts state tax law, including deductions and exemptions that may be specific to the area. Additionally, Quincy has a large population of small business owners who may need assistance with tax planning and compliance. A tax advisor can provide guidance on tax strategies that can help these businesses save money and avoid penalties. Overall, the expertise of a tax advisor can be invaluable for residents of Quincy looking to maximize their tax savings and minimize their liabilities.

Estate Planning Lawyer

Residents of Quincy, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that includes wills, trusts, and other legal documents. This is especially important for residents of Quincy, MA, where the cost of living is higher than the national average and property values are on the rise. An estate planning lawyer can help residents protect their assets and ensure that their wishes are carried out after they pass away. Additionally, an estate planning lawyer can assist with Medicaid planning, which is crucial for seniors and those with disabilities who may need long-term care. With the help of an estate planning lawyer, residents of Quincy, MA can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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FAQs About Personal Financial Advisors in Quincy, MA