Find a Financial Advisor in Bristol County, MA

 

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We did the hard work of finding trustworthy partners in Bristol County, MA.

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We Only Work With The Best Bristol County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bristol County, MA


  • Financial Advisor Close to Bristol County, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bristol County, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bristol County, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Bristol County financial advisors.
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How Retirement-Friendly is Bristol County, MA?

  • Population: 561,037
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $308,600
  • Average Monthly Housing Cost: $1,173
  • Average Household Income: $89,636
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Bristol County, MA

 

GREAT OAK CAPITAL PARTNERS, LLC

Website

(508) 230-7100

105R Depot Street
Suite 5
South Easton, MA 2375

SEC#: 801-116681
Years in Business: 2 years

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Website

(508) 238-1262

43 Caroline Road

South Easton, MA 2375

SEC#: 801-108869
Years in Business: 4 years

NEXT FINANCIAL GROUP, INC.

Website

(508) 819-0353

944 Washington Suite
Suite 1A
South Easton, MA 2375

SEC#: 801-56786
Years in Business: 22 years

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Website

(508) 238-1262

43 Caroline Road

South Easton, MA 2375

SEC#: 801-108869
Years in Business: 4 years

BICKLING FINANCIAL SERVICES, INC.

Website

(508) 230-3588

45 Bristol Drive
Suite 101
South Easton, MA 2375

SEC#: 801-81187
Years in Business: 6 years

THE DARROW COMPANY, INC.

Website

(978) 369-5144

21 Granda Circle

Mansfield, MA 2048

SEC#: 801-34359
Years in Business: 32 years

 


Bristol County, MA Financial Advisor FAQs

Inquire about the advisor's experience and credentials before choosing them as it will give you some reassurance that they'll take care of everything on your behalf and won't be cutting corners.
Ask what the basis of their work/service for you will be. Clarify regarding fee structure also.
Financial advisors are typically compensated in three different ways when it comes to their hourly rates. Some advisors charge a percentage of assets under management, some charge various levels of fees related to the services they provide, and others are paid in commission for each product they sell. The average annual salary for an advisor is approximately $100,000 according to PayScale.com.
Yes. You can never go wrong if you take the time to follow the professionals in this area. There are many financial advisors who will be able to help show you how to maximize your earnings and keep your family safe in these tumultuous times.