Find a Financial Planner 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 02375

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

 


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