Find a Financial Advisor in Malden, MA

 

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

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We Only Work With The Best Malden 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 Malden, MA


  • Financial Advisor Close to Malden, 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 Malden, 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 Malden, MA

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

  • Population: 60,984
  • % of Population 62 Years and Over: 15.7%
  • Average Home Value: $410,400
  • Average Monthly Housing Cost: $1,622
  • Average Household Income: $85,003
  • 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 Malden, MA

 

CANTELLA & CO., INC.

Website

(617) 521-8630

350 Main Street, 3rd Fl.

Malden, MA 2148

SEC#: 801-60841
Years in Business: 19 years

CANTELLA & CO., INC.

Website

(800) 333-3502

350 Main Street
3rd Fl.
Malden, MA 2128

SEC#: 801-60841
Years in Business: 19 years

CANTELLA & CO., INC.

Website

(617) 848-1241

350 Main Street, 3Rd Fl.

Malden, MA 2148

SEC#: 801-60841
Years in Business: 19 years

DAKOTA WEALTH, LLC

Website

(561) 774-8101

126 Oakland Street

Malden, MA 2148

SEC#: 801-114097
Years in Business: 3 years

DAKOTA WEALTH, LLC

Website

(561) 774-8101

126 Oakland Street

Malden, MA 2148

SEC#: 801-114097
Years in Business: 3 years

DAKOTA WEALTH, LLC

Website

(561) 774-8101

126 Oakland Street

Malden, MA 2148

SEC#: 801-114097
Years in Business: 3 years

CANTELLA & CO., INC.

Website

(800) 333-3502

350 Main Street
3rd Fl.
Malden, MA 2128

SEC#: 801-60841
Years in Business: 19 years

CANTELLA & CO., INC.

Website

(617) 848-1241

350 Main Street, 3Rd Fl.

Malden, MA 2148

SEC#: 801-60841
Years in Business: 19 years

 


Malden, MA Financial Advisor FAQs

Advisors may charge a flat fee, which covers all the work they do-including pre-planning, monthly reporting on progress, periodic updates to documents and risk management strategies. Some may choose to charge an hourly rate that includes all of the services they provide. Others might take a commission from selling financial products like annuities or mutual funds for example.
One of the best ways to find a financial advisor is to work with an independent, fee-only registered investment advisor who only offers advice on investments.
A financial advisor is someone who helps you with your money, investments, mortgages, and retirement.
Selecting an advisor is not a small or easy task. The best recommendation is to find an advisor to whom you will feel comfortable talking about your personal finances with so that you are able to get all of your questions answered without feeling embarrassed or ashamed of how much money you actually have.