Find a Financial Advisor in New Bedford, MA

 

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

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We Only Work With The Best New Bedford 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 New Bedford, MA


  • Financial Advisor Close to New Bedford, 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 New Bedford, 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 New Bedford, MA

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

  • Population: 95,239
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $230,700
  • Average Monthly Housing Cost: $913
  • Average Household Income: $61,328
  • 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 New Bedford, MA

 

BARRY INVESTMENT ADVISORS, LLC

Website

(888) 992-8601

128 Union Street
Suite 507
New Bedford, MA 2740

SEC#: 801-68447
Years in Business: 14 years

PINNACLE INVESTMENTS, LLC

Website

(315) 251-1101

380 County St

New Bedford, MA 2740

SEC#: 801-67860
Years in Business: 14 years

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Website

(508) 441-3300

700 Pleasant Street
3rd Floor
New Bedford, MA 2740

SEC#: 801-57242
Years in Business: 21 years

 


New Bedford, MA Financial Advisor FAQs

An advisor has many responsibilities including taking a holistic approach to your long term goals, providing a broad spectrum of advice, assisting with the purchase and sale of investments, providing financial planning services and helping clients with estate issues. So yes!
A financial advisor usually charges anywhere from 1% to 5%. And that charge can mean an annual fee of $150,000 or more for the wealthiest clients. Of course, advisors may also work with companies who are both paying them a base salary and placing their money in fees-based accounts.
A financial advisor is someone who communicates with you and helps you form your investment plan. The advisor will take into account your risk tolerance, timeline to retirement, and goals to create a customized investment plan for you.
A high level of professionalism and qualification is incredibly important in this field, as the needs of clients vary greatly and success means far more than just investing well. Here are some questions you should ask before joining an adviser: What accreditations or qualifications do you have?