Newton, MA Financial Advisors and Resources



Financial Advisor Firms in Newton, MA


REDWOOD INVESTMENTS, LLC

Website

(617) 467-3000

One Gateway Center, Suite 802
Suite 802
Newton, MA 2458

SEC#: 801-63597
Years in Business: 16 years

EMPIRICAL ASSET MANAGEMENT, LLC

Website

(781) 431-2220

Three Newton Executive Park
2223 Washington Street, Suite 101
Newton, MA 2462

SEC#: 801-71967
Years in Business: 10 years

CAPITAL ADVISORS GROUP, INC

Website

(617) 630-8100

29 Crafts Street
Suite 270
Newton, MA 2458

SEC#: 801-60262
Years in Business: 20 years

FINANCIAL PLANNING SOLUTIONS, LLC

Website

(617) 630-4978

120 Wells Avenue

Newton, MA 2459

SEC#: 801-113221
Years in Business: 3 years

EXCALIBUR MANAGEMENT CORP

Website

(617) 916-9669

Three Newton Executive Park
2223 Washington Street, Suite 202
Newton, MA 2462

SEC#: 801-39935
Years in Business: 30 years

ADVISER INVESTMENTS

Website

(617) 321-2200

85 Wells Avenue
Suite 109
Newton, MA 2459

SEC#: 801-73098
Years in Business: 9 years

DERBY AND COMPANY INC

Website

(617) 527-8900

7 Wells Avenue

Newton, MA 2459

SEC#: 801-30056
Years in Business: 34 years

JONATHAN D. POND, LLC

Website

(617) 243-0020

300 Washington Street; One Gateway Center
Suite 413
Newton, MA 2458

SEC#: 801-66229
Years in Business: 13 years

GROVESTREET

Website

(781) 263-6100

2221 Washington Street
Building 1, Suite 201
Newton, MA 2462

SEC#: 801-60272
Years in Business: 20 years


How Retirement-Friendly is Newton, MA?

  • Population: 88,593
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $938,400
  • Average Monthly Housing Cost: $2,416
  • Average Household Income: $207,563
  • 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.)


Newton, MA Financial Advisor FAQs

The cost of a financial advisor usually depends on the services they offer. So, whether you're looking for someone to just draft up a simple will or an investment portfolio, or have more complicated needs like estate planning, then the price varies wildly.
Financial advisors advise their clients on how to manage and grow their investments. Their goal is to provide a mix of stability and diversification in order to help investors gain steady results with guaranteed earnings.
One question you may want to ask is How can my money work for me so I don't have to work hard for the rest of my life?
The first thing to do is search for reviews and complaints. If you're not sure who to trust, the best option might be a fee-only financial advisor, which means that they don't get paid based on what product you buy and only get paid when you pay them by the hour. You may also want to look into tax planning or someone with certain credentials