Find a Financial Planner in Quincy, MA

 

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We Only Work With The Best Quincy 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Quincy, MA


  • Financial Advisor Close to Quincy, 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

 

How Can a CFP® in Quincy Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Quincy area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Quincy typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.4% of Quincy's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Quincy area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Quincy area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Quincy area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Quincy area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Massachusetts has unique laws defining which actions trigger a taxable event and has the 20th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Quincy area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Quincy area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 94,207
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $431,000
  • Average Monthly Housing Cost: $1,609
  • Average Household Income: $94,360
  • 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 Quincy, MA


FERNWOOD INVESTMENT MANAGEMENT, LLC

Website

(617) 376-4750

400 Crown Colony Drive
Suite 101
Quincy, MA 02169

SEC#: 801-61950
Years in Business: 18 years

HITE HEDGE ASSET MANAGEMENT LLC

Website

(617) 431-4360

300 Crown Colony Drive
Suite 108
Quincy, MA 02169

SEC#: 801-73166
Years in Business: 9 years

PRW WEALTH MANAGEMENT LLC

Website

(617) 745-0900

1 Pine Hill Drive
Suite 502
Quincy, MA 02169

SEC#: 801-108258
Years in Business: 4 years

GRACE CAPITAL

Website

(857) 317-6642

400 Crown Colony Drive
Suite 101
Quincy, MA 02169

SEC#: 801-67731
Years in Business: 14 years