Find a Financial Advisor in Quincy, MA

 

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We did the hard work of finding trustworthy partners 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 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 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

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 2169

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 2169

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

PRW WEALTH MANAGEMENT LLC

Website

(617) 745-0900

1 Pine Hill Drive
Suite 502
Quincy, MA 2169

SEC#: 801-108258
Years in Business: 5 years

GRACE CAPITAL

Website

(857) 317-6642

400 Crown Colony Drive
Suite 101
Quincy, MA 2169

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

CITIZENS SECURITIES, INC.

Website

(617) 984-2242

1200 Hancock Street

Quincy, MA 2169

SEC#: 801-61902
Years in Business: 18 years

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Website

(800) 231-7414

859 Willard St.
Suite 400
Quincy, MA 2169

SEC#: 801-24241
Years in Business: 36 years

 


Quincy, MA Financial Advisor FAQs

If you want someone to recommend specific stocks, bonds, and funds for your situation then yes. If you don't have the time or inclination to learn about them yourself then some professional guidance can be valuable.
Knowing your goals and objectives before meeting with a financial advisor can help you decide if they're the right fit for you.
A financial advisor works with clients to create a plan that fits their needs when it comes to investing, saving, budgeting and more.
Answer: Here are some examples of questions to ask a financial advisor. How are your fees structured?What are the different investment options you offer? What sort of guarantees or certificates do you provide with your investment strategies?