Find a Financial Advisor in Westborough, MA

 

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

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We Only Work With The Best Westborough 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 Westborough, MA


  • Financial Advisor Close to Westborough, 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 Westborough, 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 Westborough, MA

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

  • Population: 3,957
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $384,200
  • Average Monthly Housing Cost: $1,556
  • Average Household Income: $118,911
  • 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 Westborough, MA

 

GRIMES & COMPANY, INC.

Website

(508) 366-3883

110 Turnpike Rd
Suite 100
Westborough, MA 1581

SEC#: 801-57193
Years in Business: 21 years

AAFCPAS WEALTH MANAGEMENT, LLC

Website

(508) 366-9100

50 Washington Street

Westborough, MA 1581

SEC#: 801-76885
Years in Business: 9 years

COPPERTREE®, LLC

Website

(508) 719-8510

80 Flanders Road
Suite 302
Westborough, MA 1581

SEC#: 801-83167
Years in Business: 6 years

THE PATRIOT FINANCIAL GROUP, LLC

Website

(508) 251-6100

182 Turnpike Road
Suite 200
Westborough, MA 1581

SEC#: 801-80245
Years in Business: 7 years

FINIVI INC.

Website

(508) 870-0440

1400 Computer Drive

Westborough, MA 1581

SEC#: 801-112470
Years in Business: 3 years

CADENCE WEALTH MANAGEMENT LLC

Website

(508) 898-0400

1800 West Park Drive
Suite 330
Westborough, MA 1581

SEC#: 801-78941
Years in Business: 8 years

COMMONWEALTH EQUITY SERVICES, LLC

Website

(508) 620-1000

One Research Drive
Suite 100B
Westborough, MA 1581

SEC#: 801-41541
Years in Business: 29 years

SAGEPOINT FINANCIAL, INC.

Website

(800) 427-9781

1500 West Park Dr
Suite 100
Westborough, MA 1581

SEC#: 801-64721
Years in Business: 16 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 251-6100

182 Turnpike Rd. Suite 200

Westborough, MA 1581

SEC#: 801-80245
Years in Business: 7 years

 


Westborough, MA Financial Advisor FAQs

Get a feel for their approachability level by asking lots of questions about your goals, savings habits and age.
The cost of various financial advisors varies largely based on what they are providing. Financial planners that focus solely on asset management or retirement savings may charge an annual fee larger than those who provide advice only in the form of consultations since total fees would be less for simple advice.
When you're selecting a financial advisor, ask for references from other clients and contact them to find out if the advisor is trustworthy. If you know someone who has been working with the advisor for a number of years, talk to them about what they think.
Yes. A financial advisor can give you a framework to plan for your retirement and/or streamline investment strategies from individual holdings.