Finding a reliable financial planner can be a crucial step towards securing your financial future. Massachusetts offers a wealth of highly skilled financial planners who can help you manage your finances effectively. Here, we’ll explore some of the best financial planners in the state, highlighting their services, client reviews, and contact information. This guide aims to be as informative and helpful as possible, using a conversational tone, like talking to a friend. Let’s dive in!
1. Whitman Financial Services, LLC
Whitman Financial Services, located in Wakefield, MA, offers a wide range of financial services, including individual financial and retirement planning, cash flow analysis, asset allocation, tax review, and estate planning. They have a flexible fee structure that includes hourly charges and fixed fees.
-- Address: 382 Lowell Street Suite 203, Wakefield, MA 01880-1983
- Phone: 781-246-0902
- Website: Whitman Financial Services
- Email: bluewater-management@gmail.com
Review Highlights:
Whitman Financial Services is appreciated for their personalized approach and flexibility in fee structures, making financial planning accessible to a broader range of clients.
2. Thompson Wealth Management, Ltd.
Based in Concord, MA, Thompson Wealth Management specializes in fiduciary advice and investment management services for retirement plans. They offer a variety of payment structures, including percentage-based fees, hourly charges, and fixed fees.
- Address: 30 Monument Square Suite 101, Concord, MA 01742
- Phone: (978) 287-5151
- Website: Thompson Wealth Management
- Email: bluewater-asset@gmail.com
Review Highlights:
Clients praise Thompson Wealth Management for their expertise in retirement planning and their commitment to improving client outcomes through strategic investment management.
3. Appleton Partners
Appleton Partners, located in Boston, focuses on discretionary management, considering factors like client goals, risk tolerance, and taxes. They specialize in municipal bond, taxable bond, and equity strategies.
-- Address: 3 Appleton St, Boston, MA 02116
- Phone: 617-338-0700
- Website: Appleton Partners
Review Highlights:
Appleton Partners is well-regarded for their disciplined investment strategies and client-focused approach, ensuring personalized financial solutions.
4. Beyond Your Hammock
Beyond Your Hammock in Boston caters specifically to professionals in their 30s and 40s, offering comprehensive financial planning and investment management. They provide tailored financial strategies to help clients use money as a tool to achieve their goals.
- Address: 50 Milk St 15th Floor, Boston, MA 02109
- Phone: 617-414-0022
- Website: Beyond Your Hammock
Review Highlights:
Beyond Your Hammock is known for their age-specific financial planning, which allows them to offer more targeted advice and strategies for their clients.
5. Artemis Financial Advisors
Artemis Financial Advisors provides integrated financial planning and investment management services. They focus on helping clients through transitional life phases and offer subscription-based fees for ongoing financial planning support.
- Address: 115 Newbury St, 302, Boston, MA 02116
- Phone: 617-542-2400
- Website: Artemis Financial Advisors
Review Highlights:
Artemis Financial Advisors is valued for their comprehensive service offerings and their ability to assist clients during significant life changes.
-6. Boston Retirement Advisors
Boston Retirement Advisors, in partnership with Beck Bode Wealth Management, offers customized retirement plans and long-term investment guidance. They provide both fixed fee and hourly rate options for financial planning.
- Address: 44 School St, Boston, MA 02108
- Phone: 617-523-6531
- Website: Boston Retirement Advisors
Review Highlights:
Clients appreciate Boston Retirement Advisors for their tailored financial management programs and their thorough approach to retirement planning.
Table of Financial Planners
To make the information easily accessible, here’s a table summarizing the key details of each financial planner:
-| Financial Planner | Address | Phone | Website | Services | Review Highlights | |
|---|---|---|---|---|---|---|
| Whitman Financial Services, LLC | 382 Lowell Street Suite 203, Wakefield, MA 01880-1983 | 781-246-0902 | Link | bluewater-management@gmail.com | Financial and retirement planning, tax review, estate planning | Personalized approach, flexible fee structures |
| Thompson Wealth Management, Ltd. | 30 Monument Square Suite 101, Concord, MA 01742 | (978) 287-5151 | Link | bluewater-asset@gmail.com | Retirement planning, fiduciary advice, investment management | Expertise in retirement planning, strategic management |
| Appleton Partners | 3 Appleton St, Boston, MA 02116 | 617-338-0700 | Link | N/A | Discretionary management, bond and equity strategies | Disciplined strategies, client-focused solutions |
| Beyond Your Hammock | 50 Milk St 15th Floor, Boston, MA 02109 | 617-414-0022 | Link | N/A | Financial planning for 30s and 40s, investment management | Age-specific planning, tailored strategies |
| Artemis Financial Advisors | 115 Newbury St, 302, Boston, MA 02116 | 617-542-2400 | Link | N/A | Integrated planning, transitional life phases support | Comprehensive services, transitional support |
| Boston Retirement Advisors | 44 School St, Boston, MA 02108 | 617-523-6531 | Link | N/A | Retirement plans, long-term investment guidance | Customized programs, thorough retirement planning |
Conclusion
Choosing the right financial planner is a significant step towards achieving your financial goals. Massachusetts offers a variety of highly reputable financial advisors who cater to different needs and preferences. Whether you are looking for comprehensive financial planning, retirement strategies, or investment management, the planners listed above are some of the best in the state.