Financial Advisors in Quincy, Massachusetts (Norfolk County)

Joshua Trubow, CFP, MSFP
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Sensible Financial provides integrated financial planning and investment advisory services to individuals, couples and families. We use leading edge techniques to provide customized advice within an affordable fee structure.
With most clients, we begin with a financial plan, and move on to investment management and / or ongoing financial planning support as client need and interest warrant.
We offer a complimentary initial consultation to clients considering a financial plan.... See More

Jonathan Ullman, CFP, EA
Montis Financial is a small, boutique firm which prides itself in adapting to the needs of the clients. An absolute commitment to objectivity, communication and life enhancement solutions sets us apart from many firms in our field.
The bulk of the practice is driven through asset allocation and management. The value is added through our financial planning expertise. The divorce planning expertise has developed through practice. Like many of us, as our clients age much attention is spent on retirement issues as they relate to quality of life and financial issues.... See More

William Baldwin, BBA, JD, LLM
Argent Wealth Management has been a trusted expert in investment management and financial advisory services since 1986. We work with a select group of high net-worth clients and manage over $1.5 billion in client assets. With superior service, personal attention, and expertise, we've developed lasting relationships with satisfied clients who appreciate our commitment and inspire us with their trust. We put our clients' interests first, act with integrity and honesty, and strive for unmatched quality in every facet of our practice. At Argent Wealth Management, we are devoted to making excellence our standard and we continue to consistently provide successful strategies for our clients. ... See More

At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests first. We have an experienced team that includes Investment Officers, Trust Administrators, and Financial Planners. Altogether, they offer comprehensive solutions that can be tailored to your specific short and long term goals.

► Investments
► Charitable Endowments
► Not-For-Profit Associations
► Charitable Trusts
► Private Foundations
► Estate Settlement Services
► Retirement Planning
► Estate Planning
► Education Planning... See More

Rand Spero, CFP, M.Ed., MBA
Street Smart Financial is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. We take a multi-disciplinary approach to planning and investing. The president’s background in psychology helps us better understand our clients’ values, financial needs and goals. His background in strategic planning helps us develop various scenarios which must be considered including large gains and declines in various asset classes.The president’s background as an educator helps him demystify the financial jargon and educate clients about their own personal financial situations. We apply the same care and attention to our client’s investment portfolio as we do to our own portfolios.A thorough understanding of each client enables us to determine how much risk they are willing to take for a certain level of return. We consider the client’s employment and financial situation before developing specific investment strategies and portfolios. Clients’ personal situations change and we revise their portfolios to reflect this. ... See More

Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guidance on a more limited set of issues can work with Financially in Tune on an hourly or project basis.... See More

SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management services. We help clients build customized financial plans and investment portfolios. We also help corporate managers/directors make the best use of their complex compensation and benefit packages according to their individual goals.

Our firm philosophy: LEARNING and EDUCATING, with an emphasis on applying academic evidence to sensible, real-life investing; CARING for our clients in a fiduciary relationship; and SIMPLIFYING financial lives.... See More

Kimberley Feeney Zollo, CFP
Essex Capital Management is an independent fee-only Massachusetts Registered Investment Advisor providing investment management and financial planning services. Kim helps clients who are at various stages of their life and in particular women who often find themselves navigating crossroads on their own either by choice, through loss of loved one, or divorce. Along our life's journey decisions will have to be made that impact your well-being, access to assets, where you live, and what you pay in taxes. Kim Feeny Zollo is dedicated to helping each client make better decisions with their money so that they will have better control and more confidence in their future.... See More

Steve Taylor, CFP

Mitch Zides, CFA, CFP, MBA
Constant Guidance Financial is a Registered Investment Advisory firm solely focused on creating personalized wealth management and financial planning solutions. Mitch Zides founded Constant Guidance to help his clients build, manage, and preserve their wealth. He specializes in comprehensive financial planning and can help you manage your investments.
Mitch is the only Certified Financial Planner™ in the local area with a Chartered Financial Analyst designation and MBA. Mitch's specialty is managing portfolios, analyzing mutual funds, and he is differentiated from other advisors in that he has the education and professional investment experience to help give you confidence in your investments.
He will act as a fiduciary for you and maintains the highest level of professionalism and puts his clients first. By avoiding conflicts of interest, he can give you the peace of mind that he is working in your best interest.
He specializes with helping individuals, families, and businesses with their investments. He focuses on areas such as asset allocation, portfolio management, estate planning, investment analysis, tax planning, and retirement planning.... See More

Lee McGowan, CCPS, CFA, CFP

Robert Dossett, BS, CFP
Waypoint Financial Planning can help you balance your current lifestyle goals with goals for retirement. We'll tell you if you are on track for retirement, and show you scenarios so you can see how specific changes affect your retirement lifestyle.

Waypoint provides fee-only client-oriented investment management tailored to each client's risk profile, goals, and time horizon. We use low-cost index funds when possible, and invest in a tax-sensitive way, based on your needs.

We offer financial planning by topic: Retirement Planning Spending and Net Worth Analysis Tax Planning Estate Planning Insurance and Risk Analysis

Waypoint Financial Planning does not sell financial products or take commissions from any product sales. We have a fiduciary responsibility to make decisions in your best interest.

Waypoint Financial Planning LLC is a Registered Investment Adviser in the Commonwealth of Massachusetts.

Please visit our web site for more information.... See More

Patricia Konetzny, CFP, EA
The Practical Planner, LLC provides comprehensive, fee-only, tax focused financial planning. Our annual open retainer covers comprehensive financial planning and investment management along with unlimited access to us when questions arise. ... See More

Stephen Ahern, AEP, BBA, CFP, CPA/PFS, MS, MST
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.
Your WMA team incorporates income and estate tax planning, investment optimization, college and retirement analysis and risk management with your goals and objectives to develop a truly effective wealth management plan.... See More

Cox Capital Management is an Andover MA financial advisor specializing in custom investment portfolios managed to preserve capital and generate predictable income through risk control. We believe that perhaps the chief value we provide to our clients is to shield them from costly mistakes. We also provide state of the art financial planning services.... See More