You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint histories from consumer agencies
  • Advice to help you get the best service and value

Subscribe and see 353 Boston area financial planners


Page 1 of 115 results
BusinessDistanceRatingsMost Recent Comment

Northwestern Mutual

55 William St #100
Wellesley, MA 02481 781-237-7070

Ratings:
?
?%    
?
No raters have left a written comment.

Merrill Lynch Wealth Management

45 William St #100
Wellesley Hills, MA 02481 800-937-0895

Ratings:
?
?%    
?
No raters have left a written comment.

UBS Financial Services

55 William St
Wellesley, MA 02481 781-446-8900

Ratings:
?
?%    
?
Joe McNamara has provided excellent financial planning for us for nearly 20... - Apr 21, 2016

See all comments

Equitable Advisors

93 Worcester St #103
Wellesley, MA 02481 781-237-4500

Ratings:
?
?%    
?
No raters have left a written comment.

Ameriprise Financial

60 Walnut St #4
Wellesley, MA 02481 617-607-3366

Ratings:
?
?%    
?
No raters have left a written comment.

Balance Wealth Advisors

57 River St #300
Wellesley, MA 02481 781-431-7222

Ratings:
?
?%    
?
No raters have left a written comment.

F L Putnam Investment Management Company

250 1st Ave #301
Needham, MA 02494 800-344-3435

Ratings:
?
?%    
?
No raters have left a written comment.

GW & Wade

93 Worcester St
Wellesley, MA 02481 781-239-1188

Ratings:
?
?%    
?
No raters have left a written comment.

Weston Financial Group

100 William St #200
Wellesley, MA 02481 781-235-7055

Ratings:
?
?%    
?
Weston is a trusted advisor and investor - May 11, 2020

See all comments

Baystate Financial

100 William St #300
Wellesley, MA 02481 781-239-2000

Ratings:
?
?%    
?
No raters have left a written comment.

D E Shaw & Company

180 Linden St #7C
Wellesley, MA 02482 212-478-0000

Ratings:
?
?%    
?
No raters have left a written comment.

Eagle Investment Systems

45 William St
Wellesley, MA 02481 781-943-2200

Ratings:
?
?%    
?
No raters have left a written comment.

Fairfield Financial Advisors

20 William St #260
Wellesley, MA 02481 781-431-1119

Ratings:
?
?%    
?
No raters have left a written comment.

Morgan Stanley

112 Worcester St
Wellesley, MA 02481 781-431-6700

Ratings:
?
?%    
?
No raters have left a written comment.

ThomasPartners Investment Management

1 International Pl #34
Boston, MA 02110 877-375-2940

Ratings:
?
?%    
?
No raters have left a written comment.

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.