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Connelly CPA, Inc.

Financial Advisor serving Needham, Massachusetts · 1 of 17 financial advisors in the area

📍 661, Highland Avenue, Needham, MA, 02494
📞 +1-781-449-••••
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📍 661, Highland Avenue, Needham, MA, 02494

About Connelly CPA, Inc.

Connelly CPA, Inc. is a financial advisor located in Needham, Massachusetts. As a local financial advisor, they serve Needham and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Needham should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Needham

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Needham may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Needham

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Needham?
Financial Advisors in Needham typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Needham?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 17 financial advisors in Needham to choose from.
Does Connelly CPA, Inc. offer free quotes?
Contact Connelly CPA, Inc. directly to ask about free estimates. You can also request a quote through ProHorizon.

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TRAUB CAPITAL MANAGEMENT

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BREAKWATER FINANCIAL, LLC

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WORLDLY PARTNERS MANAGEMENT, LLC

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