Best Financial Advisors in Brockton

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.7/5.0
Average Rating

Brockton Financial Landscape

Brockton's economy is diverse, with a focus on manufacturing, healthcare, and retail. The city is strategically located near Boston, enhancing its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
94K (metro: 940K)
Median household income
$60,000
Unique needs
Brockton requires enhanced infrastructure and workforce development to support its growing industries.
Market Insights
Economic Growth
According to BEA (2023), Brockton's economy has shown steady growth, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Brockton is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Brockton are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Brockton's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Brockton has seen moderate appreciation, but affordability remains a concern.
Business Environment
According to Fortune (2024), Brockton's business climate is improving, with new incentives for small businesses and startups.

Top 5 Financial Advisors in Brockton

ChriMark Financial Services
★ ★ ★ ★ ★ 5
DEPINA CREDIT SOLUTIONS
★ ★ ★ ★ ★ 5
NEX Financial Group
★ ★ ★ ★ ★ 5
Centre Street Financial Services
★ ★ ★ ★ ★ 5
Heritage Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Brockton, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Brockton-Specific Expertise
For Brockton residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Brockton's manufacturing sector faces economic volatility; diversify investments. Real estate is at risk of market fluctuations. Flooding is a concern due to location.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Massachusetts locations

Boston Worcester Springfield Lowell Cambridge New Bedford Brockton Quincy