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Dr. Alan N. Hoffman Investment ManagerFinancial advisor in Wellesley, MA

Dr. Alan N. Hoffman Investment Manager is a financial advisor at 40 William St Unit 604, Wellesley, MA 02481, ranked #27 of 515 financial advisors in Wellesley and rated 5.0 from 13 Google reviews. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Wellesley, MAUpdated 0 paid placements in any rankingHow we rank

Call (617) 308-5087Website ↗

Key facts

Key facts about Dr. Alan N. Hoffman Investment Manager
Address40 William St Unit 604, Wellesley, MA 02481Get directions
Phone(617) 308-5087
Websiteanhinvest.com
HoursMonday to Friday: 7 AM – 6 PM; Saturday: 11 AM – 5 PM; Sunday: 9 AM – 8 PM
Google rating5.0 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wellesley and 11 towns within 25 miles: Newton, Needham, Waltham, Watertown, Weston, Brookline, Jamaica Plain, Belmont, Dedham, Natick and Westwood.

Based in Wellesley, MAView on map

Opening hours

Opening hours for Dr. Alan N. Hoffman Investment Manager
DayHours
Monday7 AM – 6 PM
Tuesday7 AM – 6 PM
Wednesday7 AM – 6 PM
Thursday7 AM – 6 PM
Friday7 AM – 6 PM
Saturday11 AM – 5 PM
Sunday9 AM – 8 PMevening
  • Open evenings (after 6 PM)
  • Open Saturdays
  • Open Sundays

Questions about Dr. Alan N. Hoffman Investment Manager

How is Dr. Alan N. Hoffman Investment Manager ranked in Wellesley?

Dr. Alan N. Hoffman Investment Manager is ranked #27 of 515 financial advisors in Wellesley by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Dr. Alan N. Hoffman Investment Manager’s hours?

Dr. Alan N. Hoffman Investment Manager is open 7 days a week. Its listed hours are Monday to Friday, 7 AM – 6 PM; Saturday, 11 AM – 5 PM; Sunday, 9 AM – 8 PM. On Saturdays it is open 11 AM to 5 PM, and on Sundays 9 AM to 8 PM. Hours come from the business listing; holiday hours may differ.

What areas does Dr. Alan N. Hoffman Investment Manager serve?

Serves Wellesley and 11 towns within 25 miles: Newton, Needham, Waltham, Watertown, Weston, Brookline, Jamaica Plain, Belmont, Dedham, Natick and Westwood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Dr. Alan N. Hoffman Investment Manager?

Dr. Alan N. Hoffman Investment Manager has a rating of 5.0 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Dr. Alan N. Hoffman Investment Manager?

Call Dr. Alan N. Hoffman Investment Manager on (617) 308-5087. The business is at 40 William St Unit 604, Wellesley, MA 02481. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Dr. Alan N. Hoffman Investment Manager compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Dr. Alan N. Hoffman Investment Manager (this business)—675.0 (13)YesYes
Asset Strategy#25674.7 (30)NoNo6.8 mi
Munroe Morrow Wealth Management#26674.9 (62)NoNo9.8 mi
Shervin Sadr - Financial Planner#28675.0 (50)NoYes9.8 mi

See all 515 ranked financial advisors in Wellesley