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Pimentel Financial Services
“Educated and highly experienced with a Master's in Accounting, notary public, affordable, immigration assistance, and translating documents.”
Best Financial Advisors in Lawrence, MA
The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Lawrence area.
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Metro Financial Solutions
“Very professional and knowledgeable !”
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James P. Moriarty, CPA
- Tax Returns
- Questions
“He is knowledgeable and always available and has worked closely with me and my financial advisors to ensure I have the best plan for my finances and taxes.”
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The Financial Advisors
Investment Management, Comprehensive Financial Planning, How we Are Compensated
“Not only has Patrick helped us believe that we can conquer our debts and given us a clear and realistic strategy for doing so, but he's essentially pulled in a team of support to help us with all aspects of our financial well-being.”
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Colman | Knight Advisory Group
“The team works with us developing our goals and needs for both working years and retirement years utilizing some great "what if" scenario planning tools to visualize various outcomes.”
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Lane Rifkin
- Efficient
- Price
- Financial
“I consistently refer my friends and associates to Lane Rifkin because i'm confident their experience will be as thorough and successful as mine has been.”
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Bookkeeping & Business Services
Non-Profit Organizations, Succession Planning, Part-Time CFO Services
“The support of an independent, out-sourced, third party provider of financial management services for our firm has given us easy access to data to help us manage our firm better.”
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Saint Armand's Payroll, Bookkeeping & Tax Services
Services For Quickbooks, Business Services, Tax Services
“This past year I started my own business and he has help guide me along the way.”
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Armen G. Derderian, Cpa, M. Tax., Cgma
Tax Services, Business Services, Quickbooks Services
“He does a great job, he's an expert in his field and his prices are more than reasonable.”
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Stonehearth Capital Management
Investment Management, Management Fees, Financial Planning
“I would highly recommend Stonehearth to anyone who needs help navigating the complex landscape of retirement, saving, tax management, risk management, etc.”
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Erock Tax
Tax Advocacy, Tax Preparation, Small Business Tax Preparation
“The Erock team have a great SECURE client access web portal, where I can pretty much just dump all my tax documents from the year, and let them sort it out.”
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Lark Bolduc
New Business Formation, Strategic Business Planning, Audits - Reviews - Compilations
“I've been working with lark for years and years and every interaction with her is lovely.”
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Daigle Tax Service
“She also assisted me with the paperwork needed to register a gifted car.”
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Harding Financial and Insurance
- Life Insurance
- Goals
- Financial Planning
“Every person I introduce to Harding Financial is grateful for their generosity, great advice, integrity, and the peace of mind Harding Financial provides.”
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Miller Consulting and Tax Service
“Very helpful and polite!”
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Peabody Wealth Advisors
Investment Management, Education Savings Planning, Medicaid Planning
“I will continue to work with Mike and his team, and will continue to referred my friends and family for his advice and planning.”
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Edward C. David & Company Cpas
Financial Planning, Individuals, Business Tax Returns
“They're very fair and knowledgeable.”
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Fafel Leonard CPA
Quickbooks Services, Business Services, Tax Services
“Very helpful, professional and attentive.”
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Financially In Tune
Getting Started, Comprehensive Financial Planning and Portfolio Management, Project or Hourly Basis
“Patient and completely competent; my husband and I have all good things to say.”
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Turner & Costa
Quickbooks Services, Small Business Accounting, Incorporation Services
“Turner & Costa have prepared my personal and business tax returns for the past 4 years and have always been very professional and timely in preparing my returns and communicating with me throughout the process.”
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Marked Rentals
“Pandemic Hardship Program – helping homeowners who are in distress with their properties by providing option that may save their homes, and their credit. The pandemic has hit hard, affecting people around the world, including their assets. Like many,...”
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Mark Dupont CPA
“They have always impressed me with their professional attitude, i have recommended many people over the years and they are still having the Dupont team do their taxes and they have all thanked me.”
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Carr Staples & Accardi Cpa's
Quickbooks Services, Business Services, Tax Services
“Amazing Team, Paul is super proactive and helpful!”
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Roberta A. Schreiber
“Atty Roberta Schreiber is truly an amazing Atty, and I would highly recommend her.”
Retirement Planning and Investment Management Services in Lawrence, MA Cost Estimates
Minimum cost
$1129
Maximum cost
$9594
National Average
$3386
Avg Per Hour Rates
$339
$2258
$6208
Average price range is based on
284 cost profiles
Why these companies made our list
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