Best Financial Advisors in Methuen, MA

The highest-rated Financial Planning & Wealth Management companies out of 127 vetted & reviewed in the Methuen area.

Bookkeeping & Business Services

Bookkeeping & Business Services

(3)
Online Tax Organizer, Tax Services, 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.”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
302 Broadway, Methuen, MA
i
Miller Consulting and Tax Service

Miller Consulting and Tax Service

(1)
“Very helpful and polite!”
Licensed, BBB Rating: A+
In Business Since 2013
120 Methuen St, Lowell, MA
i
Law Office of Frank J Smith ESQ

Law Office of Frank J Smith ESQ

“Website of Attorney Frank J. Smith who practices law in intellectual property, security, estate planning, elder law, and general practice”
Transparent Fees & Pricing
In Business Since 2009
11 Thomas Rd, Methuen, MA
i
James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • 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.”
Free Initial Consultation
In Business Since 2021
Serving Methuen Area
i
Colman | Knight Advisory Group

Colman | Knight Advisory Group

(4)
“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.”
In Business Since 1998
Serving Methuen Area
i
Lane Rifkin

Lane Rifkin

(30)
  • Financial
  • Documents
  • Small Business
“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.”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1994
Serving Methuen Area
i
Saint Armand's Payroll, Bookkeeping & Tax Services

Saint Armand's Payroll, Bookkeeping & Tax Services

(7)
Services For Quickbooks, Business Services, Tax Services
“This past year I started my own business and he has help guide me along the way.”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1991
Serving Methuen Area
i
Armen G. Derderian, Cpa, M. Tax., Cgma

Armen G. Derderian, Cpa, M. Tax., Cgma

(3)
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.”
Offers Financing Options
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
18 Haymeadow Rd, Methuen MA
i
Stonehearth Capital Management

Stonehearth Capital Management

(26)
Investment Management, Management Fees, Financial Planning
“I've been with been with this firm for about 23 years, first with Richard Prout and then with Jamie Upson, I simply couldn't have asked for a more professional, responsive organization.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2010
Serving Methuen Area
i
Champion Financial Strategies & Insurance Solutions

Champion Financial Strategies & Insurance Solutions

(24)
  • Concepts
  • Man
  • Understand
“He genuinely wants to help you plan, summarizes complex details well, and helps you understand exactly why it's a good idea to do one thing over another.”
Licensed
Transparent Fees & Pricing
In Business Since 2020
142 Main St Suite 214, Nashua, NH
i
Lark Bolduc

Lark Bolduc

(1)
Tax Services, Internal Controls, Audits - Reviews - Compilations
“I've been working with lark for years and years and every interaction with her is lovely.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2011
Serving Methuen Area
i
Daigle Tax Service

Daigle Tax Service

(3)
“She also assisted me with the paperwork needed to register a gifted car.”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2016
Serving Methuen Area
i
Peabody Wealth Advisors

Peabody Wealth Advisors

(1)
Investment Management, Medicaid Planning, Education Savings 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.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2015
Serving Methuen Area
i
Financially In Tune

Financially In Tune

(1)
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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2015
Serving Methuen Area
i
Edward C. David & Company Cpas

Edward C. David & Company Cpas

(1)
Individuals, Bookkeeping, Other Management Services
“They're very fair and knowledgeable.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1991
Serving Methuen Area
i
Marked Rentals

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,...”
Remote Consultations Available
Coupons & Offers
Emergency Services
Offers Financing Options
57 Wingate St. 4th FL #404, Haverhill, MA
i
Mark Dupont CPA

Mark Dupont CPA

(4)
“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.”
Licensed, BBB Rating: A+
In Business Since 2013
Serving Methuen Area
i
Turner & Costa

Turner & Costa

(30)
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.”
In Business Since 2003
Serving Methuen Area
i
Carr Staples & Accardi Cpa's

Carr Staples & Accardi Cpa's

(1)
Quickbooks Services, Business Services, Tax Services
“Amazing Team, Paul is super proactive and helpful!”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1994
495 Main St, Haverhill, MA
i
Roberta A. Schreiber

Roberta A. Schreiber

(1)
“Atty Roberta Schreiber is truly an amazing Atty, and I would highly recommend her.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1994
Serving Methuen Area
i
Life Solutions Group

Life Solutions Group

(19)
“LSGA runs a fantastic organization that's family run, so they actually care about your business and focus building long-term relationships with all their partners and clients.”
In Business Since 2013
Serving Methuen Area
i
Management Alternatives and System Services

Management Alternatives and System Services

(4)
Accounting Services, Tax Services
“They took care of my taxes quickly, answered all of my questions promptly, and even offered advice on how to maximize my tax withholdings for future tax years.”
Licensed, BBB Accredited
In Business Since 2004
Serving Methuen Area
i
Paolilli, Jarek & der Ananian

Paolilli, Jarek & der Ananian

Quickbooks Services, Services For Individuals, Tax Services
“Paolilli, Jarek & Der Ananian, LLC is licensed in MA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Offers Financing Options
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Methuen Area
i
Law Offices of Adam J. Tobin

Law Offices of Adam J. Tobin

(16)
  • Questions
  • Family
  • Retirement
“From that compassionate assistance, Adam developed a long term plan that guided us in investments and trusts that made us feel more secure looking to the future.”
In Business Since 2007
Serving Methuen Area
i

Retirement Planning and Investment Management Services in Methuen, MA Cost Estimates

Minimum cost
$1028
Maximum cost
$8732
National Average
$3082
Avg Per Hour Rates
$309
$2055
$5651
Average price range is based on 317 cost profiles
Click to copy
Successfully copied!
Average Cost $3082
Minimum cost $1028
Maximum cost $8732
Avg Per Hour Rates $309

Average range $2055 to $5651 is based on 317 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top