Best Financial Advisors in Haverhill, MA

The highest-rated Financial Planning & Wealth Management companies out of 111 vetted & reviewed in the Haverhill area.

Reckon Pro Accounting

Reckon Pro Accounting

(12)
Services For Quickbooks, Business Services, Services For Individuals
“Best Accounting Firm, very professional and driven, from my own experiences and legal services you're in need of, Reckon Pro Accounting is your to go Firm.”
Transparent Fees & Pricing
In Business Since 2020
Offers Financing Options
76 Merrimack St Suite 8B, Haverhill, MA
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Carr Staples & Accardi Cpa's

Carr Staples & Accardi Cpa's

(3)
Quickbooks Services, Business Services, Services For Individuals
“I also had them start helping me with my bookkeeping and they have done taken that responsibility off my back and freed me up to focus on more important parts of my business.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
Offers Financing Options
495 Main St, Haverhill, MA
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Rosatone & Bell

Rosatone & Bell

(4)
Quickbooks Services, Business Services, Services For Individuals
“Wonderful people.”
Offers Financing Options
Accepts All Major Credit Cards
In Business Since 2024
Transparent Fees & Pricing
350 Main St #3, Haverhill, MA
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Marked Rentals

Marked Rentals

“Marked Rentals LLC is your trusted partner on the journey to financial empowerment. With a steadfast commitment to transparency, integrity, and personalized service, Marked Rentals LLC dedicated to helping individuals achieve their dreams. Our team o...”
Coupons & Offers
Offers Financing Options
In Business Since 2020
Remote Consultations Available
57 Wingate St, Haverhill, MA
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Randall Bennett & Company

Randall Bennett & Company

(7)
“Randy's great”
In Business Since 1999
76 Merrimack St Suite 20, Haverhill, MA
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Saltbox Financial

Saltbox Financial

(1)
Hourly Planning, Investment Management
“Vera has worked with me for years and is smart, professional and very intuitive which makes a big difference.”
In Business Since 2021
110 Haverhill Rd #307, Amesbury, MA 01913
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Wellth Financial Consulting

Wellth Financial Consulting

Wellth Retirement Plan Services, Tax Preparation Services, Investing & Savings
“Wellth Mission: To provide clients with a high level of stewardship, assistance & financial guidance tailored to their attitudes and goals while offering transparent, affordable cost options. And to provide a range of services that accommodate financ...”
In Business Since 2011
780 Main St, Haverhill, MA
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The Financial Advisors

The Financial Advisors

(2)
Investment Management, Comprehensive Financial Planning, Getting Started
“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.”
In Business Since 1999
Serving Haverhill Area
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Lane Rifkin

Lane Rifkin

(49)
Tax Services, Incorporate Online, Financial Planning
“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
In Business Since 1994
Offers Financing Options
Serving Haverhill Area
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Erock Tax + Financial Planning

Erock Tax + Financial Planning

(41)
Tax Advocacy, Tax Preparation, Checklist of Services
“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.”
In Business Since 2011
Serving Haverhill Area
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Daigle Tax Service

Daigle Tax Service

(4)
“NAMMYOHORENGEKYO Namaste 🙏 …”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2014
Transparent Fees & Pricing
Serving Haverhill Area
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Rhema Financial Services

Rhema Financial Services

(24)
Part-Time CFO Services, Small Business Accounting, Tax Services
“Barbara is excellent and very knowledgeable!”
In Business Since 2019
Serving Haverhill Area
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Miller Consulting and Tax Service

Miller Consulting and Tax Service

(1)
“Very helpful and polite!”
Licensed, BBB Rating: A+
In Business Since 2011
120 Methuen St, Lowell, MA
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Mark Dupont CPA

Mark Dupont CPA

(5)
“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 2011
Serving Haverhill Area
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Bespoke Trusts & Estates

Bespoke Trusts & Estates

(21)
Insurance Planning, Retirement Planning, Estate Planning
“I would (and already have) cheerfully recommended Bespoke Trusts and Estates to friends, and will definitely come back to Dan Hinchey for future estate planning needs should our circumstances require changes.”
Free Initial Consultation
In Business Since 2022
2 Merrimack Street, Haverhill, MA, 01830
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Financial Pathways

Financial Pathways

(1)
Employer & Individual Retirement Plans, Estate Planning, Financial Planning
“John is extremely very knowledgeable, generous with his time!”
Licensed, BBB Rating: A+
In Business Since 2010
Serving Haverhill Area
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R B Needham Advisory Corporation

R B Needham Advisory Corporation

(1)
Financial Planning, Investment Management
“I have recommended Needham investments to many people I know and will be working with them for a long time.”
Licensed, BBB Rating: A+
In Business Since 1989
Serving Haverhill Area
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Caleb Harty, Financial Advisor - Harty Financial

Caleb Harty, Financial Advisor - Harty Financial

(23)
  • Future
  • Phone Call
  • Understanding
“He is not only knowledgeable and professional, but he has great wit and an ability to make you feel comfortable and not overwhelmed when seeking advice and planning.”
Licensed
In Business Since 2017
Serving Haverhill Area
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JAG David & Company Cpas

JAG David & Company Cpas

(18)
Succession Planning, Business Valuation, Tax Planning
“He is very organized and always communicates with me regarding my tax return or any tax changes that may effect me during the year to keep me in the loop.”
In Business Since 2022
Serving Haverhill Area
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Andreasen Financial

Andreasen Financial

(21)
Maximize My Social Security Benefits, What is a Fiduciary?, Life and Retirement Planning
“She helped me grow my business for many years while making wise investment decisions, and I will surely utilize Andreasen Financial as I launch my next venture.”
In Business Since 2015
Serving Haverhill Area
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Nrgtree

Nrgtree

(10)
  • Knowledge
  • Experts
  • Roof
“They were patient with us and answered all of our questions, they allowed us to understand every detail about the solar process and helped us understand all of the savings that came along with solar”
Free Initial Consultation
In Business Since 2015
128 Warren St, Lowell, MA
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Sapphire Wealth Management Co

Sapphire Wealth Management Co

“The recommended savings for a 35-year-old with an annual income of $100,000.”
Licensed, BBB Rating: A+
In Business Since 2011
Average Price Tag
Serving Haverhill Area
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Law Offices of Adam J. Tobin

Law Offices of Adam J. Tobin

(19)
  • Trust
  • Retirement
  • Questions
“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 Haverhill Area
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Saint Armand's Payroll, Bookkeeping & Tax Services

Saint Armand's Payroll, Bookkeeping & Tax Services

(8)
  • Questions
“Positive Responsiveness, Quality, Professionalism, Value”
Licensed, BBB Rating: A+
In Business Since 1989
Serving Haverhill Area
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Retirement Planning and Investment Management Services in Haverhill, MA Cost Estimates

Minimum cost
$1085
Maximum cost
$9215
National Average
$3253
Avg Per Hour Rates
$326
$2169
$5963
Average price range is based on 263 cost profiles
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Average Cost $3253
Minimum cost $1085
Maximum cost $9215
Avg Per Hour Rates $326

Average range $2169 to $5963 is based on 263 cost profiles.

Why these companies made our list

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