Best Financial Advisors in Haverhill, MA

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

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
Emergency Services
In Business Since 2020
Coupons & Offers
57 Wingate St. 4th FL #404, Haverhill, MA
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Carr Staples & Accardi Cpa's

Carr Staples & Accardi Cpa's

(1)
Quickbooks Services, Business Services, Services For Individuals
“Amazing Team, Paul is super proactive and helpful!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1994
Offers Financing Options
495 Main St, Haverhill, MA
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Randall Bennett & Company

Randall Bennett & Company

(6)
“Randy is a pleasure to work with and very knowledgeable”
In Business Since 1999
76 Merrimack St Suite 20, Haverhill, MA
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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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Michael J Costello Life Insurance

Michael J Costello Life Insurance

14 Church 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

(30)
  • Small Business
  • Happy
  • 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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
Offers Financing Options
Serving Haverhill Area
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Bookkeeping & Business Services

Bookkeeping & Business Services

(3)
New Business Formation, Strategic Business 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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1981
Offers Financing Options
302 Broadway, Methuen, MA
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Saint Armand's Payroll, Bookkeeping & Tax Services

Saint Armand's Payroll, Bookkeeping & Tax Services

(7)
Services For Quickbooks, Business Services, Services For Individuals
“Him and his staff are great to deal with.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 1991
Transparent Fees & Pricing
Serving Haverhill Area
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Armen G. Derderian, Cpa, M. Tax., Cgma

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

(3)
Tax Services, Business Services, Services For Individuals
“He does a great job, he's an expert in his field and his prices are more than reasonable.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1979
Free Initial Consultation
18 Haymeadow Rd, Methuen MA
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Erock Tax

Erock Tax

(29)
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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Lark Bolduc

Lark Bolduc

(1)
Succession Planning, Business Valuation, 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+
In Business Since 2009
Transparent Fees & Pricing
Serving Haverhill Area
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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+
In Business Since 2016
Transparent Fees & Pricing
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 2013
120 Methuen St, Lowell, MA
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Edward C. David & Company Cpas

Edward C. David & Company Cpas

(1)
Other Management Services, Succession Planning, Individuals
“They're very fair and knowledgeable.”
Licensed, BBB Rating: A+
In Business Since 1989
Accepts All Major Credit Cards
Serving Haverhill Area
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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 2011
Serving Haverhill Area
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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 Haverhill Area
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Law Offices of Adam J. Tobin

Law Offices of Adam J. Tobin

(16)
  • Questions
  • Family
  • Estate Planning
“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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Andreasen Financial

Andreasen Financial

(12)
Maximize My Social Security Benefits, What is a Fiduciary?, Life and Retirement Planning
“I've worked with numerous advisors over the years and they all seemed to just want to sell me stuff and been more interested their own self-interest.”
Offers Financing Options
In Business Since 2015
Serving Haverhill Area
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Financial Pathways

Financial Pathways

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“When you have questions, or your circumstances change you are covered. As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one quarterly fee that covers all our meetings and full access to us at no addi...”
Licensed, BBB Rating: A+
In Business Since 2008
Serving Haverhill Area
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Neirg Wealth Management

Neirg Wealth Management

Construction Industry, Investment Management, Personalized Wealth Management
“This means that our relationship with you is at the center of every aspect of our customized planning process. At NEIRG Wealth Management, we take the time to understand what matters most to you. We will discuss your goals, expectations, risk toleran...”
Licensed, BBB Rating: A+
In Business Since 2000
Accepts All Major Credit Cards
Serving Haverhill Area
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Mark S. Zappala, CPA

Mark S. Zappala, CPA

(5)
Business Services, Services For Individuals, Tax Services
“We've been using Mark's services for a little over a year now.”
Transparent Fees & Pricing
In Business Since 1995
Offers Financing Options
Serving Haverhill Area
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Harty Financial

Harty Financial

(13)
  • Family
“Once I trusted him with the small stuff, I transferred my investment portfolio to his team which resulted in better investments across individual equities and funds, rather than lumping everything into index funds.”
In Business Since 2017
Serving Haverhill Area
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Bluebird Wealth Management

Bluebird Wealth Management

(3)
“Having direct access to my portfolio manager provides the transparency I was looking for.”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
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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