Rosatone & Bell
“I have had Rosatone and Bell prepare my corporate and Personal taxes for 15 yrs.”
Best Financial Advisors near Haverhill, MA
We have 2 firms in Haverhill on file, and both are on this list, along with 13 from towns including North Andover (4, 8 mi), Andover (4, 9 mi) and Bradford (1, 2 mi).
2 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Wellth Financial Consulting
R B Needham Advisory Corporation
“I have recommended Needham investments to many people I know and will be working with them for a long time.”
Caleb Harty, Financial Advisor - Harty Financial
“It reflects the time and interest he's taken to understand our family, and involve us in the financial instruments in line with our family's goals.”
Sapphire Wealth Management Co
Mark S. Zappala, CPA
“My family has used Mark to file our taxes for over four years now.”
The 15 firms listed for Haverhill, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Haverhill, MA
14 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 80 reviews. 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (3), quickbooks services (3), services for individuals (3), tax services (3) and audits - reviews - compilations (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 3 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Haverhill listed here?
2 of the 15 firms are located in Haverhill. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Powwow
“Our second step was to get all our financial information on one wealth management platform from which Quentara is able to provide sound advice regarding retirement planning and current spending.”
Bluebird Wealth Management
“Keith has been incredibly helpful getting us started on our investment journey.”
Jill Peabody CPA
“Peabody helped me identify areas of Real Estate taxes that I wasn't aware of as an investor.”
Compass Financial
“They have been extremely helpful and the process has been very easy especially for someone who does not have much experience and had a lot of questions.”
Neirg Wealth Management
Travis Terry CPA & Co
“They go above and beyond to make sure the process of tax filing is as painless as possible.”
Northstar Financial Planning
Launch Financial Planning
“Brad & Jasmine at Launch Financial Planning pay close attention to my accounts and have given me guidance and always take the time to answer all my questions.”
Northeast Planning Associates
“You need a thorough financial planner that listens and has your interests at heart, not selling you products that make them money.”
Why these companies made our list
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