Haverhill, MA

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Haverhill, MA
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Best Financial Advisors in Haverhill, MA

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

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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

(2)
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 1994
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

“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,...”
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 Building C, Suite 384, 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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Michael J Costello Life Insurance

Michael J Costello Life Insurance

14 Church St, Haverhill, MA
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Lane Rifkin

Lane Rifkin

(50)
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.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 1992
Offers Financing Options
Serving Haverhill Area
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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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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.”
Licensed, BBB Rating: A+
In Business Since 1990
Accepts All Major Credit Cards
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 1979
Offers Financing Options
302 Broadway, Methuen, MA
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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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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

(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

(25)
Part-Time CFO Services, Small Business Accounting, Tax Services
“Friendly staff and very knowledgeable in Taxes.”
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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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
Featured

It’s important to align your savings strategy with the latest changes to retirement contribution limits. Here's an overview of what you need to know for 2024:nn📈 For 401(k), 403(b), 457 Plans & Thrift Savings Plan:n- New Contribution Limit: $23,000 (up from $22,500 last year)n- 50+ Age Catch-Up: Still at $7,500, making the max contribution $30,500nn💰 For Traditional & Roth IRAs:n- Increased Contribution Limit: Now $7,000 (previously $6,500)n- 50+ Additional Catch-Up: Remains $1,000, totaling max of $8,000nn🔍 Roth IRA Income Phase-Out Range:n- Single Filers/Heads of Household: Between $146,000 and $161,000n- Married Filing Jointly: Between $230,000 and $240,000nnIf you're unsure about how these changes impact you, we’re here to help. Reach out anytime for guidance on your 2024 retirement savings strategy!

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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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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 2008
Serving Haverhill Area
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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 2013
Serving Haverhill Area
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Erock Tax + Financial Planning

Erock Tax + Financial Planning

(42)
  • Honesty
  • Educated
  • Questions
“I was in search for a great CPA / Financial Advisor to help me sort through my complicated tax situation with having both self-employed and W-2 income.”
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)
  • Team
  • Solar
  • Company
“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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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.

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