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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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TBS Tax Services

TBS Tax Services

(48)
Individual Solutions, Business Solutions, Tax Solutions
“But Mauro and the TBS team didn't just stop at answering questions - they went above and beyond to make sure I felt supported and confident in their expert care.”
Family Business
Licensed, BBB Rating: A+
In Business Since 2009
Accepts All Major Credit Cards
Serving Haverhill Area
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McConnell Rothman & Co.

McConnell Rothman & Co.

(50)
Business Services, Accounting, Tax Services
“He continues to make filing taxes easy for us even as our taxes get more and more complex and he always has tips and advice to save us more money every year.”
Licensed, BBB Rating: A+
In Business Since 1998
Serving Haverhill Area
i
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Dennis & Associates, Cpa's

Dennis & Associates, Cpa's

(28)
“I don't always get answers to the questions I have about my taxes, and I probably should have more guidance on managing my assets to minimize taxes, but have not directly asked for their help.”
Family Business
Licensed, BBB Rating: A+
In Business Since 1999
Accepts All Major Credit Cards
176 Granite St, Quincy, MA
i
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Hajiani CPA

Hajiani CPA

(48)
  • Personal Financial
  • Responsive
  • Questions
“I am self-employed and taxes used to feel like a very stressful thing, however ever since working with Al and his team they seem to be much easier to manage.”
Free Initial Consultation
In Business Since 2015
90 Canal St 4th Floor, Boston, MA
i
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Costello Tax Associates

Costello Tax Associates

(19)
“He is very knowledgeable and provided a good solution for our tax trouble.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2016
Free Initial Consultation
311 Highland Ave, Somerville, MA
i
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EMJ Financial Services

EMJ Financial Services

(26)
Additional Services, Bankruptcy Options That Work, Payroll Tax Protection
“- customer service has been amazing (nice mixture of the reality of your financial situation combined with actionable steps on how to remedy when needed)”
Licensed, BBB Rating: A+
In Business Since 2012
775 Pleasant St STE 3, Weymouth, MA
i
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Miller CPA

Miller CPA

(48)
  • State
  • Work
  • Team
“This is my second year working on my taxes with David, and he is always easy to work with, professional, and explains everything I have questions about.”
In Business Since 2017
625 Massachusetts Ave, Cambridge, MA
i
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Kelly Financial Services

Kelly Financial Services

(48)
  • Funds
  • Goals
  • Accounts
“It's easy to do business with Kelly and I've been very happy with the results (especially in this financial climate) and the continued professional service”
In Business Since 2003
10 Forbes Rd #130, Braintree, MA
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Spano Dawicki & Witt

Spano Dawicki & Witt

(36)
Estate Planning, Conservatorship/Guardianship, Asset Protection
“Stephen Spano handled my mother-in-law's legal needs years ago, so when it was time for us to make sure our "affairs were in order", we didn't hesitate to go in the same direction.”
Licensed
In Business Since 2001
Accepts Check, All Major Credit Cards, Cash, Debit
Serving Haverhill Area
i
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Quality Tax and Business Partners

Quality Tax and Business Partners

(45)
  • Office
  • Small Business
  • Tax Return
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
Average Price Tag
In Business Since 2014
84 High St, Medford, MA
i
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Taxpro House

Taxpro House

(9)
“The best!!!”
Transparent Fees & Pricing
Licensed, BBB Rating: A
In Business Since 2004
Offers Financing Options
119 Ferry St, Malden, MA
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Thorn Law Group

Thorn Law Group

(11)
Small and Mid-Sized Companies, Banks, High-Net-Worth Individuals
“That being said, my family and I have hired several tax attorneys over the years for difficult matters but none has been as knowledgeable and as effective as Mr.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2019
Accepts All Major Credit Cards
10 Post Office Square 8th floor, Boston, MA
i
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AGS Tax Group

AGS Tax Group

(27)
Bank Financing, Reviews - Compilations, Services For Individuals
“The accountants demonstrated a high level of competence, carefully reviewing all documents I provided and offering detailed information at each stage of the filing process.”
Transparent Fees & Pricing
In Business Since 2008
Offers Financing Options
1007 Chestnut St, Newton, MA
i
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Concierge Wealth Management

Concierge Wealth Management

(14)
Life Planning Services, Personal Financial Planning Services, Financial Planning Process
“As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future.”
Licensed, BBB Rating: A+
In Business Since 2010
346 Commercial Street, Boston, MA
i
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Jacob I Zuber, CPA

Jacob I Zuber, CPA

(1)
Services For Quickbooks, Business Services, Services For Individuals
“Friendly, easy to work with, generous, and very well-informed and informative.”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2019
Free Initial Consultation
1894 Beacon St, Brookline, MA
i
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Single Point Partners

Single Point Partners

(11)
  • Tax
  • Law
  • Team
“Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals.”
Licensed, BBB Rating: A+
In Business Since 2019
Transparent Fees & Pricing
277 Dartmouth St, Boston, MA
i
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D J Gustafson & Co

D J Gustafson & Co

(2)
Services For Quickbooks, Business Services, Services For Individuals
“Best CPA on the South Shore!”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2004
Offers Financing Options
775 Pleasant St STE 5, Weymouth, MA
i
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Heritage Financial Services

Heritage Financial Services

(39)
  • Goals
  • Financial Advisor
  • Portfolio
“After trying several financial service offices over a period of 4-5 years, we joined Heritage about 12 years ago because none of the others provided the service we needed.”
In Business Since 2004
Serving Haverhill Area
i
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James Curtin CPA

James Curtin CPA

(1)
Industries, Business Services, Services For Individuals
“Positive Responsiveness, Quality, Professionalism, Value”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2013
Free Initial Consultation
Serving Haverhill Area
i
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Harding Financial and Insurance

Harding Financial and Insurance

(41)
  • Understand
  • Life Insurance
  • Future
“A year ago I lost my job, had a death in the family and was being pressured by financial company's to as to whether to take cash balance or collect a pension.”
In Business Since 2009
Serving Haverhill Area
i
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Larosa & Bille

Larosa & Bille

(2)
Bookkeeping/Write-up, Litigation Support and Forensic Accounting, Compilations
“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2004
Accepts All Major Credit Cards
100 Corporate Pl #203, Peabody, MA
i
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Artemis Financial Advisors

Artemis Financial Advisors

(1)
Divorce Financial Planning, Wealth Management, Financial Planning
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
Licensed, BBB Rating: A+
In Business Since 2017
Transparent Fees & Pricing
115 Newbury St, Boston, MA
i
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Timbuktu Capital Management

Timbuktu Capital Management

(3)
Consulting, Financial Planning, Investment Management
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
Licensed, BBB Rating: A+
In Business Since 2012
Accepts All Major Credit Cards
177 Huntington Ave 17th floor, Boston, MA
i
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Raffol and Company

Raffol and Company

(1)
IRS Liens, Offer In Compromise, Business Valuation
“Absolutely amazing to work with Katie and Kenneth Positive Responsiveness, Professionalism”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2021
Transparent Fees & Pricing
Serving Haverhill Area
i

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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