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Metro Financial Solutions
“Very professional and knowledgeable !”
Best Financial Advisors in Lawrence, MA
The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Lawrence area.
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James P. Moriarty, CPA
- Deductions
- Tax Returns
“He is knowledgeable and always available and has worked closely with me and my financial advisors to ensure I have the best plan for my finances and taxes.”
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The Financial Advisors
Investment Management, Comprehensive Financial Planning, How we Are Compensated
“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.”
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Terranova & Associates CPA
Individual, Vcfo, Business
“They are extremely diligent and thorough in their work and I feel they have demonstrated through their work that they always have their clients interests as their top priority.”
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Lane Rifkin
Expatriate Tax Services, Incorporate Online, Financial Planning
“I have had Lane Rifkin prepare my taxes for many years and have always been impressed with their friendliness, professionalism and immediate responses to any questions I have had.”
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Stonehearth Capital Management
- Establishing
- Confident
- Portfolio
“They worked with me on establishing retirement savings goals and now are working with me on utilizing my account to fulfill goals, needs and dreams in retirement.”
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Erock Tax + Financial Planning
Tax Advocacy, Tax Preparation, Small Business Tax Preparation
“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.”
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Harding Financial and Insurance
- Questions
- Happy
- Future
“Every person I introduce to Harding Financial is grateful for their generosity, great advice, integrity, and the peace of mind Harding Financial provides.”
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Paolilli, Jarek & der Ananian
Quickbooks Services, Services For Individuals, Tax Services
“He and his firm a truly top notch--incredibly thorough, extremely efficient, and always abreast of all recent tax changes.”
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Larosa & Bille
Entity Selection and Restructuring, IRS Representation, Compilations
“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”
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Turner & Costa
Quickbooks Services, Small Business Accounting, Incorporation Services
“Despite some years having multiple different types of difficult tax documents, she's always prioritized walking me through every step of the way clearly and directly.”
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Daigle Tax Service
“NAMMYOHORENGEKYO Namaste 🙏 …”
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Brian Flynn Team at Laer Realty Partners
- Market
- Negotiate
- Questions
“Sarah, Tatyana & Mike are highly talented agents and work tireless hours assisting new buyers reach their goals and sellers list in a highly competitive market.”
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Reckon Pro Accounting
Services For Quickbooks, Business Services, Industries
“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.”
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Samuel P. Freeman CPA
Buy Quickbooks and Save, Back Taxes Owed, Quickanswers
“It just seemed too complicated with multi-states, married filing jointly with itemized deductions and responding with the states … I am busy with my work and do not have enough knowledge with multi-states tax.”
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Management Alternatives and System Services
Accounting Services, Tax Services
“They took care of my taxes quickly, answered all of my questions promptly, and even offered advice on how to maximize my tax withholdings for future tax years.”
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Rhema Financial Services
Part-Time CFO Services, Small Business Accounting, Payroll
“She answered all of my questions and made it easy for me to file my taxes.”
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Miller Consulting and Tax Service
“Very helpful and polite!”
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Peabody Wealth Advisors
Investment Management, Education Savings Planning, Medicaid Planning
“You need to trust the person handling your investments and financial planning, and Michael has shown us to be the most upfront, honest, and trustworthy person for the 8 years I have known him.”
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Bespoke Trusts & Estates
Insurance Planning, Retirement Planning, Probate Practice
“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.”
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Financially In Tune
Getting Started, Comprehensive Financial Planning and Portfolio Management, Project or Hourly Basis
“Patient and completely competent; my husband and I have all good things to say.”
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Financial Pathways
Employer & Individual Retirement Plans, Estate Planning, Proactive Tax Planning
“John is extremely very knowledgeable, generous with his time!”
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R B Needham Advisory Corporation
Financial Planning, Investment Management
“I have recommended Needham investments to many people I know and will be working with them for a long time.”
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Mark Dupont CPA
“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.”
Retirement Planning and Investment Management Services in Lawrence, MA Cost Estimates
Minimum cost
$1129
Maximum cost
$9594
National Average
$3386
Avg Per Hour Rates
$339
$2258
$6208
Average price range is based on
284 cost profiles
Why these companies made our list
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