Best Financial Advisors in Lawrence, MA

The highest-rated Financial Planning & Wealth Management companies out of 147 vetted & reviewed in the Lawrence area.

Metro Financial Solutions

Metro Financial Solutions

(1)
“Very professional and knowledgeable !”
10 Pemberton Way, Lawrence, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Deductions
  • Tax Returns
  • Email
“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.”
Free Initial Consultation
In Business Since 2021
Serving Lawrence Area
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The Financial Advisors

The Financial Advisors

(2)
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.”
In Business Since 1999
Serving Lawrence Area
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Terranova & Associates CPA

Terranova & Associates CPA

(49)
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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check, Paypal
In Business Since 1992
Serving Lawrence Area
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Lane Rifkin

Lane Rifkin

(49)
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.”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1994
Serving Lawrence Area
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Stonehearth Capital Management

Stonehearth Capital Management

(50)
  • 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.”
Accepts All Major Credit Cards
In Business Since 2010
Serving Lawrence Area
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Erock Tax + Financial Planning

Erock Tax + Financial Planning

(41)
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.”
In Business Since 2011
Serving Lawrence Area
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Harding Financial and Insurance

Harding Financial and Insurance

(41)
  • 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.”
In Business Since 2009
Serving Lawrence Area
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Paolilli, Jarek & der Ananian

Paolilli, Jarek & der Ananian

(1)
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.”
Offers Financing Options
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
Serving Lawrence Area
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Larosa & Bille

Larosa & Bille

(2)
Entity Selection and Restructuring, IRS Representation, Compilations
“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2000
100 Corporate Pl #203, Peabody, MA
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Turner & Costa

Turner & Costa

(40)
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.”
In Business Since 2005
Serving Lawrence Area
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Daigle Tax Service

Daigle Tax Service

(4)
“NAMMYOHORENGEKYO Namaste 🙏 …”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2014
Serving Lawrence Area
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Brian Flynn Team at Laer Realty Partners

Brian Flynn Team at Laer Realty Partners

(22)
  • 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.”
Emergency Services
Offers Financing Options
In Business Since 2014
Serving Lawrence Area
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Reckon Pro Accounting

Reckon Pro Accounting

(12)
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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2020
76 Merrimack St Suite 8B, Haverhill, MA
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Samuel P. Freeman CPA

Samuel P. Freeman CPA

(7)
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.”
Remote Consultations Available
Accepts Cash, Check
Offers Financing Options
Transparent Fees & Pricing
Serving Lawrence Area
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Management Alternatives and System Services

Management Alternatives and System Services

(4)
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.”
Licensed, BBB Accredited
Accepts All Major Credit Cards
In Business Since 1986
Serving Lawrence Area
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Rhema Financial Services

Rhema Financial Services

(24)
Part-Time CFO Services, Small Business Accounting, Payroll
“She answered all of my questions and made it easy for me to file my taxes.”
In Business Since 2019
Serving Lawrence 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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Peabody Wealth Advisors

Peabody Wealth Advisors

(2)
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.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2017
Serving Lawrence Area
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Bespoke Trusts & Estates

Bespoke Trusts & Estates

(21)
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.”
Free Initial Consultation
In Business Since 2022
Serving Lawrence Area
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Financially In Tune

Financially In Tune

(1)
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.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2017
Serving Lawrence Area
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Financial Pathways

Financial Pathways

(1)
Employer & Individual Retirement Plans, Estate Planning, Proactive Tax Planning
“John is extremely very knowledgeable, generous with his time!”
Licensed, BBB Rating: A+
In Business Since 2010
Serving Lawrence Area
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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 Lawrence 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 2011
Serving Lawrence Area
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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
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Average Cost $3386
Minimum cost $1129
Maximum cost $9594
Avg Per Hour Rates $339

Average range $2258 to $6208 is based on 284 cost profiles.

Why these companies made our list

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