Best Financial Advisors near Lawrence, MA
We have one firm in Lawrence on file, and it is on this list, along with 14 from towns including Andover (3, 2 mi), North Andover (2, 5 mi) and Haverhill (2, 7 mi).
3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
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Stonehearth Capital Management
“He has taken the time necessary to understand our needs, so that we feel we can rely on him to give us thoughtful advice and guidance.”
Caleb Harty, Financial Advisor - Harty Financial
“Through a series of collaborative meetings, financial modeling, and insightful analysis, they ultimately created a personalized wealth management plan that fully aligns with my portfolio, assets, life goals, and retirement priorities.”
James L Hickey CPA
“We feel much more informed, both about taxes and our financial future.”
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Peabody Wealth Advisors
“Yes, he is always knowledgeable and informed on my portfolio, current trends and market expectations and from that information, Mike will make sound recommendations based upon my goals.”
Samuel P. Freeman CPA
“Even though initially contacted for business purposes, it's hard not to also consider him a friend for all he has done for me.”
The 15 firms listed for Lawrence, 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: Lawrence, MA
14 of the 15 firms on this page have a rating, from 4.1 to 5.0 across 242 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (5), succession planning (5), tax preparation (5), audits - reviews - compilations (4) and bank financing (4). 1 shows a license on its website and 7 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 50 years. 4 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 12 list a public email and 3 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.
Do firms listed for Lawrence take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Miller Consulting and Tax Service
R B Needham Advisory Corporation
“They are true professionals -- extremely knowledgeable but, at the same time, able to explain their analysis and recommendations in a way that is easily understood.”
Rosatone & Bell
“We've been customers for well over 20 years.”
Sapphire Wealth Management Co
“Really good people work here and sapphire is a great company, justin was able to help me get everything I need to manage my wealth for my generation and kids”
Compass Financial
“In recent years, Hunter Duarte has been a fantastic resource in helping me and my husband navigate options for managing our financial portfolio.”
Powwow
“To put it simply, Quentara takes all the parts of your life regarding anything that has to do with money, which is pretty much everything, (house, family, college, retirement, and stuff you probably haven't even thought of, etc.”
Mark S. Zappala, CPA
“Mark really worked well with us during our first year as homeowners, no reason to see anyone else, he's great!”
Belanger and Company
“Too many issues to post but they have handled every problem, that wasn't theirs, getting me back 100%.”
Landmark Wealth Advisors
Why these companies made our list
What clients say about firms near Lawrence
- “They handle all of our investments, retirement plans, 529 plans, and life insurance plans and their expertise gives me great comfort with everything they handle for us.” — client of Compass Financial
- “Caleb is the utmost professional and so helpful with financial planning and advice.” — client of Caleb Harty, Financial Advisor - Harty Financial
- “I have utmost confidence in their ability to offer sound investment advice.” — client of Stonehearth Capital Management
Excerpts from public reviews of the firms listed on this page.
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