Lawrence, MA

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Lawrence, MA
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Best Financial Advisors near Lawrence, MA

We have one firm in Lawrence on file, and it is on this list, along with 23 from towns including Danvers (3, 14 mi), Woburn (3, 15 mi) and Westford (3, 16 mi).

3 open weekends · 22 rated 4.5+ · 1 shows a license

Data verified October 21, 2026

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Metro Financial Solutions

Metro Financial Solutions

(1)
“Very professional and knowledgeable !”
10 Pemberton Way, Lawrence, MA
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Terranova & Associates CPA

Terranova & Associates CPA

(49)
  • Efficient
  • Payroll
  • Financial
“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.”
BBB Accredited
Accepts All Major Credit Cards, Check, Paypal
In Business Since 1991
Danvers, MA · 14 mi from Lawrence
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Lane Rifkin

Lane Rifkin

(49)
  • Efficient
  • Small Business
  • Communication
“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 1995
Derry, NH · 15 mi from Lawrence
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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 2007
Danvers, MA · 14 mi from Lawrence
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Erock Tax + Financial Planning

Erock Tax + Financial Planning

(41)
  • Talk
  • Laws
  • 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.”
In Business Since 2011
Newburyport, MA · 17 mi from Lawrence
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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
Burlington, MA · 15 mi from Lawrence
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The 24 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

23 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 712 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (85%) and quality (77%). The topics that come up most in reviews of the firms on this page are "efficient", "communication" and "expertise". 3 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), quickbooks services (4), small business accounting (4), succession planning (4) and tax planning (4). 1 shows a license on its website and 11 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 40 years. 4 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 17 list a public email and 5 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 any financial advisers listed for Lawrence offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Turner & Costa

Turner & Costa

(40)
  • Pay
  • Communication
  • Documents
“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 2002
Westford, MA · 16 mi from Lawrence
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Samuel P. Freeman CPA

Samuel P. Freeman CPA

(7)
  • Priced
“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
Woburn, MA · 15 mi from Lawrence
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Management Alternatives and System Services

Management Alternatives and System Services

(4)
“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.”
BBB Accredited
Accepts All Major Credit Cards
In Business Since 1986
Westford, MA · 16 mi from Lawrence
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Miller Consulting and Tax Service

Miller Consulting and Tax Service

(1)
“Very helpful and polite!”
BBB Rating: A+
In Business Since 2010
Lowell, MA · 9 mi from Lawrence
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Peabody Wealth Advisors

Peabody Wealth Advisors

(2)
“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.”
BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2014
Danvers, MA · 14 mi from Lawrence
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Financially In Tune

Financially In Tune

(1)
“Patient and completely competent; my husband and I have all good things to say.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2015
Stoneham, MA · 13 mi from Lawrence
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R B Needham Advisory Corporation

R B Needham Advisory Corporation

(1)
“I have recommended Needham investments to many people I know and will be working with them for a long time.”
BBB Rating: A+
In Business Since 1988
North Andover, MA · 5 mi from Lawrence
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Caleb Harty, Financial Advisor - Harty Financial

Caleb Harty, Financial Advisor - Harty Financial

(23)
  • Children
  • Team
  • Understanding
“He is not only knowledgeable and professional, but he has great wit and an ability to make you feel comfortable and not overwhelmed when seeking advice and planning.”
Licensed
In Business Since 2017
Andover, MA · 2 mi from Lawrence
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Rosatone & Bell

Rosatone & Bell

(4)
“Wonderful people.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2023
Haverhill, MA · 7 mi from Lawrence
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Sechrest & Bloom

Sechrest & Bloom

(1)
“Jarod & Jen are extremely knowledgeable and stay on top of every new tax law and change that occurs.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2007
Acton, MA · 20 mi from Lawrence
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Sapphire Wealth Management Co

Sapphire Wealth Management Co

BBB Rating: A+
Average Price Tag
In Business Since 2009
Andover, MA · 2 mi from Lawrence
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Total Financial Freedom

Total Financial Freedom

(30)
  • Questions
  • Pay
  • Credit Score
“I had been struggling getting caught up and they have been by my side assisting with this and I would recommend their services to anyone who needs help.”
Woburn, MA · 15 mi from Lawrence
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Mark S. Zappala, CPA

Mark S. Zappala, CPA

(8)
  • Accountant
“Quick, efficient, and friendly.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1996
Bradford, MA · 5 mi from Lawrence
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Powwow

Powwow

(3)
  • Goals
  • Sound
  • Information
“Our second step was to get all our financial information on one wealth management platform from which Quentara is able to provide sound advice regarding retirement planning and current spending.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
North Andover, MA · 5 mi from Lawrence
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Landmark Wealth Advisors

Landmark Wealth Advisors

Family Business
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2012
Woburn, MA · 15 mi from Lawrence
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Bluebird Wealth Management

Bluebird Wealth Management

(5)
“Keith has been incredibly helpful getting us started on our investment journey.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
West Newbury, MA · 14 mi from Lawrence
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Hoyt Wealth Management

Hoyt Wealth Management

(5)
“He listens to what you are saying and spends his time trying to get you the best information for what you need, rather than trying to sell you something.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2020
Westford, MA · 16 mi from Lawrence
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Compass Point Retirement Planning

Compass Point Retirement Planning

(1)
“I have been with Compass Point for 17 years and am very pleased with what I have accomplished with them financially.”
BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1999
Wakefield, MA · 14 mi from Lawrence
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HomeWealth Management AdvisorsMassachusettsLawrence, MA

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.

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