Best Financial Advisors near Lowell, MA
We have 2 firms in Lowell on file, and both are on this list, along with 13 from towns including Andover (3, 7 mi), Westford (2, 7 mi) and North Andover (2, 11 mi).
1 open weekends · 12 rated 4.5+ · 2 show a license
Data verified October 21, 2026
21 George Investors
Heritage Financial Network
Commonwealth Financial Network
Turner & Costa
“Every phone call is met with friendly, helpful service, and my emails are always answered promptly and professionally.”
Harding Financial and Insurance
“She has kept us on track with the recommendations she has made which have been aimed at helping us achieve the things that are important to us.”
The 15 firms listed for Lowell, 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: Lowell, MA
12 of the 15 firms on this page have a rating, from 4.8 to 5.0 across 247 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are investment management (3), estate planning (2), financial planning (2) and small business accounting (2). 2 show a license on their websites and 6 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 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.
Why are financial advisers outside Lowell listed here?
2 of the 15 firms are located in Lowell. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Caleb Harty, Financial Advisor - Harty Financial
“I highly recommend Caleb and the team at Harty Financial to anyone looking for trustworthy, knowledgeable guidance—especially families planning for the future of a loved one with special needs.”
Champion Financial Strategies & Insurance Solutions
“Mike brings a wealth of knowledge and a breadth of education not typically found in the traditional financial advisor, and his clients are rewarded in dividends.”
James L Hickey CPA
“We feel much more informed, both about taxes and our financial future.”
Management Alternatives and System 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.”
R B Needham Advisory Corporation
“I have recommended Needham investments to many people I know and will be working with them for a long time.”
Compass Financial
“I have nothing bad to say about this Company, Michael, and his son's and his coworkers are A great pleasure to Deal with.”
Sapphire Wealth Management Co
“Doug and Cheryl always make themselves available.”
Cornerstone Financial Management
“They also take the time to be aware of clients lives non-investment circumstances and craft their personal investment strategy taking that into account.”
Powwow
“She gave me sound personal and financial advice regarding what I needed to make this move and what it would cost me to maintain this residence.”
Why these companies made our list
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