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Miller Consulting and Tax Service
“Very helpful and polite!”
Best Financial Advisors near Lowell, MA
We have 2 firms in Lowell on file, and both are on this list, along with 22 from towns including Woburn (3, 14 mi), Westford (2, 7 mi) and Andover (2, 8 mi).
2 open 24/7 · 5 open weekends · 19 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Innovative Advisory Group
“Service is amazing and secured my future”
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21 George Investors
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Heritage Financial Network
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Whitman Financial Services
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Commonwealth Financial Network
The 24 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
20 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 288 reviews; 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (89%) and quality (81%). 2 are open around the clock; 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (5), financial planning (4), small business accounting (4), tax planning (4) and audits - reviews - compilations (3). 2 show a license on their websites and 8 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer urgent consultations; 3 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 17 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 24 firms are located in Lowell. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Harding Financial and Insurance
- Life Insurance
- Expertise
- Happy
“It has been very helpful to engage a professional who is familiar with, and experienced in, a broader application of the financial world than we can realistically be.”
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Turner & Costa
- Fees
- Tax Preparer
- Documents
“When it comes to taxes though I'm completely lost but I do know that being married, having a mortgage and new various sources of income affects how my taxes are performed.”
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Champion Financial Strategies & Insurance Solutions
- Future
- Man
- Concepts
“Michael's knowledge is expansive and his ability to relate that info is down to earth and helps someone like myself understand what I consider a tough topic.”
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Oliver Capital Management
- Knowledge
- Future
- Attention
“I feel as though he treats me with the same attention and professionalism he would any other client and I have never experienced care like that before.”
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Samuel P. Freeman CPA
- 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.”
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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.”
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Summit Financial Partners
- Plan
- Retirement
- Team
“My husband and I met Ryan (and Ed, Jerry) at one of those free "postcard" dinners with truly NO intention of becoming clients, but we were so impressed with Ryan and the SFP organization that we decided to take the next step.”
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Financially In Tune
“Patient and completely competent; my husband and I have all good things to say.”
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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.”
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Caleb Harty, Financial Advisor - Harty Financial
- Phone Call
- Goals
- Team
“He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.”
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Rosatone & Bell
“Great & professional”
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Sechrest & Bloom
“Jarod & Jen are extremely knowledgeable and stay on top of every new tax law and change that occurs.”
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Sapphire Wealth Management Co
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Bickling Financial Services
“I enlisted Bickling to look me over got a complete review that included wills, medical proxies, savings, investments, and spending.”
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Total Financial Freedom
- Price
- Credit Score
- Questions
“Incredible service, personal and genuinely care about helping me resolve my financial needs, and attain a level of financial freedom that I thought would take much longer.”
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Mark S. Zappala, CPA
- Accountant
“I was very pleased with my appointment for my taxes.”
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Powwow
- Information
- Goals
- Retirement
“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.”
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William J Shea CPA
“Bill and his team went above and beyond to help me with a difficult tax preparation.”
Retirement Planning and Investment Management Services in Lowell, MA Cost Estimates
Minimum cost
$1176
Maximum cost
$9992
National Average
$3527
Avg Per Hour Rates
$353
$2351
$6465
Typical price range is based on 505 cost profiles
Why these companies made our list
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