Lynn, MA

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Lynn, MA
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Best Financial Advisors in Lynn, MA

The highest-rated Financial Planning & Wealth Management companies out of 111 vetted & reviewed in the Lynn area.

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Nishan Mootafian, Crpc

Nishan Mootafian, Crpc

“Working as a fiduciary to our advisory clients, it is our legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standar...”
In Business Since 2012
95 Lynn St, Peabody, MA
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Lurie Davis Wealth Management

Lurie Davis Wealth Management

Your Smart Money Management, Your Future, Your Written Plans
“At Lurie Davis Wealth Management LLC (LDWM LLC), we are registered investment advisors offering financial planning and investment services in the Boston, Massachusetts, Metro area, New York, and Illinois. Based on the fiduciary responsibility of regi...”
In Business Since 2016
40 Baltimore St, Lynn, MA
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AGS Tax Group

AGS Tax Group

(27)
Internal Controls, New Business Formation, Succession Planning
“He handled our pretty complex business taxes and more for the past 6 years and I'd recommend him for any project related to taxes, accounting or business management.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2008
1007 Chestnut St, Newton, MA
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James P. Moriarty, CPA

James P. Moriarty, CPA

(20)
  • Information
  • Deductions
  • Tax Returns
“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 Lynn Area
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Terranova & Associates CPA

Terranova & Associates CPA

(49)
Business, Individual, Vcfo
“I was interested in finding a CPA that I felt comfortable with not only in personality but who I felt confident that he was up to date with the changing tax codes and current laws.”
Accepts All Major Credit Cards, Check, Paypal
Licensed, BBB Rating: A+
In Business Since 1992
Serving Lynn Area
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Hajiani CPA

Hajiani CPA

(48)
  • Understand
  • Responsive
  • Questions
“It is very difficult to find someone who is willing to file taxes for international people, so I am very grateful that they were able to help me with that.”
Free Initial Consultation
In Business Since 2011
90 Canal St 4th Floor, Boston, MA
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Costello Tax Associates

Costello Tax Associates

(19)
“John has done my taxes for over 20 years.”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2016
311 Highland Ave, Somerville, MA
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Miller CPA

Miller CPA

(48)
  • Accountant
  • Work
  • Team
“When I have questions throughout the year, I reach out to Dave as well as my financial advisor, and the two of them work well together to explain concepts to me in an easy-to-understand format.”
In Business Since 2017
625 Massachusetts Ave, Cambridge, MA
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Stonehearth Capital Management

Stonehearth Capital Management

(50)
  • Financial Planning
  • Expertise
  • Portfolio
“My phone meetings with Jamie (and Jena) are consistently friendly, conversational, deeply informed -- and always include generous and relevant content.”
Accepts All Major Credit Cards
In Business Since 2010
Serving Lynn Area
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Spano Dawicki & Witt

Spano Dawicki & Witt

(36)
Elder Law, Estate Planning, Conservatorship/Guardianship
“My first impression was that they made all of the time I needed to get my questions answered and suggest a potential plan that would work for my elderly mother.”
Accepts Check, All Major Credit Cards, Cash, Debit
Licensed
In Business Since 1999
Serving Lynn Area
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Taxpro House

Taxpro House

(9)
“Everyone there is kind and are always doing their best to help!”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A
In Business Since 2000
119 Ferry St, Malden, MA
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Quality Tax and Business Partners

Quality Tax and Business Partners

(45)
  • Team
  • Small Business
  • Tax Return
“They are very professional, quick turn around and fairly priced compared to other tax companies that I've used, including those other companies that have made mistakes with my taxes.”
Average Price Tag
In Business Since 2014
84 High St, Medford, MA
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Thorn Law Group

Thorn Law Group

(11)
Corporate Executives, Small and Mid-Sized Companies, Banks
“He took time to thoroughly understand my case, offered clear and strategic advice, and was relentlessly dedicated to achieving the best possible outcome.”
Accepts All Major Credit Cards
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2015
10 Post Office Square 8th floor, Boston, MA
Featured

Resolve Your Tax Matters in a Timely Matter– Thorn Law Group offers guidance through the IRS Voluntary Disclosure Program. nnRead Our 2024 IRS Voluntary Disclosure Guide: www.boston-tax-lawyer.com/practices/irs-voluntary-disclosure/irs-voluntary-disclosure-guide/nnRead Managing Partner Kevin E. Thorn’s bio below!nwww.boston-tax-lawyer.com/attorneys/kevin-e-thorn/n nVisit our Boston website Below!nboston-tax-lawyer.comn nCheck out our Google Business Page: maps.app.goo.gl/LeYhJY5s3PnzYbuy6nLike us on Facebook: www.facebook.com/BostonTaxLawyernFind us on X: twitter.com/ThornTaxMA nLike us on Instagram: www.instagram.com/bostontaxlawyer/?next=%2Fn n#BostonTaxAttorney #bostontaxlawyer #CriminalTaxAttorney #bostoncriminaltaxattorney #irsaudittaxinvestigations, #IRSCriminalTaxAudits #CriminalTaxAttorney #bostoncriminaltaxattorney #mainetaxattorney #vermonttaxattorney #newhampshiretaxattorney...

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Concierge Wealth Management

Concierge Wealth Management

(14)
Wealth Management, Life Planning Services, Personal Financial Planning Services
“JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home.”
Licensed, BBB Rating: A+
In Business Since 2010
346 Commercial Street, Boston, MA
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Jacob I Zuber, CPA

Jacob I Zuber, CPA

(1)
Tax Services, Services For Quickbooks, Business Services
“Friendly, easy to work with, generous, and very well-informed and informative.”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2017
1894 Beacon St, Brookline, MA
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Single Point Partners

Single Point Partners

(11)
  • Life
  • Tax
  • Law
“When we were incented to leave our corporate careers, we really needed guidance in how to secure our financial position to live comfortably into our senior years and also protect our son's future as he was still in high school.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2017
277 Dartmouth St, Boston, MA
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Harding Financial and Insurance

Harding Financial and Insurance

(41)
  • Expertise
  • Life Insurance
  • Future
“Kimberly took the time to understand our entire situation, followed up with us in a timely manner and presented a plan that took care of all our needs.”
In Business Since 2009
Serving Lynn Area
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Larosa & Bille

Larosa & Bille

(2)
Financial Projections and Forecasts, Employee Benefits, Pension, and Profit-Sharing Plans, Quickbooks/Quicken Accounting Help and Assistance
“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2002
100 Corporate Pl #203, Peabody, MA
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Artemis Financial Advisors

Artemis Financial Advisors

(1)
Sustainable Investing, Divorce Financial Planning, Wealth Management
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2015
115 Newbury St, Boston, MA
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Timbuktu Capital Management

Timbuktu Capital Management

(3)
Retirement Planning, Consulting, Financial Planning
“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2008
177 Huntington Ave 17th floor, Boston, MA
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Raffol and Company

Raffol and Company

(1)
Internal Controls, IRS Payment Plan, IRS Wage Garnishment
“Absolutely amazing to work with Katie and Kenneth Positive Responsiveness, Professionalism”
Transparent Fees & Pricing
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 2017
Serving Lynn Area
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Brian Flynn Team at Laer Realty Partners

Brian Flynn Team at Laer Realty Partners

(22)
  • Price
  • Loan
  • Questions
“She helped us get a great price on the home we purchased and love in Topsfield and helped took us all over the North Shore and beyond to see many many homes until we found the one we felt was the best fit!”
Offers Financing Options
Emergency Services
In Business Since 2014
Serving Lynn Area
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A&I Financials

A&I Financials

(14)
Controller Services, CFO Services, Accountant Services
“He was extremely knowledgable, friendly, and professional, with the ability to solve any problem that arose related to accounting in a quick and efficient manner.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
Riverview II, 245 First St #1800, Cambridge, MA
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Beyond Your Hammock

Beyond Your Hammock

(22)
  • Decisions
  • Values
  • Future
“We have been through several major life changes since we started working with Eric, and each time, he has patiently answered all of our financial questions and offered counsel to help us make good confident decisions related to our financial future.”
Transparent Fees & Pricing
In Business Since 2013
50 Milk St 16th floor, Boston, MA
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Retirement Planning and Investment Management Services in Lynn, MA Cost Estimates

Minimum cost
$1154
Maximum cost
$9804
National Average
$3461
Avg Per Hour Rates
$347
$2307
$6344
Typical price range is based on 386 cost profiles
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Average Cost $3461
Minimum cost $1154
Maximum cost $9804
Avg Per Hour Rates $347

Typical range $2307 to $6344 is based on 386 cost profiles.

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