Best Financial Advisors near Lynn, MA
We have one firm in Lynn on file, and it is on this list, along with 14 from towns including Boston (6, 13 mi), Danvers (3, 6 mi) and Medford (2, 8 mi).
4 open weekends · 12 rated 4.5+
Data verified October 21, 2026
Lurie Davis Wealth Management
Terranova & Associates CPA
“They got a great return for my husband and myself, as well as help file my husbands 2021 taxes when we learned our previous accountant never did.”
Hajiani CPA
“We give them high praise for their thoughtful, complete and reassuring approach to the anxiety ridden process of tax preparation.”
Stonehearth Capital Management
“DAVID and the whole staff are awesome great experience every time we deal with them.”
Quality Tax and Business Partners
“Could not be happier and highly recommend her services to everyone looking for quality help preparing tax returns.”
The 15 firms listed for Lynn, 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: Lynn, MA
13 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 513 reviews; 4 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (77%). The topics that come up most in reviews of the firms on this page are "expertise", "knowledge" and "understanding". 4 are open on Saturdays and 2 on Sundays. 7 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 13 list a public email and 4 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 Lynn take financial planning bookings online?
4 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.
Concierge Wealth Management
“As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her future.”
Harding Financial and Insurance
“I trust Kim and I'm confident that her planning is customized to my needs and my long-term financial health.”
Beyond Your Hammock
“He has guided us in clarifying our values and goals and helped us create an organized financial plan to help us achieve those goals.”
Loring Wolcott & Coolidge
“While both innovators — in fields such as socially responsible investing — they never lose sight of the tried and true successful investing strategies that will produce the best long-term financial returns for their clients over the long term.”
Munroe Morrow Wealth Management
“I could not be more impressed- with his depth of knowledge, thoughtful questions, active listening, and customer-first approach.”
Cambridge Associates
Peabody Wealth Advisors
“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.”
Heritage Wealth Management
Summit Financial Partners
“Gerry did our wills and is an awesome member of the crew.”
Why these companies made our list
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