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Miller Consulting and Tax Service
“Very helpful and polite!”
Best Financial Advisors in Methuen, MA
The highest-rated Financial Planning & Wealth Management companies out of 127 vetted & reviewed in the Methuen area.
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James P. Moriarty, CPA
- 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.”
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Terranova & Associates CPA
Individual, Vcfo, Business
“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.”
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Lane Rifkin
Incorporate Online, Bookkeeping Services, Financial Planning
“I was certain if I even made a tax appointment that I would die of anticipatory anxiety before the appointment date and that my cats would be left to bear my financial responsibility to the IRS.”
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Stonehearth Capital Management
- Portfolio
- Meeting
- Retirement Planning
“My phone meetings with Jamie (and Jena) are consistently friendly, conversational, deeply informed -- and always include generous and relevant content.”
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Paolilli, Jarek & der Ananian
Quickbooks Services, Services For Individuals, Tax Services
“He and his firm a truly top notch--incredibly thorough, extremely efficient, and always abreast of all recent tax changes.”
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Larosa & Bille
Cash Flow and Budgeting Analysis, Employee Benefits, Pension, and Profit-Sharing Plans, Business Valuation
“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”
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Turner & Costa
Quickbooks Services, Small Business Accounting, Incorporation Services
“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.”
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Champion Financial Strategies & Insurance Solutions
- Concepts
- Man
- Understand
“He genuinely wants to help you plan, summarizes complex details well, and helps you understand exactly why it's a good idea to do one thing over another.”
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Daigle Tax Service
“NAMMYOHORENGEKYO Namaste 🙏 …”
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Brian Flynn Team at Laer Realty Partners
- Questions
- Transaction
- Patient
“Sarah, Tatyana & Mike are highly talented agents and work tireless hours assisting new buyers reach their goals and sellers list in a highly competitive market.”
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Reckon Pro Accounting
Services For Quickbooks, Industries, Business Services
“Best Accounting Firm, very professional and driven, from my own experiences and legal services you're in need of, Reckon Pro Accounting is your to go Firm.”
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Management Alternatives and System Services
Accounting Services, Tax 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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Rhema Financial Services
Part-Time CFO Services, Small Business Accounting, Payroll
“Professional, Reliable, Responsive and a Delight”
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Peabody Wealth Advisors
Investment Management, Medicaid Planning, Education Savings Planning
“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.”
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Financially In Tune
Getting Started, Comprehensive Financial Planning and Portfolio Management, Project or Hourly Basis
“Patient and completely competent; my husband and I have all good things to say.”
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Mark Dupont CPA
“They have always impressed me with their professional attitude, i have recommended many people over the years and they are still having the Dupont team do their taxes and they have all thanked me.”
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Bespoke Trusts & Estates
Insurance Planning, Probate Practice, Retirement Planning
“I would (and already have) cheerfully recommended Bespoke Trusts and Estates to friends, and will definitely come back to Dan Hinchey for future estate planning needs should our circumstances require changes.”
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R B Needham Advisory Corporation
Financial Planning, Investment Management
“I have recommended Needham investments to many people I know and will be working with them for a long time.”
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Financial Pathways
Employer & Individual Retirement Plans, Proactive Tax Planning, Estate Planning
“John is extremely very knowledgeable, generous with his time!”
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Carr Staples & Accardi Cpa's
Quickbooks Services, Business Services, Tax Services
“I also had them start helping me with my bookkeeping and they have done taken that responsibility off my back and freed me up to focus on more important parts of my business.”
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Caleb Harty, Financial Advisor - Harty Financial
- Understanding
- Future
“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.”
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Roberta A. Schreiber
“Atty Roberta Schreiber is truly an amazing Atty, and I would highly recommend her.”
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JAG David & Company Cpas
Tax Planning, Financial Statements, Succession Planning
“He is very organized and always communicates with me regarding my tax return or any tax changes that may effect me during the year to keep me in the loop.”
Retirement Planning and Investment Management Services in Methuen, MA Cost Estimates
Minimum cost
$1028
Maximum cost
$8732
National Average
$3082
Avg Per Hour Rates
$309
$2055
$5651
Average price range is based on
317 cost profiles
Why these companies made our list
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