Best Financial Advisors near Methuen, MA
There are no firms listed in Methuen itself yet; the 13 below are the closest options, from towns including Andover (3, 4 mi), North Andover (3, 6 mi) and Nashua, NH (2, 15 mi).
2 open weekends · all 13 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Lane Rifkin
“Jason has been preparing my taxes for about 5 years and does an outstanding job!”
Champion Financial Strategies & Insurance Solutions
“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.”
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.”
Caleb Harty, Financial Advisor - Harty Financial
“They explain complex financial concepts clearly and provides thoughtful, personalized advice tailored to each client's unique needs and long-term goals.”
Rosatone & Bell
“I have had Rosatone and Bell prepare my corporate and Personal taxes for 15 yrs.”
The 13 firms listed for Methuen, 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: Methuen, MA
The 13 firms on this page are rated from 4.9 to 5.0 across 270 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (90%) and quality (80%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are business services (3), quickbooks services (3), services for individuals (3), tax services (3) and audits - reviews - compilations (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 4 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 13 of the firms on this page; 12 publish a contact page; 12 list a public email and 5 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 Methuen take financial planning bookings online?
5 of the 13 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.
Sapphire Wealth Management Co
Mark S. Zappala, CPA
“They have been handling my tax returns for quite some time now and they always get it done in a timely fashion and at an affordable price.”
Powwow
“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.”
Bluebird Wealth Management
“There are some relationships in life where trust is paramount – the one you have with your spouse, your surgeon, …and your financial adviser.”
Morrissey & Co
Compass Financial
“Michael and his entire team at Compass Financial have always been more than a great help to me offering excellent services all around.”
Jill Peabody CPA
“Jill Peabody is fantastic, easy to talk to, readily available and thourough with her work.”
Why these companies made our list
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