Best Financial Advisors near Peabody, MA
We have 3 firms in Peabody on file, and all of them are on this list, along with 12 from towns including Boston (5, 16 mi), Danvers (3, 2 mi) and Medford (1, 10 mi).
4 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 28, 2026
Freedman Financial
Rizzo & Restuccia
“We have used them for our tax preparation 14 years now, and will continue.”
Terranova & Associates CPA
“First year working with the team, excellent job, easy communication and the whole process was done very quickly.”
Munroe Morrow Wealth Management
“I am about to retire very comfortably, thanks to his knowledge and expertise.”
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Concierge Wealth Management
“Over the years, he has helped us make informed financial decisions and has always been available to answer questions or provide guidance whenever needed.”
The 15 firms listed for Peabody, 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: Peabody, MA
14 of the 15 firms on this page have a rating, from 4.1 to 5.0 across 755 reviews; 5 have 50 or more reviews and 12 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "understanding", "expertise" and "knowledge". 4 are open on Saturdays and 3 on Sundays. 1 shows a license on its website and 6 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 55 years. 1 offers payment plans and 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 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.
Why are financial advisers outside Peabody listed here?
3 of the 15 firms are located in Peabody. 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.
Hajiani CPA
“From start to finish the communication, support and thorough review of all information exceeded my expectations.”
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Stonehearth Capital Management
“They have come to know our family's financial picture and provide advice tailored to us in a very friendly and caring way.”
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Quality Tax and Business Partners
“We have used them for several years and have always been very pleased.”
Beyond Your Hammock
“He is a great listener and we always feel like he is genuinely concerned about our financial goals.”
Harding Financial and Insurance
“He has both advised and recommended changes as well as confirmed that the strategies we have previously used will serve us well in the future.”
Caleb Harty, Financial Advisor - Harty Financial
“I've been working with Caleb Harty since 2020 and have always appreciated his professionalism, transparency, and sound financial advice.”
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.”
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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.”
Samuel P. Freeman CPA
“I fired the previous CPA and Sam took over the tasks with ease and did great jobs in a short notice and solved all the problems in time for me.”
Why these companies made our list
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