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Best Financial Advisors near Peabody, MA
We have 3 firms in Peabody on file, and all of them are on this list, along with 21 from towns including Boston (11, 16 mi), Danvers (3, 2 mi) and Medford (2, 10 mi).
5 open weekends · 19 rated 4.5+
Data verified October 21, 2026
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Rizzo & Restuccia
“We have used them for our tax preparation 14 years now, and will continue.”
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Nishan Mootafian, Crpc
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Terranova & Associates CPA
- Financial
- Knowledge
- Mortgage
“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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Hajiani CPA
- Questions
- Tax Returns
- Responsive
“With valuable insight into best practices, accounting methods and PPP loan application processes, my stress levels as a sole proprietor - navigating both taxes and a pandemic - has been greatly reduced.”
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Stonehearth Capital Management
- Portfolio
- Meeting
- Expertise
“After a long and exhaustive search for a dedicated financial planning team we are very happy we made the decision to work with Joe, Jaimie and the rest of the professionals at Stonehearth.”
The 24 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
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 570 reviews; 4 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (90%) and quality (76%). The topics that come up most in reviews of the firms on this page are "knowledge", "expertise" and "trust". 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), consulting (2), investment management (2), tax planning (2) and wealth management (2). 14 have a BBB rating of A or A+. 23 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 24 of the firms on this page; 22 publish a contact page; 22 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 24 firms are located in Peabody. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Quality Tax and Business Partners
- Tax Return
- Financial
- Small Business
“If I showed up without some important information, she never made me feel bad about it, and was very accommodating about scheduling a time for me to bring the missing documents.”
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Concierge Wealth Management
- Choice
- Goals
- Savings
“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.”
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Single Point Partners
- Tax
- Communication
- Management
“Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals.”
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Harding Financial and Insurance
- Future
- Goals
- Life Insurance
“.never once failed to answer our questions, manage our portfolio with perfection and success and on top of their expertise, they are friendly, warm, including their staff”
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Artemis Financial Advisors
“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”
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Timbuktu Capital Management
“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.”
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Beyond Your Hammock
- Future
- Understanding
- Values
“They have been instrumental in all things financial planning and have helped us map out how to achieve the many goals we have set for our family, from purchasing a home, to renovating it, to planning for kids and retirement.”
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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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Lightship Wealth Strategies
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Samuel P. Freeman CPA
- Priced
“It just seemed too complicated with multi-states, married filing jointly with itemized deductions and responding with the states … I am busy with my work and do not have enough knowledge with multi-states tax.”
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Munroe Morrow Wealth Management
- Questions
- Team
- IRA
“Greg's suggestions saved me about $10,000 in taxes this year, utilizing a different retirement account that my own accountant of 10+ years had never mentioned or suggested”
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SCS Financial
“Boston Private saving, best place for saving”
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Cambridge Associates
“I recently received a group of volunteers from Cambridge associates who helped me on my farm in Concord.”
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Claro Advisors
- Market
- Goals
- Portfolio
“Patrick Mc Namara has managed with extraordinary attention to detail, smart forward looking investments and excellent communication yielding exceptional returns, diversity and growth for my portfolio.”
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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.”
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Summit Financial Partners
- Retirement
- Team
- Plan
“Great Company, extremely happy with the services, flexibility, great portfolio recommendation, focus on protecting your retirement dollars earned over the years and they treat everyone like family.”
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Heritage Wealth Management
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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.”
Retirement Planning and Investment Management Services in Peabody, MA Cost Estimates
Minimum cost
$1039
Maximum cost
$8824
National Average
$3115
Avg Per Hour Rates
$312
$2077
$5710
Fair price range is based on 293 cost profiles
Why these companies made our list
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