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Best Financial Advisors in Haverhill, MA

Our Recommended Top 19

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Haverhill Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

33Reviewed

27Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Haverhill, MA 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Investment Management
  • Retirement Planning
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Haverhill, MA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

61 Water Street Suite #2, Newburyport, MA 01950

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Review Sources

Facebook
4.3 (10)
Google
5.0 (1)

Why choose this provider?

Eaglerock Financial offers comprehensive wealth management services in Haverhill and nearby locations. It focuses on helping small business owners, families, and individuals achieve financial security. The firm creates customized financial plans suited to clients' current situations, future goals, and lifestyles. Its specialists also provide basic tax preparation solutions. In addition, they conduct long-term care, retirement, and college savings planning services. Founder Stu Steinberg has been in the industry for over two decades. He is a CFP and a CPA.

  • Certified Financial Planner (CFP)

1 Merrimac St., Suite 15, Newburyport, MA 01950

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Stephen Leavitt Financial offers a broad range of advisory solutions to clients throughout Haverhill and the nearby areas. This independent wealth management firm has been assisting individuals and families to achieve their financial goals since 1985, providing services such as wealth management; retirement planning, analysis, and forecasting; estate tax minimization and legacy planning, 401(k) rollovers and transfers, and risk management. Principal Stephen M. Leavitt has more than 30 years of experience in financial planning, with a particular emphasis on retirement planning.

  • Estate Planning
  • Retirement Planning

216 Essex Street, Salem, MA 01970
WebsiteLicense: 107327

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Review Sources

Facebook
5.0 (3)
Google
5.0 (2)

Why choose this provider?

Cabot Wealth Management serves the locals in and around the Haverhill area. The firm offers financial advice and investment strategies to help people meet their financial goals. Some of these include alternative investments, risk management and diversification, estate and retirement planning, financial education seminars, and assistance with tax reporting. Greg Stevens, a senior wealth advisor, is a Certified Financial Planner who oversees the clients' transition into retirement by providing cash flow analysis, asset allocation, and tax minimization strategies.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

26 Essex Street, Andover, MA 01810
WebsiteLicense: 146680

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Review Sources

Google
4.0 (4)

Why choose this provider?

The Financial Advisors, LLC, serves Haverhill residents and families. It offers financial and retirement planning, tax planning and preparation, and investment management. Its comprehensive approach to financial planning tackles both current and future factors, such as cash flow, investments, real estate assets, retirement, taxation, and wealth transfer. Founder Richard L. Sumberg has been a financial advisor since 1985. He maintains long-term client relationships, now serving as a financial planner for the children of his old clients. Richard also holds a master's degree in business administration.

  • Certified Financial Planner (CFP)

450 Bedford Street, Lexington, MA 02420
WebsiteLicense: 105012

Expertise.com Rating

Review Sources

Google
4.8 (4)

Why choose this provider?

Wingate Wealth Advisors helps executives, pre-retirees, professionals, and retirees in Haverhill. The firm provides financial planning and wealth management solutions that involve utilizing investment technologies and customized methodology. As an independent firm, it creates investments portfolios and equity compensation packages from a wide variety of options, including performance shares, restricted stocks, and mutual funds. Partner Jeffrey White holds an MBA and CFP, CLU, and CFS designation. He has been in the financial advisory industry for over 30 years.

  • Certified Financial Planner (CFP)

200 Fifth Ave. 7th Floor, Waltham, MA 02451
WebsiteLicense: 2236684

Expertise.com Rating

Review Sources

Google
4.0 (2)

Why choose this provider?

Argent Wealth Management, LLC, is an independent-minded and employee-owned business that serves individuals and families in the Haverhill metro. Its financial advisors use a holistic approach in various asset management disciplines. They create a plan that combines assets with retirement, tax, and estate planning. They offer investment management services that involve building diversified portfolios using traditional and alternative investment strategies to generate superior risk-adjusted returns in every market condition. Founder and chief executive officer David M. Duchesneau holds a financial planner designation.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

1 Tech Drive, Andover, MA 01810
WebsiteLicense: 1269303

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Compass Financial Services Group, Inc., serves individuals and businesses in Haverhill and the neighboring areas. It provides general financial and investment advice and helps clients plan their estate, long-term care, retirement, and business succession. The company also handles matters concerning 529 accounts, annuities, life insurance, and pension and profit-sharing plans. Michael Segreve formed Compass Financial in 2003. He has over three decades of industry experience and holds several designations, including Chartered Financial Consultant and Chartered Advisor Senior Living.

  • Estate Planning
  • Retirement Planning
  • Business Formation

2 Elm Square, Suite 201, Andover, MA 01810
WebsiteLicense: 5873794

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Google
5.0 (19)
Yelp
5.0 (6)

Why choose this provider?

Harty Financial is a wealth advisory company that serves individuals and families in the Haverhill community. It helps clients make wise decisions and achieve their financial goals by providing customized financial planning solutions, such as asset protection, investment management, estate planning, and charitable planning. In addition, the company offers business planning and annuities. Harty Financial is owned and managed by Caleb Harty, a CFP and an Economics degree holder. He was featured in Forbes, Investment News, and Kiplinger.

  • Certified Financial Planner (CFP)
  • Retirement Planning

75 State Street, Suite 100, Boston, MA 02109
WebsiteLicense: 168595

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Why choose this provider?

Cohen Investment Advisors has been serving clients in Haverhill since 2013. It offers a wide range of services, from financial and investment planning to real estate investing. It gives back to the community by supporting charities like the Boys & Girls Club of Manchester. It's led by Daniel Cohen who's been in the industry for more than 25 years now and a former vice president and senior portfolio manager for UBS Financial Services and Morgan Stanley.

  • Certified Financial Planner (CFP)

150A Andover Street Suite 10A, Danvers, MA 01923
WebsiteLicense: 2979543

Expertise.com Rating

Review Sources

Google
4.7 (3)

Why choose this provider?

Peabody Wealth Advisors serves Haverhill and the surrounding communities' professionals and retirees. The firm provides comprehensive financial planning, investment management, and strategies for social security and healthcare planning. There are also workplace financial wellness programs and employer-sponsored retirement plans available. CEO Michael Murray has been in the financial planning industry for over two decades. Peabody Wealth Advisors participates in the Citizens Inn, Chamber for Good, Northeast Arc, and North Shore Community Action Programs to give back to the community.

  • Certified Financial Planner (CFP)
  • Insurance Products

100 Conifer Hill Drive, Suite 409, Danvers, MA 01923
WebsiteLicense: 128589

Expertise.com Rating

Review Sources

Google
4.7 (15)

Why choose this provider?

Sherr Financial Associates is a family-owned and family-operated company that serves clients in Haverhill. It helps individuals achieve their financial objectives through a variety of financial advisory services, such as retirement planning, asset accumulation, risk management, and estate planning. The fiduciary financial advisory firm prefers value investments and small-cap stocks, which have the potential to increase a portfolio’s rate of return over long periods of time. Founder Bob Sherr has more than four decades of experience in the financial services industry.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

394 Lowell St, Suite 8, Lexington, MA 02420

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Innovative Advisory Group is an independent firm that helps individuals and families with wealth management and planning in Haverhill. It offers comprehensive financial planning services, identifying clients' goals and needs while considering their cash flow, assets, and liabilities. Its team builds and manages clients' portfolios, customizing each based on their requirements, managing the risks involved, and incorporating alternative investment vehicles such as real estate, structured settlements, farmland, bullion, and private equity. The firm has been providing goals-based solutions for over a decade.

  • Certified Financial Planner (CFP)

40 Salem Street Building 2 Suite 9, Lynnfield, MA 01940
WebsiteLicense: 1721566

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Why choose this provider?

Personal Financial Management Plus Inc. has been serving individuals and business owners in the Haverhill area since 1985. It offers financial planning solutions for taxes, retirement, estate, money purchasing, and profit-sharing. It assists with investments, including IRAs, brokerage accounts, government securities, bonds, and common stock. The company also provides insurance policies for life, disability, and long-term care. Its president, Richard Biagiotti, has three decades of financial services industry experience. He is a Certified Financial Planner.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

138 River Road, Suite 201, Andover, MA 01810
WebsiteLicense: 23131

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Boston Partners Financial Group LLC caters to individuals, families, and business owners in the Haverhill metro and the surrounding areas. It helps clients stay on track toward achieving their financial goals by offering planning services. It addresses areas of concern such as cash flow, investment, and risk management, education and retirement funding, estate organization, and tax planning. Mark J. Marroni, the firm's president, holds various designations, including the Accredited Investment Fiduciary, Chartered Life Underwriter, and Chartered Financial Consultant.

  • Certified Financial Planner (CFP)
  • Retirement Planning

266 Main St. Suite 19B, Medfield, MA 02052
WebsiteLicense: 293420

Expertise.com Rating

Review Sources

Google
5.0 (7)
Facebook
5.0 (4)

Why choose this provider?

Bluebird Wealth Management is an independent firm serving individuals in Haverhill and nearby areas. It offers financial planning solutions and guides clients in tax planning, retirement planning, and estate and gift planning. Its ongoing portfolio management services involve creating strategies for cash flow and financial protection based on a client's tax situation. Bluebird Wealth Management was founded by Brian Sokolowski, a CFA charter holder and a member of the Boston Security Analysts Society with over 20 years of expertise.

  • Retirement Planning

One Harris Street, Newburyport, MA 01950

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Port Wealth Management guides individuals, families, and businesses in the Haverhill metro and the neighboring communities to plan for their future. It offers retirement planning, asset protection planning, business planning, estate planning, and risk management services. Its team also assists clients in accumulation planning to address their investment and asset allocation needs. Additionally, Port Wealth Management helps clients minimize their federal income tax liability through its tax planning solution. Financial advisor Patrick Fuller is a Chartered Financial Analyst.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
WebsiteLicense: 127268

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Heritage Financial Services is an independent wealth management firm serving Haverhill since 1995. The financial advisors at Heritage work closely with affluent families by coordinating and managing various aspects of their wealth, retirement, and financial security. The team strives to build lifelong relationships with clients and other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives. The professionals review the client's estate plans, work with their accountant to evaluate their taxes, and analyze their insurance coverage, including life, auto, home, and disability insurance.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Haverhill, MA 01752Complimentary Consultation
SmartAdvisor by SmartAsset
Haverhill, MAFree Consultation
Eaglerock Financial
61 Water Street Suite #2, Newburyport, MA 01950
Stephen Leavitt Financial
1 Merrimac St., Suite 15, Newburyport, MA 01950
Cabot Wealth Management
216 Essex Street, Salem, MA 01970
The Financial Advisors LLC
26 Essex Street, Andover, MA 01810
Wingate Wealth Advisors
450 Bedford Street, Lexington, MA 02420
Argent Wealth Management, LLC
200 Fifth Ave. 7th Floor, Waltham, MA 02451
Compass Financial Services Group Inc.
1 Tech Drive, Andover, MA 01810
Harty Financial
2 Elm Square, Suite 201, Andover, MA 01810
Cohen Investment Advisors
75 State Street, Suite 100, Boston, MA 02109
Peabody Wealth Advisors
150A Andover Street Suite 10A, Danvers, MA 01923
Sherr Financial Associates
100 Conifer Hill Drive, Suite 409, Danvers, MA 01923
Innovative Advisory Group
394 Lowell St, Suite 8, Lexington, MA 02420
Personal Financial Management Plus Inc.
40 Salem Street Building 2 Suite 9, Lynnfield, MA 01940
Boston Partners Financial Group LLC
138 River Road, Suite 201, Andover, MA 01810
Bluebird Wealth Management
266 Main St. Suite 19B, Medfield, MA 02052
Port Wealth Management
One Harris Street, Newburyport, MA 01950
Heritage Financial
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should you do when planning for retirement in Haverhill?

    You should consider doing several things when planning for retirement in Haverhill. You should map a post-retirement budget. Determine your income sources, which may include pension, return on investments, and Social Security benefits. You should also keep investing your retirement funds, establish an emergency fund, and asses your current financial standing. Additionally, you must also know what tax liabilities you might face when withdrawing retirement savings.

  • If you are a self-employed parent in Haverhill, what planning tips you must consider for your child's education?

    If you are a self-employed parent in Haverhill, you are encouraged to plan the education of your child due to rising education costs. You can take a Federal Parent PLUS or private loan, set up an educational trust, and acquire a life insurance policy to fund your child's education expenses. You can also use the Roth IRA plan that provides tax-free withdrawals.

  • How can you manage your stock portfolio in Haverhill?

    You should consider your timeline and goals when managing your stock portfolio in Haverhill. You have two options for managing your stock portfolio. First is diversifying your stock picks, where you most likely buy more stocks when your current stocks perform well. However, your stocks might be affected by market downturns. Second, is a well-balanced portfolio. It involves different investment vehicles that help your overall performance steady.

  • What do you expect to pay for permanent life insurance in Haverhill?

    In Haverhill, you should expect to pay three to five times higher permanent life insurance because of the lifetime benefit it provides. The amount you pay depends on your health, gender, age, and the type and amount of coverage you choose. Unlike the term life insurance, permanent insurance provides coverage as long as you pay for your premiums.

  • How can you make sure that your financial advisor in Haverhill does not have any complaints against them?

    You can make sure that your financial advisor in Haverhill does not have any complaints against them by checking their disciplinary records available in state or federal level securities regulators. Information about SEC-registered investment advisors is available on the SEC's Investment Advisory Public Disclosure site and securities broker data can be found on FINRA's BrokerCheck.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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