Best Financial Advisors in Haverhill

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Argent Wealth Management, LLC logo

Argent Wealth Management, LLC

200 Fifth Ave. 7th Floor, Waltham, MA 02451
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

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Bluebird Wealth Management logo

Bluebird Wealth Management

266 Main St. Suite 19B, Medfield, MA 02052
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  • Retirement Planning

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.

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Boston Partners Financial Group LLC logo

Boston Partners Financial Group LLC

138 River Road, Suite 201, Andover, MA 01810
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Cabot Wealth Management logo

Cabot Wealth Management

216 Essex Street, Salem, MA 01970
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Cohen Investment Advisors logo

Cohen Investment Advisors

75 State Street, Suite 100, Boston, MA 02109
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  • Certified Financial Planner (CFP)

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.

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Compass Financial Services Group Inc. logo

Compass Financial Services Group Inc.

1 Tech Drive, Andover, MA 01810
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  • Estate Planning
  • Retirement Planning
  • Business Formation

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.

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Eaglerock Financial logo

Eaglerock Financial

61 Water Street Suite #2, Newburyport, MA 01950
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  • Certified Financial Planner (CFP)

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.

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Harty Financial logo

Harty Financial

2 Elm Square, Suite 201, Andover, MA 01810
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  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Heritage Financial logo

Heritage Financial

100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
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  • Certified Financial Planner (CFP)

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.

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Innovative Advisory Group logo

Innovative Advisory Group

394 Lowell St, Suite 8, Lexington, MA 02420
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  • Certified Financial Planner (CFP)

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.

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Peabody Wealth Advisors logo

Peabody Wealth Advisors

150A Andover Street Suite 10A, Danvers, MA 01923
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  • Certified Financial Planner (CFP)
  • Insurance Products

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.

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Personal Financial Management Plus Inc. logo

Personal Financial Management Plus Inc.

40 Salem Street Building 2 Suite 9, Lynnfield, MA 01940
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

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Port Wealth Management logo

Port Wealth Management

One Harris Street, Newburyport, MA 01950
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Sherr Financial Associates logo

Sherr Financial Associates

100 Conifer Hill Drive, Suite 409, Danvers, MA 01923
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Stephen Leavitt Financial logo

Stephen Leavitt Financial

1 Merrimac St., Suite 15, Newburyport, MA 01950
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  • Estate Planning
  • Retirement Planning

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.

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The Financial Advisors LLC logo

The Financial Advisors LLC

26 Essex Street, Andover, MA 01810
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  • Certified Financial Planner (CFP)

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.

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Wingate Wealth Advisors logo

Wingate Wealth Advisors

450 Bedford Street, Lexington, MA 02420
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  • Certified Financial Planner (CFP)

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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