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Best Financial Advisors in Haverhill

2024

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SmartAdvisor by SmartAsset

Haverhill, MA
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Haverhill, MA

Why choose this provider?

Need help contacting a Financial Advisor in Haverhill? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

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.

License Verified:

License: 1721566

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 107327

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 5873794

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)
Yelp
5.0 / 5 (6)

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

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.

License Verified:

License: 1269303

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 146680

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 23131

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

License Verified:

License: 293420

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)
Facebook
5.0 / 5 (4)

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

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
  • Certified Financial Planner (CFP)

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.

License Verified:

License: 127268

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 128589

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 168595

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 105012

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Facebook
4.3 / 5 (10)
Google
5.0 / 5 (1)

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

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

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.

License Verified:

License: 2236684

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

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.

License Verified:

License: 2979543

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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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