Laurels

Best Financial Advisors in Lawrence
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 32 24 14

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Clark Asset Management

  • Retirement Planning
  • Certified Financial Planner (CFP)

Clark Asset Management provides its services to pre-retirement and retired clients around Lawrence. It helps them establish and maintain a portfolio that incorporates growth tactics for a balanced investment strategy. It also assists in maximizing Social Security benefits, reducing tax liability, protecting retirement income, and managing withdrawals. CEO Bradley Clark is a CFP and RICP and a former partner at Oliver Wyman Consulting. He is also the former CEO of Clark Consulting and InvestorGen, LLC.

300 Brickstone Square, Suite 201
Andover, MA 01810

Website

Connolly Financial Advisors Inc.

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Connolly Financial Advisors, Inc., is a wealth management and financial services company that serves clients in Lawrence and the surrounding areas. It offers complete financial and wealth management programs and services to assist clients in developing an investment portfolio to ensure a financially secure future. Financial advisors from the firm conduct extensive studies and consider all investment products or providers available to match the client's requirements. It also provides tax and accounting services to its clients. Managing director, Rosemarie Connolly, is a Certified Financial Planner.

231 Sutton Street, Suite 2D-1
North Andover, MA 01845

Website

Third 3rd Financial Partners, LLC

  • Certified Financial Planner (CFP)

Third 3rd Financial Partners, LLC, provides financial advisory services in Lawrence. It helps clients review, analyze, develop, coordinate, implement, and monitor their financial plans. Individuals and families receive assistance on wealth management and retirement planning, disability and extended care needs, investment management, 401(k) and IRA Rollovers, and asset protection. The firm also works with businesses who are looking to fund buy-sell agreements and deferred compensations, succession planning, executive benefits, and key person insurance. Third 3rd Financial Partners also offers life insurance and annuities.

10 New England Business Center Drive, Suite 205
Andover, MA 01810

Website