Expertise.com
2024

Last updated:

Best Financial Advisors in Lawrence

Our Recommended Top 15

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. 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.

33

Reviewed

25

Curated

15

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
67 Forest St, Suite 271, Lawrence, MA 01752
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Retirement Planning

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.

License Verified:

License: 5813774

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

Price: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Lawrence, MA
  • Estate Planning
  • Financial Planning
  • Retirement 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

Website
2 Elm Square Suite #320, Andover, MA 01810
  • Certified Financial Planner (CFP)

Why choose this provider?

Sentry Financial Planning, LLC, serves clients in Lawrence and specializes in retirement planning. It helps clients evaluate tax minimization strategies, such as tax-efficient distribution of existing annuities, tactical conversions of traditional IRA to Roth IRA, and employer retirement plan to IRA rollovers. The firm also assists in determining optimal social security timing strategies and Medicare coordination with supplemental plans. Sentry Financial Planning also offers insurance and risk planning, cash flow management, income tax planning, and investment management.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11 Blueberry Circle, Andover, MA 01810
  • Certified Financial Planner (CFP)

Why choose this provider?

Access Financial Planning, LLC, handles clients' wealth and investment management concerns throughout Lawrence. It helps those with restricted stock units or stock options in their employee compensation package by giving recommendations for their equity compensation plans. It also collaborates with clients in identifying their goals, financial situation, and risk tolerance in establishing a comprehensive financial plan. Founder Tricia Rosen is a Certified Financial Planner with over 15 years of experience in investment and corporate financial management.

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 Andover Bypass Street, Suite 201, North Andover, Ma 01845
  • Finance Planning
  • Wealth Management

Why choose this provider?

Boston Hill Advisors is a federally registered wealth management firm that serves individuals, families, and institutions from Lawrence and the surrounding areas. It provides integrated planning services, including asset allocation and protection, retirement income planning, tax planning strategies, and gifting strategies. It also assists clients in preserving their estates and protecting their surviving loved ones. Boston Hill Advisors has been in operation for more than 15 years. The company's team holds various designations, such as Certified Financial Planner and 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 (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
300 Brickstone Square, Suite 201, Andover, MA 01810
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Website
855 Turnpike St, North Andover, MA 01845
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Flying Point Financial, Inc. is an independent advisor and fiduciary providing its services in the Lawrence metro. It serves retirees, women investors, families and individuals, and people who are going through major life changes. Some of the services they provide include portfolio management; estate, charitable giving, and trusts; financial planning; and risk management. Elaine Morgillo, Certified Financial Planner, is the founder and president of the firm. She has been working in the industry since 1988 and is a member of the Merrimack Valley Estate Planning Council.

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
10 New England Business Center Drive, Suite 205, Andover, MA 01810
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
231 Sutton Street, Suite 2D-1, North Andover, MA 01845
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

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.

Website
33 Walker Road, Suite 200, North Andover, MA 01845
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management

Why choose this provider?

Since 1991, Street Financial Services has been helping Lawrence clients. It provides a wide range of solutions, from tax management to retirement planning. The company also deals with risk management and educates individuals on disability and life insurance issues. It has experience constructing and managing investment portfolios for its clients. Its CEO, Jeffrey Street, has been featured on multiple media outlets, including The Eagle-Tribune, Mutual Funds Magazine, and the Boston Herald. He has over three decades of financial management experience.

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
2 Dundee Park, Suite 303-B, Andover, MA 01810
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Launch Financial Planning, LLC is an independent financial advisory firm that helps clients in Lawrence and neighboring areas in their financial decisions. Whether a client is an early-stage investor, retiree, business owner, or medical professional, the firm's financial advisors provide guidance on various aspects of wealth management. Its services include financial planning, investment management, Social Security optimization, retirement income planning, and estate and legacy planning. Brad Wright, one of the firm's co-founders, is a Certified Financial Planner.

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
300 Brickstone Square, Suite 201, Andover, MA 01810
  • Certified Financial Planner (CFP)

Why choose this provider?

Bartley Financial serves clients in the Lawrence metro. The firm guides clients towards financial responsibility by guiding them through the processes of investments, financial planning, taxes, and business planning. It focuses on maintaining long-term relationships with all its clients. Robert Bartley, the firm's chief investment officer, has 20 years of experience of owning a financial firm. He is a member of the National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.

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 (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
231 Sutton Street, Suites 2A & 2B, North Andover, MA 01845
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 1995, New England Investment & Retirement Group is a firm serving Lawrence. It offers a range of services, including financial planning, investment and wealth management, and succession planning for businesses. It assists clients in developing portfolios and advises them on potential risks. It also recommends strategies regarding estate planning. Prior to founding, Nick Giacoumakis worked as a Financial Representative with PFS Investments and was named as one of the Top 1,000 Advisors by Barron’s for three consecutive years.

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

Why choose this provider?

Boston Partners Financial Group, LLC, is an independent financial advisory and planning firm affiliated with Royal Alliance. It caters to the investment, insurance, retirement, and business planning needs of clients in Lawrence. Its advisors works in partnership with professionals like CPAs and lawyers when crafting a financial plan for its clients. Mark J. Marroni, the company president, is a retirement and estate planning attorney in Boston and Manhattan. During his active years in the legal field, he focused on philanthropic planning, trust and estate administration, and fiduciary representation.

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
26 Essex Street, Andover, MA 01810
  • Estate Planning
  • Retirement Planning
  • Finance Planning

Why choose this provider?

The Financial Advisors LLC offers its services to the locals of Lawrence. It specializes in comprehensive financial planning, helping clients better understand their cash flow, real estate, asset protection, investments, tax management, and retirement. The Financial Advisors is an SEC-registered, independent firm established in 1992. Most of its clientele are those in or near retirement, small business owners, multi-generational families, and charitable organizations. Its founder, Richard L. Sumberg, has been providing financial advice since 1985.

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

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 are the advantage of fixed-income investments in Lawrence?

    Fixed-income investments offer several advantages to Lawrence residents. These investments, such as treasury bonds, municipal bonds, corporate bonds, and certificates of deposit, are designed to preserve capital and generate interest income over a specific period. One major benefit is their ability to provide stability during bearish markets since they often move in the opposite direction of stocks. This can help protect the investors' funds and offer a reliable source of income.

  • In Lawrence, what are some common mistakes to avoid in wealth management?

    Avoiding common mistakes is crucial for a stable financial future in Lawrence. One such mistake is not updating beneficiary designations for retirement accounts. This mistake can lead to unintended consequences. Furthermore, avoiding making investment decisions driven by emotions, such as chasing trends or panicking during market declines, can disrupt long-term plans. Instead, focus on comprehensive, well-thought-out plans. Seeking professional advice before significant investment decisions is vital in making informed choices and maximizing returns.

  • What are the steps to create a retirement plan in Lawrence?

    The retirement planning process in Lawrence can start with understanding the client's retirement vision and financial situation. A personalized retirement plan can be created from it, including cash flow projections and steps to achieve retirement goals. Subsequently, the plan is implemented with continuous assistance in tax planning, estate documents, insurance strategies, and investment in a diversified portfolio. Regular monitoring and updates to the plan are implemented, and clients have access to financial education resources.

  • What should you know about your investment portfolio in Lawrence?

    Proper financial planning in Lawrence requires careful consideration of your investment portfolio. Firstly, ensure your investments are diversified and spread across multiple accounts to minimize risk. Next, allocate time for regularly monitoring and rebalancing your assets to maintain optimal performance. Lastly, prioritize enhancing your financial literacy to make well-informed investment plans and decisions for a secure and prosperous future.

  • Why is it essential to work with a fiduciary in Lawrence?

    A financial advisor who acts as a fiduciary in Lawrence is essential because they must act in the client's best interest. A fiduciary relationship exists in fee-based accounts because clients don't pay commissions, and the advisor focuses solely on the client's benefit. While the advisor may earn commissions on specific transactions, these are separate from fee-based accounts, ensuring a fiduciary duty is upheld.

  • 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.