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Best Financial Advisors in Lawrence

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

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.

11 Blueberry Circle, Andover, MA 01810
Andover, MA 01810

InstagramWebsite(978) 237-5833

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

300 Brickstone Square, Suite 201, Andover, MA 01810
Andover, MA 01810

Website(978) 806-2228

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

100 Andover Bypass Street, Suite 201, North Andover, Ma 01845
North Andover, Ma 01845

Website(877) 227-0847

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

138 River Road, Suite 201, Andover, MA 01810
Andover, MA 01810

Website(978) 689-9303

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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
Andover, MA 01810

Website(978) 364-0605

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

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
North Andover, MA 01845

Website(800) 758-1112

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

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.

855 Turnpike St, North Andover, MA 01845
North Andover, MA 01845

Website(978) 975-3000

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10 New England Business Center Drive Suite 301, Andover, MA 01810
Andover, MA 01810

Serving the Lawrence community, Landmark Financial Services Group, LLC, is a company that specializes in tax planning and wealth management strategies. Its services include tax return preparation, bookkeeping, financial statement compilation, trial balance and general ledger generation, and tax planning and advice for individuals and businesses. It also offers financial coaching packages. Mark W. Nichols, the firm's founder, is an independent financial advisor who has also been managing his public accounting firm since 2000. He is an American Institute of Certified Public Accountants member.

10 New England Business Center Drive Suite 301, Andover, MA 01810
Andover, MA 01810

Website(978) 984-5425

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2 Dundee Park, Suite 303-B, Andover, MA 01810
Andover, MA 01810

Website(978) 245-2424

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

231 Sutton Street, Suites 2A & 2B, North Andover, MA 01845
North Andover, MA 01845

Website(978) 975-2559

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2 Elm Square Suite #320, Andover, MA 01810
Andover, MA 01810

Website(978) 475-2533

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A

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

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.

33 Walker Road, Suite 200, North Andover, MA 01845
North Andover, MA 01845

Website(978) 687-3411

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

26 Essex Street, Andover, MA 01810
Andover, MA 01810

Website(978) 475-3242

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

Website(978) 681-4303

Show Number

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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