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Best Financial Advisors in Lynn

2023

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SmartAdvisor by SmartAsset

Website
Lynn, 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
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Price: Free Consultation

848-BookPro
Lynn, MA

Why choose this provider?

Need help contacting a Financial Advisor in Lynn? 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
53 State Street, Boston, MA 02109
  • Estate Planning
  • Wealth Management

Why choose this provider?

Fiduciary Trust Company is a privately owned wealth management firm that has been part of the Boston community for more than 135 years. The team demonstrates a genuine commitment to act in the best interests of clients, and it serves individuals, families, and nonprofits. With over $20 billion in assets under supervision, the firm is large enough to have teams of experts in wealth planning, investing, trusts, estates, and tax while also being small enough to provide highly personal service. Fiduciary Trust has received numerous industry honors, including Best Custodian and Best Wealth Manager in Client Service Over $5B by Private Asset Management in 2022, and its New Hampshire affiliate, Fiduciary Trust of New England, has been named a Most Advisor-Friendly Trust Company by Wealth Advisor for seven 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 (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.
1.8
Responsiveness
Friendliness
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Helpfulness
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Detail
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Website
600 Market Street, Suite 684, Lynnfield, MA 01940
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

Sachetta is a full-service wealth advisory firm operating in the Lynn metro and the surrounding areas. Its leadership team mostly comprises Certified Financial Planners who educate their clients in making smart and fully informed decisions regarding their financial future. The services the firm offers include holistic financial and insurance planning, portfolio management, accounting and tax, business consulting, investing, and estate planning. Joseph Sachetta, one of the founding members and directors, helped to establish the firm in 1984.

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
Facebook
5.0 / 5 (9)
Google
4.3 / 5 (6)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
41 Cross St, 2nd Floor, Peabody, MA 01960
  • Financial Planning
  • Wealth Management

Why choose this provider?

Freedman Financial is a company that serves clients in Lynn. It guides individuals through the financial planning process and advises on areas like tax and insurance. The company has experience educating various clients, including retirees and working professionals. It also offers investment management solutions and builds personalized portfolios. The firm has been operating for over five decades. Its president and CEO, Marc Freedman, is the author of the book "Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent."

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
301 Edgewater Pl Ste 400, Wakefield, MA 01880
  • Certified Financial Planner (CFP)

Why choose this provider?

Since 1997, Flagship Wealth Advisors LLC has been serving clients in Lynn. It offers financial services such as education, estate, and retirement planning. The company provides long-term care and life insurance products. It conducts tax efficiency analyses to help clients preserve wealth. Paul Ryan Jr., the company's managing director and founder, is a member of the Financial Planning Association and has over three decades of industry experience. He supports the non-profit organization Horizons for Homeless Children.

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
168R Humphrey Street, Swampscott, MA 01907
  • Financial Planning

Why choose this provider?

Lennox Financial is a company serving the Lynn area. For the past 40 years, its advisor, John L. Boyle, has provided financial advice to multi-generational families, individuals, retirees, and company owners. To help clients achieve financial success, he also offers financial planning, real estate consulting, retirement plan rollovers, alternative investments, insurance options, and mortgage banking. The company employs the Nomothetic Theorem as its investment strategy and has been registered as an investment adviser and financial planner in the state since 1998.

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)

Website
316 Central Street Suite 3C, Saugus, MA 01906

Why choose this provider?

Encompass Financial serves individuals and families in the Lynn area. Its team offers money management services and assists in planning for taxes, retirement, estates, and educational needs. The company also helps people invest in bonds, stocks, IRAs, annuities, and government securities. Clients can get assistance setting up life, disability, and health insurance for individuals and businesses. Company founder Frank Perella has been in the financial services industry for more than two decades. He is a Chartered Financial Consultant.

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 Broadway #305, Lynnfield, MA 01940
  • Financial Planning

Why choose this provider?

Bickling Financial Services, Inc., is a group of financial advisors serving individuals and families in Lynn and the surrounding areas. It specializes in retirement income planning, 401(k) and IRA rollovers, college planning, and cash flow management. Its services include traditional IRAs, tax plans, variable annuities, profit share plans, treasury notes, and life insurance plans. Bickling Financial Services, Inc. is a family business that was established in 1984 to fulfill the goals of its principal, Dorothy Bickling, to steer the growth individuals' and companies' investments.

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
230 Broadway, Suite 101, Lynnfield, MA 01940

Why choose this provider?

Since 1993, Integrated Financial Partners has been serving clients in the Lynn metro. It creates financial plans for individuals and provides guidance on various areas, including retirement to insurance. The company develops strategies for tax reduction and charitable giving. It also offers business owners solutions such as succession planning. One of the company's advisors, Nishan Mootafian, is the co-founder of the strategic planning tool Lifetime Income Model. He serves on the board of directors of the non-profit organization Ipswich YMCA.

Website
346 Commercial Street, Boston, MA 02109
  • Tax Planning
  • Financial Planning

Why choose this provider?

Concierge Wealth Management is a Boston-based company that caters to clients throughout the Lynn area. It offers financial planning services, including retirement and tax planning. It also assists clients in matters involving asset allocation, portfolio rebalancing, Social Security, capital transfers, estate liquidity, and debt management. The company aids clients in developing strategies to accumulate wealth. This boutique firm has been serving clients since 2010. Its founder Julian B. Morris is a Chartered Financial Consultant, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor.

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 (11)

Website
152 The Lynnway, Lynn, MA 01902
  • Retirement Planning

Why choose this provider?

Mark Singer is a financial planner based in Lynn. He offers the individualized 7-Step Retirement Planning System to help clients achieve financial security and prepare for a successful retirement. This system includes assessing their financial picture to establish their needs maximizing Social Security, and advising on tax strategies, investment options, and money management. Singer is the President of Safe Harbor Retirement Planning and is a multi-year recipient of the 5 Star Wealth Manager award by Boston Magazine.

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
Yelp
5.0 / 5 (1)

Website
500 Edgewater Drive, Suite 565, Wakefield, MA 01880
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Compass Point Retirement Planning assists communities surrounding the Lynn metro to manage their financial future. It provides retirement planning and investment solutions using TRU, a contemporary approach based on an engineered mathematical calculation. This strategy aims to reduce retirement income deficits by considering the widely used "4% rule" overlooks, such as possible market fluctuations and investment costs. With a process that involves initial intake and multiple planning sessions, the company focuses on building long-term relationships with clients and understanding their priorities.

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
40 Salem Street Building 2 Suite 9, Lynnfield, MA 01940
  • Certified Financial Planner (CFP)
  • Finance Planning

Why choose this provider?

Personal Financial Management Plus Inc. is a relationship-driven firm that offers financial services for clients in Lynn and nearby areas. The financial advisors at this firm offer a wide range of financial planning services, including college, estate, tax, retirement, profit sharing, and money purchasing plans. In addition, they provide insurance products, such as disability income, long-term care, and life insurance policies. Richard Biagiotti, the firm's president and founder, holds the Certified Financial Planner and Certified College Planning Specialist designations.

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
38 Gale Rd, Swampscott, MA 01907
  • Estate Planning

Why choose this provider?

Wilson Capital, an independent firm established by Ryan Wilson in 2013, serves clients in Lynn and the surrounding areas. After working for institutionalized markets and industry firms, Wilson, a Certified Financial Planner, has shifted his focus to helping individuals. His firm deals with budgeting, financial planning, retirement, investments, and asset location consultancy. In addition, it works on investment management tailored to the clients' risk appetite. Wilson Capital has partnered with Shareholders' Service Group to handle its customers' accounts.

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)

Website
216 Essex Street, Salem, Ma 01970
  • Finance Planning
  • Financial Planning

Why choose this provider?

Cabot Wealth Management is a Salem-based company that caters to clients throughout Lynn. It assists individuals with financial planning and advises them on areas involving retirement and insurance. The company also educates clients on tax strategies and guides them in dealing with deduction issues. It has experience helping non-profit organizations craft investment policies. Robb Lutts, the company's founder and president, has been featured in various media outlets, including Bloomberg, Reuters, and CNBC. He is a former chair of the North Shore Chamber of Commerce.

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
540 Revere Beach Blvd, Revere, MA 02151
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning
  • Wealth Management

Why choose this provider?

Burke Wealth Mgmt is an independent firm that provides financial planning and investment management services to high-income professionals and businesses in Lynn and nearby areas. The firm’s approach involves understanding clients’ investment purposes and developing solutions to manage risks, optimize tax plans, and seek returns. It also employs diversified investments on an international scale to help clients take advantage of multiple markets. Founder Adam Charles Burke holds a Certified Financial Planner designation. He started his career at a regional bank before establishing his own firm.

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 (7)

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 Post Office Square 8th Floor, Boston, MA 02109
  • Financial Planning

Why choose this provider?

Solari Financial Planning handles the needs of individuals, families, engineers, and physicians in Lynn and the surrounding areas. The firm provides clients with various financial planning services, including investment and retirement solutions. Michael Solari, the owner of the firm, is a Certified Financial Planner who has more than 10 years of experience creating comprehensive financial plans for his clients. His company focuses on discussions and planning, problem-solving, and developing solutions to achieve its goals.

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 (11)
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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 responsibilities of a retirement planner in Lynn?

    In Lynn, a retirement planner plays a crucial role in assisting people with retirement preparation. Their responsibilities involve evaluating the individual's financial status, defining retirement objectives, and devising a customized retirement strategy. The planner also aids clients in navigating the intricate realm of retirement savings and investment choices, like IRAs and 401(k)s.

  • In Lynn, what are the different kinds of mutual funds?

    There are three types of mutual funds in Lynn: growth, income, and hybrid funds. A growth fund, which concentrates on stocks, calls for a five-year or longer investment horizon. In comparison to growth and hybrid funds, income funds take a reduced risk approach by investing in bonds or high-yielding stocks. Hybrid funds combine features of both growth and income funds, generally having less volatility than growth funds and more than income funds.

  • Why do you need a financial plan in Lynn?

    You can achieve your objectives, maximize your income, save money, and make smart investments with the help of a financial plan in Lynn. It reduces stress, creates stability, and prepares you for unforeseen events like urgent medical situations or job loss. With a carefully constructed strategy, you can invest for the future, set savings goals, improve your general financial situation, and ultimately accumulate wealth.

  • What possible inquiries could you ask a financial advisor in Lynn?

    Before engaging with a financial advisor in Lynn, it's crucial to assess their suitability for your requirements. You can ask the following questions:

    • How many clients do you typically handle, and what are their typical sizes?
    • How many years of experience do you have in this field?
    • What licenses do you possess?
    • What advice would you give regarding financial objectives?
    • Can I speak with some of your current clients?
    • What strategies do you employ in your practice?

  • What options are available to you in Lynn when you receive an inheritance of cash, stocks, or a brokerage account?

    In case you receive an inheritance of money or taxable investment accounts in Lynn, here are some recommended steps to make the most of it:

    • Boost your emergency fund.
    • Initiate or catch up on retirement savings by investing in a brokerage account.
    • Develop a personalized asset allocation and investment strategy in line with your preferences, which may differ from those of the person who left you the bequest.
    • Settle high-cost debts, such as student loans or credit card debt.

  • 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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