Laurels

Best Financial Advisors in Lynn
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Lynn 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 39 30 18

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

Integrated Financial Partners

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.

230 Broadway, Suite 101
Lynnfield, MA 01940

Website

Lennox Financial

  • Financial Planning

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.

168R Humphrey Street
Swampscott, MA 01907

Website

Mark Singer

  • Retirement Planning

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.

152 The Lynnway
Lynn, MA 01902

Website