Best Financial Advisors in Lynn

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.

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.

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.

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.

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.

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.

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.

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.

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."

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.

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.

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.

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.

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.

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.

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.