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Best Financial Advisors in Lynn

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Lynn, MALynn, MA

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.

Lynn, MALynn, MA

Website

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: --

200 Broadway #305, Lynnfield, MA 01940
Lynnfield, MA 01940
  • Financial Planning

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.

200 Broadway #305, Lynnfield, MA 01940
Lynnfield, MA 01940

Website(781) 268-0555

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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:

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+

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

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.

540 Revere Beach Blvd, Revere, MA 02151
Revere, MA 02151

InstagramWebsite(617) 752-1575

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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:

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+

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

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.

216 Essex Street, Salem, Ma 01970
Salem, Ma 01970

Website(978) 745-9233

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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:

2 (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+

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

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.

500 Edgewater Drive, Suite 565, Wakefield, MA 01880
Wakefield, MA 01880

Website(800) 246-1433

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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:

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+

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

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.

346 Commercial Street, Boston, MA 02109
Boston, MA 02109

Website(617) 600-4676

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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:

6 (Good)

Score Consistency:

Consistent (Best)

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

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.

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

Website(781) 231-0671

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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+

53 State Street, Boston, MA 02109
Boston, MA 02109
  • Estate Planning
  • Wealth Management

In service for 135 years, Fiduciary Trust has been delivering comprehensive financial services to individuals, families, non-profits, and advisors in Lynn and the surrounding areas. With an average of 20 years in the industry, its team provides investment portfolios customization, wealth planning, estate settlement, and financial coordination. Fiduciary Trust has been named a Top Charitable Contributor by the Boston Business Journal for nine consecutive years and was a finalist in the Eighth Annual Family Wealth Report Awards in 2021.

53 State Street, Boston, MA 02109
Boston, MA 02109

Website(617) 482-5270

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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:

2 (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: B+

Helpfulness: B+

Detail: --

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

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.

301 Edgewater Pl Ste 400, Wakefield, MA 01880
Wakefield, MA 01880

Website(800) 631-9997

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: --

Detail: --

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

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."

41 Cross St, 2nd Floor, Peabody, MA 01960
Peabody, MA 01960

Website(978) 531-8108

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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

230 Broadway, Suite 101, Lynnfield, MA 01940
Lynnfield, MA 01940

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
Lynnfield, MA 01940

Website(978) 977-3022

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150A Andover Street Suite 2, Danvers, MA 01923
Danvers, MA 01923
  • Chartered Financial Analyst (CFA)

Established in 1998, Ipswich Bay Advisors is a financial planning firm serving Lynn residents. Its managing partner, Richard Cella, is a Certified Wealth Strategist specializing in wealth management, retirement planning, and 401k plan services. He offers financial solutions aiming to address the clients' goals for retirement. Cella strives to help individuals become financially independent through customized tax reduction strategies and research-based relative strength investing. He maintains a partnership with Ed Slott and Company and the Business Transition Academy.

150A Andover Street Suite 2, Danvers, MA 01923
Danvers, MA 01923

Website(978) 777-6554

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 / 5 ( Best)

Total Reviews:

2 (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+

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

Website(781) 592-6662

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152 The Lynnway, Lynn, MA 01902
Lynn, MA 01902
  • 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
Lynn, MA 01902

Website(781) 599-2660

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

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.

40 Salem Street Building 2 Suite 9, Lynnfield, MA 01940
Lynnfield, MA 01940

Website(781) 477-0451

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (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+

600 Market Street, Suite 684, Lynnfield, MA 01940
Lynnfield, MA 01940
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

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.

600 Market Street, Suite 684, Lynnfield, MA 01940
Lynnfield, MA 01940

Website(781) 233-4138

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

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

100 Conifer Hill Drive, Suite 409, Danvers, MA 01923
Danvers, MA 01923
  • Certified Financial Planner (CFP)

Sherr Financial Associates provides financial solutions to clients in Lynn and its surrounding areas. It guides individuals, families, and small business owners in achieving their financial goals through its retirement, risk management, estate, and business planning services. It has partnered with the Commonwealth Financial Network to guide clients in making informed decisions that lead them toward financial confidence. Founder Bob Sherr has over four decades of industry experience. He holds a membership to the National Association of Insurance and Financial Advisors.

100 Conifer Hill Drive, Suite 409, Danvers, MA 01923
Danvers, MA 01923

Website(781) 598-9309

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:

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

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.

10 Post Office Square 8th Floor, Boston, MA 02109
Boston, MA 02109

Website(603) 471-3088

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:

4 (Good)

Score Consistency:

Consistent (Best)

38 Gale Rd, Swampscott, MA 01907
Swampscott, MA 01907
  • Estate Planning

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.

38 Gale Rd, Swampscott, MA 01907
Swampscott, MA 01907

Website(508) 527-6592

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)

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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