Best Financial Advisors in Haverhill, MA

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List of Firms

Haverhill, MA Fiduciary Financial Advisors

Beaton Management Co
SEC File# 801-22549
CRD# 104728
Location 150 Summer St, Haverhill, MA 01830, USA
Phone (978) 372-3008
Edward Jones - Financial Advisor: Michael J Quinn, AAMS™
Location 25 Railroad Square Suite 201, Haverhill, MA 01832, USA
Phone (978) 372-8453
Flagship Harbor Advisors - Financial Advisors: Adam Bateman and Joshua Topp
Location 145 S Main St, Haverhill, MA 01835, USA
Phone (978) 317-0577
Elder Care Advantage LLC
Location 70 Bailey Blvd, Haverhill, MA 01830, USA
Phone (978) 521-9020
Financial Advisors in Haverhill, MA

Where Certified Financial Advisors in Haverhill, MA Serve

Haverhill, MA is a city rich in history and culture, with a plethora of landmarks that stand as testaments to its past. The city's top employers include companies in the manufacturing, healthcare, and retail industries, providing ample job opportunities for its residents. Major highways such as I-495 and I-93 run through Haverhill, making it easily accessible to other parts of the state. The city is also home to notable streets such as Merrimack Street, which is lined with charming shops and restaurants, and Broadway, which boasts a vibrant nightlife scene. Haverhill is divided into several neighborhoods, each with its own unique character and charm. From the historic district of Bradford to the bustling downtown area, there is something for everyone in this dynamic city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Haverhill, MA could benefit from the guidance of a financial advisor in a number of ways. One specific area where a financial advisor could be particularly helpful is in navigating the local housing market. Haverhill has a diverse housing market with a range of options from historic homes to new construction. A financial advisor could help residents understand their options for financing a home purchase or refinancing an existing mortgage. They could also provide guidance on how to save for a down payment or manage debt to improve credit scores. In addition, a financial advisor could provide insight into the local economy and job market to help residents make informed decisions about their financial future.

Insurance Broker

Residents of Haverhill, MA can benefit greatly from the services of an insurance broker. For starters, an insurance broker can help them navigate the complex world of insurance policies and find the right coverage for their needs. This is especially important in Haverhill, where the cost of living can be quite high and residents need to make sure they are adequately protected. Additionally, an insurance broker can help residents save money by finding them the best deals and discounts on insurance policies. This is particularly helpful in Haverhill, where the economy is still recovering from the pandemic and many people are struggling to make ends meet. Overall, an insurance broker can be a valuable resource for anyone living in Haverhill who wants to make sure they have the right insurance coverage at an affordable price.

Retirement Planning

Residents of Haverhill, MA can greatly benefit from the services of a retirement planner. With the cost of living in Haverhill being higher than the national average, a retirement planner can help residents plan for their future financial needs. They can provide guidance on how to save for retirement, manage debt, and invest wisely. Additionally, Haverhill has a large population of baby boomers who are nearing retirement age, making retirement planning even more important. A retirement planner can help these individuals navigate the complexities of Social Security, Medicare, and other retirement benefits. Overall, a retirement planner can provide peace of mind and a clear path towards a secure financial future for residents of Haverhill, MA.

Wealth Management

Residents of Haverhill, MA would benefit greatly from a wealth manager in a number of ways. With the city's median household income falling below the state average, many families may struggle to save for retirement or invest in their children's education. A wealth manager can provide guidance on budgeting, saving, and investing to help Haverhill residents achieve their financial goals. Additionally, Haverhill is home to a number of small businesses, and a wealth manager can assist entrepreneurs in managing their finances and planning for the future of their businesses. Overall, a wealth manager can provide valuable support and guidance to help Haverhill residents navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Haverhill, MA would benefit greatly from the expertise of a mortgage loan officer. These professionals can help potential homebuyers navigate the complex process of securing a mortgage, including finding the best interest rates and loan terms. With a deep understanding of the local real estate market and lending options, a mortgage loan officer can provide personalized guidance to residents of Haverhill, MA. In particular, they can help those who are looking to purchase a home in the city's historic downtown area, which features many beautiful and unique properties that require specialized financing. By working with a mortgage loan officer, residents of Haverhill, MA can achieve their dreams of homeownership with confidence and ease.

Tax Services

Residents of Haverhill, MA can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by assisting with the preparation and filing of tax returns. This can be especially helpful for residents of Haverhill, which is known for its diverse economy and variety of industries. A tax advisor can help residents navigate the complexities of filing taxes for different types of income, such as wages, tips, and self-employment income. Additionally, Haverhill residents may be eligible for certain tax credits and deductions specific to the area, such as the Massachusetts Earned Income Tax Credit. A tax advisor can help residents take advantage of these opportunities and maximize their tax savings.

Estate Planning Lawyer

Residents of Haverhill, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Haverhill residents is by preparing and reviewing important legal documents such as wills, trusts, and powers of attorney. These documents can ensure that a person's assets are distributed according to their wishes after they pass away, and can also provide for the care of loved ones in the event of incapacity. Additionally, an estate planning lawyer can help Haverhill residents navigate complex tax laws and minimize tax liabilities. With Haverhill's rich history and diverse community, an estate planning lawyer can provide personalized and tailored services to meet the unique needs of each individual and family.


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