Find a Financial Advisor in Essex County, MA

 

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We did the hard work of finding trustworthy partners in Essex County, MA.

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We Only Work With The Best Essex County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Essex County, MA


  • Financial Advisor Close to Essex County, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Essex County, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Essex County, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Essex County financial advisors.
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How Retirement-Friendly is Essex County, MA?

  • Population: 783,676
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $415,200
  • Average Monthly Housing Cost: $1,558
  • Average Household Income: $109,575
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)



The Top Financial Advisor Firms in Essex County, MA

 

ABBOT FINANCIAL MANAGEMENT, INC

Website

(978) 688-9010

510 Turnpike Street
Ste 101
North Andover, MA 1845

SEC#: 801-19944
Years in Business: 38 years

BRADFORD FINANCIAL SERVICES, INC.

Website

(978) 685-8529

232-234 Sutton Street

North Andover, MA 1845

SEC#: 801-117576
Years in Business: 2 years

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Website

(978) 975-2559

231 Sutton Street
Suites 2A/2B
North Andover, MA 1845

SEC#: 801-67679
Years in Business: 14 years

BOSTON HILL ADVISORS, LLC

Website

(877) 227-0847

100 Andover Bypass Street
Suite 201
North Andover, MA 1845

SEC#: 801-67048
Years in Business: 15 years

FLYING POINT FINANCIAL, INC.

Website

(978) 975-3000

855 Turnpike Street

North Andover, MA 1845

SEC#: 801-95168
Years in Business: 6 years

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Website

(877) 227-0847

100 Andover Bypass Road
Suite 201
North Andover, MA 1845

SEC#: 801-60301
Years in Business: 20 years

MASSACHUSETTS WEALTH MANAGEMENT, LLC

Website

(978) 685-1050

807 Turnpike Street

North Andover, MA 1845

SEC#: 801-112083
Years in Business: 4 years

HOUSE HANOVER LLC

Website

(978) 794-3366

800 Turnpike Street
Suite 300
North Andover, MA 1845

SEC#: 801-108252
Years in Business: 5 years

BOLTON SECURITIES CORP

Website

(978) 681-0700

2 Johnson Street

North Andover, MA 1845

SEC#: 801-66962
Years in Business: 15 years

 


Essex County, MA Financial Advisor FAQs

To ensure that your financial advisor has your best interests at heart, ask them their credentials.
Financial advisors work on a retainer, hourly, or project-based fee basis. Rates vary depending on the advisor's experience and services offered.
You should first formulate your goals and objectives with respect to your investments. You can then use this as a frame for evaluating the nature of the service you need from a financial advisor. Choose a financial advisor who is aligned with your needs and whose style is most closely resembles yours.
Yes. Responsible advice helps you budget and plan for the future, monitoring your investments and retirement savings, while simultaneously optimizing your income.