Find a Financial Advisor in Haverhill, MA

 

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

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We Only Work With The Best Haverhill 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 Haverhill, MA


  • Financial Advisor Close to Haverhill, 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 Haverhill, 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 Haverhill, MA

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

  • Population: 63,533
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $304,400
  • Average Monthly Housing Cost: $1,411
  • Average Household Income: $86,187
  • 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 Haverhill, MA

 

BEATON MANAGEMENT CO INC

Website

(978) 372-3008

150 Summer Street

Haverhill, MA 1830

SEC#: 801-22549
Years in Business: 37 years

TRUST ADVISORY GROUP LTD

Website

(978) 994-3533

10 Phoenix Row

Haverhill, MA 1832

SEC#: 801-46919
Years in Business: 27 years

TRUST ADVISORY GROUP LTD

Website

(978) 372-0965

150 Summer Street

Haverhill, MA 1830

SEC#: 801-46919
Years in Business: 27 years

 


Haverhill, MA Financial Advisor FAQs

There is not always a set monthly fee for financial advisors. Some may seek an hourly fee per meeting, while others may charge a percentage of assets in the account.
A financial advisor can help people make smart decisions about their money, which in turn can lead to better access to other services like buying a home or investing for retirement. Anyone who has significant assets, joint bank account holdership, or an inability to manage their finances on their own should consider talking with a qualified financial advisor.
What are the long-term goals for this account? Do you have any other accounts or investments that I should look into or diversify my funds across in order to minimize my overall risk and maximize potential returns?
Financial advisors get paid in many ways. They can charge by the hour or receive a flat fee for completing certain specified tasks, like developing a financial plan, developing an investment portfolio, managing an investment portfolio, and/or offering individual financial planning advice.