Find a Financial Advisor in Lynnfield, MA

 

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

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We Only Work With The Best Lynnfield 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 Lynnfield, MA


  • Financial Advisor Close to Lynnfield, 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 Lynnfield, 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 Lynnfield, MA

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

  • Population: 12,894
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $681,400
  • Average Monthly Housing Cost: $2,438
  • Average Household Income: $175,613
  • 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 Lynnfield, MA

 

SACHETTA & CALLAHAN, LLC

Website

(781) 233-4138

600 Market Street
Suite 684
Lynnfield, MA 1940

SEC#: 801-100474
Years in Business: 6 years

RESOLUTE FINANCIAL, LLC

Website

(781) 246-8771

50 Salem St Bldg B
Suite 207
Lynnfield, MA 1940

SEC#: 801-67898
Years in Business: 14 years

BICKLING FINANCIAL SERVICES, INC.

Website

(781) 268-0555

200 Broadway
Suite 305
Lynnfield, MA 1940

SEC#: 801-81187
Years in Business: 6 years

 


Lynnfield, MA Financial Advisor FAQs

You need someone who will be honest and smart about every aspect of your life – from short-term savings to retirement planning.
As with any profession, you should ask for comparative references and find out more about their work.
There is no specific answer as to how financial planners get compensated. Financial advisors, like most individuals in the fields of economics and business, can be paid (salaried or wage) as well as through commission.
A financial adviser helps you plan investments so that they can have a clear understanding of your needs and goals.