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Financial Advisors in Haverhill, Massachusetts (Essex County)

Maureen M Demers
8 miles from Haverhill, MA
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Maureen Demers CFP EA is a North Andover, MA fee-only financial planner. Demers Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-... See More

Highlights: CFP ®, Fee Only, Fee-Only, Retirement Income Planning, Roth IRA, 401k Rollover, Income Tax Planning, Investment Policy Statements, Investment Advisory, Retirement Planning, IRA, Mutual Funds, Financial Planning For Women, Fiduciary Advisor, Retirement Planning., Rollover Of 401k Or IRA, Retirement Distribution Plan, Rollovers, Independent Investment Advisor, Certified Financial Planner
Corey A. Scrupps, RFC, AIF
9 miles from Haverhill, MA
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Corey Scrupps is dedicated to serving the investment and financial needs of his clients through comprehensive financial planning and strategic investment management. He specializes in Retirement and Income Planning, always with a focus on providing a... See More

Highlights: Retirement Income Planning, 401K Consulting, IRA, Registered Investment Advisor, Mutual Funds, 401k Rollover, Asset Protection, Young Investors, Women's Issues, Socially Responsible Investments, Corporate Bonds, Stocks, Fiduciary, Estate Planning, Investment Policy Statements, Legacy Planning, Disability Income & Long Term Care Insurance, Debt Management, Charitable Planning, Fee Only
Resolute Financial, LLC
9 miles from Haverhill, MA
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William Simpson, BS, CFP, MBA
Resolute Financial is an SEC-registered Wealth Management firm. We offer comprehensive financial planning and investment management. Clients are supported by a lead advisor, from a team of 7 CFP(R) certified financial ... See More

Cox Capital Management
12 miles from Haverhill, MA
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Cox Capital Management is an Andover MA financial advisor specializing in custom investment portfolios managed to preserve capital and generate predictable income through risk control. We believe that perhaps the chief value we provide to our clients... See More

Highlights: Investment Policy Statements, Wealth Management, Financial Planning, IRA, Certified Financial Planner, Registered Investment Advisor, Non-profit Investment Management, Independent Investment Advisor, Investment Management, Custom-built Actively Managed Portfolios For Conservative Invest
Wealth Management Advisors
15 miles from Haverhill, MA
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Stephen Ahern, AEP, BBA, CFP, CPA/PFS, MS, MST
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. Our core val... See More

Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis.

Our core values are integrity, honesty, accountability a... See More

Highlights: Fee Only, Investment Consulting, Wealth Management, Mutual Funds, Women's Issues, Socially Responsible Investments, IRA, Business Planning, Professional Wealth Management, Estate Planning, Disability Income & Long Term Care Insurance, Comprehensive Financial Planning, Special Needs Planning, Debt Management, Retirement Distribution Plan, Income Tax Planning, Stocks, Fiduciary, Retirement Planning, International Financial Planning
Essex Capital Management LLC
17 miles from Haverhill, MA
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Kimberley Feeney Zollo, CFP
Essex Capital Management is an independent fee-only Massachusetts Registered Investment Advisor providing investment management and financial planning services. Kim helps clients who are at various stages of their life and... See More

First Financial Trust, N.A.
20 miles from Haverhill, MA
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At First Financial Trust, we see wealth management differently. Above all, your needs are personal and we are always thinking based on what’s best for you and your future. With this in mind, our mission is to put each client’s best interests firs... See More

Highlights: Charitable Planning, Investment Management, IRA, Financial Planning Advice And Services, College Planning, Retirement Planning, Retirement Distribution Plan, 401(k) Plans, Independent Investment Advisor, Wealth Management, Legacy Planning, Middle Income, Estate Planning, Advisory And Investment Management, Mutual Funds, Socially Responsible Investments, Comprehensive Financial Planning, Family Financial Planning, Stocks, Retirement Income Planning
Financially In Tune, LLC
20 miles from Haverhill, MA
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Jeanne Sullivan, CFP
Financially in Tune provides financial planning and investment management services to clients. Clients can either delegate the management of their portfolio and pay a retainer fee to Financially in Tune or clients who want guida... See More

Chris Annello, CFP
21 miles from Haverhill, MA
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SAGEbroadview Wealth Management is an independent, Fee-Only Registered Investment Advisory firm with offices in in Morristown, NJ, Farmington, CT, & Burlington, MA specializing in providing busy professionals and their families with wealth management... See More

Highlights: Fee-Only, Family Financial Planning, Fiduciary, Mutual Funds, Charitable Planning, Financial Planning, Retirement Income Planning, Estate Planning, Registered Investment Advisor, Rollover Of 401k Or IRA, Business Planning, Stock Options, Sustainability, Retirement Distribution Plan, Investment Policy Statements, Wealth Management, Women's Issues, IRA, Special Needs Planning, Independent Investment Advisor
Advanced Portfolio Design, LLC
24 miles from Haverhill, MA
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Peter Canniff, CFP
Advanced Portfolio Design, LLC provides Fee-Only Financial Planning services and Fee-Only Asset Management services. What sets us apart is that we start by really listening to the client's needs and concerns. We then perform a deep... See More

Street Smart Financial, LLC
24 miles from Haverhill, MA
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Rand Spero, CFP, M.Ed., MBA
Street Smart Financial is an independent, registered investment advisory firm based in Lexington, Massachusetts. We help clients develop and implement a comprehensive financial strategy. We take a multi-disciplinary appr... See More

Perennial Advisors Group, LLC
24 miles from Haverhill, MA
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David Carpenter, BBA, MPFP, MS, MST
Perennial Advisors Group was founded on a commitment to help people with their financial success, and embracing the fiduciary responsibility to act in our clients' best interest.
When we began in the late 90's, the... See More

Mosaic Financial Advisors, LLC
24 miles from Haverhill, MA
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Kathryn Lund, CFP, CPA, MBA, MSFP, MST
Mosaic Financial Advisors, LLC provides fee-only comprehensive financial planning and on-going investment management services to individuals and families. We place an emphasis on building a relationship of trus... See More

Hoyt Wealth Management
24 miles from Haverhill, MA
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Ken Hoyt, CFP, EA
Hoyt Wealth Management is an independent, fee-only financial advisory practice focused on helping mid-career professionals protect and grow their net worth. I can help you organize your finances, prioritize your goals, and implemen... See More

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