Methuen, MA 53 Financial Advisors near you

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Methuen Financial Advisors Ready to Help

Michael Isaac

Michael Isaac

5.0 (6)
I use my over thirty years of experience monitoring my client's accounts DAILY, following trends to stay ahead of market conditions, so you can act appropriately, instead of re-acting to fears, contacting clients regularly to discuss their portfoilio for success and peace of mind. Planning is a long term committment through your ever changing life and retirement, not a one shot deal
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Robert S. Gladstein, Financial Services Professional

Robert S. Gladstein, Financial Services Professional

5.0 (1)
I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals. I treat my clients with the focus and respect I would expect for myself.  While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future.  My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be ... View Profile
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Model Capital Management LLC

Model Capital Management LLC

5.0 (1)
Stocks are the best long-term way to build wealth, but another significant market downturn might jeopardize your financial goals. Standard, buy-and-hold investment portfolios follow the market up and down. Our tactical approach, on the other hand, invests in asset classes based on their expected returns and risks – attempting to avoid significant market downturns, but to participate in market upside.
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Christofi And Company Inc.

Christofi And Company Inc.

Our Mission is to provide accurate and legal financial, accounting and business consulting services that serve to strengthen our clients and our community with integrity and dedication. Christofi & Company, founded by Phillip Christofi, opened the doors in January 2001 with a passion to assist our community residents in their personal and professional financial needs with great service and affordable prices. We offer business and personal Tax Preparation, Accounting and Financial Services, and Business Consulting. These core services help make our clients stronger and more efficient and our community a stable and profitable place t ... View Profile
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Brad M Capland, CPA PC

Brad M Capland, CPA PC

Whether your needs are accounting, tax, finance or business related, I can help you! I’m an expert at providing professional, practical and sound business advice on a proactive basis. I work closely with all my clients to establish ongoing business relationships helping to meet the client’s goals and objectives. I understand your concerns for efficiency, timeliness, profitability and cash flow. Don’t think of me as just a “tax” or “numbers” guy. I am an objective business advisor ready to help you in many areas of business, accounting and finance. ... View Profile
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Peter Witts, CPA

Peter Witts, CPA

Personal: Our experienced tax specialists integrate your yearly tax planning with your financial objectives, providing you with a personalized strategy and proactive advice.  Our vast experience in tax preparation and planning means that we know exactly how to minimize your tax liabilities each year – and minimize your chances of an audit. Business: Having An Accountant You Can Trust With Your Finances Is Key To Continued Success In Your Business, A Happy Retirement In Your Future, And NEVER Having To Worry About The IRS… With our Accounting Services, we take care of everything – start to finish – so yo ... View Profile
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The Harvest Group - Tim Mazanec  MPAS® CFP® CRPC® CMT®

The Harvest Group - Tim Mazanec MPAS® CFP® CRPC® CMT®

We think of ourselves as part of your extended family.  Working collaboratively, we strive to address your current needs, goals, and objectives for the generations to come.
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Financial Pathways

Financial Pathways

At Financial Pathways we do comprehensive tax focused financial planning and investment management. Principal advisor John Dulmage is a CFP professional and an Enrolled Agent (an IRS designation noting tax expertise). John is also a licensed insurance consultant. Our fee structure is Fee Only. This means that we have no vested interest in you buying any particular financial product. This frees us to focus on your best interest. John is a Registered NAPFA advisor and a member/owner of the Alliance of Comprehensive Planners. ... View Profile
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Andrew J. Manuse, Financial Services Professional

Andrew J. Manuse, Financial Services Professional

I Help Put Your Money to Work for You Many people believe their financial well-being is driven by their ability to earn a high income. True financial independence, however, I feel comes from understanding and leveraging the finances that are available to you, high income or not. Whether you are single or running a family, an employee or business owner, you have a unique vision for how you want to put your money to work for you. Yet, you may struggle developing strategies to successfully achieve your goals.  My objective as your financial strategy professional is to help you set financial goals and learn to use a financial roadmap ... View Profile
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Alternative Capitalis, LLC

Alternative Capitalis, LLC

Institutional Thinking for Individual Investors Our Core Pillars to Institutional Thinking We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths: Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification. Disciplined portfolio construction. Based on ... View Profile
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Astor Phoenix Wealth Management

Astor Phoenix Wealth Management

Every client, no matter how big or small, is important to me. I know firsthand how it feels to be treated differently, and I believe that everyone deserves to be treated with the same level of attention and respect no matter how much money they have, where they are from or what their occupation is.  Growing up, my parents - who were immigrants - didn't have anyone to help them with financial advice or tax questions. I want that to change that for others. ... View Profile
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Symmetry Wealth Management LLC

Symmetry Wealth Management LLC

We are a husband and wife team who specilize in different aspect of our clients lives. Cynthia is a CERTIFIED FINANCIAL PLANNER who assists our clients with improving their overall financial situation now and into retirement. Robert is an Enrolled Agent and he specializes in helping our clients manage their tax liabilities today and through retirement. This is a winning startegy for our clients as they have 2 people looking at their situation from different perspectives and we bring those together for the benefit of our clients. ... View Profile
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