Best Financial Advisors in Haverhill

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.5/5.0
Average Rating

Haverhill Financial Landscape

Haverhill's economy is diverse, with strengths in manufacturing, healthcare, and retail. The city is experiencing steady growth, supported by its proximity to Boston.

Major industries
Manufacturing, Healthcare, Retail
Population
62K (metro: 620K)
Median household income
$75,000
Unique needs
Haverhill requires tailored financial advice to navigate its evolving economic landscape and real estate market.
Market Insights
Economic Growth
According to BEA (2023), Haverhill's GDP growth rate has been stable, reflecting resilience in local industries.
Wealth Demographics
According to Census (2023), the median income in Haverhill is approximately $75,000, indicating a middle-income demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Haverhill are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Haverhill's cost of living is slightly below the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Haverhill's real estate market shows steady appreciation, but affordability remains a concern for many residents.
Business Environment
According to Fortune (2024), Haverhill's business climate is improving, with new incentives attracting small and medium enterprises.

Top 5 Financial Advisors in Haverhill

Edward Jones - Financial Advisor: Jim Rubera
★ ★ ★ ★ ★ 5
Caleb Harty, Financial Advisor - Harty Financial
★ ★ ★ ★ ★ 5
James Henry - TD Wealth Financial Advisor
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Todd S Schell
★ ★ ★ ★ ★ 5
NEIRG Wealth Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Haverhill, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Haverhill-Specific Expertise
For Haverhill residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Haverhill's manufacturing focus poses risks from economic downturns; housing market volatility and flooding are concerns. Diversify investments to mitigate risks.

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