Best Financial Advisors in Lowell

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
100+
Advisors
4.6/5.0
Average Rating

Lowell Financial Landscape

Lowell's economy is diverse, with strengths in manufacturing, healthcare, and education. The city is experiencing steady growth, driven by innovation and a skilled workforce.

Major industries
Manufacturing, Healthcare, Education
Population
108.9K (metro: 1.1M)
Median household income
$65,000
Unique needs
Lowell requires focused strategies on tech and healthcare growth while addressing housing affordability and infrastructure needs.
Market Insights
Economic Growth
According to BEA (2023), Lowell's GDP growth was 3.2%, driven by a resurgence in manufacturing and tech startups.
Wealth Demographics
According to Census (2023), the median household income in Lowell is $65,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Lowell are increasingly specializing in retirement planning and tech investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Lowell is 10% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), home prices in Lowell have risen 8% year-over-year, indicating strong demand but potential affordability issues.
Business Environment
According to Fortune (2024), Lowell's business climate is improving due to supportive local policies and a growing entrepreneurial ecosystem.

Top 5 Financial Advisors in Lowell

Balance Wealth Advisors
★ ★ ★ ★ ★ 5
Caleb Harty, Financial Advisor - Harty Financial
★ ★ ★ ★ ★ 5
MA Private Wealth, Financial Advisors
★ ★ ★ ★ ★ 5
Schwartz Financial Services, Inc.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: James A Normington, AAMS®|CRPC™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lowell, 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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Lowell-Specific Expertise
For Lowell residents working in Manufacturing, Healthcare, Education, 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
Lowell's manufacturing sector faces automation risks; housing demand is high, risking a bubble. Flooding is a concern; diversify investments across sectors.

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Find Financial Advisors in Nearby Cities

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