Best Financial Advisors in Methuen

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
4.6/5.0
Average Rating

Methuen Financial Landscape

With a population of 48,514, Methuen boasts a diverse economy driven by healthcare, manufacturing, and retail sectors. The city is strategically located near major highways, enhancing its connectivity.

Major industries
Healthcare, Manufacturing, Retail
Population
48.5K (metro: 3.2M)
Median household income
$76,000
Unique needs
Methuen requires tailored financial strategies to address its unique economic landscape and demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), Methuen's economy has shown steady growth, particularly in healthcare and manufacturing, contributing to job creation.
Wealth Demographics
According to Census (2023), the median income in Methuen is $76,000, reflecting a stable middle-class population with diverse income sources.
Advisor Specializations
Based on BLS (2023), financial advisors in Methuen increasingly focus on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Methuen's cost of living is slightly above the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), the real estate market in Methuen is competitive, with home values rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Methuen's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Methuen

Guardian Financial Services, LLC
★ ★ ★ ★ ★ 5
NEIRG Wealth Management, LLC
★ ★ ★ ★ ★ 5
Caleb Harty, Financial Advisor - Harty Financial
★ ★ ★ ★ ★ 5
Compass Financial
★ ★ ★ ★ ★ 5
Ead Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Methuen, 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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Methuen-Specific Expertise
For Methuen residents working in Healthcare, Manufacturing, 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
Methuen's reliance on healthcare and manufacturing poses risks; diversify investments. Real estate is heating up, raising bubble concerns. Prepare for flooding and winter storms.

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