Best Financial Advisors in Duxbury, MA

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Duxbury, MA Fiduciary Financial Advisors

SEC File# 801-63977
CRD# 119262
Location 36 Cordage Park Cir # 217, Plymouth, MA 02360, USA
Phone (508) 830-4778
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-71997
CRD# 155733
5 out of 5
Location 8 Samoset St, Plymouth, MA 02360, USA
Phone (508) 746-3077
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Duxbury Mortgage Services
5 out of 5
Location 1 Bay Rd, Duxbury, MA 02332, USA
Phone (781) 934-0708
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Plimoth Investment Advisors
4 out of 5
Location 38 Resnik Rd STE 202, Plymouth, MA 02360, USA
Phone (508) 747-6596
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Florek Financial
SEC File# 801-110016
CRD# 152235
Location 46 Railroad Ave, Duxbury, MA 02332, USA
Phone (781) 934-9400
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Apex Financial Partners
Location 892 Plain St STE 9, Marshfield, MA 02050, USA
Phone (617) 336-6338
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Windsor Group
Location 30 Tremont St # 28, Duxbury, MA 02332, USA
Phone (781) 934-2151
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Mc Namara Financial Services
5 out of 5
Location 1020 Plain St, Marshfield, MA 02050, USA
Phone (781) 834-2010
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Peter Birnie - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 22 Depot St Ste 2, Duxbury, MA 02332, USA
Phone (781) 878-5104
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Charles Carroll Financial Partners
SEC File# 801-122036
CRD# 147960
Location 374 Court St, Plymouth, MA 02360, USA
Phone (508) 830-0600
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Baker and Eitas Financial Services
Location 85 Samoset St #34, Plymouth, MA 02360, USA
Phone (508) 747-0555
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GenLegCo
Location 90 Marshall St, Duxbury, MA 02332, USA
Phone (617) 688-2029
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Edward Jones - Financial Advisor: Sandy Childs
Location 225 Water St Suite A205, Plymouth, MA 02360, USA
Phone (774) 343-5449
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Financial Advisors in Duxbury, MA

Where Certified Financial Advisors in Duxbury, MA Serve

Duxbury, MA is a picturesque coastal town located in Plymouth County, Massachusetts. It is home to numerous landmarks, including the Duxbury Beach Park, the Duxbury Rural and Historical Society, the Alden House Historic Site, and the Myles Standish Monument State Reservation. The town is also known for its top employers, which include the Duxbury Public Schools, the Mirbeau Inn & Spa, and the Island Creek Oyster Farm. Major highways and streets in the area include Route 3, Route 53, and Bay Road. Duxbury is comprised of several unique neighborhoods, such as Standish Shore, Snug Harbor, and Tinkertown, each with its own distinct character and charm. Whether you're looking for a relaxing day at the beach, a stroll through historic sites, or a taste of delicious seafood, Duxbury has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Duxbury, MA can benefit greatly from the services of a financial advisor. With its picturesque beaches and historic homes, Duxbury is a desirable place to live, but it can also be an expensive one. A financial advisor can help residents navigate the high cost of living in the area by creating a personalized budget and investment plan. They can also provide guidance on saving for retirement, college tuition, and other long-term financial goals. Additionally, with Duxbury's proximity to Boston, many residents may have complex financial needs related to their careers or business ventures. A financial advisor can offer expertise in areas such as tax planning, estate planning, and investment strategies to help residents maximize their financial potential.

Insurance Broker

Residents of Duxbury, MA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them find the most suitable insurance policies that meet their specific needs and budget. This is particularly important in Duxbury, where the cost of living is relatively high compared to other towns in the region. Secondly, an insurance broker can provide valuable advice and guidance on how to best protect their assets, such as their homes, cars, and businesses, from potential risks and liabilities. Lastly, an insurance broker can assist residents in filing claims and negotiating settlements with insurance companies, which can be a time-consuming and complex process. Overall, an insurance broker can be a valuable resource for residents of Duxbury, helping them navigate the often-confusing world of insurance and ensuring that they have the coverage they need to protect their financial well-being.

Retirement Planning

Residents of Duxbury, MA can benefit greatly from the services of a retirement planner. Duxbury is a town with a high median household income, and many residents have accumulated significant assets over their working lives. A retirement planner can help these individuals navigate the complex landscape of retirement planning, including maximizing Social Security benefits, creating a tax-efficient withdrawal strategy, and ensuring that their investments are properly diversified. Additionally, Duxbury is home to many retirees who may be looking to downsize or relocate, and a retirement planner can assist with these decisions as well. Overall, a retirement planner can provide invaluable guidance to Duxbury residents as they plan for a comfortable and secure retirement.

Wealth Management

Residents of Duxbury, MA could benefit greatly from the services of a wealth manager. With its high median household income and affluent population, Duxbury presents unique financial challenges and opportunities. A wealth manager could assist residents in developing personalized investment strategies to grow their wealth and protect their assets. Additionally, with the town's proximity to Boston and its thriving business community, a wealth manager could provide valuable guidance on tax planning and estate planning. Overall, a wealth manager could help Duxbury residents navigate the complexities of managing their wealth and ensure their financial goals are met.

Mortgage Loan Officer

Residents of Duxbury, MA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure loans to purchase homes or refinance existing mortgages. Duxbury is a coastal town known for its beautiful beaches and historic architecture. A mortgage loan officer can assist residents in finding the best loan options to fit their specific needs and financial goals, whether they are looking to purchase a historic home in the heart of town or a modern beachfront property. Additionally, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, including gathering necessary documentation and working with lenders to secure the best terms and rates. With the help of a mortgage loan officer, residents of Duxbury can achieve their dream of owning a home in this picturesque New England town.

Tax Services

Residents of Duxbury, MA can benefit greatly from the services of a tax advisor. With a high median household income and property values, many residents may face complex tax situations that require expert guidance. A tax advisor can help residents navigate the intricacies of local and state tax laws, including property tax exemptions and deductions. Additionally, Duxbury is home to many small business owners who may need assistance with tax planning and compliance. A tax advisor can help these entrepreneurs structure their businesses in a tax-efficient manner and ensure they are in compliance with all relevant tax laws. Overall, a tax advisor can provide invaluable support to Duxbury residents as they strive to manage their finances and maximize their wealth.

Estate Planning Lawyer

Residents of Duxbury, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures one's assets are distributed according to their wishes after they pass away. This is particularly important in Duxbury, a town known for its high property values and affluent residents. An estate planning lawyer can also assist with setting up trusts to protect assets, creating a power of attorney to designate someone to make financial or medical decisions on one's behalf, and establishing a healthcare proxy to ensure one's medical wishes are carried out. With the help of an estate planning lawyer, residents of Duxbury can rest assured that their loved ones will be taken care of and their legacy will be preserved.

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