Best Financial Advisors in Essex County, MA

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List of Firms

Essex County, MA Fiduciary Financial Advisors

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Jim Albanese - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 35 Village Rd Ste 500, Middleton, MA 01949, USA
Phone (978) 539-0208
Directions
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Ipswich Bay Financial
Location 25 Market St # 102, Ipswich, MA 01938, USA
Phone (978) 356-6554
Directions
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Rocky Hill Advisors, Inc
Location 7 Essex Green Dr STE 53, Peabody, MA 01960, USA
Phone (978) 531-5900
Directions
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Peabody Wealth Advisors
5 out of 5
Location 150A Andover St Suite 10A, Danvers, MA 01923, USA
Phone (978) 304-1212
Directions
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Cornerstone Financial Partners LLC
Location 900 Cummings Center suite 307-t, Beverly, MA 01915, USA
Phone (978) 338-6614
Directions
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Hawthorne Financial Advisors, LLC
Location 13 Mystic Rd, Marblehead, MA 01945, USA
Phone (617) 648-6570
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JFL Wealth Management LLC
Location PO Box 523, Newburyport, MA 01950, USA
Phone (978) 463-4498
Directions
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Edward Jones - Financial Advisor: Dennis E Nelson, CFP®
SEC File# 801-3297
CRD# 250
Location 8 Atlantic Ave, Marblehead, MA 01945, USA
Phone (781) 639-0600
Directions
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Marcie Behman - Morgan Stanley Private Wealth Advisor
Location 35 Village Rd Ste 601, Middleton, MA 01949, USA
Phone (978) 739-3962
Directions
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Tapparo Capital Management
Location 10 S Main St Suite 208A, Topsfield, MA 01983, USA
Phone (978) 887-1121
Directions
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Bob Wilson Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 35 Village Rd Ste 500, Middleton, MA 01949, USA
Phone (978) 372-3754
Directions
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Arthur McCarthy - RBC Wealth Management Financial Advisor
Location 222 Rosewood Dr Suite 510, Danvers, MA 01923, USA
Phone (978) 646-1155
Directions
Financial Advisors in Essex County, MA

Where Certified Financial Advisors in Essex County, MA Serve

Essex County, MA is a rich and diverse region with a plethora of landmarks, top employers, major highways and streets, and neighborhoods to explore. From the historic Salem Witch Trials Memorial to the stunning Crane Beach, this county is full of fascinating destinations for tourists and locals alike. The area is home to major employers such as Raytheon, Beverly Hospital, and Salem State University, providing ample opportunities for career growth and development. Major highways including I-95 and Route 1 run through the county, making transportation a breeze. The neighborhoods in Essex County are as varied as they are vibrant, with charming towns like Newburyport and Ipswich boasting picturesque streets and bustling downtown areas. Whether you're looking for a day trip or a place to call home, Essex County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Essex County, MA can benefit greatly from the guidance and expertise of a financial advisor. With its diverse population and range of income levels, Essex County presents unique financial challenges for its residents. A financial advisor can help individuals and families navigate these challenges by providing personalized financial planning and investment advice. Whether it's creating a budget, saving for retirement, managing debt, or investing in the local real estate market, a financial advisor can help residents of Essex County make informed decisions and achieve their financial goals. Additionally, with the high cost of living in the area, a financial advisor can help residents maximize their income and minimize expenses, ensuring that they are able to live comfortably and securely in this beautiful part of New England.

Insurance Broker

Residents of Essex County, MA can benefit greatly from the services of an insurance broker. With its diverse population and varied geography, Essex County presents unique insurance challenges that require a broker's expertise. For example, residents of coastal towns like Gloucester and Newburyport may need specialized coverage for flood and hurricane damage, while those living in the more urban areas like Lawrence and Lynn may require different types of coverage for their homes and vehicles. An insurance broker can help residents navigate these complexities and find the best insurance policies for their specific needs and budgets. Additionally, brokers can provide valuable guidance on healthcare coverage, life insurance, and other types of insurance that residents may not be familiar with. By working with an insurance broker, residents of Essex County can ensure that they are fully protected and prepared for any unexpected events that may arise.

Retirement Planning

Residents of Essex County, MA can benefit greatly from the services of a retirement planner. With a population of over 790,000 people, Essex County is home to many individuals who are nearing retirement age or who have already retired. A retirement planner can help these residents navigate the complex world of retirement planning, including creating a budget, managing investments, and planning for healthcare costs. Additionally, the high cost of living in Essex County can make it challenging for retirees to make their savings last throughout their retirement years. A retirement planner can provide guidance on how to optimize their retirement income and ensure that they can enjoy a comfortable and secure retirement in Essex County.

Wealth Management

Residents of Essex County, MA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing guidance on retirement planning. With a high cost of living in the area, many residents may struggle to save enough money for retirement. A wealth manager can help create a personalized plan that takes into account their current financial situation, goals, and risk tolerance. Additionally, with many residents owning homes in the area, a wealth manager can also provide advice on real estate investments and estate planning. Overall, a wealth manager can offer valuable insights and strategies to help residents of Essex County, MA achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Essex County, MA can benefit greatly from the services of a mortgage loan officer. With a population of over 790,000 people, Essex County is home to a diverse group of individuals and families, each with their own unique financial needs and goals. A mortgage loan officer can help residents navigate the complex process of buying or refinancing a home, providing guidance and support every step of the way. This includes helping residents find the best mortgage rates and terms, as well as assisting with the application process and providing advice on how to improve credit scores. With the help of a mortgage loan officer, residents of Essex County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Essex County, MA can greatly benefit from the services of a tax advisor. With the county's diverse population and range of industries, tax laws and regulations can be complex and confusing. A tax advisor can help individuals and businesses navigate these laws and ensure compliance, as well as identify potential tax deductions and credits to maximize savings. Additionally, with the high cost of living in Essex County, a tax advisor can assist with financial planning and investment strategies to help residents achieve their financial goals. Overall, a tax advisor can provide valuable guidance and support to help Essex County residents make informed decisions and achieve financial success.

Estate Planning Lawyer

Residents of Essex County, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Essex County, which has a diverse population and a high median home value. An estate planning lawyer can also help residents minimize their tax liabilities, protect their assets from creditors, and appoint a guardian for their minor children. Overall, an estate planning lawyer can provide peace of mind to residents of Essex County by ensuring their assets are protected and their loved ones are taken care of.

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FAQs About Personal Financial Advisors in Essex County, MA