Best Financial Advisors in Essex, MA

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List of Firms

Essex, MA Fiduciary Financial Advisors

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Associated Financial Group
1 out of 5
Location 80 Labor in Vain Rd, Ipswich, MA 01938, USA
Phone (978) 356-7276
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Jeffrey Bruce Toye CPA
Location 65 Eastern Avenue Unit AB4, Essex, MA 01929, USA
Phone (978) 525-3717
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New Perspective Financial
Location 65 Eastern Ave #B2A, Essex, MA 01929, USA
Phone (978) 768-3310
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Orienteer Financial
Location 19 Lufkin St, Essex, MA 01929, USA
Phone (978) 768-0080
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Hanson Financial Group
5 out of 5
Location 7 Summer St, Manchester-by-the-Sea, MA 01944, USA
Phone (978) 922-4141
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Rocky Hill Advisors Inc
Location 598 Essex Ave, Gloucester, MA 01930, USA
Phone (978) 281-8515
Directions
Financial Advisors in Essex, MA

Where Certified Financial Advisors in Essex, MA Serve

Essex, a town in Essex County, Massachusetts, boasts of a rich history and stunning landmarks. From the renowned Essex Shipbuilding Museum to the iconic First Congregational Church, the town is a treasure trove of architectural marvels. The town's top employers include the Essex County Greenbelt Association, the Essex County Sheriff's Department, and the Essex Historical Society & Shipbuilding Museum. Essex is also well-connected, with major highways like the Route 128 and Route 133 running through it. The town features several charming neighborhoods, including the picturesque Essex Village and the serene Conomo Point. Whether you're a history buff or a nature lover, Essex has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Essex, MA can benefit greatly from the guidance of a financial advisor. With its small town charm and proximity to the coast, Essex attracts many retirees and families. A financial advisor can help these residents plan for their future by creating a personalized investment strategy, managing their retirement accounts, and providing advice on estate planning. Additionally, many residents of Essex are small business owners who may need assistance with financial planning and managing their company's finances. A financial advisor can help these entrepreneurs navigate the complexities of business finances and make informed decisions that will help their businesses thrive. Overall, a financial advisor can provide invaluable support to residents of Essex, helping them to achieve their financial goals and secure their futures.

Insurance Broker

Residents of Essex, MA can benefit greatly from the services of an insurance broker. With its small town charm and proximity to the coast, Essex offers a unique lifestyle that requires specialized insurance coverage. An insurance broker can help residents navigate the complexities of the insurance industry and find the right policies to protect their homes, businesses, and personal assets. For example, with the risk of flooding in Essex due to its location near the ocean, an insurance broker can help residents find flood insurance coverage to protect their properties. Additionally, an insurance broker can provide guidance on healthcare coverage options, life insurance policies, and other types of insurance that are essential for residents of Essex to have peace of mind and financial protection.

Retirement Planning

Residents of Essex, MA could greatly benefit from the services of a retirement planner. With its picturesque coastal location and charming New England architecture, Essex is a popular destination for retirees looking for a peaceful and idyllic place to spend their golden years. However, many retirees may struggle to navigate the complexities of retirement planning, especially in a town like Essex where the cost of living can be high. A retirement planner can help residents of Essex create a personalized plan that takes into account their unique financial situation, goals, and needs. This could include investment strategies, tax planning, and estate planning, all of which can help retirees feel more secure and confident in their financial future. By working with a retirement planner, residents of Essex can ensure that they are making informed decisions that will help them achieve their retirement dreams.

Wealth Management

Residents of Essex, MA can benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager can help residents plan for retirement by creating a customized investment portfolio that aligns with their long-term financial goals. Additionally, a wealth manager can provide guidance on tax planning strategies that can help residents minimize their tax liabilities. One specific challenge that residents of Essex, MA may face is navigating the unique real estate market in the area. A knowledgeable wealth manager can provide valuable insights into local market trends and help residents make informed decisions when buying or selling property. Overall, a wealth manager can help residents of Essex, MA achieve financial security and peace of mind by providing personalized financial planning and investment management services.

Mortgage Loan Officer

Residents of Essex, MA can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure a mortgage to purchase a home. With the high cost of living in Essex, many residents may struggle to save up enough money to buy a home outright. A mortgage loan officer can assist them in finding a suitable loan that fits their budget and financial situation. Additionally, they can provide guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages. With their expertise and knowledge of the local real estate market, a mortgage loan officer can help residents of Essex, MA achieve their dream of homeownership.

Tax Services

Residents of Essex, MA can benefit greatly from the expertise of a tax advisor. With a population of just over 3,000, Essex is a small town on the North Shore of Massachusetts that is known for its historic shipbuilding industry and beautiful coastal scenery. A tax advisor can help residents navigate the complex tax laws and regulations that apply to both individuals and businesses in Essex. They can provide advice on tax planning, preparation, and filing, as well as help with tax audits and disputes. Additionally, a tax advisor can assist with estate planning and retirement planning, which are particularly important for the many retirees who call Essex home. With their knowledge and experience, a tax advisor can help residents of Essex make informed decisions about their finances and ensure that they are taking advantage of all available tax benefits and deductions.

Estate Planning Lawyer

Residents of Essex, MA can greatly benefit 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 their clients' assets are distributed according to their wishes. In Essex, MA, where many residents own historic homes and valuable antique collections, it is especially important to have a solid estate plan in place to protect these assets. An estate planning lawyer can also assist with drafting wills and trusts, establishing power of attorney, and minimizing tax liabilities. By working with an experienced estate planning lawyer, residents of Essex, MA can have peace of mind knowing their legacy and assets are protected for future generations.

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