Best Financial Advisors in Gloucester, MA

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List of Firms

Gloucester, MA Fiduciary Financial Advisors

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New Generation Advisors, LLC
SEC File# 801-33044
CRD# 109776
Location 13 Elm St #2, Manchester-by-the-Sea, MA 01944, USA
Phone (978) 704-6200
Language https://www.newgenerationadvisors.com/
Directions
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New Perspective Financial
Location 65 Eastern Ave #B2A, Essex, MA 01929, USA
Phone (978) 768-3310
Language http://www.npfinancial.net/
Directions
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LTC Financial Partners
Location 77 South St, Rockport, MA 01966, USA
Phone (978) 884-8434
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 55 Market St, Ipswich, MA 01938, USA
Phone (978) 356-3002
Language http://www.edwardjones.com/
Directions
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Eddy Company, LLC
5 out of 5
Location 189 Main St, Gloucester, MA 01930, USA
Phone (978) 381-9641
Language http://www.eddycompany.com/
Directions
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John W Thompson - Ameriprise Financial Services, LLC
Location 4 Ruthern Way, Rockport, MA 01966, USA
Phone (978) 546-6429
Language https://www.ameripriseadvisors.com/john.w.thompson/?cid=IP_local_google
Directions
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Babson & Company
Location 1 Blackburn Dr, Gloucester, MA 01930, USA
Phone (978) 283-7010
Language https://babsonandcompany.com/
Directions
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Ipswich Bay Financial
Location 25 Market St # 102, Ipswich, MA 01938, USA
Phone (978) 356-6554
Language http://www.ibfinancial.com/
Directions
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Edward Jones - Financial Advisor: Jan Dik, CFA®
5 out of 5
Location 227 Willow St Suite A 101, South Hamilton, MA 01982, USA
Phone (978) 887-8897
Language https://www.edwardjones.com/us-en/financial-advisor/jan-dik?y_source=1_OTY2NzE0LTcxNS1sb2NhdGlvbi53ZWJzaXRl
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Edward Jones - Financial Advisor: Ashley K Meagher
5 out of 5
Location 24 Maple St, Danvers, MA 01923, USA
Phone (978) 762-3732
Language https://www.edwardjones.com/us-en/financial-advisor/ashley-meagher?y_source=1_MjI0OTA2Ni03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
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Beauport Financial Services LLC
SEC File# 801-55564
CRD# 108050
Location 3 Heritage Way Suite 2, Gloucester, MA 01930, USA
Phone (978) 283-0748
Language http://www.beauportfinancial.com/
Directions
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Good Harbor Investments
Location 115 Prospect St, Gloucester, MA 01930, USA
Phone (978) 283-0714
Directions
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 40 Beach St Suite 202, Manchester-by-the-Sea, MA 01944, USA
Phone (978) 525-5562
Language https://home.wellsfargoadvisors.com/001_MBTS?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA08789852
Directions
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Bob Littlefield - Raymond James
5 out of 5
Location 225 Main St, Wenham, MA 01984, USA
Phone (978) 468-0211
Language https://www.raymondjames.com/LittlefieldWealthManagement
Directions
Financial Advisors in Gloucester, MA

Where Certified Financial Advisors in Gloucester, MA Serve

Gloucester, MA is a picturesque coastal city located on Cape Ann in Essex County. Its beauty is defined by its rugged coastline, sandy beaches, and vibrant fishing industry. The city is dotted with landmarks such as the iconic Fisherman's Memorial, the stunning Good Harbor Beach, and the historic Hammond Castle Museum. Top employers in Gloucester include the Gloucester Public Schools, Addison Gilbert Hospital, and the City of Gloucester itself. Major highways connecting Gloucester to other parts of Massachusetts include Route 128 and Route 127. The city's streets are bustling with activity, from Main Street's charming shops and restaurants to the scenic Shore Road. Neighborhoods in Gloucester range from the quaint and historic Rocky Neck to the family-friendly West Gloucester. With its rich history, natural beauty, and thriving community, Gloucester is a gem of the North Shore.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gloucester, MA can benefit greatly from the services of a financial advisor. With its strong fishing industry and tourism economy, Gloucester residents may have unique financial needs that require specialized knowledge and expertise. A financial advisor can help residents create a personalized financial plan, manage debt, and invest wisely to secure their financial future. Additionally, a financial advisor can assist residents in navigating the complexities of retirement planning, including social security benefits and pension plans. With the guidance of a financial advisor, residents of Gloucester can feel confident in their financial decisions and achieve their long-term financial goals.

Insurance Broker

Residents of Gloucester, MA can benefit from the services of an insurance broker in many ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the most suitable policies for their needs. This is particularly important in Gloucester, which is known for its thriving fishing industry. Insurance brokers can help fishermen and boat owners find policies that cover their unique risks, such as damage to equipment and liability for accidents at sea. Additionally, insurance brokers can provide advice on how to minimize risks and reduce insurance premiums. For example, they can recommend safety measures that reduce the likelihood of accidents and help clients qualify for lower rates. Overall, insurance brokers can be invaluable resources for residents of Gloucester, MA, helping them protect their assets and livelihoods.

Retirement Planning

Residents of Gloucester, MA can benefit greatly from the expertise of a retirement planner. With a population of over 30,000, Gloucester is a vibrant coastal community that offers a wide range of opportunities for retirees. A retirement planner can help residents navigate the complexities of retirement planning, including managing their finances, identifying investment opportunities, and creating a comprehensive retirement plan. Additionally, a retirement planner can help residents take advantage of the unique opportunities available in Gloucester, such as the thriving arts and cultural scene, the abundance of outdoor recreational activities, and the many local businesses and services that cater to retirees. By working with a retirement planner, residents of Gloucester can ensure that they are well-prepared for their golden years and can enjoy all that this beautiful coastal town has to offer.

Wealth Management

Residents of Gloucester, MA could benefit from the services of a wealth manager in a number of ways. For one, a wealth manager could help them develop a comprehensive financial plan that takes into account their unique circumstances, such as the high cost of living in Gloucester. Additionally, a wealth manager could help residents of Gloucester navigate the complexities of tax planning, estate planning, and retirement planning. One specific challenge that residents of Gloucester face is the impact of the fishing industry on the local economy. A skilled wealth manager could help Gloucester residents diversify their investments and manage risk in a way that accounts for this unique factor. Overall, a wealth manager could provide Gloucester residents with personalized financial guidance that helps them achieve their goals and secure their financial future.

Mortgage Loan Officer

Residents of Gloucester, MA can benefit from the services of a mortgage loan officer in several ways. First and foremost, a mortgage loan officer can help residents secure a mortgage to purchase a home in Gloucester, which can be a challenging task given the high cost of living in the area. Additionally, a mortgage loan officer can assist residents in refinancing their current mortgages to take advantage of lower interest rates, which can save them thousands of dollars over the life of their loan. Another way that a mortgage loan officer can help residents of Gloucester is by providing guidance and advice on how to improve their credit scores, which can make them more attractive to lenders and increase their chances of being approved for a mortgage. With its stunning beaches, rich history, and vibrant community, Gloucester is a wonderful place to call home, and a mortgage loan officer can help make that dream a reality for its residents.

Tax Services

Residents of Gloucester, MA could benefit greatly from the services of a tax advisor. With its strong fishing industry, many residents in Gloucester may have income from self-employment or other non-traditional sources, which can make tax filing more complicated. A tax advisor can help ensure that individuals are taking advantage of all possible deductions and credits, and can also provide guidance on how to properly report income from fishing or other maritime activities. Additionally, with the recent changes to the tax code, a tax advisor can help residents navigate the new rules and make the most of their tax situation. Overall, a tax advisor can provide valuable support and guidance to residents of Gloucester, helping them to maximize their tax savings and avoid any potential issues with the IRS.

Estate Planning Lawyer

Residents of Gloucester, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Gloucester residents is by assisting them in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Gloucester, where many residents own homes and businesses that may have been in their families for generations. An estate planning lawyer can also help Gloucester residents plan for the possibility of incapacity by drafting documents such as powers of attorney and healthcare directives. With the help of an estate planning lawyer, Gloucester residents can have peace of mind knowing that their loved ones will be taken care of and their wishes will be respected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Gloucester, MA

A financial advisor in Gloucester, MA can offer a range of financial advising services to individuals and businesses alike. From retirement planning and investment management to tax planning and estate planning, a financial advisor can help clients navigate complex financial situations and make informed decisions. Specifically, in Gloucester, MA, a financial advisor may provide specialized advice on the unique challenges and opportunities presented by the local fishing industry. With a long history of fishing and maritime commerce, Gloucester, MA is home to many small businesses and individuals who rely on the industry for their livelihood. A financial advisor with expertise in this area can help clients manage cash flow, plan for seasonal fluctuations, and navigate complex regulations and tax laws. Whether you are a fisherman, a small business owner, or simply someone looking to build a secure financial future, a financial advisor in Gloucester, MA can provide valuable guidance and support.

Gloucester, MA is the ultimate destination for anyone seeking financial advising that is tailored to their specific needs. What sets Gloucester apart from other cities is its rich history of fishing and maritime industries, which have instilled a strong work ethic and attention to detail in its residents. This has translated into the financial industry, where advisors in Gloucester are known for their meticulousness and precision in managing their clients' finances. Additionally, Gloucester's close-knit community fosters a sense of trust and reliability, allowing for advisors to build strong relationships with their clients. With its stunning coastal views and thriving business community, Gloucester offers a unique blend of professionalism and personal touch that cannot be found elsewhere.