Best Financial Advisors in Great Barrington, MA

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List of Firms

Great Barrington, MA Fiduciary Financial Advisors

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Smith Watson & Company, LLP
5 out of 5
Location 789 S Main St, Great Barrington, MA 01230, USA
Phone (413) 528-1111
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Fitzpatick Trust
Location 50 Main St, Stockbridge, MA 01262, USA
Phone (413) 298-1036
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Salisbury Bank
5 out of 5
Location 210 Main St, Great Barrington, MA 01230, USA
Phone (413) 528-1201
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Greylock Investment Group
Location 5 Cheshire Rd Suite 26, Pittsfield, MA 01201, USA
Phone (413) 236-4837
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Park Square Financial Advisors of Raymond James
Location 7 North St Ste 201, Pittsfield, MA 01201, USA
Phone (413) 236-5612
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LTC Financial Partners
Location 333 Main St, Great Barrington, MA 01230, USA
Phone (413) 528-1000
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David Reynolds Avery, CFP, CRPC - UBS Financial Services Inc.
Location Crawford Square, 137 North St, Pittsfield, MA 01201, USA
Phone (413) 236-0976
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Steven Harty - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1654 Columbia Turnpike, Castleton-On-Hudson, NY 12033, USA
Phone (518) 479-0522
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Berkshire Bank
5 out of 5
Location 244 Main St, Great Barrington, MA 01230, USA
Phone (413) 644-3520
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Kensington Capital Advisors
Location 853 NY-203, Chatham, NY 12037, USA
Phone (518) 392-5010
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Nolan Securities Corporation
Location 535 Main Rd, Monterey, MA 01245, USA
Phone (413) 528-5258
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Berkshire Bookkeeping Inc
Location 437 Old Monterey Rd, Great Barrington, MA 01230, USA
Phone (413) 644-9400
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Gingras Richard E
Location 1100 Barker Rd, Pittsfield, MA 01201, USA
Phone (413) 441-8168
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Tom Sirois- Financial Consultant
Location 314 Main St #21, Great Barrington, MA 01230, USA
Phone (413) 528-0045
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Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services
Location 30 Peck Rd, Torrington, CT 06790, USA
Phone (203) 407-8188
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Terrence Webb - RBC Wealth Management Branch Director
Location 50 Castle Street First Floor, Great Barrington, MA 01230, USA
Phone (413) 528-7150
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Brooks Miller Sherman - RBC Wealth Management Financial Advisor
Location 50 Castle Street First Floor, Great Barrington, MA 01230, USA
Phone (413) 236-8565
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NBT Bank
4 out of 5
Location 700 Main St, Great Barrington, MA 01230, USA
Phone (413) 528-4111
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RWP Tax & Accounting LLC
Location 789 Main St Suite 2, Great Barrington, MA 01230, USA
Phone (413) 644-9949
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Kenneth Whitestone - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 21 Henry Ave Ste 2, Pittsfield, MA 01201, USA
Phone (413) 499-7069
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Hanley & Associates
Location 449 Pittsfield Rd # 203B, Lenox, MA 01240, USA
Phone (413) 499-5212
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Adelson & Company PC
Location 21 Mechanic St, Great Barrington, MA 01230, USA
Phone (413) 528-5699
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Wheeler & Taylor, Inc.
5 out of 5
Location 333 Main St, Great Barrington, MA 01230, USA
Phone (413) 528-1000
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Financial Advisors in Great Barrington, MA

Where Certified Financial Advisors in Great Barrington, MA Serve

Great Barrington, MA is a charming town located in Berkshire County. The town is home to many notable landmarks, including the Mahaiwe Performing Arts Center, the First Congregational Church, and the historic Great Barrington Fairgrounds. Great Barrington is also known for its top employers, including Berkshire Health Systems and Bard College at Simon's Rock. Major highways in the area include Route 7 and the Massachusetts Turnpike, making it easily accessible for commuters and visitors alike. The town is divided into several distinct neighborhoods, each with its own unique character and charm. From the bustling downtown area to the quiet residential streets, Great Barrington has something to offer everyone. With its rich history, vibrant culture, and stunning natural beauty, Great Barrington is truly a gem of the Berkshires.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Great Barrington, MA could benefit from the guidance of a financial advisor in many ways. For instance, a financial advisor could help them create a budget, manage their debt, and plan for retirement. With its vibrant arts scene and beautiful natural surroundings, Great Barrington is a popular destination for tourists and retirees alike. However, the cost of living in this small town can be high, and many residents may struggle to make ends meet. A financial advisor could help them make smart financial decisions that would allow them to live comfortably and enjoy all that Great Barrington has to offer. Whether they need help with investing, tax planning, or estate planning, a financial advisor could be an invaluable resource for residents of this charming town.

Insurance Broker

Residents of Great Barrington, MA can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents find the best insurance policies that suit their specific needs and budget. This is especially important in Great Barrington, MA, where residents face unique challenges such as harsh weather conditions, high cost of living, and a growing population. An insurance broker can help residents navigate the complex world of insurance policies, ensuring that they get the coverage they need at a price they can afford. Additionally, an insurance broker can provide valuable advice and guidance on how to protect their assets and plan for the future, giving residents peace of mind and security.

Retirement Planning

Residents of Great Barrington, MA can benefit from the services of a retirement planner in a number of ways. For one, a retirement planner can help them identify and prioritize their financial goals, taking into account the unique needs and challenges of living in a small town like Great Barrington. They can also help residents develop a comprehensive retirement plan that takes into account factors like Social Security benefits, tax implications, and potential healthcare costs. Additionally, a retirement planner can provide guidance on investment strategies and help residents navigate the complex world of retirement savings and income planning. Ultimately, working with a retirement planner can help Great Barrington residents achieve greater financial security and peace of mind as they approach retirement age.

Wealth Management

Residents of Great Barrington, MA could benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them plan for retirement. Great Barrington has a large population of retirees, and a wealth manager can assist them in creating a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a wealth manager can help residents of Great Barrington navigate the complexities of estate planning, which is especially important for those with significant assets. With the help of a wealth manager, residents of Great Barrington can feel more confident in their financial future and make informed decisions that align with their long-term goals.

Mortgage Loan Officer

Residents of Great Barrington, MA can benefit greatly from the services of a mortgage loan officer. They can assist in finding the best mortgage rates and terms for those looking to purchase a home or refinance an existing mortgage. The loan officer can also help residents navigate the complex process of obtaining a mortgage, including gathering necessary documents and completing paperwork. One specific advantage for Great Barrington residents is the loan officer's knowledge of the local real estate market. They can provide insight into the best neighborhoods to buy in and the average home prices in the area. With their expertise, residents can make informed decisions about their home purchases and feel confident in their financial choices.

Tax Services

Residents of Great Barrington, MA could benefit from the expertise of a tax advisor in a number of ways. One specific area where a tax advisor could be particularly helpful is in navigating the state's complex tax laws. Massachusetts has some of the highest state income taxes in the country, and Great Barrington residents may also be subject to local taxes and fees. A tax advisor can help residents understand their tax obligations and identify opportunities to minimize their tax liabilities. Additionally, a tax advisor can provide guidance on issues such as tax deductions, credits, and exemptions, which can be especially valuable for residents who own businesses or have complex financial situations. By working with a tax advisor, Great Barrington residents can ensure that they are complying with all applicable tax laws and maximizing their tax savings.

Estate Planning Lawyer

Residents of Great Barrington, MA can benefit greatly from the services of an estate planning lawyer. These professionals can provide guidance and assistance in creating legal documents such as wills, trusts, and powers of attorney, which can help ensure that a person's wishes are carried out after their passing. Estate planning lawyers can also provide advice on tax planning and asset protection, which can be especially important for residents of Great Barrington, given its high property values and affluent population. Additionally, an estate planning lawyer can help families navigate complex probate proceedings and resolve disputes related to inheritance, providing peace of mind during a difficult time. Overall, an estate planning lawyer can be an invaluable resource for residents of Great Barrington, helping them protect their assets and ensure their legacy for future generations.

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