Best Financial Advisors in Lynnfield, MA

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List of Firms

Lynnfield, MA Fiduciary Financial Advisors

SEC File# 801-67898
CRD# 125739
Location 50 Salem St, Lynnfield, MA 01940, USA
Phone (978) 463-8771
Directions
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Advisory Group
SEC File# 801-81187
CRD# 128544
Location 200 Broadway # 305, Lynnfield, MA 01940, USA
Phone (781) 268-0555
Directions
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Sachetta
SEC File# 801-100474
CRD# 145713
5 out of 5
Location 600 Market St Suite 684, Lynnfield, MA 01940, USA
Phone (781) 233-4138
Directions
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Ragone & Associates
Location F2, B, 50 Salem St, Lynnfield, MA 01940, USA
Phone (781) 205-0057
Directions
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Bickling Financial Services
SEC File# 801-81187
CRD# 128544
5 out of 5
Location 200 Broadway Suite 305, Lynnfield, MA 01940, USA
Phone (781) 268-0555
Directions
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Concord Wealth Management
4 out of 5
Location 701 Edgewater Dr Suite 310, Wakefield, MA 01880, USA
Phone (781) 966-2980
Directions
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Baker & Company P.C.
Location 220 Broadway, Lynnfield, MA 01940, USA
Phone (781) 593-5330
Directions
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 7 Kimball Ln, Lynnfield, MA 01940, USA
Phone (781) 224-0555
Directions
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Timothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 401 Edgewater Pl Ste 110, Wakefield, MA 01880, USA
Phone (781) 246-6789
Directions
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Charles Schwab
5 out of 5
Location 200 Market St, Lynnfield, MA 01940, USA
Phone (781) 776-3002
Directions
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Lignum Wealth Management
5 out of 5
Location 500 Edgewater Dr, Wakefield, MA 01880, USA
Phone (781) 334-8100
Directions
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Pal Financial Corporation
Location 681 Salem St, Lynnfield, MA 01940, USA
Phone (978) 777-0233
Directions
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Eugene E Ellison Commonwealth
5 out of 5
Location 50 Salem St, Lynnfield, MA 01940, USA
Phone (781) 245-5800
Directions
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Condon Financial and Insurance Services
Location 2 Pleasure Island Rd, Wakefield, MA 01880, USA
Phone (978) 338-5633
Directions
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Flagship Wealth Advisors, LLC
SEC File# 801-112001
CRD# 131962
5 out of 5
Location 301 Edgewater Pl #400, Wakefield, MA 01880, USA
Phone (781) 224-9924
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
Directions
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Janice Berner, Financial Advisor, CDFA, CPA
Location 301 Edgewater Pl Suite 200, Wakefield, MA 01880, USA
Phone (781) 876-4111
Directions
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Christopher Wakeman - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 40 Salem St, Lynnfield, MA 01940, USA
Phone (978) 777-6500
Directions
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Baystate Financial - Theresa Failla
Location 301 Edgewater Pl STE 200, Wakefield, MA 01880, USA
Phone (781) 876-4115
Directions
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Money Concepts/Caniff & Associates
4 out of 5
Location 220 Broadway, Lynnfield, MA 01940, USA
Phone (781) 599-8800
Directions
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RAI Financial Services Inc
Location 210 Broadway, Lynnfield, MA 01940, USA
Phone (781) 598-4466
Directions
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Velocity Financial Group
Location 500 Edgewater Dr # 509, Wakefield, MA 01880, USA
Phone (781) 246-0280
Directions
Financial Advisors in Lynnfield, MA

Where Certified Financial Advisors in Lynnfield, MA Serve

Lynnfield, located in Essex County, Massachusetts, is a charming town that boasts of several landmarks, top employers, major highways and streets, and neighborhoods. From the iconic MarketStreet Lynnfield, a bustling open-air shopping center that features high-end stores, restaurants, and entertainment venues, to the picturesque Lynnfield Common, a historic public park that serves as a gathering place for community events and celebrations, Lynnfield has it all. The town is also home to several top employers, including the Market Basket Supermarket, which is one of the largest grocery store chains in the region, and the Lynnfield Public Schools, which provide excellent educational opportunities for students of all ages. Additionally, the town is located near several major highways and streets, such as Route 1 and Interstate 95, making it easily accessible to nearby cities and towns. Lynnfield is divided into several distinct neighborhoods, each with its unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lynnfield, MA could greatly benefit from the guidance of a financial advisor in a number of ways. For instance, with the average home value in Lynnfield being over $700,000, a financial advisor could help residents navigate the complexities of the local real estate market and make informed decisions about buying or selling property. Additionally, with the median household income in Lynnfield being over $140,000, a financial advisor could assist residents in creating a comprehensive financial plan that takes into account their unique financial goals and circumstances. Whether it's planning for retirement, saving for college, or managing debt, a financial advisor can provide valuable insight and expertise to help residents of Lynnfield achieve financial security and peace of mind.

Insurance Broker

Residents of Lynnfield, MA can benefit greatly from the services of an insurance broker. With its proximity to Boston and the North Shore, Lynnfield is a bustling community with a diverse population. An insurance broker can help residents navigate the complex world of insurance, whether it be finding the right health insurance plan, securing coverage for their home or car, or protecting their business. In particular, with Lynnfield's high median home value, an insurance broker can help homeowners find the right coverage for their property and possessions. Additionally, an insurance broker can provide personalized advice and support, helping residents make informed decisions about their insurance needs and ensuring that they have the coverage they need when they need it most.

Retirement Planning

Residents of Lynnfield, MA can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This is especially important for Lynnfield residents, who may have specific financial concerns related to the high cost of living in the area. A retirement planner can help residents navigate the complex world of retirement planning, including options for saving and investing, tax planning, and estate planning. By working with a retirement planner, Lynnfield residents can feel confident that they are on track to achieve their retirement goals and live a comfortable and secure retirement.

Wealth Management

Residents of Lynnfield, MA, could benefit greatly from the services of a wealth manager. With a median household income of $140,000, many residents are likely to have significant assets to manage. A wealth manager can help them create a comprehensive financial plan that takes into account their current financial situation, their goals, and their risk tolerance. They can also help residents navigate complex financial products and investments, such as real estate and stocks. Additionally, a wealth manager can provide guidance on tax planning and estate planning, ensuring that residents are taking advantage of all available tax breaks and that their assets are protected for future generations. In short, a wealth manager can help residents of Lynnfield, MA, achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lynnfield, MA can benefit from the expertise of a mortgage loan officer in numerous ways. One of the most common ways is by helping them navigate the local real estate market. Lynnfield is a town with a rich history and a strong sense of community, which can make finding the right property a daunting task. A mortgage loan officer can provide valuable insights into the local market, including which neighborhoods are up-and-coming, what types of properties are in high demand, and what the average home prices are. They can also help residents understand the different types of mortgages available to them, and guide them through the application and approval process. With the help of a skilled mortgage loan officer, residents of Lynnfield can make informed decisions about their real estate investments and achieve their homeownership goals.

Tax Services

Residents of Lynnfield, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help Lynnfield residents is by providing guidance on the state and local tax laws that are specific to the area. For example, Lynnfield is a suburb of Boston and is subject to the same tax laws as the city. A tax advisor can help residents navigate the complex tax codes and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and investment strategies to help Lynnfield residents achieve their financial goals. Overall, working with a tax advisor can help Lynnfield residents save money and make informed financial decisions.

Estate Planning Lawyer

Residents of Lynnfield, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Lynnfield 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. Additionally, an estate planning lawyer can help Lynnfield residents minimize estate taxes, protect their assets from creditors, and establish trusts for their loved ones. With its close proximity to Boston and its reputation as a desirable place to live, Lynnfield residents may have unique estate planning needs that an experienced lawyer can address. By working with an estate planning lawyer, Lynnfield residents can have peace of mind knowing their affairs are in order and their loved ones will be taken care of.

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FAQs About Personal Financial Advisors in Lynnfield, MA