Best Financial Advisors in Sandwich, MA

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List of Firms

Sandwich, MA Fiduciary Financial Advisors

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Bessette Financial
5 out of 5
Location 100 Independence Drive Suite # 7, Hyannis, MA 02601, USA
Phone (508) 775-5510
Directions
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Edward Jones: Alyssa M. Coffey, Financial Advisor
Location Sagamore Beach, MA 02562, USA
Phone (508) 888-4151
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Comprehensive Strategies
5 out of 5
Location 90 MA-6A, Sandwich, MA 02563, USA
Phone (508) 888-2242
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Roman Retirement Planning, LLC
Location 35C South St, Mashpee, MA 02649, USA
Phone (774) 602-5196
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Nichols Investment Advisory
Location Twenty Two, Steeple St suite 2054, Mashpee, MA 02649, USA
Phone (508) 539-1155
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Patrick Murphy - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1891
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Edward Jones - Financial Advisor: Calan R Philbrook, AAMS™
Location 86 Willow St Unit 5, Yarmouth Port, MA 02675, USA
Phone (508) 362-2152
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Noble Financial Advisory
Location 18 Stonefield Dr, East Sandwich, MA 02537, USA
Phone (508) 888-4455
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Michael Yacoub - TD Wealth Financial Advisor
Location 2 Barlow's Landing Road, MA-28, Pocasset, MA 02559, USA
Phone (774) 212-2148
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Brian McNamara
Location 10 Merchants Rd, Sandwich, MA 02563, USA
Phone (508) 888-5254
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Jeffrey Woerdeman - Ameriprise Financial Services, Inc.
Location 110 State Rd Ste 2, Sagamore Beach, MA 02562, USA
Phone (508) 833-1359
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Cynthia Reilly - TD Wealth Relationship Manager
Location 2 Barlow's Landing Road, MA-28, Pocasset, MA 02559, USA
Phone (774) 487-1918
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Clear Sailing Financial Group
Location 832 Main St UNIT I, Osterville, MA 02655, USA
Phone (508) 539-7058
Directions
Financial Advisors in Sandwich, MA

Where Certified Financial Advisors in Sandwich, MA Serve

Sandwich, MA is a charming town located on Cape Cod, known for its picturesque landscapes and rich history. The town is home to several prominent landmarks, including the Sandwich Glass Museum, the Dexter Grist Mill, and the Hoxie House - one of the oldest houses in the country. Top employers in the area include the Sandwich Public Schools, Cape Cod Healthcare, and the town government. Major highways and streets in the town include Route 6A, Route 130, and Quaker Meetinghouse Road. Sandwich is divided into several unique neighborhoods, each with its own distinct character. The Village Center is the heart of the town, featuring quaint shops, restaurants, and historic buildings. Other notable neighborhoods include Forestdale, East Sandwich, and Sandwich Village. Overall, Sandwich, MA is a delightful town with a rich history and vibrant community. Its landmarks, top employers, major highways and streets, and neighborhoods all contribute to its unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sandwich, MA could benefit greatly from the guidance of a financial advisor. With its picturesque location on Cape Cod, Sandwich is a popular destination for tourists and retirees alike. A financial advisor could help retirees in particular navigate the complexities of retirement planning, including managing their savings, investments, and potential healthcare costs. Additionally, with the high cost of living in the area, a financial advisor could assist Sandwich residents in creating a budget and developing strategies for saving money. Whether it's planning for retirement or simply trying to make ends meet, a financial advisor can provide valuable insights and guidance to help Sandwich residents achieve their financial goals.

Insurance Broker

Residents of Sandwich, MA can benefit greatly from the services of an insurance broker. With the town's location on Cape Cod, many residents own homes that require specific insurance coverage for coastal properties. An insurance broker can help residents navigate the complexities of coastal insurance, ensuring they have the proper coverage in place to protect their homes from potential damage caused by storms and flooding. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which can be particularly important for those who may be self-employed or work for small businesses that do not offer health benefits. By working with an insurance broker, residents of Sandwich can rest assured that they have the right coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Sandwich, MA could benefit greatly from the services of a retirement planner. Sandwich is a small town with a population of just over 20,000 people, and many of its residents are reaching retirement age. A retirement planner could help these individuals navigate the complex world of retirement planning, including issues such as Social Security benefits, Medicare, and long-term care insurance. Additionally, a retirement planner could help Sandwich residents identify their retirement goals and develop a plan to achieve them, taking into account their unique financial situation and lifestyle preferences. With the help of a retirement planner, Sandwich residents could feel more confident and secure as they enter their golden years.

Wealth Management

Residents of Sandwich, MA could benefit greatly from the services of a wealth manager. Sandwich is a town with a rich history and a strong community, but like many small towns, it can be difficult to navigate the financial landscape. A wealth manager can help residents of Sandwich with a wide range of financial planning needs, from retirement planning to investment management. One area where a wealth manager could be particularly helpful is in managing the unique challenges that come with owning property in a coastal town. With the threat of hurricanes and rising sea levels, it's important for Sandwich residents to have a solid plan in place to protect their assets. A wealth manager can work with residents to ensure they have the right insurance coverage and investment strategies in place to weather any financial storms that may come their way.

Mortgage Loan Officer

Residents of Sandwich, MA can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing financing for a new home or refinancing an existing mortgage. One specific way that a mortgage loan officer can help residents of Sandwich is by providing guidance on local housing market trends. Sandwich is a popular tourist destination, and home prices can fluctuate depending on the time of year. A knowledgeable loan officer can help residents navigate these changes and make informed decisions about their home financing options. Additionally, they can provide personalized advice on the best loan products for each individual's unique financial situation. Overall, a mortgage loan officer can be an invaluable resource for residents of Sandwich looking to achieve their homeownership goals.

Tax Services

Residents of Sandwich, MA can benefit greatly from the expertise of a tax advisor. A tax advisor can provide guidance on how to maximize deductions and credits, which can lower the amount of taxes owed. This is especially important for residents of Sandwich, as the town has a relatively high property tax rate compared to other towns on Cape Cod. Additionally, a tax advisor can help residents navigate complex tax laws and regulations, ensuring compliance and minimizing the risk of audits or penalties. With the help of a tax advisor, residents of Sandwich can feel confident that they are making informed decisions about their finances and are minimizing their tax burden.

Estate Planning Lawyer

Residents of Sandwich, MA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create wills and trusts that ensure their assets are distributed according to their wishes after they pass away. In a town like Sandwich, where many families have deep roots and significant assets, having a solid estate plan is crucial. An estate planning lawyer can also assist with setting up healthcare directives and powers of attorney, which can be especially important for elderly residents or those with medical conditions. With the help of an estate planning lawyer, Sandwich residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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