What are some popular services for financial advising?

A financial advisor in Wakefield, MA can provide a wide 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 the complex world of finance. In Wakefield, MA specifically, a financial advisor may also be able to provide specialized advice on local real estate investments. With the town's growing population and proximity to Boston, there are many opportunities for real estate investment in Wakefield, but navigating the local market can be challenging without the help of a knowledgeable advisor. A financial advisor in Wakefield can provide the burstiness and complexity needed to make informed decisions about local investments and ensure clients are on the path to financial success.

What are people saying about financial advising services in Wakefield, MA?

Wakefield, MA is the ultimate destination for anyone seeking top-notch financial advising services. The town boasts of a vibrant economy, a diverse population, and a rich history that has seen it grow into a financial hub. The town's proximity to Boston, a city known for its financial prowess, makes it an ideal location for financial advisors to set up shop. Additionally, Wakefield's financial advisors are known for their expertise in various fields, including investment management, retirement planning, and tax planning. With a deep understanding of the local economy and a commitment to providing personalized services, Wakefield's financial advisors are the go-to professionals for anyone seeking to secure their financial future. Whether you are a business owner, an individual investor, or a retiree, Wakefield's financial advisors have the knowledge and experience to help you achieve your financial goals and navigate the complex financial landscape.

What does a financial planner do?

A financial planner in Wakefield, MA is a professional who helps individuals and businesses manage their finances and investments. With a deep understanding of the local economy and market trends, a financial planner in Wakefield, MA can provide tailored solutions to meet the unique needs of their clients. From retirement planning to investment management, tax planning, and estate planning, a financial planner in Wakefield, MA offers a wide range of services to help clients achieve their financial goals. In a town that boasts a rich history dating back to the 17th century, a financial planner in Wakefield, MA must be well-versed in the intricacies of the local economy and be able to navigate the challenges and opportunities that arise in a rapidly changing financial landscape. Whether it's helping a family plan for their children's education or assisting a business owner in managing their cash flow, a financial planner in Wakefield, MA is a trusted advisor who can guide clients through complex financial decisions with confidence and expertise.

When should you get a financial planner?

As a resident of Wakefield, MA, it can be challenging to navigate the world of finance on your own. With its bustling economy and diverse population, the town offers a unique set of financial challenges that require the expertise of a financial advisor. Whether you're a young professional just starting out or a retiree looking to maximize your savings, a financial advisor can help you make informed decisions and achieve your financial goals. From navigating the local real estate market to planning for retirement, a financial advisor can provide the guidance and support you need to succeed. So if you're a Wakefield resident looking to take control of your finances, don't hesitate to reach out to a trusted financial advisor today.

How do I choose the right financial advisor?

A financial advisor in Wakefield, MA must possess several important qualities to excel in their profession. Firstly, they must have a deep understanding of the local economy and financial landscape, as Wakefield is a vibrant and diverse community with a complex economic ecosystem. Secondly, they must possess excellent communication skills to effectively explain complex financial concepts to their clients, many of whom may not have a background in finance. Additionally, a financial advisor in Wakefield must be able to adapt to the unique needs and goals of each client, taking into account their individual circumstances and preferences. Finally, they must be committed to ongoing education and professional development, as the financial industry is constantly evolving and changing. With these qualities, a financial advisor in Wakefield can help their clients navigate the complex world of finance and achieve their financial goals.

What makes Wakefield, MA the top choice for financial advising?

Wakefield, MA is home to some of the top financial advising firms in the state. These firms offer a wide range of services, including investment management, retirement planning, and estate planning. One specific aspect that sets Wakefield apart from other cities is its rich history. The town was founded in 1638 and has a deep connection to the American Revolution. This history has helped shape the financial advising industry in Wakefield, as many firms prioritize long-term planning and preservation of wealth. Additionally, Wakefield's proximity to Boston has allowed these firms to attract top talent and stay ahead of industry trends. Whether you're a young professional just starting out or a seasoned investor looking to diversify your portfolio, Wakefield has a financial advising firm that can meet your needs.

How do financial advisors get paid?

Financial advisors in Wakefield, MA get compensated in various ways. Some advisors charge a flat fee for their services, while others charge a percentage of the assets they manage. Additionally, some advisors receive commissions from the financial products they sell to clients. One specific aspect of Wakefield, MA that affects how financial advisors get compensated is the town's demographics. With a median household income of $92,000 and a high percentage of residents with advanced degrees, financial advisors in Wakefield may be able to charge higher fees for their expertise. Furthermore, the town's proximity to Boston and its thriving financial industry may also impact how advisors in Wakefield structure their compensation models.

Find the Top Financial Advisors Serving Wakefield, MA

Connect With a Financial Planner

List of Firms

Wakefield, MA Fiduciary Financial Advisors

Baystate Financial - Theresa Failla

301 Edgewater Pl STE 200, Wakefield, MA 01880, USA

(781) 876-4115

https://financialprofessionals.massmutual.com/theresa-failla

Directions

Timothy Corkum - Private Wealth Advisor, Ameriprise Financial Services, LLC

401 Edgewater Pl Ste 110, Wakefield, MA 01880, USA

(781) 246-6789

https://www.ameripriseadvisors.com/Timothy.D.Corkum/?cid=IP_local_google

Directions

Flagship Wealth Advisors, LLC

SEC File# 801-112001

CRD# 131962

5 out of 5

301 Edgewater Pl #400, Wakefield, MA 01880, USA

(781) 224-9924

http://www.flagshipwealthadvisors.com/

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

Lignum Wealth Management

5 out of 5

500 Edgewater Dr, Wakefield, MA 01880, USA

(781) 334-8100

http://lignumwm.com/contactinformation.aspx

Directions

Where Certified Financial Advisors in Wakefield, MA Serve

Wakefield, MA is a bustling city located in Middlesex County, Massachusetts, with a rich history and a vibrant present. The city is home to many landmarks, including the iconic Lake Quannapowitt, a beautiful body of water that attracts visitors from all over the region. Wakefield is also home to the historic Wakefield Common, a picturesque park that serves as the heart of the city's downtown area. Top employers in Wakefield include major companies like IBM, Raytheon, and the Massachusetts Department of Developmental Services. These companies provide thousands of jobs to Wakefield residents and contribute significantly to the city's economic growth. Wakefield is intersected by several major highways, including I-95 and I-93, which provide easy access to Boston and other cities in the region. The city's major streets include Main Street, which runs through the heart of downtown, and North Avenue, which provides access to many of the city's neighborhoods.

Nearby Locations

Andover, MA Barnstable County, MA Berkshire County, MA Beverly, MA Boston, MA Bristol County, MA Burlington, MA Cambridge, MA

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wakefield, MA can benefit from the advice and guidance of a financial advisor in many ways. One specific area where a financial advisor can be helpful is in navigating the local real estate market. Wakefield is a desirable suburb located just 12 miles north of Boston, and as such, the housing market can be competitive and fast-paced. A financial advisor can help residents understand the local market trends and make informed decisions about buying or selling a home. Additionally, a financial advisor can assist with retirement planning, college savings, and investment strategies tailored to the unique needs and goals of Wakefield residents. By working with a financial advisor, residents can feel more confident and secure in their financial future.

Insurance Broker

Residents of Wakefield, MA can benefit greatly from the services of an insurance broker. With the town's proximity to major highways and its growing population, an insurance broker can help residents navigate the complex world of insurance and find the right coverage for their needs. For example, an insurance broker can help Wakefield residents find affordable home insurance that covers damage from natural disasters such as flooding or winter storms. They can also help residents find affordable health insurance that covers the cost of medical care in the area, including the many excellent hospitals and medical facilities in Wakefield and nearby towns. Overall, an insurance broker can help Wakefield residents protect their assets and secure their financial future.

Retirement Planning

Residents of Wakefield, MA can benefit greatly from the services of a retirement planner. With a population of over 26,000 people, many of whom are approaching retirement age, a retirement planner can assist in creating a personalized plan for financial security during retirement. Wakefield is a town with a diverse population, including those who have worked in various industries such as healthcare, education, and technology. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits unique to Wakefield, ensuring that they receive the maximum benefits available. Additionally, a retirement planner can help residents create a savings plan that takes into account the cost of living in Wakefield, which is higher than the national average. By working with a retirement planner, Wakefield residents can feel confident that they are making informed decisions about their financial future.

Wealth Management

Residents of Wakefield, MA can benefit greatly from the services of a wealth manager. With the town's proximity to Boston and its growing population, managing finances can become overwhelming. A wealth manager can help residents navigate the complexities of investments, retirement planning, and tax strategies. Additionally, with the high cost of living in the area, a wealth manager can provide guidance on budgeting and saving for future expenses such as college tuition or a down payment on a home. In a town like Wakefield, where many residents work in the tech or healthcare industries, a wealth manager can also provide specialized knowledge on managing stock options and other compensation packages. Overall, a wealth manager can provide invaluable support and expertise to help Wakefield residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Wakefield, MA can greatly benefit from the assistance of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. With the rising cost of living in Wakefield, MA, it can be challenging for residents to find affordable housing options. A mortgage loan officer can provide guidance on the best loan options available and help residents navigate the complex process of obtaining a mortgage. They can also help residents understand the specific requirements and regulations for homebuyers in Wakefield, MA, such as the town's strict zoning laws. Overall, a mortgage loan officer can make the homebuying process less daunting and more accessible for residents of Wakefield, MA.

Tax Services

Residents of Wakefield, MA can benefit greatly from the services of a tax advisor. With the town's close proximity to Boston and its thriving economy, many Wakefield residents have complex tax situations that require expert advice. A tax advisor can help residents navigate the intricacies of federal and state tax laws, ensuring that they are taking advantage of all available deductions and credits. Additionally, Wakefield residents who own businesses or rental properties can benefit from the guidance of a tax advisor in managing their finances and minimizing their tax liabilities. Overall, a tax advisor can provide valuable assistance to Wakefield residents in achieving their financial goals and maximizing their wealth.

Estate Planning Lawyer

Residents of Wakefield, MA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of assets and property after they pass away. In Wakefield, where the median home value is higher than the national average, estate planning can be especially important to ensure that valuable property is distributed according to the wishes of the deceased. Additionally, an estate planning lawyer can help families navigate complex tax laws and avoid probate court, which can be time-consuming and expensive. Overall, working with an estate planning lawyer can provide peace of mind and ensure that loved ones are taken care of after a person's passing.

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