Retirement Planning in Dedham, MA

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Top Retirement Planners in Dedham, MA

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Fidelity Investments
2 out of 5
Location 109 University Ave, Westwood, MA 02090, USA
Phone (800) 418-6192
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Thorndike Co Llp
Location 270 Bridge St Ste 203, Dedham, MA 02026, USA
Phone (781) 493-6067
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SEC File# 801-120911
CRD# 111456
Location 990 Washington St # 317, Dedham, MA 02026, USA
Phone (781) 251-0505
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PlanStrong Investment Management
1 out of 5
Location 980 Washington St #123, Dedham, MA 02026, USA
Phone (781) 461-8111
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MacDonald Insurance & Financial Services
Location 347 Washington St STE 303, Dedham, MA 02026, USA
Phone (781) 398-9868
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John Hancock Retirement Plan Services, LLC
1 out of 5
Location 690 Canton St, Westwood, MA 02090, USA
Phone (781) 619-2000
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Dedham Retirement Board
Location 260 Milton St, Dedham, MA 02026, USA
Phone (781) 329-4123
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Bruce H Bowers Investment Adv
Location 450 Washington St, Dedham, MA 02026, USA
Phone (781) 467-0077
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Matt Morizio, Financial Advisor
SEC File# 801-107188
CRD# 282611
Location 858 Washington St, Dedham, MA 02026, USA
Phone (617) 209-2224
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
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SEC File# 801-107188
CRD# 282611
5 out of 5
Location 858 Washington St Ste 100, Dedham, MA 02026, USA
Phone (617) 209-2224
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Michael Freeman
SEC File# 801-111055
CRD# 158043
Location 250 Legacy Pl, Dedham, MA 02026, USA
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HMS Financial Group
Location 333 Elm St #210, Dedham, MA 02026, USA
Phone (781) 251-2655
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Bojetax
4 out of 5
Location 30 Eastbrook Rd Ste 403, Dedham, MA 02026, USA
Phone (617) 469-5434
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SEC File# 801-108671
CRD# 285637
Location 197 1st Ave #320, Needham, MA 02494, USA
Phone (781) 559-0320
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Longtide Financial Partners LLC
Location 858 Washington St suite 202 suite 202, Dedham, MA 02026, USA
Phone (781) 461-6886
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Schofield Financial Services
Location 53 Maynard Rd, Dedham, MA 02026, USA
Phone (781) 326-2990
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Financial Strategies
Location 515 Boston Providence Hwy STE 103, Dedham, MA 02026, USA
Phone (781) 326-1009
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Dean Agelopoulos - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3 Allied Dr Ste 303, Dedham, MA 02026, USA
Phone (781) 742-7301
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-64494
CRD# 127268
5 out of 5
Location 100 Lowder Brook Dr Suite 1000, Westwood, MA 02090, USA
Phone (781) 255-0214
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Bonaccorsi James
Location 990 Washington St # S201, Dedham, MA 02026, USA
Phone (781) 461-8008
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Benjamin Kjendal - Thrivent
Location 3 Allied Dr Suite 303, Dedham, MA 02026, USA
Phone (978) 706-6171
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Robert O'Neill - Thrivent
Location 3 Allied Dr Suite 303, Dedham, MA 02026, USA
Phone (617) 564-1433
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Retirement Planning in Dedham, MA

About Dedham, MA for Those Planning to Retire

Dedham, Massachusetts is a historic town located just outside of Boston, with a rich history and plenty of landmarks to explore. From the stunning Dedham Square to the beautiful Mother Brook, there's plenty to see and do in this charming town. Some of the top employers in Dedham include the Dedham Public Schools, Dedham Medical Associates, and the Dedham Country Day School. Major highways and streets in the area include Route 1, Route 128, and the Boston-Providence Turnpike. As for neighborhoods, Dedham boasts a variety of charming areas, from the historic district to the bustling downtown area. Whether you're looking for a quiet residential area or a lively commercial district, Dedham has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a bustling town located just outside of Boston, Dedham, MA is home to a variety of residents who would benefit from the services provided by a bank. Perhaps the most common way that a bank could help Dedham residents is by providing them with access to loans and mortgages, which could help them purchase homes, start businesses, or invest in their futures. Additionally, banks could offer financial planning services to help residents manage their money and save for retirement. With its rich history and vibrant community, Dedham presents unique opportunities and challenges that a bank could help residents navigate, such as supporting local businesses and preserving historic landmarks. Overall, a bank could play a crucial role in helping Dedham residents achieve their financial goals and thrive in this dynamic town.

Insurance Broker

Residents of Dedham, MA can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find the best policies to meet their unique needs. Dedham, MA is a town with a rich history and a diverse population, which means that residents may have a wide range of insurance needs. For example, some residents may need insurance for their historic homes, while others may need coverage for their small businesses. An insurance broker can help residents understand their options and find policies that provide the right level of coverage at an affordable price. Additionally, an insurance broker can help residents stay up-to-date on changes in the insurance industry and make sure that their policies continue to meet their needs over time.

Wealth Management

Residents of Dedham, MA could benefit from the services of a wealth manager in a variety of ways. One specific aspect of Dedham that a wealth manager could assist with is navigating the town's complex tax system. Dedham has a unique tax structure that includes both residential and commercial property taxes, as well as a local meals tax and a hotel/motel tax. A wealth manager could help residents understand and plan for these taxes, as well as provide guidance on other financial matters such as retirement planning, investment management, and estate planning. Additionally, a wealth manager could help Dedham residents take advantage of local investment opportunities, such as the Dedham Square Artist Guild and the Dedham Farmers Market. Overall, a wealth manager could provide valuable support and expertise to Dedham residents looking to manage their finances and achieve their financial goals.

Financial Advisor

Residents of Dedham, MA can benefit greatly from the services of a financial advisor. With a population of over 25,000, Dedham is a bustling town with a diverse community. A financial advisor can help residents manage their finances, plan for retirement, and make investments that will benefit them in the long run. Dedham is also home to many small businesses, and a financial advisor can assist these entrepreneurs with managing their finances, developing business plans, and securing loans. Additionally, Dedham is located in Norfolk County, which has some of the highest property values in Massachusetts. A financial advisor can help residents navigate the complexities of the real estate market and make informed decisions about buying, selling, or refinancing their homes. Overall, a financial advisor can provide invaluable guidance and support to the residents of Dedham, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Dedham, MA can benefit from the expertise and guidance of a mortgage loan officer in several ways. Firstly, Dedham is a town with a rich history and a diverse housing market, which can make navigating the mortgage process complex. A mortgage loan officer can help residents understand the different types of mortgages available and which one is best suited for their unique financial situation. They can also help residents with the pre-approval process, which is crucial in a competitive market like Dedham's. Additionally, a mortgage loan officer can assist residents in finding the best interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. Overall, a mortgage loan officer can provide Dedham residents with the knowledge and support they need to make informed decisions and achieve their homeownership goals.

Tax Services

Residents of Dedham, MA can greatly benefit from the expertise of a tax advisor. The tax laws in Dedham, MA are complex and constantly changing, which can make it difficult for individuals to navigate on their own. A tax advisor can assist residents in understanding the intricacies of the tax code and help them to take advantage of deductions and credits that they may not have been aware of. Additionally, Dedham, MA has a large population of small business owners who may need assistance with tax planning and compliance. A tax advisor can help these individuals to navigate the tax laws and ensure that they are in compliance with all regulations. Overall, residents of Dedham, MA can benefit greatly from the services of a tax advisor, particularly given the unique tax challenges faced by individuals and small business owners in this area.

Estate Planning Lawyer

Residents of Dedham, MA can benefit from the expertise of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures the smooth transfer of assets to beneficiaries after death. This is particularly important in Dedham, which has a high median home value of $583,000, making it crucial to ensure that these assets are distributed properly. Additionally, an estate planning lawyer can assist with creating trusts to protect assets from creditors or lawsuits, as well as establishing healthcare directives and powers of attorney to ensure that an individual's wishes are carried out in the event of incapacity. Overall, an estate planning lawyer can provide peace of mind to Dedham residents by helping them navigate the complex legal landscape of estate planning and ensuring that their assets are protected for future generations.

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