Retirement Planning in Lynnfield, MA

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Top Retirement Planners in Lynnfield, MA

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Ironside Financial Group Llc
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 374 Main St, Wakefield, MA 01880, USA
Directions
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Vincent E. Bonazzoli, Lawyer
5 out of 5
Location 6 Kimball Ln #130, Lynnfield, MA 01940, USA
Phone (781) 357-6012
Directions
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Justin Jones
5 out of 5
Location 595 Edgewater Dr, Wakefield, MA 01880, USA
Phone (781) 451-4716
Directions
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Alliance Private Wealth
Location 200 Park St, North Reading, MA 01864, USA
Phone (978) 276-1300
Directions
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Daniel Miller - IP Investment Professional at Lynnfield Woods
Location 230 Broadway STE 205, Lynnfield, MA 01940, USA
Phone (781) 651-4261
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John Curtin - Ameriprise Financial Services, LLC
Location 175 Andover St Ste 201, Danvers, MA 01923, USA
Phone (877) 524-5522
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Catherine Ellis - Ameriprise Financial Services, Inc.
Location 175 Andover St Ste 201, Danvers, MA 01923, USA
Phone (877) 524-5522
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Civitas Strategies
Location 1 Hampton Ct, Lynnfield, MA 01940, USA
Phone (617) 858-0006
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Baystate Financial - Theresa Failla
Location 301 Edgewater Pl STE 200, Wakefield, MA 01880, USA
Phone (781) 876-4115
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WHITMAN FINANCIAL SERVICES, LLC & LPL FINANCIAL LLC
Location 382 Lowell St Suite 203, Wakefield, MA 01880, USA
Phone (781) 246-0902
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Fergusson Financial
Location 200 Park St, North Reading, MA 01864, USA
Phone (978) 664-9222
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Retirement Planning in Lynnfield, MA

About Lynnfield, MA for Those Planning to Retire

Lynnfield, MA is a charming town with a rich history and an abundance of landmarks. From the iconic Market Street shopping center to the picturesque Lynnfield Common, there's no shortage of things to see and do. Top employers in the area include Amazon, Whole Foods, and Lahey Hospital & Medical Center, ensuring a diverse and thriving economy. Major highways like Route 1 and I-95 make commuting a breeze, while streets like Salem Street and Main Street offer easy access to local shops and restaurants. Neighborhoods like Summer Street and Pillings Pond are known for their beautiful homes and tight-knit communities, making Lynnfield a wonderful place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lynnfield, MA can benefit from a bank in many ways. Firstly, a bank can provide financial assistance to those who need it. This could include loans for home renovations or starting a business. Additionally, banks offer savings accounts and investment opportunities for those looking to grow their wealth. One specific aspect of Lynnfield that a bank can assist with is the town's growing population of retirees. Many retirees in Lynnfield may require assistance with managing their finances and planning for their future. A bank can offer retirement planning services and investment options tailored to the unique needs of Lynnfield's retirees. Overall, a bank can be a valuable resource for residents of Lynnfield, MA in achieving their financial goals and planning for their future.

Insurance Broker

Lynnfield, MA is a town that is home to a diverse community of residents with varying insurance needs. An insurance broker can provide assistance to these residents in a number of ways. For instance, they can help individuals and families navigate the complexities of health insurance policies, including finding plans that fit their specific needs and budgets. Additionally, an insurance broker can provide guidance on home insurance policies, which is especially important in Lynnfield, where the town is known for its historic homes and architecture. They can also assist with auto insurance policies, ensuring that residents have the appropriate coverage for their vehicles and driving habits. Overall, an insurance broker can be a valuable resource for Lynnfield residents looking to secure the right insurance policies for their unique circumstances.

Wealth Management

Residents of Lynnfield, MA could benefit from the services of a wealth manager in a multitude of ways. For example, a wealth manager can help residents navigate the complex tax laws specific to the state of Massachusetts, including the state's high income tax rates. Additionally, a wealth manager can assist residents in creating a comprehensive financial plan tailored to their unique needs and goals, taking into account the high cost of living in the area. Furthermore, a wealth manager can provide guidance on investment strategies that take into consideration the volatility of the current economic climate, as well as the potential impact of rising interest rates on the local real estate market. Overall, a wealth manager can help residents of Lynnfield, MA achieve financial security and peace of mind in a region known for its high cost of living and complex financial landscape.

Financial Advisor

Residents of Lynnfield, MA can greatly benefit from the expertise of a financial advisor. With its affluent population and high median household income, Lynnfield presents unique financial challenges and opportunities that require tailored advice and guidance. A financial advisor can assist residents in creating a comprehensive financial plan that takes into account their specific goals and objectives, such as saving for retirement, funding their children's education, or purchasing a second home. They can also provide guidance on tax-efficient investment strategies, estate planning, and risk management. Additionally, a financial advisor can help residents navigate the complex world of financial products and services, ensuring that they make informed decisions that align with their long-term financial goals. In short, a financial advisor can be an invaluable resource for residents of Lynnfield looking to secure their financial future and achieve their financial dreams.

Mortgage Loan Officer

Residents of Lynnfield, MA can greatly benefit from the services of a mortgage loan officer. With the town's median home value of $738,000, many residents may require assistance in securing a mortgage for their dream home. A knowledgeable mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. Additionally, with Lynnfield's proximity to Boston, many residents may be interested in investment properties or second homes. A mortgage loan officer can provide valuable advice and assistance in securing financing for these types of properties. Moreover, with the town's strong sense of community and highly-rated school system, families may be looking to upgrade their homes to accommodate growing families. A mortgage loan officer can help these families obtain financing for home renovations or expansions. Overall, a mortgage loan officer can be an invaluable resource for residents of Lynnfield, MA looking to achieve their homeownership goals.

Tax Services

Residents of Lynnfield, MA can benefit from the expertise of a tax advisor in a number of ways. One specific aspect of Lynnfield that a tax advisor can help with is navigating the local tax laws. Lynnfield has a unique tax system that includes a property tax, excise tax, and a local meals tax. Understanding and managing these taxes can be overwhelming for residents, but a tax advisor can provide guidance and ensure that residents are not overpaying. Additionally, a tax advisor can help residents with tax planning and preparation, maximizing deductions, and minimizing tax liabilities. With the help of a tax advisor, residents of Lynnfield can feel confident that they are making informed decisions and getting the most out of their tax situation.

Estate Planning Lawyer

Residents of Lynnfield, MA can benefit from the expertise of an estate planning lawyer in numerous ways. One common area of concern for Lynnfield residents is the high cost of nursing home care in the state. An estate planning lawyer can assist in developing a comprehensive plan that includes asset protection strategies to help ensure that a person's assets are protected from nursing home costs. Additionally, an estate planning lawyer can help residents of Lynnfield with the creation of wills, trusts, and other estate planning documents to ensure that their wishes are carried out after their passing. Complex family dynamics, such as blended families or estranged relatives, can also be addressed by an estate planning lawyer to ensure that all parties are treated fairly. Overall, the guidance and expertise of an estate planning lawyer can provide peace of mind for Lynnfield residents and their families.

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