Retirement Planning in Sandwich, MA

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Top Retirement Planners in Sandwich, MA

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Cape Retirement Wealth Advisors
Location 359 Service Rd, Sandwich, MA 02563, USA
Phone (508) 245-6156
Directions
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Tidewater Investment Group - UBS Financial Services Inc.
Location 1471 Iyanough Road, MA-132, Hyannis, MA 02601, USA
Phone (508) 362-1808
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Robert P. (Bob) Roy
Location 90 MA-6A #4A, Sandwich, MA 02563, USA
Phone (508) 833-9555
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New Harbor Investment Management
Location 1645 Falmouth Rd Ste. 1g, Centerville, MA 02632, USA
Phone (508) 957-2449
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Andrew McAlarney at Prudential
Location 245 Main St #205, Wareham, MA 02571, USA
Phone (508) 273-7003
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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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SEC File# 801-41541
CRD# 8032
Location 90 MA-6A UNIT 4A, Sandwich, MA 02563, USA
Phone (508) 833-9555
Directions
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Brieanne Simon - Ameriprise Financial Services, Inc.
Location 349 Old Plymouth Rd, Sagamore Beach, MA 02562, USA
Phone (508) 833-1359
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Pearson Financial Services
Location 586 Main St, Dennis, MA 02638, USA
Phone (508) 385-7925
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Retirement Planning in Sandwich, MA

About Sandwich, MA for Those Planning to Retire

Sandwich, MA is a charming town located on Cape Cod with a rich history and natural beauty that will leave you in awe. From its stunning beaches to its picturesque architecture, Sandwich is a true gem of Massachusetts. The town is home to several landmarks, including the Sandwich Glass Museum, Heritage Museums & Gardens, and the Hoxie House, which is one of the oldest houses in the US. Top employers in the area include Cape Cod Healthcare, Sandwich Public Schools, and the Town of Sandwich. The town is easily accessible via major highways such as Route 6 and Route 130, making it a convenient location for commuters. Sandwich is divided into several neighborhoods, each with its own unique charm. The Village is the heart of the town and features many historic homes and buildings, as well as a variety of shops and restaurants. East Sandwich is known for its beautiful beaches and scenic views, while Forestdale is a more suburban area with plenty of parks and green spaces.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sandwich, MA can benefit from a bank in various ways. For instance, they can open a savings or checking account to manage their finances better. Additionally, residents can apply for loans to purchase homes, cars, or other essential items. Moreover, banks in Sandwich, MA offer credit cards that can help residents build their credit score. Sandwich, MA is a coastal town with a population of around 20,000 people. The town has numerous beaches, including Sandwich Town Beach, which is a popular spot for swimming and sunbathing. Additionally, Sandwich, MA has a rich history, with several museums and historical sites, such as the Sandwich Glass Museum and the Hoxie House. Therefore, a bank in Sandwich, MA can also provide financial support to these museums and historical sites to preserve the town's rich history and culture.

Insurance Broker

Residents of Sandwich, MA can benefit from the expertise of an insurance broker in several ways. Firstly, in Sandwich, MA, where the population is largely made up of retirees, an insurance broker can help individuals navigate the complexities of Medicare and supplemental insurance plans. Additionally, with the town's proximity to the ocean, residents may need specialized coverage for flood and hurricane damage. Furthermore, an insurance broker can assist small business owners in finding affordable and comprehensive coverage for their employees. With the rapidly changing healthcare landscape, an insurance broker can provide up-to-date information on available policies and help residents make informed decisions about their healthcare coverage. Overall, an insurance broker can provide invaluable assistance to residents of Sandwich, MA in navigating the complex world of insurance and ensuring they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Sandwich, MA could greatly benefit from the services of a wealth manager in a number of ways. Firstly, Sandwich is home to a large retiree population, many of whom have significant savings and assets. A wealth manager could help these individuals navigate the complexities of retirement planning, including tax-efficient investment strategies and estate planning. Furthermore, Sandwich is a coastal town with a strong tourism industry, which can create unique financial opportunities and challenges. A wealth manager could help local business owners and entrepreneurs make the most of these opportunities, while also managing risk and ensuring long-term financial stability. Lastly, Sandwich is known for its historic architecture and cultural heritage, which can present unique challenges when it comes to property and asset management. A wealth manager could help residents navigate these complexities and ensure that their assets are being managed in a way that preserves their value and supports their financial goals.

Financial Advisor

Residents of Sandwich, MA could benefit greatly from the guidance of a financial advisor. With a population of just over 20,000, Sandwich is a small town on Cape Cod that is known for its historic charm and beautiful beaches. However, many of its residents may struggle with financial planning and investment decisions. A financial advisor could help individuals in Sandwich navigate the complexities of retirement planning, investment strategies, and tax planning. Additionally, with the high cost of living on Cape Cod, a financial advisor could assist with budgeting and debt management. Furthermore, given the town's proximity to the ocean, residents may also be interested in sustainable investing options that align with their environmental values. Overall, a financial advisor could provide invaluable support to residents of Sandwich as they navigate their financial futures.

Mortgage Loan Officer

Residents of Sandwich, MA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can assist in identifying the best mortgage options available in the area that cater to the specific needs of the borrower. For instance, Sandwich is a coastal town with a rich history, and a loan officer can help residents find mortgage options that are suitable for purchasing a home in a historic district or near the beach. In addition, a loan officer can provide guidance on the mortgage application process, including the necessary documentation and requirements. Furthermore, they can help borrowers understand the terms and conditions of the mortgage, including interest rates, payment schedules, and penalties. Overall, the services of a mortgage loan officer are invaluable to Sandwich residents looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Sandwich, MA could greatly benefit from the assistance of a tax advisor in a multitude of ways. One specific area where a tax advisor could provide guidance is in navigating the town's unique property tax system. Sandwich, MA has a split tax rate, meaning that residential and commercial properties are taxed at different rates. This can be confusing for residents who own both types of properties or who are unsure of how their property is classified. A tax advisor could help residents understand their tax bill and potentially identify areas where they could save money. Additionally, a tax advisor could assist residents in properly reporting any rental income from vacation homes or investment properties, which is common in the coastal town of Sandwich. With their expertise, a tax advisor could help residents make informed decisions about their finances and ensure that they are fully compliant with local tax laws.

Estate Planning Lawyer

Residents of Sandwich, MA can benefit from the services of an estate planning lawyer in several ways. For example, the lawyer can help them create a will to ensure that their assets are distributed according to their wishes after they pass away. Additionally, the lawyer can assist with setting up trusts to protect assets and minimize tax liabilities. In Sandwich, MA, where many residents own historic homes and properties, an estate planning lawyer can help establish conservation easements to protect these valuable assets for future generations. The lawyer can also provide guidance on healthcare directives and powers of attorney, which are essential for ensuring that an individual's healthcare and financial decisions are made according to their wishes in the event of incapacitation. Overall, an estate planning lawyer can provide valuable assistance to Sandwich, MA residents in protecting their assets and ensuring that their wishes are carried out in the future.

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