Retirement Planning in Westborough, MA

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Top Retirement Planners in Westborough, MA

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Boston Independence Group
4 out of 5
Location 182 Turnpike Rd Suite 227, Westborough, MA 01581, USA
Phone (877) 772-1776
Directions
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Kenneth B Cook - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1400 Computer Dr Ste 110, Westborough, MA 01581, USA
Phone (508) 621-5627
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-72637
CRD# 158675
4 out of 5
Location 1500 W Park Dr Suite 100, Westborough, MA 01581, USA
Phone (800) 427-9781
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
Directions
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Rollover Advisory Services
5 out of 5
Location 182 Turnpike Rd, Westborough, MA 01581, USA
Phone (508) 251-6128
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 1 Technology Dr, Westborough, MA 01581, USA
Phone (508) 870-7000
Directions
SEC File# 801-112470
CRD# 292329
3 out of 5
Location 1400 Computer Dr, Westborough, MA 01581, USA
Phone (508) 870-0440
Directions
Retirement Planning in Westborough, MA

About Westborough, MA for Those Planning to Retire

Westborough, MA is a picturesque town located in Worcester County, Massachusetts. This charming town is home to several landmarks that attract visitors from all over the world. One such landmark is the Westborough State Hospital, which was once a mental health facility but is now closed to the public. Other notable landmarks include the Lake Chauncy Public Beach and the Westborough Country Club, which offers breathtaking views of the surrounding landscape. In terms of employment, Westborough boasts a diverse range of top employers, including BJ's Wholesale Club, AstraZeneca, and Cumberland Farms. These companies provide numerous job opportunities for residents and contribute significantly to the local economy. Westborough is also easily accessible via several major highways and streets, including the Massachusetts Turnpike, Interstate 495, and Route 9. These routes connect the town to nearby cities like Worcester and Boston, making it a convenient location for commuters. Lastly, Westborough is home to several distinct neighborhoods, each with its own unique charm and character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Westborough, MA can benefit from a bank in various ways. One of the most common ways is through the provision of loans for businesses and individuals. As a town with a vibrant business community, Westborough residents can leverage bank loans to start or grow their businesses. This could be in the form of equipment financing, commercial real estate loans, or lines of credit. Additionally, banks in Westborough offer checking and savings accounts that can help individuals manage their finances better. With the town's proximity to Boston, residents can also take advantage of investment opportunities that banks offer to grow their wealth. Banks in Westborough also provide financial education and advice to help residents make informed decisions about their money. Overall, banks play a crucial role in supporting the economic growth and financial well-being of Westborough's residents.

Insurance Broker

Residents of Westborough, MA can benefit from the expertise of an insurance broker in several ways. One specific advantage of working with an insurance broker in Westborough is their knowledge of the local market and insurance regulations. With the town's strategic location at the intersection of major highways, residents are exposed to unique risks that require specialized insurance coverage. For example, the high volume of traffic on Route 9 and the Massachusetts Turnpike increases the likelihood of car accidents, making comprehensive auto insurance a must-have for Westborough drivers. Additionally, the town's proximity to Lake Chauncy and other bodies of water means that residents may need flood insurance to protect their homes from water damage. An insurance broker can help residents navigate the complex insurance landscape and find policies that meet their specific needs, giving them peace of mind and financial security.

Wealth Management

Residents of Westborough, MA can benefit greatly from the services of a wealth manager. The town is home to a diverse population, including young families, working professionals, and retirees. A wealth manager can help these individuals and families with a range of financial planning needs, including retirement planning, investment management, tax planning, and estate planning. For example, a wealth manager could help a young family in Westborough create a college savings plan for their children, while also helping them save for a down payment on a home. Similarly, a wealth manager could help a retiree in Westborough create a tax-efficient retirement income plan that ensures they can enjoy their retirement years without worrying about running out of money. With its vibrant community and strong local economy, Westborough is an ideal place for a wealth manager to help residents achieve their financial goals and build long-term wealth.

Financial Advisor

Residents of Westborough, MA can benefit from the expertise of a financial advisor in many ways. One of the most common ways is through retirement planning. With the median age of Westborough residents being 42.7 years, many are approaching retirement age and need guidance on how to save and invest for their future. A financial advisor can help them create a retirement plan that takes into account their current financial situation, future goals, and any specific needs or concerns they may have. Additionally, with the town's thriving business community, many residents may be small business owners or entrepreneurs and could benefit from advice on managing their finances and investments. A financial advisor can provide guidance on tax planning, risk management, and investment strategies to help these individuals grow their businesses and achieve financial success.

Mortgage Loan Officer

Residents of Westborough, MA can benefit from the services of a mortgage loan officer in a multitude of ways. With the town's population steadily increasing, many individuals are looking to purchase homes within the area. A mortgage loan officer can assist with finding the right loan program to fit the specific needs of each individual, whether it be a first-time homebuyer or someone looking to refinance. The officer can also provide guidance on the home buying process, including navigating the complexities of the local real estate market. With Westborough's prime location near major highways and convenient access to Boston, a mortgage loan officer can help residents take advantage of the town's unique opportunities for growth and development. Additionally, with the town's rich history and cultural offerings, a mortgage loan officer can help residents find the perfect home to fit their lifestyle and interests.

Tax Services

Residents of Westborough, MA can greatly benefit from the services of a tax advisor. With a population of over 18,000 people, Westborough is a thriving community that is home to a diverse range of individuals and businesses. One specific way that a tax advisor can help residents of Westborough is by providing guidance on how to navigate the state's complex tax laws. Massachusetts has some of the highest tax rates in the country, and understanding how to properly file and pay taxes can be a daunting task for many. A tax advisor can help residents stay in compliance with state and federal tax laws, while also identifying opportunities for tax savings and minimizing tax liabilities. Additionally, a tax advisor can provide guidance on estate planning and retirement planning, which are important considerations for many residents of Westborough. By working with a tax advisor, residents can ensure that they are making informed financial decisions that will help them achieve their long-term financial goals.

Estate Planning Lawyer

Residents of Westborough, MA can benefit from the services of an estate planning lawyer in various ways. With the town's growing population and diverse demographics, an estate planning lawyer can help individuals and families create a comprehensive plan for their assets and properties. The lawyer can assist in drafting a will, establishing trusts, and designating beneficiaries, which can help avoid legal disputes and ensure that the assets are distributed according to the client's wishes. Additionally, the lawyer can provide guidance on tax planning and asset protection strategies, which can be particularly important for high-net-worth individuals and families in Westborough, MA. With the town's proximity to major cities and its reputation as a technology hub, an estate planning lawyer can also help clients navigate complex financial and legal issues related to intellectual property, business succession, and international estate planning. Overall, an estate planning lawyer can provide valuable support and peace of mind to residents of Westborough, MA, regardless of their age, income, or background.

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