List of Firms
Barnstable County, MA Fiduciary Financial Advisors
Patrick Murphy - UBS Financial Services Inc.
Merrill Lynch Wealth Management Advisor Brad Simpkins
James Tenaglia, CFP, AWMA, CRPS - UBS Financial Services Inc.
Matthew Goward - UBS Financial Services Inc.
Hyannis Financial/GIA
Merrill Lynch Wealth Management
Where Certified Financial Advisors in Barnstable County, MA Serve
Barnstable County, located in the heart of Massachusetts, is a vibrant and diverse community that boasts a rich history and a thriving economy. From the picturesque beaches of Cape Cod to the bustling streets of Hyannis, this region is home to a wealth of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Barnstable County include the Cape Cod National Seashore, the Kennedy Compound, and the Pilgrim Monument. These iconic sites offer a glimpse into the area's past and provide a sense of the rich cultural heritage that has shaped this region over the centuries. In terms of employment, Barnstable County is home to a number of top employers, including Cape Cod Healthcare, the Barnstable County Sheriff's Office, and the Cape Cod Times. These organizations provide a wide range of job opportunities for residents and contribute to the region's overall economic vitality.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Barnstable County, MA
A financial advisor in Barnstable County, MA can provide a plethora of financial advising services to their clients. From retirement planning to investment strategies, a financial advisor can help individuals and families in Barnstable County achieve their financial goals. With its unique location on Cape Cod, Barnstable County presents specific challenges and opportunities that a financial advisor must take into account. For example, the tourism industry is a significant economic driver in the region, which can affect investment opportunities and tax implications. Additionally, the high cost of living in Barnstable County means that financial planning must be tailored to meet the specific needs of the community. A financial advisor can help navigate these challenges and provide personalized financial advice to ensure clients in Barnstable County are on track to meet their financial goals.
Barnstable County, MA is undoubtedly the best place to get financial advising. The county is home to a plethora of financial experts who have years of experience in providing sound financial advice to individuals and businesses alike. But what sets Barnstable County apart is its unique blend of traditional and modern financial practices. The county has a rich history of maritime commerce and trade, which has paved the way for innovative financial solutions that cater to the needs of local businesses. Moreover, the county's proximity to Boston and New York City has allowed it to attract top-notch financial professionals who bring with them a wealth of knowledge and expertise. With a wide range of financial services available, including investment management, retirement planning, and tax preparation, Barnstable County is the go-to destination for anyone seeking financial guidance.
A financial planner in Barnstable County, MA plays a crucial role in helping individuals and businesses achieve their financial goals. With its sprawling coastline and picturesque towns, Barnstable County is a hub of tourism and hospitality, making it a unique and dynamic place to work as a financial planner. In this role, the planner must navigate the complexities of the local economy, which is heavily influenced by seasonal fluctuations in tourism and the real estate market. They must also be adept at understanding the unique financial needs of the county's diverse population, which includes retirees, young families, and entrepreneurs. From creating investment portfolios to managing debt and retirement planning, a financial planner in Barnstable County must have a deep understanding of the local economy and be able to provide tailored advice to clients based on their specific needs and goals.
Barnstable County, MA residents should consider reaching out to a financial advisor when they are experiencing a significant financial change, such as an inheritance or the sale of a business. With its strong tourism industry and high cost of living, Barnstable County presents unique financial challenges that may require professional guidance. Furthermore, navigating the complex tax laws and regulations of Massachusetts can be overwhelming for even the most financially savvy individuals. A financial advisor can provide valuable insight into investment strategies, retirement planning, and estate planning that are tailored to the unique needs of Barnstable County residents. By seeking the help of a financial advisor, individuals can ensure that they are making informed decisions that will help them achieve their long-term financial goals.
A financial advisor in Barnstable County, MA must possess several crucial qualities to succeed in their profession. Firstly, they should have an in-depth knowledge of the financial landscape of Barnstable County, which is known for its flourishing tourism industry. With its picturesque coastline, charming villages, and rich history, Barnstable County is a popular vacation destination, attracting millions of visitors every year. Therefore, a financial advisor must be well-versed in managing the finances of clients who own businesses in the tourism sector. Secondly, they should possess excellent communication skills to explain complex financial concepts to their clients in a clear and concise manner. As a financial advisor, they must also be able to build trust with their clients, as they are responsible for managing their hard-earned money. Additionally, a financial advisor in Barnstable County should be adept at managing investments in a way that aligns with the client's financial goals.
Barnstable County, MA is home to some of the most reputable financial advising firms in the region. These firms have gained a reputation for providing top-notch financial advice to individuals and businesses alike. One specific aspect of Barnstable County that sets it apart from other areas is its thriving tourism industry. This industry has created a unique set of financial challenges for both residents and businesses, which the top financial advising firms in the county have been able to navigate with ease. These firms have developed specialized expertise in areas such as hospitality finance, tax compliance for short-term rentals, and investment strategies for seasonal businesses. Their ability to adapt to the unique needs of the county's economy has made them invaluable resources for those seeking sound financial advice in Barnstable County.
Financial advisors in Barnstable County, MA are compensated in a variety of ways. One common method is through commission-based payments, where advisors earn a percentage of the investments they sell to clients. Another method is through fee-based payments, where clients pay a set fee for the advisor's services, regardless of the investments they choose. In Barnstable County, MA, advisors may also receive compensation through a combination of both commission and fee-based payments. Additionally, some advisors may receive bonuses or incentives for meeting certain performance goals. It's important for clients to understand how their advisor is compensated, as it may impact the recommendations they receive. In Barnstable County, MA, financial advisors are held to high ethical standards and must disclose any potential conflicts of interest to their clients.