Best Financial Advisors in Barnstable County, MA

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List of Firms

Barnstable County, MA Fiduciary Financial Advisors

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Patrick Murphy - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1891
Directions
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Merrill Lynch Wealth Management Advisor Brad Simpkins
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9859
Directions
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James Tenaglia, CFP, AWMA, CRPS - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1894
Directions
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Matthew Goward - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1816
Directions
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Hyannis Financial/GIA
5 out of 5
Location 297 North St # 338B, Hyannis, MA 02601, USA
Phone (508) 775-3222
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9800
Directions
Financial Advisors in Barnstable County, MA

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

Residents of Barnstable County, MA can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by helping them navigate the unique challenges of living in a coastal community. With a large portion of the population relying on seasonal tourism for income, a financial advisor can help residents plan for the fluctuating income streams that come with this type of economy. Additionally, a financial advisor can assist residents in preparing for the potential risks associated with living on the coast, such as property damage from hurricanes or flooding. By working with a financial advisor, residents of Barnstable County can gain peace of mind knowing that they are prepared for the financial challenges that come with living in a coastal community.

Insurance Broker

Residents of Barnstable County, MA can greatly benefit from the services of an insurance broker. With a population of over 200,000 people, the county is home to a diverse range of individuals with varying insurance needs. An insurance broker can help residents navigate the complex world of insurance by providing expert advice, comparing policies from multiple providers, and finding the best coverage at the most affordable price. Specifically, residents of Barnstable County, MA may need assistance with finding insurance coverage for their homes, businesses, and vehicles, as the area is prone to natural disasters such as hurricanes and flooding. An insurance broker can help ensure that residents have the proper coverage to protect their assets and livelihoods in the event of a disaster.

Retirement Planning

Residents of Barnstable County, MA can benefit greatly from the services of a retirement planner. With a high percentage of the population being over the age of 65, a retirement planner can help these individuals navigate the complexities of retirement planning. Specifically, many retirees in Barnstable County rely on income from rental properties or small businesses. A retirement planner can help them create a plan to manage these income streams and ensure they have enough money to support their lifestyle throughout retirement. Additionally, with the cost of living being higher in Barnstable County than in other parts of Massachusetts, a retirement planner can help residents create a budget that accounts for this added expense. Overall, a retirement planner can provide valuable guidance and support to residents of Barnstable County as they plan for their future.

Wealth Management

Residents of Barnstable County, MA could benefit greatly from the services of a wealth manager. With its strong tourism industry and high cost of living, many individuals in Barnstable County may struggle to manage their finances effectively. A wealth manager can help them create a comprehensive financial plan, including investments, retirement savings, and estate planning. Additionally, with the county's large retiree population, a wealth manager can help ensure that their clients have enough money to last throughout their retirement years. By working with a wealth manager, residents of Barnstable County can gain peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Barnstable County, MA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure loans to purchase homes, refinance existing mortgages, and consolidate debt. One specific way that residents of Barnstable County can be helped is through the use of government-backed loans, such as those offered by the Federal Housing Administration (FHA) and the Department of Veterans Affairs (VA). These loans are particularly beneficial for residents of Barnstable County, which has a high cost of living and limited housing inventory. A mortgage loan officer can guide residents through the process of obtaining these loans, which can help them achieve their dream of homeownership and improve their financial stability.

Tax Services

Residents of Barnstable County, MA can benefit greatly from the expertise of a tax advisor. With a thriving tourism industry and a large retiree population, many residents in the area have unique financial situations that require specialized knowledge. A tax advisor can help individuals navigate the complexities of the tax code and identify deductions and credits that they may have overlooked. Additionally, with the recent changes to tax laws, it is more important than ever to have a professional guide you through the process and ensure that you are maximizing your tax savings. Whether you are a small business owner or a retiree, a tax advisor can provide valuable insights and advice that can help you achieve your financial goals.

Estate Planning Lawyer

Residents of Barnstable County, MA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is through the creation of a comprehensive estate plan that outlines how their assets will be distributed after they pass away. This is especially important in Barnstable County, which is known for its high property values and large number of retirees. An estate planning lawyer can help residents navigate the complex laws surrounding estate planning, including probate and tax laws, to ensure that their wishes are carried out and their loved ones are taken care of. Additionally, an estate planning lawyer can help residents plan for incapacity by creating documents such as powers of attorney and healthcare directives. With the help of an estate planning lawyer, residents of Barnstable County can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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