Best Financial Advisors in Bristol County, MA

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Bristol County, MA Fiduciary Financial Advisors

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Bristol Wealth Group
Location 35 Broadway, Taunton, MA 02780, USA
Directions
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Edward Jones - Financial Advisor: Mike Kerrigan
Location 167 South St, Plainville, MA 02762, USA
Phone (508) 643-0601
Directions
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Teixeira Financial Group
4 out of 5
Location 228 County St, Attleboro, MA 02703, USA
Phone (508) 431-1099
Directions
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Oldrid Financial
5 out of 5
Location 236 New Boston Rd, Fall River, MA 02720, USA
Phone (508) 689-4662
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Financial Advisors in Bristol County, MA

Where Certified Financial Advisors in Bristol County, MA Serve

Bristol County, MA is a vibrant and bustling area filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Taunton Green to the stunning Mount Hope Bay, this county is home to some of the most breathtaking sights in the state. In terms of employment opportunities, Bristol County boasts a diverse range of top employers including Raytheon, Amazon, and the University of Massachusetts Dartmouth. Major highways such as I-195 and Route 24 provide easy access to neighboring cities and towns, while streets like County Street and Broadway offer a variety of shopping and dining options. As for neighborhoods, Bristol County is home to a wide range of communities including the charming seaside town of Swansea, the bustling city of Fall River, and the idyllic village of North Attleboro. Whether you're looking for a day trip or a place to call home, Bristol County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bristol County, MA can benefit greatly from the guidance of a financial advisor. With its diverse population and economy, Bristol County presents unique financial challenges to its residents. A financial advisor can help individuals and families navigate these challenges by creating personalized financial plans that address their specific needs and goals. For example, many residents of Bristol County work in industries such as healthcare, education, and manufacturing, which may require specialized retirement planning or investment strategies. A financial advisor can also provide guidance on managing debt, saving for college, and protecting assets through insurance policies. By working with a financial advisor, residents of Bristol County can gain peace of mind and confidence in their financial future.

Insurance Broker

Residents of Bristol County, MA can benefit greatly from the services of an insurance broker. With a population of over half a million people, Bristol County is one of the most populous counties in Massachusetts. An insurance broker can help residents navigate the complex world of insurance policies, finding the best coverage for their specific needs. For example, residents of Bristol County who live in coastal areas may require specialized coverage for flood damage. An insurance broker can help them find a policy that covers this specific risk, ensuring they are protected in the event of a natural disaster. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or bundling policies together for a discounted rate. Overall, an insurance broker can be an invaluable resource for residents of Bristol County, helping them navigate the often confusing world of insurance and ensuring they have the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Bristol County, MA could benefit greatly from the help of a retirement planner. With its diverse population and range of industries, Bristol County presents unique challenges and opportunities when it comes to planning for retirement. A retirement planner can help residents navigate the complex world of retirement savings and investments, ensuring they have a solid plan in place to meet their financial goals. They can also provide guidance on Social Security benefits, tax planning, and estate planning. For those living in Bristol County, where the cost of living can be high, a retirement planner can help ensure that they are able to maintain their standard of living in retirement and enjoy the many attractions and amenities that the area has to offer.

Wealth Management

Residents of Bristol County, MA can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help is by providing guidance on retirement planning. Bristol County has a population of over 560,000 people, many of whom are nearing retirement age. A wealth manager can assist in creating a personalized retirement plan that takes into account the unique financial goals and needs of each individual. They can also provide advice on investment strategies, tax planning, and estate planning. With the help of a wealth manager, residents of Bristol County can feel confident that they are on track to achieving their retirement goals and living a comfortable life in their golden years.

Mortgage Loan Officer

Residents of Bristol County, MA can benefit from the assistance of a mortgage loan officer in several ways. One of the most common ways is by helping them navigate the complex process of securing a mortgage loan for their dream home. With the high cost of living in Bristol County, MA, it can be challenging for residents to save up enough money for a down payment and closing costs. A mortgage loan officer can help residents find the best loan options available to them, based on their financial situation and credit score. They can also provide guidance on how to improve their credit score and increase their chances of getting approved for a loan. Additionally, mortgage loan officers can help residents refinance their existing mortgage, which can lower their monthly payments and save them money in the long run. With the help of a knowledgeable and experienced mortgage loan officer, residents of Bristol County, MA can achieve their homeownership goals and secure a brighter financial future.

Tax Services

Residents of Bristol County, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways they can be helped is by navigating the complex tax laws and regulations specific to the state of Massachusetts. For example, Bristol County residents may need assistance with understanding and complying with state tax laws related to property taxes, sales taxes, and income taxes. A tax advisor can also help residents maximize their deductions and credits, ensuring they receive the most favorable tax outcome possible. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, which can help residents achieve their financial goals while minimizing their tax burden. Overall, a tax advisor can be an invaluable resource for Bristol County residents looking to navigate the complex world of taxes and achieve financial success.

Estate Planning Lawyer

Residents of Bristol County, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures one's assets are distributed according to their wishes after they pass away. This is especially important in Bristol County, where the population is aging and many residents have accumulated significant assets over their lifetimes. An estate planning lawyer can also help with other important tasks, such as creating a durable power of attorney, establishing a trust, and minimizing tax liabilities. By working with an experienced estate planning lawyer, residents of Bristol County can ensure that their loved ones are taken care of and their assets are protected for future generations.

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