Best Financial Advisors in Marshfield, MA

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List of Firms

Marshfield, MA Fiduciary Financial Advisors

Wellspring Financial
SEC File# 801-112630
CRD# 158872
Location 200 Canal St, Marshfield, MA 02050, USA
Phone (781) 319-0098
Directions
AdvisorAssist, LLC
4 out of 5
Location 892 Plain St #10, Marshfield, MA 02050, USA
Phone (617) 800-0388
Directions
The Women's Advisory Group
Location 20 Congress St, Marshfield, MA 02050, USA
Phone (781) 319-1436
Directions
Lighthouse Investment Group Inc
5 out of 5
Location 246 Summer St, Marshfield, MA 02050, USA
Phone (781) 834-2600
Directions
Mc Namara Financial Services
5 out of 5
Location 1020 Plain St, Marshfield, MA 02050, USA
Phone (781) 834-2010
Directions
Regiment Capital Advisors
Location 546 Pleasant St, Marshfield, MA 02050, USA
Phone (781) 834-4314
Directions
Financial Advisors in Marshfield, MA

Where Certified Financial Advisors in Marshfield, MA Serve

Marshfield, MA is a quaint coastal town with a rich history and vibrant community. The town boasts several landmarks, including the historic Winslow House Museum and the Marshfield Hills General Store, which has been in operation since 1853. Top employers in the area include the Marshfield Public Schools, South Shore Hospital, and Ocean Spray Cranberries. Major highways that run through Marshfield include Route 3 and Route 139, providing easy access to Boston and Cape Cod. The town is divided into several distinct neighborhoods, each with its own unique charm and character. From the picturesque Brant Rock to the bustling Marshfield Center, there's something for everyone in this charming New England town.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marshfield, MA can benefit greatly from the guidance of a financial advisor. With its picturesque coastal location and proximity to Boston, Marshfield attracts a diverse population of individuals and families with varying financial goals and needs. A financial advisor can help residents navigate the local real estate market, which has seen significant growth in recent years. They can also provide guidance on retirement planning, college savings, and investment strategies tailored to the unique needs of each client. In addition, a financial advisor can help residents make informed decisions about insurance coverage, tax planning, and estate planning. With the help of a trusted financial advisor, residents of Marshfield can feel confident in their financial future and achieve their long-term goals.

Insurance Broker

Residents of Marshfield, MA can benefit greatly from the services of an insurance broker. Marshfield is a coastal town with a high risk of flooding and hurricane damage, making it essential for residents to have adequate insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. Additionally, with the rising cost of healthcare, an insurance broker can help residents find affordable health insurance plans that provide the coverage they need. Overall, an insurance broker can provide peace of mind and financial protection for residents of Marshfield, MA in the face of life's unexpected events.

Retirement Planning

Residents of Marshfield, MA can benefit greatly from the services of a retirement planner. With its proximity to the ocean and abundance of natural beauty, many Marshfield residents may be looking to retire in the area. A retirement planner can help these individuals navigate the complex world of retirement planning, including creating a comprehensive retirement plan, managing investments, and ensuring that their assets are protected. Additionally, a retirement planner can provide guidance on Social Security and Medicare, which can be particularly important for those living in Marshfield, where the cost of healthcare can be higher than in other areas. By working with a retirement planner, residents of Marshfield can feel confident that they are making the most of their retirement years and enjoying the beautiful surroundings that the town has to offer.

Wealth Management

Residents of Marshfield, MA could benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager could help individuals and families in Marshfield navigate the complexities of estate planning and tax management. Additionally, a wealth manager could provide guidance on investment strategies tailored to the unique needs and goals of Marshfield residents, taking into account factors such as age, risk tolerance, and long-term financial objectives. Given that Marshfield is a coastal community with a strong focus on outdoor recreation, a wealth manager could also offer advice on how to incorporate charitable giving and philanthropy into one's financial plan, supporting local organizations that promote conservation and preservation of natural resources. Ultimately, a wealth manager can provide valuable insights and expertise that can help residents of Marshfield achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Marshfield, MA can greatly benefit from the expertise of a mortgage loan officer when it comes to buying a home. Marshfield is a coastal town that offers a unique lifestyle with its beautiful beaches and picturesque harbors. A mortgage loan officer can help residents navigate the home buying process, which can be especially daunting in a town like Marshfield where properties can vary greatly in price depending on their proximity to the ocean. They can provide guidance on the best mortgage options for each individual's financial situation, ensuring that they can secure the best possible interest rates and terms. Additionally, they can help residents understand the different types of loans available to them, such as conventional, FHA, or VA loans, and how each one can benefit them depending on their needs. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to purchase a home in Marshfield, MA.

Tax Services

Residents of Marshfield, MA can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. This includes identifying deductions and credits that residents may not be aware of, as well as ensuring that they are in compliance with all tax laws. Additionally, a tax advisor can assist residents in planning for their financial future, such as retirement or college savings, by providing guidance on tax-efficient investment strategies. With its proximity to the ocean and many recreational opportunities, Marshfield residents may also benefit from a tax advisor's expertise in navigating the tax implications of owning a second home or rental property. Overall, a tax advisor can provide valuable guidance and support to residents of Marshfield, MA in managing their finances and planning for the future.

Estate Planning Lawyer

Residents of Marshfield, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that a lawyer can help is by assisting with the creation of a will. This is especially important in Marshfield, where many residents own property along the coast. A lawyer can help ensure that property is properly distributed and that any potential issues, such as disputes over inheritance, are avoided. Additionally, a lawyer can assist with the creation of trusts to protect assets and minimize taxes for beneficiaries. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's wishes are carried out after they pass away.

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