Best Financial Advisors in Newton, MA

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List of Firms

Newton, MA Fiduciary Financial Advisors

Adviser Investments
SEC File# 801-73098
CRD# 156984
Location 85 Wells Ave Suite 109, Newton, MA 02459, USA
Phone (800) 492-6868
Language http://www.adviserinvestments.com/
Directions
Shawn Jennings - TIAA Wealth Management Advisor
Location 275 Grove St, Newton, MA 02466, USA
Phone (866) 904-7802
Language https://locations.tiaa.org/advisors/shawn-jennings
Directions
Merrill Lynch Wealth Management Advisor Michael Oliveri
Location 2221 Washington St, Newton, MA 02462, USA
Phone (617) 243-8044
Language https://fa.ml.com/massachusetts/newton/michael-oliveri
Directions
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 57 Wells Ave Suite 31, Newton, MA 02459, USA
Phone (833) 752-6333
Language https://www.edelmanfinancialengines.com/financial-planners/ma/newton/?utm_medium=organic&utm_source=google&utm_campaign=gmb-listing&utm_content=yext
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Plum Street Advisors LLC
Location 154 Wells Ave Suite 3, Newton, MA 02459, USA
Phone (781) 514-5142
Language http://plumstreetadvisors.com/
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Financial Advisors in Newton, MA

Where Certified Financial Advisors in Newton, MA Serve

Newton, MA is a vibrant and diverse city located just outside of Boston. The city is home to a number of notable landmarks, including the Newton Free Library, the Jackson Homestead and Museum, and the Newton Cemetery. Additionally, Newton is known for its top employers, which include Boston College, Newton-Wellesley Hospital, and the Newton Public Schools. The city is also home to a number of major highways and streets, including the Massachusetts Turnpike, Route 128, and Commonwealth Avenue. In terms of neighborhoods, Newton is divided into 13 distinct villages, each with its own unique character and charm. From the historic architecture of Newtonville to the bustling commercial district of Newton Centre, there is truly something for everyone in this dynamic and exciting city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Newton, MA could benefit from the guidance of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the high cost of living in this affluent Boston suburb. With a median home price of over $1 million and a cost of living that is 68% higher than the national average, many Newton residents may struggle to manage their finances and plan for long-term financial goals. A financial advisor could help residents develop a budget, create a savings plan, and invest wisely to ensure a secure financial future despite the high cost of living in this desirable community.

Insurance Broker

Residents of Newton, MA can benefit greatly from the services of an insurance broker. With its affluent population and high property values, Newton presents unique challenges when it comes to finding the right insurance coverage. An experienced broker can help residents navigate the complex world of insurance policies and ensure they have adequate protection for their homes, cars, and other assets. Additionally, brokers can provide valuable advice on how to mitigate risks and reduce premiums. For example, in Newton, where severe weather events are becoming more frequent, a broker could recommend additional coverage for flood or wind damage. Ultimately, working with an insurance broker can help Newton residents feel more secure and confident in their insurance coverage.

Retirement Planning

Residents of Newton, MA could benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner could help residents navigate the complex financial landscape of retirement planning, including tax laws and investment strategies. Additionally, a planner could help residents determine how much they need to save for retirement based on their lifestyle and goals. In particular, residents of Newton, MA may benefit from a planner's understanding of the local real estate market and how it may impact their retirement plans. For example, a planner could help residents decide whether downsizing to a smaller home or relocating to a different area would be a wise financial decision. Overall, a retirement planner can provide valuable guidance and peace of mind for residents of Newton, MA as they plan for their future.

Wealth Management

Residents of Newton, MA could benefit greatly from the services of a wealth manager. One specific way that a wealth manager could help is by providing guidance on managing the high cost of living in Newton. As one of the wealthiest cities in Massachusetts, Newton has a high cost of living, with expensive housing and high taxes. A wealth manager could help residents navigate these financial challenges by providing advice on budgeting, investing, and tax planning. Additionally, a wealth manager could help residents plan for their long-term financial goals, such as retirement or saving for college tuition. By working with a wealth manager, residents of Newton can feel more confident in their financial future and better equipped to handle the unique financial challenges of living in this affluent community.

Mortgage Loan Officer

Residents of Newton, MA can benefit from the expertise of a mortgage loan officer in a variety of ways. For example, a mortgage loan officer can help residents of Newton, MA navigate the complex process of securing a mortgage, which can be especially challenging in a competitive housing market like Newton's. Additionally, a mortgage loan officer can provide guidance on the different types of mortgage loans available to residents of Newton, MA, such as fixed-rate mortgages or adjustable-rate mortgages, and help them choose the best option for their unique financial situation. With the help of a mortgage loan officer, residents of Newton, MA can feel confident and informed as they take the important step of purchasing a home in this vibrant and desirable community.

Tax Services

Residents of Newton, MA can benefit from the expertise of a tax advisor in many ways. One of the most common is navigating the complex tax laws and regulations that apply to the city. Newton, MA has a high cost of living, and many residents may be subject to high taxes on their income, property, and investments. A tax advisor can help residents understand the deductions and credits available to them, as well as strategies for minimizing their tax liability. Additionally, Newton, MA is home to many small business owners and entrepreneurs, who may need guidance on tax planning and compliance. A tax advisor can help these individuals navigate the unique tax considerations that apply to their businesses, such as payroll taxes and self-employment taxes. Overall, a tax advisor can provide invaluable support to residents of Newton, MA who want to make informed decisions about their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Newton, 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 creating a comprehensive estate plan that outlines how an individual's assets will be distributed after their passing. This is especially important in Newton, where the cost of living is higher than the national average, and many residents have accumulated significant wealth over the years. An estate planning lawyer can also help with other important tasks, such as drafting a will, establishing trusts, and minimizing tax liabilities. By working with a lawyer, residents of Newton can ensure that their assets are protected and that their loved ones are taken care of after they're gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Newton, MA

A financial advisor in Newton, MA can provide a wide range of financial advising services to help clients achieve their financial goals. From retirement planning to investment management, a financial advisor can offer personalized advice based on an individual's unique financial situation. In Newton, MA, a financial advisor can also provide specialized services to clients in the tech industry, which is a booming sector in the area. With a deep understanding of the tech industry and its financial complexities, a financial advisor can help tech professionals navigate the stock options, equity compensation, and other financial considerations that come with working in the tech industry. Additionally, a financial advisor can help clients in Newton, MA plan for the high cost of living in the area, which can be a significant financial burden for many. Overall, a financial advisor in Newton, MA can provide invaluable financial advice and guidance to help clients achieve their financial goals and navigate the unique financial landscape of the area.

When it comes to seeking financial advising, Newton, MA is undoubtedly one of the best places in the country. With its thriving economy and abundance of financial institutions, it provides a plethora of options for people looking to manage their finances. However, what truly sets Newton apart is its strong focus on education and community involvement. The city boasts a top-rated school system, which has cultivated a population of well-educated and financially literate individuals. This, in turn, has created a community that values financial responsibility and seeks out expert advice to make informed decisions. Additionally, the city hosts numerous financial seminars and workshops throughout the year, providing residents with access to the latest industry insights and strategies. With its combination of a robust economy, knowledgeable population, and dedication to education, Newton, MA is undoubtedly the best place to get financial advising.