List of Firms
Plymouth County, MA Fiduciary Financial Advisors
SHP Financial
Jon Pierce - Financial Advisor, Ameriprise Financial Services, LLC
Allison Financial Group, Inc.
T L Condon & Co PC
Stifel
Hilary O'Malley - Financial Advisor, Ameriprise Financial Services, LLC
The Woerdeman Financial Group - Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management
Baker and Eitas Financial Services
Green and Gold Financial Planning, LLC
Stephen Adams - Financial Advisor, Ameriprise Financial Services, LLC
Where Certified Financial Advisors in Plymouth County, MA Serve
Plymouth County, MA is a vibrant and bustling region in the heart of Massachusetts, filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Plymouth Rock to the stunning Cape Cod Canal, this county is brimming with fascinating sights and sounds. The top employers in the region include the healthcare giant Beth Israel Deaconess, the education powerhouse Bridgewater State University, and the retail giant Walmart. Major highways and streets in the area include Route 3, Route 44, and Route 106, making it easy to navigate and explore. Some of the most popular neighborhoods in Plymouth County include Plymouth, Brockton, and Middleborough, each with its own unique charm and character. Whether you're a history buff, a nature lover, or a foodie, Plymouth County has something to offer everyone.
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 Plymouth County, MA
Financial advisors in Plymouth County, MA can provide a range of services to help individuals and businesses manage their finances. These services include retirement planning, investment management, tax planning, and estate planning. One specific aspect of Plymouth County that financial advisors can assist with is navigating the unique tax laws and regulations in Massachusetts. With a state income tax rate of 5.05%, residents of Plymouth County may benefit from strategic tax planning to minimize their tax burden. Additionally, financial advisors can help clients understand the various tax deductions and credits available to them, such as the Massachusetts Earned Income Tax Credit, which can provide significant financial relief for low-income households. With their expertise and knowledge of the local financial landscape, financial advisors in Plymouth County can help clients achieve their financial goals and secure their financial future.
Plymouth County, MA is the ultimate destination for anyone seeking top-notch financial advising services. The county boasts a vibrant and diverse economy that is characterized by a myriad of industries, including healthcare, education, and tourism. With such a robust economy, it is no surprise that Plymouth County is home to some of the most experienced and knowledgeable financial advisors in the region. These professionals have a deep understanding of the local market and are adept at helping clients navigate the complexities of financial planning. Moreover, the county's rich history and cultural heritage provide a unique backdrop for financial advising services, as advisors can draw on these elements to provide customized solutions that are tailored to each client's needs. Whether you are a business owner, an individual investor, or a retiree, Plymouth County is the ideal place to get the financial advice you need to achieve your goals and secure your financial future.
A financial planner in Plymouth County, MA is responsible for managing the financial affairs of individuals and businesses in the region. They provide a wide range of services, including investment advice, retirement planning, tax planning, and estate planning. One specific aspect of Plymouth County, MA that adds complexity to the financial planning process is its diverse economy. The county is home to a variety of industries, including healthcare, education, manufacturing, and agriculture. This means that financial planners must have a deep understanding of the unique financial challenges facing each industry and be able to tailor their services accordingly. Additionally, Plymouth County, MA has a large retirement population, which requires financial planners to be well-versed in retirement planning strategies and products. Overall, a financial planner in Plymouth County, MA must have a comprehensive understanding of the local economy and be able to provide customized financial advice to meet the needs of their clients.
Residents of Plymouth County, MA should consider reaching out to a financial advisor when they are faced with complex financial decisions that require expert guidance. With a population of over 500,000 people, Plymouth County is one of the most populous counties in the state of Massachusetts. The county is home to a diverse range of industries, including healthcare, education, and manufacturing, which means that residents may have unique financial needs that require specialized advice. Additionally, the county is located in an area that is prone to natural disasters such as hurricanes and floods, which can have a significant impact on personal finances. A financial advisor can help residents navigate these challenges and develop a comprehensive financial plan that takes into account their unique circumstances. Whether it's planning for retirement, managing debt, or investing for the future, a financial advisor can provide the expertise and guidance needed to make informed decisions and achieve financial security.
A financial advisor in Plymouth County, MA must possess a unique set of qualities to cater to the diverse financial needs of the region. With a population of over 500,000 people, Plymouth County is home to a broad range of individuals, from blue-collar workers to high-net-worth investors. Therefore, a financial advisor needs to be versatile and have a deep understanding of the local economy, tax laws, and investment opportunities. Additionally, they must have excellent communication skills to explain complex financial concepts to clients with varying degrees of financial literacy. A financial advisor in Plymouth County must also be trustworthy, ethical, and transparent in their dealings with clients. They should have a long-term approach to financial planning, taking into account the unique needs and goals of each client. Lastly, the financial advisor must be proactive in keeping up with the ever-changing financial landscape and be able to adapt their strategies accordingly.
Plymouth County, MA is home to some of the top financial advising firms in the state. These firms offer a wide range of services to individuals and businesses alike, including investment management, retirement planning, and tax preparation. One unique aspect of Plymouth County is its proximity to Boston, which allows these firms to tap into the city's vast financial resources and expertise. Additionally, the county's strong ties to the maritime industry have led to the development of specialized financial advising firms that cater specifically to the needs of boat owners and marine businesses. With so many options to choose from, residents of Plymouth County can rest assured that they will find a financial advising firm that meets their unique needs and goals.
Financial advisors in Plymouth County, MA are compensated in various ways. One common method is through fees charged to clients for their services. These fees can be charged as a percentage of assets under management or as a flat fee. Another way financial advisors in Plymouth County, MA are compensated is through commissions earned on products they sell, such as mutual funds or insurance policies. Additionally, some advisors may receive bonuses or incentives for meeting certain performance goals. It is worth noting that Plymouth County, MA has a unique demographic makeup, with a higher percentage of retirees and a lower median household income compared to the state average. As a result, financial advisors in Plymouth County, MA may need to tailor their compensation structures to meet the specific needs of their clients.