List of Firms
Sandwich, MA Fiduciary Financial Advisors
Bessette Financial
Edward Jones: Alyssa M. Coffey, Financial Advisor
Comprehensive Strategies
Roman Retirement Planning, LLC
Nichols Investment Advisory
Patrick Murphy - UBS Financial Services Inc.
Edward Jones - Financial Advisor: Calan R Philbrook, AAMS™
Noble Financial Advisory
Michael Yacoub - TD Wealth Financial Advisor
Brian McNamara
Jeffrey Woerdeman - Ameriprise Financial Services, Inc.
Cynthia Reilly - TD Wealth Relationship Manager
Clear Sailing Financial Group
Where Certified Financial Advisors in Sandwich, MA Serve
Sandwich, MA is a charming town located on Cape Cod, known for its picturesque landscapes and rich history. The town is home to several prominent landmarks, including the Sandwich Glass Museum, the Dexter Grist Mill, and the Hoxie House - one of the oldest houses in the country. Top employers in the area include the Sandwich Public Schools, Cape Cod Healthcare, and the town government. Major highways and streets in the town include Route 6A, Route 130, and Quaker Meetinghouse Road. Sandwich is divided into several unique neighborhoods, each with its own distinct character. The Village Center is the heart of the town, featuring quaint shops, restaurants, and historic buildings. Other notable neighborhoods include Forestdale, East Sandwich, and Sandwich Village. Overall, Sandwich, MA is a delightful town with a rich history and vibrant community. Its landmarks, top employers, major highways and streets, and neighborhoods all contribute to its unique character and charm.
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 Sandwich, MA
A financial advisor in Sandwich, MA can provide a wide range of financial advising services to help individuals achieve their financial goals. From retirement planning to investment management and tax planning, a financial advisor can help individuals navigate the complex world of finance. One specific aspect that sets Sandwich, MA apart is its unique real estate market. With a mix of historic homes and modern developments, navigating the real estate market in Sandwich can be a complex and daunting task. A financial advisor can provide valuable insight and guidance on purchasing or selling a home in this unique market, as well as developing a comprehensive financial plan that takes into account the individual's real estate holdings. With the help of a financial advisor, individuals in Sandwich can feel confident in their financial decisions and achieve their long-term financial goals.
Sandwich, MA is the ideal place to seek financial advising due to its rich historical significance and abundance of resources. With a population of just over 20,000, Sandwich boasts a small-town charm that is hard to find elsewhere. Its location on Cape Cod provides ample opportunities for outdoor recreation, but it is the town's commitment to preserving its history that truly sets it apart. Sandwich is home to the oldest house on Cape Cod, the Hoxie House, which dates back to the 17th century. Additionally, the town is home to the Sandwich Glass Museum, which showcases the area's rich history in glassmaking. These cultural resources provide a unique backdrop for financial advising, as they inspire a sense of community and tradition that is essential to making sound financial decisions. Whether you are a longtime resident or a newcomer, seeking financial advising in Sandwich, MA is an excellent choice that will benefit you and your family for years to come.
A financial planner in Sandwich, MA is responsible for helping individuals and families in the community achieve their financial goals. They offer a range of services, including retirement planning, investment management, tax planning, and estate planning. One specific aspect of Sandwich, MA that financial planners must take into consideration is the town's history and culture. Sandwich is the oldest town on Cape Cod and is home to many historic landmarks, including the Sandwich Glass Museum and the Hoxie House, which dates back to the 17th century. Financial planners must understand the unique needs and values of Sandwich residents, many of whom have deep roots in the community and a strong desire to preserve its history and traditions. With their expertise and knowledge of the local area, financial planners in Sandwich, MA play a vital role in helping individuals and families navigate the complexities of the financial world and achieve long-term financial success.
Sandwich, MA residents should consider reaching out to a financial advisor when they are faced with complex financial decisions. With a population of over 20,000, Sandwich is a town that is home to a diverse community with varying financial goals and needs. From planning for retirement to investing in real estate, the financial landscape of Sandwich can be complex and overwhelming. A financial advisor can provide guidance and expertise to help residents navigate the intricacies of their financial situation. Whether it's creating a budget, managing debt, or investing in the stock market, a financial advisor can offer personalized advice tailored to the unique circumstances of each individual. With the right support and guidance, Sandwich residents can make informed decisions and achieve their financial goals.
A financial advisor in Sandwich, MA must possess a unique set of qualities to effectively navigate the local financial landscape. Firstly, they must have a deep understanding of the town's demographics, which is characterized by a mix of retirees, young professionals, and families. Additionally, they must have an in-depth knowledge of the local economy, which is heavily reliant on tourism, fishing, and agriculture. Furthermore, they must be adept at providing customized financial solutions that cater to the unique needs and goals of their clients, given the town's diverse population. A financial advisor in Sandwich, MA must also be able to adapt to the changing financial regulations and market conditions, which can significantly impact their clients' financial well-being. Lastly, they must possess excellent communication and interpersonal skills to establish trust and build lasting relationships with their clients, who often value personalized service and attention to detail.
Sandwich, MA is a quaint town located on Cape Cod, known for its picturesque beaches and historic landmarks. Amidst its scenic beauty, there are several financial advising firms that cater to the financial needs of its residents. One such firm is known for its expertise in retirement planning, offering customized solutions to help clients achieve their financial goals. Another firm specializes in investment management, providing comprehensive financial planning services to high net worth individuals. Additionally, there is a firm that focuses on estate planning, helping clients protect their assets and preserve their legacy. With the diverse range of financial advising firms in Sandwich, MA, residents can rest assured that their financial future is in good hands.
Financial advisors in Sandwich, MA are compensated in a variety of ways. One common method is through commissions, where they receive a percentage of the investments they sell to clients. Another way is through fees, which can be charged hourly or as a percentage of the assets under management. In Sandwich, MA, financial advisors may also receive compensation through referral fees, where they receive a commission for referring clients to other financial professionals, such as lawyers or accountants. Additionally, some advisors may receive bonuses or incentives based on the performance of their clients' investments. It is important for clients to understand how their advisor is compensated and to ensure that the compensation structure aligns with their financial goals and interests.
