Retirement Planning in Leominster, MA

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List of Firms

Top Retirement Planners in Leominster, MA

GreenBridge Innovative Advisors
Location 11 Park St, Leominster, MA 01453, USA
Phone (508) 868-1260
Language http://www.greenbridgeia.com/
Directions
Sunrise of Leominster
4 out of 5
Location 6 Beth Ave, Leominster, MA 01453, USA
Phone (978) 319-4994
Language https://www.sunriseseniorliving.com/communities/sunrise-of-leominster/overview.aspx
Directions
Skyeburst Wealth Management - Ameriprise Financial Services, LLC
Location 975 Merriam Ave Ste 208, Leominster, MA 01453, USA
Phone (978) 537-4588
Language https://www.ameripriseadvisors.com/team/skyeburst-wealth-management/contact?cid=IP_local_google
Directions
CWM Retirement Plan Services, LLC
5 out of 5
Location 11 Foster St, Worcester, MA 01608, USA
Phone (508) 749-0350
Language http://cwmretirement.com/
Directions
Community Financial & Retirement Services
5 out of 5
Location 4 Nobile St, Leominster, MA 01453, USA
Phone (978) 840-4288
Language http://commfinancial.com/
Directions
Monument Financial Retirement
Location 66 West St, Leominster, MA 01453, USA
Phone (978) 537-2626
Directions
Michael Davis, Agent - New York Life Insurance Company
Location 975 Merriam Ave Suite 200, Leominster, MA 01453, USA
Phone (978) 534-0130
Language http://www.michael-davis.net/
Directions
Feroci Jr Anthony
5 out of 5
Location 114 Merriam Ave #204, Leominster, MA 01453, USA
Phone (978) 466-5011
Language http://www.ferocilaw.com/
Directions
Croteau Financial
Location 114 Summer St, Fitchburg, MA 01420, USA
Phone (978) 343-2600
Directions
Retirement Planning in Leominster, MA

About Leominster, MA for Those Planning to Retire

Leominster, MA is a bustling city located in north-central Massachusetts, known for its rich history, diverse neighborhoods, and top employers. With a population of over 40,000, Leominster boasts a plethora of landmarks and attractions, including the Johnny Appleseed Visitor Center, the Leominster State Forest, and the Doyle Conservation Center. The city is home to several major highways, including Route 2 and Interstate 190, making it easily accessible from surrounding areas. Leominster is also intersected by several major streets, including Central Street, Main Street, and Mechanic Street, which are lined with an array of shops, restaurants, and businesses. Leominster is a hub for manufacturing, with top employers including Leominster Hospital, Fitchburg State University, and the Leominster Public Schools. The city is also home to several notable neighborhoods, including North Leominster, South Leominster, and the historic downtown district.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Leominster, MA can benefit from a bank in various ways. One of the most common ways is through personal loans that can help them cover unexpected expenses or consolidate debt. With the city's diverse economy, which includes manufacturing, retail, and healthcare, residents may find themselves in need of financial assistance at some point. Additionally, banks can offer mortgages to help residents purchase homes in the city's historic neighborhoods, such as the downtown area filled with Victorian-era buildings. Furthermore, banks can provide small business loans to support the city's growing entrepreneurial spirit seen in the emergence of local breweries and farm-to-table restaurants. The bank can also assist residents in managing their finances by providing online banking services and financial advice to help them save for their future and plan for retirement.

Insurance Broker

Residents of Leominster, MA can benefit greatly from the services of an insurance broker. With the city's population of over 40,000 people, the need for insurance coverage is high. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. For example, with Leominster's location in central Massachusetts, residents may need specific coverage for natural disasters such as snowstorms or flooding. Additionally, an insurance broker can assist residents in finding affordable healthcare coverage, which is especially important given the city's aging population. With an insurance broker's expertise, residents can rest assured that they have the right coverage for their specific needs and can avoid costly mistakes in the future.

Wealth Management

Residents of Leominster, MA can benefit from the services of a wealth manager in several ways. For instance, a wealth manager can help them develop a personalized investment plan that aligns with their financial goals and risk tolerance. They can also provide guidance on estate planning, tax planning, and retirement planning. In addition, residents of Leominster, MA can benefit from a wealth manager's expertise in managing their assets and minimizing their investment risks. With the city's strong economy, which is driven by industries such as healthcare, education, and retail, a wealth manager can help residents take advantage of investment opportunities that can yield high returns. Furthermore, with the city's diverse population, a wealth manager can provide culturally sensitive financial advice that takes into account the unique financial needs and goals of each resident.

Financial Advisor

Residents of Leominster, MA can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by receiving guidance on how to manage their finances effectively. This is particularly important in a city like Leominster, where the cost of living is relatively high compared to other cities in Massachusetts. A financial advisor can help residents to create a budget that takes into account their income, expenses, and financial goals. They can also provide advice on how to save for retirement, pay off debt, and invest in the stock market. Additionally, a financial advisor can help residents to navigate the complex world of taxes, ensuring that they are taking advantage of all available deductions and credits. Overall, the expertise of a financial advisor can be invaluable to residents of Leominster, helping them to achieve financial stability and security in an increasingly uncertain world.

Mortgage Loan Officer

Residents of Leominster, MA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help individuals and families secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. With the unique housing market in Leominster, a mortgage loan officer can provide valuable insight into the local real estate trends and help borrowers navigate the complexities of the home buying process. Additionally, a loan officer can help borrowers understand the various mortgage options available to them and find a loan that best fits their needs and budget. From conventional loans to FHA and VA loans, a mortgage loan officer can help residents of Leominster, MA make informed decisions about their home financing and achieve their homeownership goals.

Tax Services

Residents of Leominster, MA can benefit from the expertise of a tax advisor in several ways. One specific example is navigating the state's complex tax laws. Massachusetts has a unique system that includes a flat income tax rate, but also taxes interest and dividends differently than other states. A tax advisor can help residents understand these nuances and ensure they are taking advantage of all available deductions and credits. Additionally, Leominster has a large population of small business owners who can benefit from the guidance of a tax advisor in areas such as payroll taxes, depreciation, and business expenses. With the help of a tax advisor, residents of Leominster can not only save money on their taxes, but also gain peace of mind knowing they are in compliance with state and federal regulations.

Estate Planning Lawyer

Residents of Leominster, MA can benefit from the services of an estate planning lawyer in a multitude of ways. One specific aspect unique to Leominster is its high population of senior citizens, who may require specialized estate planning to ensure their assets are protected and distributed according to their wishes. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that a senior's assets are properly managed and passed down to their heirs. Additionally, an estate planning lawyer can help families navigate the complexities of probate court, which can be especially daunting for those unfamiliar with the legal system. Overall, an estate planning lawyer can provide peace of mind and ensure that a resident's wishes are carried out in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Leominster, MA are comprehensive and tailored to meet the individual needs of each client. The planner can help clients navigate the complex world of retirement savings, investment strategies, and tax planning. They can also provide guidance on Social Security benefits, Medicare, and other government programs. In Leominster, MA, a unique aspect of retirement planning is the town's proximity to both Boston and Worcester, which offers a range of retirement living options. The planner can help clients explore these options, including independent living, assisted living, and continuing care retirement communities. With their burstiness and complexity, the planner can create a retirement plan that maximizes the client's financial security and provides a fulfilling retirement lifestyle in Leominster, MA.

Leominster, MA is an ideal place to find a retirement planner due to its thriving financial industry and abundance of experienced professionals. With a population of over 40,000, the city boasts a diverse range of financial institutions and advisory firms, all of which are staffed with knowledgeable and skilled experts in the field of retirement planning. Furthermore, Leominster's close proximity to major metropolitan areas such as Boston and Worcester provides access to a wider pool of resources and talent. Whether you're looking for advice on investment strategies, tax planning, or estate planning, Leominster's financial community has the expertise and resources to help you make informed decisions and secure your financial future.