Retirement Planning in Needham, MA

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List of Firms

Top Retirement Planners in Needham, MA

Darrow Wealth Management
SEC File# 801-34359
CRD# 105679
Location 200 Reservoir St Suite 303, Needham, MA 02494, USA
Phone (978) 369-5144
Language https://www.darrowwealthmanagement.com/
Directions
Goodman Advisory Group, LLC
SEC File# 801-108671
CRD# 285637
Location 197 1st Ave #320, Needham, MA 02494, USA
Phone (781) 559-0320
Language http://www.goodmanadvisorygroup.com/
Directions
D K Brede Investment Management Co
5 out of 5
Location 1253 Highland Ave, Needham, MA 02492, USA
Phone (781) 444-9367
Language http://www.bredeinvestment.com/
Directions
Harvest Wealth Management
Location 75 2nd Ave Suite 420, Needham, MA 02494, USA
Phone (781) 902-0981
Language http://www.harvestwm.com/
Directions
The Bulfinch Group
4 out of 5
Location 160 Gould St Ste 310, Needham, MA 02494, USA
Phone (781) 449-4402
Language https://www.bulfinchgroup.com/needham
Directions
Augustine Financial Solutions LLC
Location 110 Aletha Rd, Needham, MA 02492, USA
Phone (781) 771-0880
Language http://www.augustinefs.com/
Directions
Financial Planning Solutions, LLC
SEC File# 801-113221
CRD# 168211
5 out of 5
Location 120 Wells Ave, Newton, MA 02459, USA
Phone (617) 630-4978
Language https://planwithfps.com/
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 9:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
Wellesley Private Advisors
Location 197 1st Ave Suite 160, Needham, MA 02494, USA
Phone (781) 400-7311
Language http://www.wellesleypa.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00029093089957721
Directions
breakwater financial
Location 75 2nd Ave, Needham, MA 02494, USA
Phone (617) 849-8019
Language https://www.breakwaterfinancial.com/
Directions
Retirement Planning in Needham, MA

About Needham, MA for Those Planning to Retire

Needham, MA is a charming town located just outside of Boston. With a population of over 30,000 people, it boasts a variety of landmarks, top employers, major highways and streets, and unique neighborhoods. One of the most notable landmarks in Needham is the historic Walker Estate, a beautiful mansion that now serves as a community center and event space. Another popular spot is the Needham Town Common, which hosts events and concerts throughout the year. As for top employers, Needham is home to several major companies, including TripAdvisor, SharkNinja, and PTC. These companies provide a significant boost to the local economy and offer residents ample job opportunities. When it comes to transportation, Needham is situated near several major highways, including Route 128 and the Massachusetts Turnpike. Additionally, the town is home to several major streets, including Great Plain Avenue and Highland Avenue, which are lined with shops, restaurants, and other businesses.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Needham, MA could benefit from a bank in numerous ways. For instance, a bank could offer home loans to residents who are looking to purchase a home in Needham, which is known for its high home prices. Additionally, a bank could provide small business loans to the many entrepreneurs in Needham, who are often looking to start or expand their businesses. Furthermore, a bank could offer financial planning services to residents who are looking to save for their children's college education, retirement, or other long-term goals. Finally, a bank could provide access to ATMs and online banking services, which are essential for busy residents who are always on the go. Overall, a bank could play a crucial role in helping residents of Needham achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Needham, MA can benefit from the expertise of an insurance broker in a variety of ways. With the town's high median household income and expensive real estate market, many residents may require specialized coverage to protect their assets. For example, an insurance broker could help a homeowner in Needham identify the specific risks associated with living in a flood-prone area and find a policy that provides adequate coverage. Additionally, residents who own businesses or work in industries with unique risks, such as healthcare or technology, may require specialized liability coverage or workers' compensation policies. An insurance broker can navigate the complex world of insurance policies and find the best options for their clients, ensuring that residents of Needham have the protection they need.

Wealth Management

Residents of Needham, MA can greatly benefit from the services of a wealth manager. A wealth manager can assist in managing their finances, investments, and estate planning. In a town like Needham, where the median household income is significantly higher than the national average, a wealth manager can help residents maximize their wealth and protect their assets. Additionally, Needham is known for its strong school system, with the Needham Public Schools consistently ranking among the top in the state. A wealth manager can help families navigate the costs of higher education and plan for their children's future. With the town's proximity to Boston and the tech industry, a wealth manager can also provide guidance on investing in emerging technologies and startups. The complexities of managing wealth can be overwhelming, but a wealth manager can provide peace of mind and help residents achieve their financial goals.

Financial Advisor

Needham, MA is a town that is home to a diverse range of residents. From young families to retirees, there is a need for financial guidance at every stage of life. A financial advisor can provide assistance in a multitude of ways, such as helping residents plan for retirement, creating a budget for a growing family, or navigating the complexities of estate planning. Additionally, Needham, MA is known for its high cost of living, particularly in terms of housing. A financial advisor can help residents make informed decisions about purchasing or renting property, as well as provide guidance on managing debt and saving for a down payment. With the right financial advisor, residents of Needham, MA can feel confident in their financial future and make informed decisions that will benefit them for years to come.

Mortgage Loan Officer

Residents of Needham, MA can benefit greatly from the services of a mortgage loan officer. With a population of over 30,000, Needham is a bustling town that offers a high quality of life, excellent schools, and a strong sense of community. A mortgage loan officer can help residents secure financing for their dream homes, whether they are first-time homebuyers or seasoned investors. They can also provide guidance on the various mortgage options available, such as fixed-rate or adjustable-rate mortgages, and help borrowers navigate the complex application process. Additionally, a mortgage loan officer can offer advice on the local real estate market, which can be especially helpful in a town like Needham where demand for housing is high. Overall, the expertise and support of a mortgage loan officer can make the home buying process smoother and more successful for residents of Needham.

Tax Services

Residents of Needham, MA can benefit greatly from the services of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws that are unique to Massachusetts, such as the state's sales tax, property tax, and income tax. Additionally, a tax advisor can assist Needham residents in identifying tax credits and deductions that they may be eligible for, such as the state's Earned Income Tax Credit or the Federal Child Tax Credit. Furthermore, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their savings. With the help of a tax advisor, residents of Needham can ensure that they are in compliance with all applicable tax laws and regulations, while also taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Needham, MA can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is through the creation of a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Needham, MA, where the median home value is $1.1 million, making it one of the most expensive places to live in Massachusetts. With such high property values, it is crucial to ensure that one's assets are protected and distributed according to their wishes. An estate planning lawyer can also assist with minimizing estate taxes, avoiding probate, and providing for the care of minor children or elderly parents. Additionally, an estate planning lawyer can help with charitable giving, business succession planning, and asset protection. Overall, residents of Needham, MA can greatly benefit from the expertise of an estate planning lawyer to ensure that their assets and loved ones are protected for generations to come.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Needham, MA can be immensely helpful for individuals looking to secure their financial future. These services can include comprehensive financial planning, investment management, and retirement income planning. The retirement planner can work with clients to create a personalized retirement plan that takes into account their unique circumstances, goals, and risk tolerance. Needham, MA, known for its affluent neighborhoods and high standard of living, presents a unique challenge for retirement planning. The retirement planner must take into account the high cost of living in the area, as well as the potential for unexpected expenses such as healthcare costs. With their expertise in financial planning and knowledge of the local area, a retirement planner in Needham, MA can provide invaluable guidance and support in helping clients achieve their retirement goals.

Needham, MA is undoubtedly the best place to get a retirement planner. The town is renowned for its top-of-the-line financial services, making it the perfect place to seek advice on how to plan for your golden years. What sets Needham apart from other towns in the area is its unique mix of small-town charm and big-city amenities. With a vibrant community, excellent schools, and a vast array of cultural attractions, Needham is an ideal place to retire. Moreover, the town is home to some of the most experienced and knowledgeable financial planners in the region, who can help you navigate the complexities of retirement planning with ease. Whether you're looking to invest in stocks, bonds, or real estate, Needham's financial experts can help you make the right decisions to ensure a comfortable and secure retirement. So if you're nearing retirement age and looking for a reliable and trustworthy retirement planner, look no further than Needham, MA.