Retirement Planning in Newton, MA

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List of Firms

Top Retirement Planners in Newton, MA

Jeffrey N. Tomaneng, CFP®
Location 58 Walnut Park Suite A, Newton, MA 02458, USA
Phone (866) 771-8901
Language https://amrfinancial.com/about-us/our-team/J-Tomaneng/
Directions
Edelman Financial Engines
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
Directions
Mayport Wealth Management
SEC File# 801-119353
CRD# 288215
Location 1016 Centre St, Newton, MA 02459, USA
Phone (617) 545-5700
Language http://www.mayport.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
Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 2345 Washington St, Newton, MA 02462, USA
Phone (617) 964-0400
Language http://raymondjames.com/ktsfinancialgroup
Directions
Andrew Enright - Financial Advisor, Ameriprise Financial Services, LLC
Location 275 Grove St Ste 1W-305, Auburndale, MA 02466, USA
Phone (857) 245-6442
Language https://www.ameripriseadvisors.com/Andrew.Enright/?cid=IP_local_google
Directions
Mcvittie Financial Advisors
5 out of 5
Location 11 Norumbega Ct, Auburndale, MA 02466, USA
Phone (617) 964-2035
Language http://www.mcvittiefinancial.com/
Directions
Retirement Planning in Newton, MA

About Newton, MA for Those Planning to Retire

Newton, MA, a city located in Middlesex County, is a place of great historical significance and modern-day relevance. With a population of over 88,000, this city boasts of numerous landmarks, top employers, major highways, and streets, and neighborhoods. One of the most iconic landmarks in Newton is the Newton City Hall, a magnificent building that has been standing tall since 1930. This building is a classic example of Georgian architecture and is a must-visit for anyone interested in history and architecture. When it comes to top employers, the city of Newton has a lot to offer. Some of the major employers in the city include Boston College, Newton-Wellesley Hospital, and Newton Public Schools. These employers provide a wide range of job opportunities for the residents of Newton, making it a great place to live and work. Newton is also well-connected to the rest of the state through major highways and streets.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Newton, MA can benefit from a bank in various ways. For instance, they can access financial services such as loans, mortgages, and credit cards to support their personal or business needs. Additionally, banks can help residents with their savings and investment plans, providing them with tools and advice to grow their wealth. Moreover, Newton, MA is known for its affluent community, and banks can offer specialized services tailored to their high-net-worth clients, such as wealth management and private banking. These services can help residents manage their assets more effectively and make informed financial decisions. Overall, a bank can provide Newton, MA residents with the financial resources and expertise they need to achieve their goals and secure their financial future.

Insurance Broker

Residents of Newton, MA could greatly benefit from the services of an insurance broker in a myriad of ways. For instance, an insurance broker could help them navigate the complex and ever-changing healthcare landscape in Newton, which is home to several world-class medical facilities. Additionally, they could assist residents in finding affordable and comprehensive home insurance policies that protect against the unique weather patterns and natural disasters that are prevalent in the area. Furthermore, an insurance broker could help Newton residents plan for their financial futures by providing guidance on life insurance policies that meet their specific needs and goals. With the help of an insurance broker, residents of Newton can rest assured that they are adequately protected in all aspects of their lives.

Wealth Management

Residents of Newton, MA can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by creating a customized financial plan that takes into account the unique needs and goals of the individual or family. With Newton being a highly affluent and educated city, wealth managers can assist with complex financial planning strategies such as tax-efficient investing, estate planning, and asset protection. Additionally, wealth managers can provide guidance on investment opportunities that align with the client's values and risk tolerance. By working with a wealth manager, residents of Newton can gain peace of mind knowing that their financial future is in good hands and that they have a plan in place to achieve their long-term goals.

Financial Advisor

Residents of Newton, MA, would greatly benefit from the services of a financial advisor. With the city's high cost of living, many residents may struggle to manage their finances effectively. A financial advisor can assist with budgeting, retirement planning, and investment strategies tailored to the unique needs of Newton residents. Additionally, the city's proximity to Boston and its thriving job market can create complex financial situations for residents with high incomes and multiple income streams. A financial advisor can help navigate tax planning and wealth management in these situations. Furthermore, with the city's strong emphasis on education, many residents may have student loan debt. A financial advisor can provide guidance on loan repayment options and help develop a plan to manage this debt while still achieving financial goals. Overall, a financial advisor can provide valuable support to Newton residents in achieving financial stability and success in a complex financial landscape.

Mortgage Loan Officer

Residents of Newton, MA can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is through assistance with navigating the complex real estate market in the area. Newton is known for its high property values and competitive housing market, so having a knowledgeable loan officer can be invaluable when it comes to finding the right mortgage and securing a desirable property. Additionally, a loan officer can help residents understand the various loan options available to them, such as fixed-rate or adjustable-rate mortgages, and can provide guidance on how to qualify for the best rates. With their specialized knowledge and experience, a mortgage loan officer can help residents of Newton achieve their homeownership goals and make informed decisions about their finances.

Tax Services

Residents of Newton, MA can benefit from the expertise of a tax advisor in several ways. For starters, a tax advisor can help them navigate the complex tax laws and regulations that are unique to the city. Newton, MA has a progressive tax system that imposes higher taxes on higher earners, making it crucial for residents to stay on top of their tax obligations. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that they may not be aware of, such as the state's Earned Income Tax Credit. A tax advisor can also provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their savings. In short, a tax advisor can be an invaluable resource for residents of Newton, MA who want to stay compliant with tax laws and optimize their financial situation.

Estate Planning Lawyer

Residents of Newton, MA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Newton, MA, where the median home value is $1.2 million, making it one of the most expensive places to live in the country. Therefore, an estate planning lawyer can help residents protect their valuable assets and ensure that they are passed down to their loved ones. Additionally, an estate planning lawyer can assist in setting up trusts, creating powers of attorney, and establishing healthcare directives. These legal documents can help residents plan for incapacity or disability, ensuring that their wishes are honored in the event they are unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable guidance and support to help residents of Newton, MA plan for the future and protect their assets.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Newton, MA are comprehensive and tailored to meet the unique needs of each client. The planner can assist with determining retirement goals, creating a personalized retirement plan, and implementing strategies to achieve those goals. Newton, MA is known for its high cost of living, which means that retirement planning in this area requires careful consideration of factors such as inflation, taxes, and healthcare costs. The planner can also provide guidance on investment strategies, estate planning, and social security optimization. With their expertise and experience, a retirement planner in Newton, MA can help clients navigate the complexities of retirement planning and ensure that they are well-prepared for a comfortable and secure retirement.

Newton, MA is undoubtedly the best place to get a retirement planner due to its vibrant community and diverse range of financial experts. With a population of over 85,000, Newton is home to a plethora of financial institutions and advisors who specialize in retirement planning. From wealth management firms to independent financial advisors, Newton has a vast network of professionals who can help retirees plan their financial future. Additionally, Newton's strong economy and high median household income make it an ideal location for retirees looking to invest in their future. With its charming neighborhoods, beautiful parks, and top-notch healthcare facilities, Newton is a fantastic place to retire and plan for the future. So if you're looking for a retirement planner who can help you navigate the complexities of retirement planning, look no further than Newton, MA.