Wealth Management in Wakefield, MA

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List of Firms

Wakefield, MA Wealth Management Firms

The Savings Bank
5 out of 5
Location 599 North Ave, Wakefield, MA 01880, USA
Phone (800) 246-2009
Language https://www.tsbawake24.com/
Directions
WHITMAN FINANCIAL SERVICES, LLC & LPL FINANCIAL LLC
Location 382 Lowell St Suite 203, Wakefield, MA 01880, USA
Phone (781) 246-0902
Language http://www.trustustoday.com/
Directions
Concord Wealth Management
4 out of 5
Location 701 Edgewater Dr Suite 310, Wakefield, MA 01880, USA
Phone (781) 966-2980
Language https://www.cwmofnewengland.com/
Directions
Commonwealth Financial Network
SEC File# 801-41541
CRD# 8032
Location 669 Main St #4, Wakefield, MA 01880, USA
Phone (781) 486-3500
Language http://commonwealthjt.com/
Directions
Compass Point Retirement Planning
5 out of 5
Location 500 Edgewater Dr # 565, Wakefield, MA 01880, USA
Phone (800) 246-1433
Language http://www.cprp.com/
Directions
Strauss Wealth Management
SEC File# 801-55207
CRD# 108620
Location 591 North Ave, Wakefield, MA 01880, USA
Phone (781) 587-0549
Directions
Winn Wealth Management - UBS Financial Services Inc.
Location 8 Essex Center Dr 2nd Floor, Peabody, MA 01960, USA
Phone (978) 538-1478
Language https://advisors.ubs.com/winn/?utm_source=Yext&utm_medium=GMB&utm_campaign=166576&y_source=1_MjA0MTQ5NzYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
WHITMAN FINANCIAL SERVICES, LLC
Location 382 Lowell St Suite 203, Wakefield, MA 01880, USA
Phone (781) 246-0902
Language http://www.trustustoday.com/
Directions
Wealth Management in Wakefield, MA

Where Wealth Management Advisors in Wakefield, MA Serve

Wakefield, MA is a vibrant and bustling town located in Middlesex County, Massachusetts. It is home to a variety of landmarks, including the beautiful Lake Quannapowitt, which is a popular spot for outdoor recreation and relaxation. Wakefield is also home to the historic Wakefield Common, a beautiful public park that dates back to the early 19th century. Top employers in Wakefield include healthcare companies like Hallmark Health and Edgewood Retirement Community, as well as technology firms like Vestmark and Curious.com. Major highways in the area include Interstate 95 and Route 128, which provide easy access to other parts of Massachusetts and New England. The town is divided into several distinct neighborhoods, each with its own unique character and charm. These include the West Side, which is known for its beautiful homes and quiet streets, as well as the Greenwood neighborhood, which is home to a variety of shops and restaurants.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wakefield, MA can benefit from a bank in several ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This can help Wakefield residents manage their finances and plan for the future. Additionally, a bank can offer investment services, such as stocks, bonds, and mutual funds, which can help residents grow their wealth over time. Furthermore, Wakefield is a bustling town with a growing population and a strong economy. A bank can help support this growth by providing loans to local businesses, which can create jobs and stimulate the local economy. Overall, a bank can play an important role in helping Wakefield residents achieve their financial goals and contribute to the continued success of the town.

Insurance Broker

Residents of Wakefield, MA can greatly benefit from the services of an insurance broker. With a population of over 26,000 people, the town is home to a diverse range of individuals, each with their unique insurance needs. An insurance broker can provide assistance in navigating the complex world of insurance, from finding the right coverage for a new home to selecting the best health insurance plan. Additionally, Wakefield is located in an area that is prone to natural disasters, such as hurricanes and snowstorms. An insurance broker can help residents prepare for these events by ensuring that their insurance policies provide adequate coverage for potential damages. With the support of an insurance broker, Wakefield residents can rest assured that they are protected against unexpected events and have the peace of mind that comes with knowing they have the right insurance coverage.

Retirement Planning

Residents of Wakefield, MA could greatly benefit from the expertise of a retirement planner. With a population of over 26,000, many individuals in this town are likely approaching retirement age or have already retired. A retirement planner could assist these residents in creating a personalized plan for their financial future, taking into account their unique circumstances and goals. For example, Wakefield is known for its historic downtown area, which is home to many small businesses. A retirement planner could help small business owners in Wakefield navigate the complexities of retirement planning, including how to save for retirement while also investing in their business. Additionally, with the high cost of living in Massachusetts, a retirement planner could help Wakefield residents create a plan to ensure they have enough money to cover their expenses in retirement, including healthcare costs which can be particularly expensive in the state. Overall, a retirement planner could provide valuable guidance and support to residents of Wakefield, helping them to achieve a secure and comfortable retirement.

Financial Advisor

Residents of Wakefield, MA can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help them create a personalized financial plan that takes into account their unique circumstances, such as their income, expenses, and financial goals. This is particularly important in Wakefield, MA, where the cost of living is higher than the national average. Secondly, a financial advisor can help residents of Wakefield, MA make informed investment decisions that align with their long-term financial objectives. Given the town's proximity to Boston, many residents have access to high-paying jobs and may have more disposable income to invest. Finally, a financial advisor can assist Wakefield, MA residents in managing their debt, which is a common concern for many Americans. By helping them develop a debt repayment strategy, a financial advisor can help Wakefield, MA residents achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Wakefield, MA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the town's median home value of $529,000, a mortgage loan officer can help residents secure financing for their dream home. Additionally, Wakefield is known for its vibrant downtown area, with numerous small businesses and restaurants. A mortgage loan officer can assist residents in obtaining financing for commercial properties, enabling them to invest in the local economy. Furthermore, Wakefield is located in Middlesex County, which is one of the most expensive counties in Massachusetts. A mortgage loan officer can help residents navigate the complexities of the housing market in this area, ensuring that they receive the best possible terms for their mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Wakefield, MA looking to achieve their homeownership or commercial property goals.

Tax Services

Residents of Wakefield, MA can greatly benefit from the expertise of a tax advisor. With the town's median household income being higher than the state average, there are many opportunities for individuals to maximize their tax savings. A tax advisor can provide guidance on deductions and credits unique to Wakefield, such as the Community Preservation Act, which allows for a property tax surcharge to fund local historic preservation projects. Additionally, with Wakefield's proximity to Boston, many residents may have investments in the city that require specialized tax planning. A tax advisor can also assist with estate planning and navigating complex inheritance laws, which can be particularly important for Wakefield's aging population. Overall, a tax advisor can help Wakefield residents navigate the intricacies of the tax code and ensure they are taking advantage of all available opportunities to minimize their tax liability.

Estate Planning Lawyer

Residents of Wakefield, MA can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help Wakefield residents create wills and trusts that protect their assets and ensure that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with the creation of durable powers of attorney and healthcare proxies, which can be especially important for Wakefield residents who are elderly or have chronic health conditions. In Wakefield, where the cost of living is higher than the national average, an estate planning lawyer can also help residents minimize their tax liabilities and maximize their assets through careful estate planning. Finally, an estate planning lawyer can help Wakefield residents navigate the complex legal landscape surrounding probate and estate administration, ensuring that their loved ones are not burdened with unnecessary legal fees and delays after their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Wakefield, MA can offer a wide range of services to help clients manage their assets and achieve their financial goals. These services can include investment planning, retirement planning, estate planning, tax planning, and more. One unique aspect of Wakefield, MA that a wealth manager may take into account is the town's rich history. Founded in 1638, Wakefield has a long and storied past, with many historic buildings and landmarks still standing today. A skilled wealth manager may use this historical context to inform their investment strategies, perhaps by investing in local real estate or businesses that have deep roots in the community. Additionally, a wealth manager in Wakefield may be well-versed in the town's local tax laws and regulations, which can help clients minimize their tax liabilities and maximize their returns. Overall, a wealth manager in Wakefield, MA can provide valuable guidance and support to help clients build and preserve their wealth over the long term.

Nestled in the heart of Middlesex County, Wakefield, MA is a bustling town that exudes a charming New England vibe. With its rich history, vibrant community, and thriving economy, it's no surprise that Wakefield is the best place to get a wealth manager. The town's financial district is home to some of the most reputable financial institutions in the region, offering a wide range of investment services to suit the needs of every individual. From traditional banking to private wealth management, Wakefield's financial institutions have a proven track record of delivering exceptional results. Furthermore, Wakefield's strategic location provides easy access to Boston's financial hub, making it an ideal place for investors looking to diversify their portfolios. With its unique blend of small-town charm and big-city convenience, Wakefield is the perfect place to find a wealth manager who can help you achieve your financial goals.