Wealth Management in Falmouth, MA

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List of Firms

Falmouth, MA Wealth Management Firms

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Todd A Drummey Certified Financial
Location 29 Simpson Ln, Falmouth, MA 02540, USA
Phone (508) 457-0669
Directions
SEC File# 801-107506
CRD# 122394
Location 1106 Sandwich Rd, East Falmouth, MA 02536, USA
Phone (508) 888-4100
Directions
SEC File# 801-121834
CRD# 142683
Location 13 Steeple St Suite 202, Mashpee, MA 02649, USA
Phone (508) 403-0395
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Clower Wealth Management
Location 11 Cape Dr # 18, Mashpee, MA 02649, USA
Phone (508) 477-2775
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Michael J Crew Rgstrd Investment
Location 205 Worcester Ct, Falmouth, MA 02540, USA
Phone (508) 548-2218
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Merrill Lynch Wealth Management Advisor John P McAbee
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9804
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Ockway Bay Financial
Location 138 Summersea Rd, Mashpee, MA 02649, USA
Phone (508) 477-5432
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Security Investments Group
Location 222 Main St, Falmouth, MA 02540, USA
Phone (508) 548-2142
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Nichols Investment Advisory
Location Twenty Two, Steeple St suite 2054, Mashpee, MA 02649, USA
Phone (508) 539-1155
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Roman Retirement Planning, LLC
Location 35C South St, Mashpee, MA 02649, USA
Phone (774) 602-5196
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Sound Financial Advisors
Location 220 Main St UNIT 102, Falmouth, MA 02540, USA
Phone (888) 668-2855
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New Harbor Investment Management
Location 1645 Falmouth Rd Ste. 1g, Centerville, MA 02632, USA
Phone (508) 957-2449
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Lighthouse Wealth Management Group
Location 1356 MA-28A, Cataumet, MA 02534, USA
Phone (508) 563-0110
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Cape Cod 5
4 out of 5
Location 668 Main St, Falmouth, MA 02540, USA
Phone (508) 457-5252
Directions
SEC File# 801-111822
CRD# 290016
3 out of 5
Location 84 Davis Straits, Falmouth, MA 02540, USA
Phone (508) 388-7175
Directions
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Cape Cod 5 Lending and Wealth Management Office
Location 13 Beach Street Extension, Vineyard Haven, MA 02568, USA
Phone (508) 693-1452
Directions
Wealth Management in Falmouth, MA

Where Wealth Management Advisors in Falmouth, MA Serve

Nestled on the picturesque coast of Cape Cod, Falmouth, MA boasts a plethora of landmarks and attractions that draw in tourists and locals alike. From the iconic Nobska Lighthouse to the sprawling Shining Sea Bikeway, there is no shortage of sights to see in this charming town. In addition to its natural beauty, Falmouth is home to a number of top employers, including the Woods Hole Oceanographic Institution and Falmouth Hospital, which provide ample job opportunities for residents. The town is also conveniently located near major highways and streets, such as Route 28 and Route 151, making it easy to get around and explore the surrounding areas. Falmouth is comprised of several unique neighborhoods, each with its own distinct character and charm. From the historic district of Falmouth Village to the upscale community of Woods Hole, there is a neighborhood to suit every taste and lifestyle. Overall, Falmouth is a vibrant and dynamic town that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Falmouth, MA could benefit from a bank in various ways. For instance, a bank could provide loans for homeowners in Falmouth to repair or renovate their homes, which is a common need in this area due to the harsh weather conditions. Additionally, a bank could offer financial education programs to help residents manage their finances effectively, especially during the off-season when many businesses in Falmouth are closed. Furthermore, a bank could support local businesses in Falmouth by providing them with loans to expand or improve their operations, which would ultimately benefit the community as a whole. Overall, a bank could play a significant role in the economic development of Falmouth, MA, by providing financial assistance and education to its residents and supporting local businesses.

Insurance Broker

Residents of Falmouth, MA could greatly benefit from the services of an insurance broker. With the town's proximity to the coast, homeowners may require specialized insurance coverage for their properties to protect against potential damage from hurricanes or flooding. Additionally, many residents of Falmouth rely on their vehicles to commute to work or navigate the town's winding roads, making auto insurance a necessity. An insurance broker can help residents navigate the complex insurance market, finding policies that fit their specific needs and budget. Furthermore, Falmouth is home to a large population of retirees, who may require specialized insurance coverage for healthcare and long-term care. An insurance broker can help these residents find affordable and comprehensive coverage to ensure their peace of mind in their golden years.

Retirement Planning

Residents of Falmouth, MA could greatly benefit from the expertise of a retirement planner. With a population of over 30,000, Falmouth is a bustling town that offers a unique blend of coastal charm and historical significance. The retirement planner can help residents navigate the complexities of retirement planning, including investment strategies, tax implications, and estate planning. For example, the planner can advise residents on how to maximize their retirement savings while taking advantage of Falmouth's favorable tax rates. Additionally, the planner can help residents create a comprehensive estate plan that takes into account Falmouth's unique real estate market and the potential impact of rising property values on their retirement income. With the help of a retirement planner, Falmouth residents can ensure that they are well-prepared for a comfortable and secure retirement.

Financial Advisor

Residents of Falmouth, MA could benefit greatly from the guidance of a financial advisor. With a population of just over 30,000 people, Falmouth is a small coastal town that relies heavily on its tourism industry. A financial advisor could help residents navigate the seasonal fluctuations in income that come with living in a tourist town, as well as help them plan for retirement and other long-term financial goals. Additionally, Falmouth is home to a large retiree population, and a financial advisor could provide valuable advice on managing retirement savings and investments. With the town's proximity to the ocean, there may also be unique considerations around flood insurance and property values that a financial advisor could provide insight on. Overall, a financial advisor could bring peace of mind and financial stability to residents of Falmouth, MA.

Mortgage Loan Officer

Residents of Falmouth, MA would greatly benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, Falmouth is a town known for its charming Cape Cod architecture, which can sometimes lead to higher home prices. A mortgage loan officer can help residents navigate the competitive housing market and secure a loan that fits their budget. Additionally, Falmouth is a popular tourist destination, with many seasonal residents and vacation homes. A loan officer can assist in finding the right financing options for these unique situations. Furthermore, Falmouth has a diverse population, including retirees, young families, and professionals. A mortgage loan officer can provide personalized guidance and support to each individual, taking into account their specific financial goals and needs. Overall, a mortgage loan officer can be an invaluable resource for residents of Falmouth, MA, helping them achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Falmouth, MA can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them to navigate the complex tax laws and regulations that apply to the town. Falmouth, MA is known for its high property taxes, which can be a burden for many residents. A tax advisor can help homeowners to understand the various deductions and credits that may be available to them, such as the Homestead Act, which provides a tax exemption for primary residences. Additionally, a tax advisor can help small business owners in Falmouth to understand the tax implications of their operations and to take advantage of any tax breaks that may be available to them. Finally, a tax advisor can help residents to plan for the future by providing guidance on retirement planning, estate planning, and other financial matters.

Estate Planning Lawyer

Residents of Falmouth, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist Falmouth residents is by helping them navigate the complex Massachusetts estate laws. With its unique geography and history, Falmouth presents its own set of challenges when it comes to estate planning. For example, many Falmouth residents own property near the water, which can be subject to special regulations. Additionally, some Falmouth families have ties to the town that go back generations, which can complicate matters when it comes to passing down property and assets. An estate planning lawyer can help Falmouth residents create a comprehensive plan that takes into account all of these factors and ensures that their wishes are carried out after they pass away.

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