Wealth Management in Rockport, MA

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List of Firms

Rockport, MA Wealth Management Firms

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Bentley Wealth Management
5 out of 5
Location 89 Front St, Marblehead, MA 01945, USA
Phone (781) 990-0808
Directions
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Bluebird Wealth Management
5 out of 5
Location 6 Felton Ln, West Newbury, MA 01985, USA
Phone (978) 775-1287
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SEC File# 801-111823
CRD# 289886
Location 3 Allied Dr Suite 303, Dedham, MA 02026, USA
Phone (857) 347-5898
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Kolton Wood Wealth Management - UBS Financial Services Inc.
Location 32nd and 33rd floors, One Post Office Square, Boston, MA 02109, USA
Phone (617) 439-8227
Directions
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Port Wealth Management
SEC File# 801-119353
CRD# 288215
5 out of 5
Location 1 Harris St, Newburyport, MA 01950, USA
Phone (978) 465-0037
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North Shore Investments & Insurance Planning
Location 4 Lattof Farm Cir, Rockport, MA 01966, USA
Phone (978) 546-2636
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Irving Wealth Management
Location Suite 109, South, 800 Hingham St, Rockland, MA 02370, USA
Phone (781) 871-9160
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South Shore Wealth Management, Inc
Location 500 Victory Rd Suite 400, Quincy, MA 02171, USA
Phone (617) 935-6404
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Nicholas H Safford & Co Inc
Location 9 Cleaves St, Rockport, MA 01966, USA
Phone (978) 546-2462
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New Perspective Financial
Location 65 Eastern Ave #B2A, Essex, MA 01929, USA
Phone (978) 768-3310
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NAV Wealth Management
Location 25 Unicorn Cir, Amesbury, MA 01913, USA
Phone (781) 932-1617
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Antaeus Wealth Advisors, LLC
Location 29 Water St # 208, Newburyport, MA 01950, USA
Phone (978) 462-7529
Directions
Wealth Management in Rockport, MA

Where Wealth Management Advisors in Rockport, MA Serve

Rockport, MA is a charming coastal town located on the tip of Cape Ann, boasting a rich history and a plethora of landmarks. Its picturesque harbor is home to the iconic Motif Number 1, a red fishing shack that has become a symbol of the town's artistic community. Other notable landmarks include the Rockport Art Association and Museum, the Bearskin Neck shopping district, and the stunning Halibut Point State Park. Top employers in Rockport include the Rockport Public Schools, the Rockport Inn and Suites, and the town government. The town is also home to many small businesses, including art galleries, restaurants, and shops. Major highways in the area include Route 128 and Route 127, which provide easy access to nearby towns and cities. Main streets in Rockport include Broadway, which runs through the town center, and Bearskin Neck, a pedestrian-only street lined with shops and restaurants.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rockport, MA could greatly benefit from the services provided by a bank. For instance, a bank could offer residents the ability to open checking and savings accounts, apply for loans, and access financial advice. Additionally, given that Rockport is a coastal town known for its fishing industry, a bank could help support local fishermen by providing business loans and financial management services. Furthermore, Rockport is a popular tourist destination, attracting visitors from all over the world. A bank could assist local businesses in managing their finances and accepting payments from tourists, helping to boost the local economy. Overall, a bank could play a vital role in helping residents of Rockport, MA manage their finances and support the local community.

Insurance Broker

Residents of Rockport, MA can benefit from the expertise of an insurance broker in various ways. With the town's location on the coast, homeowners may require specialized insurance policies to protect their properties from potential damages caused by storms and floods. An insurance broker can help residents navigate the complexities of these policies and ensure that they have adequate coverage. Additionally, Rockport is a popular tourist destination, and many residents may operate businesses in the hospitality industry. An insurance broker can assist in finding insurance policies tailored to the unique needs of these businesses, such as liability coverage and protection against property damage. Overall, an insurance broker can provide residents of Rockport with peace of mind knowing that they are adequately protected in the face of unexpected events.

Retirement Planning

Residents of Rockport, MA could greatly benefit from the services of a retirement planner. With its picturesque coastal location and quaint New England charm, Rockport attracts many retirees looking for a peaceful place to spend their golden years. However, the cost of living in Rockport can be quite high, and many retirees may struggle to make their retirement savings last. A retirement planner can help these residents create a personalized financial plan that takes into account their unique goals and circumstances. They can provide guidance on investment strategies, tax planning, and estate planning, helping retirees maximize their retirement income and protect their assets. Additionally, a retirement planner can help Rockport residents navigate the complexities of Medicare and other healthcare options, ensuring that they have access to the best possible care as they age. Overall, working with a retirement planner can provide peace of mind and financial security for residents of Rockport, MA.

Financial Advisor

Residents of Rockport, MA could greatly benefit from the guidance of a financial advisor in several ways. For instance, the town is a popular tourist destination, and many residents own businesses that cater to visitors. A financial advisor could assist these entrepreneurs in managing their finances, creating a budget, and developing a long-term financial plan to ensure their businesses remain profitable. Additionally, Rockport is known for its historic homes and scenic coastline, which can attract wealthy individuals looking to purchase vacation homes. A financial advisor could help these potential buyers navigate the real estate market, negotiate prices, and secure financing. Furthermore, Rockport is vulnerable to natural disasters such as hurricanes and floods, which can have a significant impact on residents' finances. A financial advisor could help residents prepare for these events by creating an emergency fund and reviewing insurance policies to ensure adequate coverage. In short, a financial advisor could provide invaluable support to Rockport residents in managing their finances, navigating the local economy, and preparing for unexpected events.

Mortgage Loan Officer

Residents of Rockport, MA would greatly benefit from the expertise of a mortgage loan officer. With its picturesque harbor and quaint New England charm, Rockport is a desirable location for homebuyers. However, the town's unique geography can present challenges when it comes to securing a mortgage. A loan officer can help residents navigate the complex lending process and find the best mortgage options for their specific needs. Whether it's a first-time homebuyer looking to purchase a historic property or a current homeowner looking to refinance, a loan officer can provide invaluable guidance and support. Additionally, with the town's close proximity to the ocean, a loan officer can offer specialized knowledge on flood insurance and other coastal property considerations. Overall, a mortgage loan officer can be an essential partner for Rockport residents looking to achieve their dream of homeownership in this charming seaside town.

Tax Services

Residents of Rockport, MA can benefit greatly from the services of a tax advisor. With its picturesque location on the coast of Massachusetts, Rockport is a popular tourist destination that attracts visitors from all over the world. As a result, many residents in Rockport may have income from rental properties or businesses related to the tourism industry, which can make their tax situation more complex. Additionally, Rockport is known for its vibrant arts community, with many residents working as artists or in arts-related businesses. A tax advisor can help these individuals navigate the unique tax implications of being self-employed in the arts industry and ensure they are taking advantage of all available deductions. Finally, Rockport is a small town with a tight-knit community, and a tax advisor can provide personalized advice and guidance that is tailored to the specific needs of each individual resident.

Estate Planning Lawyer

Residents of Rockport, MA can benefit from the services of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can help residents create a comprehensive estate plan that reflects their unique needs and goals. This plan can include provisions for the distribution of assets, the appointment of guardians for minor children, and the establishment of trusts to protect assets and minimize tax liabilities. In Rockport, MA, where many residents own valuable waterfront properties, an estate planning lawyer can also provide guidance on how to protect these assets from potential legal challenges and ensure that they are passed down to future generations in a way that is both legal and tax-efficient. Additionally, an estate planning lawyer can help residents navigate complex legal issues related to probate, trusts, and other aspects of estate planning, ensuring that their wishes are carried out in the most effective way possible.

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