Wealth Management in Sandwich, MA

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List of Firms

Sandwich, MA Wealth Management Firms

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Wharton Financial Group
Location 114 State Rd, Sagamore Beach, MA 02562, USA
Phone (508) 833-9700
Directions
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Boardwalk Financial Services
Location 8 Merchants Rd, Sandwich, MA 02563, USA
Phone (508) 888-8527
Directions
SEC File# 801-7163
CRD# 8174
1 out of 5
Location 1471 Iyanough Road, MA-132, Hyannis, MA 02601, USA
Phone (508) 362-1800
Directions
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Mason Todd Wealth Management Group - UBS Financial Services Inc.
Location 1471 Iyanough Road, MA-132, Hyannis, MA 02601, USA
Phone (508) 362-1832
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Northwestern Mutual
Location 1170 Main St #3, West Barnstable, MA 02668, USA
Phone (508) 375-0082
Directions
SEC File# 801-41541
CRD# 8032
Location 90 MA-6A UNIT 4A, Sandwich, MA 02563, USA
Phone (508) 833-9555
Directions
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Goddard Financial Laurie
Location 2 Weaver Way, Sandwich, MA 02563, USA
Phone (508) 428-7343
Directions
SEC File# 801-113572
CRD# 133301
5 out of 5
Location 128 MA-6A, Sandwich, MA 02563, USA
Phone (508) 888-9300
Directions
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Bridge Creek Capital
SEC File# 801-66948
CRD# 141001
Location 1095 Main St, West Barnstable, MA 02668, USA
Phone (508) 362-9566
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Heslinga & Tate Wealth Management Group
Location 1513 Iyannough Rd, Hyannis, MA 02601, USA
Phone (800) 780-6328
Directions
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Roman Retirement Planning, LLC
Location 35C South St, Mashpee, MA 02649, USA
Phone (774) 602-5196
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Brian McNamara
Location 10 Merchants Rd, Sandwich, MA 02563, USA
Phone (508) 888-5254
Directions
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Thiago Reis - Thrivent
Location 128 MA-6A G, Sandwich, MA 02563, USA
Phone (508) 328-3150
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Starboard Wealth Management
5 out of 5
Location 9 Appaloosa Way, Marstons Mills, MA 02648, USA
Phone (508) 221-7076
Directions
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Merrill Lynch Wealth Management Advisor Frederick E Palmer
5 out of 5
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9824
Directions
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Merrill Lynch Wealth Management Advisor Michael F Fernon
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9807
Directions
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Cape Cod 5
5 out of 5
Location 85 MA-6A, Sandwich, MA 02563, USA
Phone (508) 833-8837
Directions
Wealth Management in Sandwich, MA

Where Wealth Management Advisors in Sandwich, MA Serve

Sandwich, MA is a picturesque town located on Cape Cod, known for its historic landmarks, beautiful beaches, and charming neighborhoods. One of the town's most notable landmarks is the Sandwich Glass Museum, which showcases the town's rich history in glassmaking. Another popular attraction is the Sandwich Boardwalk, which offers stunning views of the ocean and marshlands. In terms of top employers, Sandwich is home to a variety of businesses in industries such as healthcare, education, and hospitality. Cape Cod Healthcare, the town's largest employer, operates Falmouth Hospital and several other healthcare facilities in the area. The Sandwich Public Schools system is also a major employer in the town, providing education to students from kindergarten through high school. Major highways and streets in Sandwich include Route 6, which runs through the center of town and connects to other major highways on Cape Cod, and Route 130, which provides access to the town's beaches and other attractions.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sandwich, MA would greatly benefit from a bank in a multitude of ways. For starters, a bank can provide financial education and resources to help residents navigate the complexities of personal finance. Sandwich is a town with a large population of retirees, and a bank can offer specialized services such as retirement planning and investment advice. Additionally, Sandwich is a coastal town with a thriving tourism industry, and a bank can offer merchant services and loans to small businesses to help them grow and succeed. Furthermore, a bank can provide convenient access to cash and other financial services, especially for those who may not have access to online banking or mobile apps. Overall, a bank can be a valuable resource for the residents of Sandwich, MA, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Sandwich, MA could benefit from the services of an insurance broker in a number of ways. One specific example is the broker's ability to help residents navigate the unique challenges of living in a coastal town. Sandwich is located on Cape Cod, which means that residents are at a higher risk for certain types of damage to their homes and property, such as flooding and hurricane damage. An insurance broker can help residents find policies that provide adequate coverage for these types of risks, as well as help them understand the nuances of coastal insurance. Additionally, a broker can help residents find policies that fit their specific needs and budget, whether they are looking for basic coverage or more comprehensive protection. Overall, working with an insurance broker can provide peace of mind for Sandwich residents, knowing that they are prepared for whatever challenges may come their way.

Retirement Planning

Residents of Sandwich, MA would greatly benefit from the expertise of a retirement planner in several ways. One specific example is the town's high cost of living, which can make it challenging for retirees to maintain their standard of living. A retirement planner can help residents navigate the complex financial landscape of retirement, including managing their assets, creating a budget, and planning for unexpected expenses. Additionally, Sandwich has a large population of retirees, which means that there is a lot of competition for resources such as healthcare and housing. A retirement planner can help residents make informed decisions about these important issues, ensuring that they are able to access the resources they need to live comfortably in their golden years. Overall, a retirement planner can provide invaluable support to Sandwich residents as they navigate the complexities of retirement planning and ensure that they are able to enjoy a secure and fulfilling retirement.

Financial Advisor

Residents of Sandwich, MA could benefit from a financial advisor in a variety of ways. For example, with the town's median home value being $460,000, a financial advisor could assist homeowners in creating a plan to pay off their mortgage efficiently or explore options for refinancing. Additionally, Sandwich is a popular tourist destination, and many residents may own rental properties. A financial advisor could provide guidance on how to maximize rental income and navigate tax implications. With the town's proximity to the ocean, a financial advisor could also help residents prepare for potential natural disasters, such as hurricanes, by creating an emergency fund and reviewing insurance policies. Furthermore, Sandwich has a large population of retirees, and a financial advisor could assist in creating a retirement plan that takes into account factors such as healthcare costs and potential long-term care needs. Overall, a financial advisor could provide valuable assistance to residents of Sandwich, MA in navigating the unique financial challenges and opportunities of the town.

Mortgage Loan Officer

Residents of Sandwich, MA could benefit from the expertise of a mortgage loan officer in a multitude of ways. For instance, the town is known for its historic homes, many of which may require renovation or restoration. A loan officer could assist residents in securing a renovation loan to help fund the necessary repairs. Additionally, Sandwich is a popular vacation destination, and many residents may be interested in purchasing a second home or investment property. A loan officer could provide guidance on the different types of loans available for these types of purchases and help residents navigate the process. Furthermore, with the town's proximity to the ocean, residents may be interested in purchasing a home in a flood zone. A loan officer could help residents understand the unique challenges and requirements associated with obtaining a mortgage for a home in a flood zone. Overall, a mortgage loan officer could be an invaluable resource for residents of Sandwich, MA looking to purchase or refinance a home.

Tax Services

Residents of Sandwich, MA can benefit greatly from the services of a tax advisor. With a population of over 20,000, Sandwich is a bustling town with a diverse range of taxpayers. A tax advisor can provide guidance on a variety of issues, such as maximizing deductions, minimizing tax liability, and navigating complex tax laws. For example, many Sandwich residents own second homes or rental properties, which can lead to complicated tax situations. A tax advisor can help these individuals understand the tax implications of their investments and ensure that they are taking advantage of all available deductions. Additionally, small business owners in Sandwich may require assistance with payroll taxes, sales tax, and other business-related tax issues. A tax advisor can provide valuable guidance and ensure that these individuals are in compliance with all applicable tax laws. Overall, the expertise of a tax advisor can be invaluable for residents of Sandwich, MA looking to optimize their financial situation and minimize their tax burden.

Estate Planning Lawyer

Residents of Sandwich, MA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is particularly important in Sandwich, which is known for its historic homes and landmarks. An estate planning lawyer can help residents ensure that their property is properly protected and passed down to future generations. Additionally, an estate planning lawyer can assist with creating trusts, establishing powers of attorney, and drafting advanced healthcare directives. These documents can provide peace of mind for residents and their families, knowing that their wishes will be carried out in the event of incapacity or death. With the help of an estate planning lawyer, residents of Sandwich can ensure that their legacy is preserved for years to come.

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