Banks & Credit Unions in Duxbury, MA

We did the hard work of finding trustworthy partners in Duxbury, MA. Fill out the form to get connected.

Start Here to Open a Bank Account


MSN Money
Business Insider
Yahoo Finance
Market Watch
Banks in Duxbury, MA

Where Duxbury, MA Banks & Credit Unions Serve

Duxbury, MA is a picturesque coastal town located in Plymouth County. It is known for its historic landmarks, including the Nathaniel Winsor Jr. House and the King Caesar House, both of which date back to the 18th century. The town is also home to the Duxbury Beach Park, a popular destination for swimming, picnicking, and fishing. In terms of top employers, Duxbury is home to several notable companies, including the software development firm, Veracode, and the financial services company, Eastern Bank. Major highways in the area include Route 3 and Route 53, which provide easy access to nearby towns and cities. The town's main streets include Washington Street, Tremont Street, and St. George Street. Duxbury is divided into several distinct neighborhoods, including Snug Harbor, Standish Shore, and Tinkertown. Each neighborhood has its own unique character and charm, with a mix of historic homes and newer developments.

Duxbury, MA Banking Related Services

Insurance Broker

Residents of Duxbury, MA can benefit greatly from the services of an insurance broker. Duxbury is a coastal town with a high risk of flooding and hurricane damage, making it important for residents to have adequate insurance coverage. An insurance broker can help residents navigate the complex and often confusing world of insurance, ensuring that they have the right coverage for their specific needs. Additionally, an insurance broker can help residents find the best rates and discounts available, saving them money in the long run. Overall, an insurance broker can provide peace of mind to residents of Duxbury, knowing that they are protected in the event of an unexpected event.

Retirement Planning

Residents of Duxbury, MA can benefit greatly from the services of a retirement planner. With a median age of 47.8 years, many residents are likely to be approaching retirement age or already retired. A retirement planner can help them navigate the complex world of retirement planning, including strategies for saving, investing, and managing their finances in retirement. For residents of Duxbury, who may have significant assets tied up in real estate, a retirement planner can also provide guidance on how to leverage their home equity to fund their retirement. Additionally, a retirement planner can help residents of Duxbury navigate the unique tax landscape of Massachusetts, including state income taxes and property taxes, to help them maximize their retirement income and minimize their tax burden.

Wealth Management

Residents of Duxbury, MA can benefit greatly from the expertise of a wealth manager. With its picturesque coastal location and affluent population, Duxbury presents unique financial challenges and opportunities. A wealth manager can help residents navigate the complexities of estate planning, tax optimization, and investment management. Additionally, Duxbury is home to many small business owners and entrepreneurs who can benefit from the guidance of a wealth manager in areas such as business succession planning and risk management. Overall, a wealth manager can provide residents of Duxbury with personalized financial advice and strategies to help them achieve their long-term goals and secure their financial future.

Financial Advisor

Residents of Duxbury, MA can benefit greatly from the guidance of a financial advisor. With its high median household income and expensive cost of living, Duxbury residents may need help managing their finances and making smart investment decisions. A financial advisor can assist with retirement planning, tax strategies, and creating a budget that works for each individual's unique needs. Additionally, Duxbury is a coastal town with many residents owning waterfront property. A financial advisor can help these homeowners navigate the complexities of flood insurance and property taxes. Overall, a financial advisor can provide valuable support to Duxbury residents looking to secure their financial future and protect their assets.

Mortgage Loan Officer

Residents of Duxbury, MA can benefit greatly from the expertise of a mortgage loan officer. The town is known for its beautiful coastal homes and historic architecture, which can come with a hefty price tag. A loan officer can assist residents in finding the best mortgage options to fit their financial situation, whether they are looking to purchase a new home or refinance their current one. With the help of a loan officer, residents can navigate the complex mortgage process and ensure they are getting the best rates possible. Additionally, a loan officer can provide valuable advice on the local housing market and help residents make informed decisions about their investments. Overall, a mortgage loan officer can be an invaluable resource for residents of Duxbury looking to achieve their homeownership goals.

Tax Services

Residents of Duxbury, MA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on state and federal tax returns. Additionally, in Duxbury, MA, where many residents own businesses or have high net worth, a tax advisor can provide valuable advice on estate planning, retirement planning, and investment strategies. With the constantly changing tax laws and regulations, a tax advisor can also keep residents up-to-date on any changes that may affect their financial situation. Overall, a tax advisor can provide invaluable assistance to residents of Duxbury, MA in navigating the complex world of taxes and finances.

Estate Planning Lawyer

Residents of Duxbury, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Duxbury, where many residents have significant assets, including waterfront properties and valuable real estate. An estate planning lawyer can also help with other important legal documents, such as a power of attorney or healthcare proxy, which can provide peace of mind and protection in the event of incapacity. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can save time and money for both the individual and their loved ones. Overall, an estate planning lawyer can provide invaluable support and guidance for residents of Duxbury, MA as they plan for the future.


Personal, Business & Online Bank FAQs