Banks & Credit Unions in Marblehead, MA

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Bank Branches and ATMs in Marblehead, MA

Bank of America Financial Center
4 out of 5
Location 21 Paradise Rd, Salem, MA 01970, USA
Phone (978) 744-7354
Language https://locators.bankofamerica.com/ma/salem/financial-centers-salem-14565.html?utm_source=GMBlisting&utm_medium=organic
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Marblehead Bank
Location 21 Atlantic Ave, Marblehead, MA 01945, USA
Phone (978) 744-2182
Directions
National Grand Bank
5 out of 5
Location 91 Pleasant St, Marblehead, MA 01945, USA
Phone (781) 631-6000
Language https://www.ngbank.com/
Directions
Marblehead Bank
4 out of 5
Location 21 Atlantic Ave, Marblehead, MA 01945, USA
Phone (781) 631-5500
Language https://www.marblebank.com/
Directions
Eastern Bank
4 out of 5
Location 405 Paradise Rd, Swampscott, MA 01907, USA
Phone (781) 599-8100
Language https://www.easternbank.com/
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 21 Atlantic Ave, Marblehead, MA 01945, USA
Directions
Citizens Bank
3 out of 5
Location 500 Paradise Rd, Swampscott, MA 01907, USA
Phone (781) 581-6400
Language https://locations.citizensbank.com/ma/swampscott/500-paradise-rd.html
Directions
Ocean Gate Capital Management
Location 156 Washington St, Marblehead, MA 01945, USA
Phone (781) 639-4774
Language http://oceangatecapital.com/
Directions
Banks in Marblehead, MA

Where Marblehead, MA Banks & Credit Unions Serve

Marblehead, MA is a historic town located on the North Shore of Massachusetts. Its picturesque harbor is dotted with historic landmarks, including the iconic Marblehead Light, Fort Sewall, and the Old Town House. The town is home to a diverse range of top employers, including the Marblehead Public Schools, Marblehead Community Charter Public School, and the Marblehead Police Department. Major highways and streets in the area include Route 114, Route 129, and Atlantic Avenue. The town is divided into several distinct neighborhoods, including Old Town, Clifton, and Marblehead Neck, each with its own unique character and charm. With its rich history and vibrant community, Marblehead is a beloved destination for locals and visitors alike.

Marblehead, MA Banking Related Services

Insurance Broker

Residents of Marblehead, MA would greatly benefit from the services of an insurance broker. Marblehead is a coastal town with a rich maritime history, and many residents own boats or other watercraft. An insurance broker can help these residents navigate the complex world of marine insurance, ensuring that they have the proper coverage for their vessels and protecting them from financial loss in the event of an accident. Additionally, Marblehead is home to many historic homes and buildings, which can be expensive to insure due to their unique construction and potential for damage. An insurance broker can help homeowners in Marblehead find the best coverage options for their properties, taking into account the specific risks associated with historic homes. Overall, an insurance broker can provide valuable guidance and support to residents of Marblehead, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Marblehead, MA could greatly benefit from the services of a retirement planner. Marblehead is a historic coastal town with a high cost of living, which can make financial planning for retirement especially challenging. A retirement planner can help residents create a customized plan to maximize their savings and investments, while also taking into account the unique expenses and lifestyle of living in Marblehead. Additionally, a retirement planner can provide guidance on Social Security benefits, healthcare costs, and estate planning. With the help of a retirement planner, residents of Marblehead can feel more confident and prepared for their retirement years.

Wealth Management

Residents of Marblehead, MA could benefit greatly from the services of a wealth manager. With its picturesque coastline and historic charm, Marblehead is a popular destination for tourists and a desirable place to live for many. However, the cost of living in this affluent community can be high, and many residents may struggle to manage their finances effectively. A wealth manager can provide guidance on investment strategies, retirement planning, and estate planning, helping residents to make informed decisions about their financial future. Additionally, with its proximity to Boston and other major cities, Marblehead residents may have unique opportunities for investment and wealth building that a skilled wealth manager can help them take advantage of.

Financial Advisor

Residents of Marblehead, MA can benefit greatly from the guidance of a financial advisor. With its historic charm and close proximity to the ocean, Marblehead is a desirable place to live, but it also comes with a high cost of living. A financial advisor can help residents manage their finances and create a budget that allows them to enjoy all that Marblehead has to offer without breaking the bank. Additionally, with many residents working in industries such as finance, healthcare, and education, a financial advisor can provide valuable insight and advice on retirement planning, investment strategies, and tax planning. With the help of a financial advisor, residents of Marblehead can feel confident in their financial future and enjoy the beauty and charm of their town without the stress of financial uncertainty.

Mortgage Loan Officer

Residents of Marblehead, MA can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a mortgage loan officer can help is by assisting residents with the process of buying a home. Marblehead is a beautiful coastal town with a rich history, and many residents are looking to purchase a home in this desirable location. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, offering advice on the best loan options and helping them understand the terms and conditions of their mortgage agreement. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. With the help of a knowledgeable and experienced mortgage loan officer, residents of Marblehead can achieve their dream of owning a home in this picturesque New England town.

Tax Services

Residents of Marblehead, MA could greatly benefit from the expertise of a tax advisor. With its high property values and proximity to Boston, Marblehead is an affluent community where residents often have complex financial situations. Tax advisors can help individuals navigate the intricacies of state and federal tax laws, ensuring they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, it is more important than ever for residents to seek professional advice to avoid costly mistakes. A tax advisor can also provide guidance on estate planning and help individuals minimize their tax liability when transferring assets to future generations. Overall, a tax advisor can provide invaluable assistance to residents of Marblehead, ensuring they are making informed financial decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Marblehead, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This is especially important in Marblehead, a town known for its historic homes and valuable real estate. An estate planning lawyer can also assist with setting up a power of attorney and healthcare directives to ensure that a person's wishes are carried out if they become incapacitated. Additionally, a lawyer can help with minimizing estate taxes and protecting assets from creditors. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Marblehead, MA.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Marblehead, MA is a bustling town with a wide range of banking services that cater to the needs of its diverse community. From traditional banking services like checking and savings accounts to more specialized services like wealth management and investment advice, Marblehead's banks offer something for everyone. One unique aspect of banking in Marblehead is the town's strong ties to the fishing industry. Many banks in the area offer specialized financing options for fishing businesses, including loans and lines of credit tailored to the unique needs of this industry. Additionally, with Marblehead's proximity to Boston and other major cities, many banks in the area offer online and mobile banking services that make it easy for customers to manage their finances on the go. Whether you're a local fisherman or a tech-savvy city dweller, Marblehead's banks have you covered with a wide range of services and expertise.

Marblehead, MA is undoubtedly a prime location to avail banking services owing to its historical significance and diverse economic landscape. The town's rich history as a seaport and fishing village has led to the establishment of numerous financial institutions that cater to the needs of the local community. With a population of over 20,000, Marblehead boasts of a thriving economy that includes small businesses, tourism, and real estate. This has attracted several banks and financial institutions to set up shop in the town, offering a wide range of financial products and services to residents and businesses alike. Moreover, Marblehead's proximity to Boston and other major cities in Massachusetts makes it a strategic location for banking services, with easy access to major highways and transportation networks. With its unique blend of history, culture, and economic vibrancy, Marblehead, MA is undoubtedly the best place to avail banking services in the region.