Best Financial Advisors in Barnstable County, MA

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Barnstable County, MA Fiduciary Financial Advisors

James Tenaglia, CFP, AWMA, CRPS - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1894
Patrick Murphy - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1891
Merrill Lynch Wealth Management Advisor Brad Simpkins
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9859
Merrill Lynch Wealth Management
5 out of 5
Location 1545 Iyannough Rd, Hyannis, MA 02601, USA
Phone (508) 771-9800
Matthew Goward - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1816
Hyannis Financial/GIA
5 out of 5
Location 297 North St # 338B, Hyannis, MA 02601, USA
Phone (508) 775-3222
Financial Advisors in Barnstable County, MA

Where Certified Financial Advisors in Barnstable County, MA Serve

Barnstable County is located on Cape Cod in Massachusetts. It is home to many notable landmarks, including the Cape Cod National Seashore, the Kennedy Compound, and Hyannis Port. The top employers in Barnstable County are the United States Coast Guard, the Barnstable County Sheriff's Office, and Cape Air. Major highways and streets in Barnstable County include Route 6 and Route 28. The most populous neighborhoods in Barnstable County are Hyannis, Centerville, and Marstons Mills.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Barnstable County, MA residents have a variety of banking needs that banks can help meet.Banks can provide mortgage services, car loans, and other types of lending. They also offer checking and savings accounts, as well as credit cards. And many banks now offer online banking and mobile banking apps, which make it easy to stay on top of your finances no matter where you are.

Insurance Broker

Residents of Barnstable County, MA can benefit from the services of insurance brokers. These professionals can help residents find the best rates and coverage for their needs. In addition, brokers can help residents file claims and navigate the complex world of insurance.

Retirement Planning

Financial advisors can help Barnstable County, MA residents with retirement planning by helping them to create a budget and plan for their retirement. Advisors can also help residents to invest their money in the right places and to make sure that they are getting the most out of their retirement savings. In addition, advisors can provide information on Medicare and Social Security, and how these programs work.

Wealth Management

Residents of Barnstable County, MA can take advantage of wealth management services to help them grow their money and protect it from taxes. Wealth management is the process of organizing and managing a person or family's financial assets. This includes everything from investment planning to estate planning. Wealth managers can help residents of Barnstable County make the most of their money by creating a plan that fits their needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help Barnstable County, MA residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help individuals avoid probate and make sure that their property is distributed according to their wishes. In addition, estate planning lawyers can also provide guidance on estate tax laws and help families plan for long-term care.

Mortgage Loan Officer

Mortgage loan officers can help Barnstable County, MA residents by providing them with the best possible home loans. They can also offer advice on how to get a mortgage, and they can help people who are having trouble making their mortgage payments. In addition, mortgage loan officers can help people find the best deals on mortgages, and they can recommend different types of mortgages that might be right for each individual.

Tax Services

Tax accountants can help Barnstable County, MA residents by providing information on how to file their taxes. They can also provide assistance in ensuring that residents are taking advantage of all the tax breaks available to them. Tax accountants can also help residents plan for their future tax liabilities.

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