Best Financial Advisors in Cambridge, MA

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List of Firms

Cambridge, MA Fiduciary Financial Advisors

Adaptive Financial Solutions
Location 245 First St 18th floor, Cambridge, MA 02142, USA
Phone (617) 775-2711
Heather Martin - TIAA Financial Consultant

4 out of 5

Location 97 Mt Auburn St, Cambridge, MA 02138, USA
Phone (866) 842-2824
Taxbridge Financial Group
Location CENTRAL SQUARE BUILDING, 678 Massachusetts Ave #203, Cambridge, MA 02139, USA
Phone (617) 868-7922
Amy Scarborough - TIAA Financial Consultant

5 out of 5

Location 97 Mt Auburn St, Cambridge, MA 02138, USA
Phone (866) 842-2824
Merrill Lynch Wealth Management Advisor Mark DeGregorio
Location 1414 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 498-3643
Merrill Lynch Wealth Management Advisor Leon Fridmar
Location 92 Ames St, Cambridge, MA 02142, USA
Phone (617) 528-4511
Merrill Lynch Wealth Management Advisor Todd M Kobelski
Location 1414 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 498-3626
Merrill Lynch Wealth Management Advisor Albert Dobrushkin

5 out of 5

Location 1414 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 243-8056
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About Cambridge, MA

Cambridge, MA is a city located in Middlesex County, Massachusetts. It is part of the Boston metropolitan area. The city has many landmarks, including the Harvard University campus, the MIT campus, and the John F. Kennedy Presidential Library. Some of the top employers in Cambridge are Harvard University, MIT, Novartis Institutes for BioMedical Research, and Genzyme Corporation. The major highways and streets in Cambridge are Massachusetts Avenue and Memorial Drive. The neighborhoods in Cambridge are Kendall Square, Central Square, Inman Square, and Harvard Square.

Where Certified Financial Advisors in Cambridge, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

In addition to regular banking services, banks in Cambridge, MA offer a variety of special services tailored to the needs of local residents. Some of these services include: - mortgages and home equity loans - student loans - small business loans - auto loans Banks also offer a wide range of savings products, including certificates of deposit (CDs), money market accounts, and individual retirement accounts (IRAs).

Insurance Broker

Cambridge, MA is a city with a rich history and many residents who are fiercely independent. That's why it can be tough for them to find an insurance broker they trust - someone who will take the time to understand their unique needs and help them find the best coverage at the best price. But insurance brokers exist to serve the people of Cambridge, and they are more than happy to help residents find the right policy for their needs. They can help you compare policies from different providers, and even help you file a claim if something goes wrong. So if you're looking for insurance in Cambridge, MA, don't hesitate to call an insurance broker today.

Retirement Planning

Cambridge, MA residents have a number of financial advisors to choose from when it comes to retirement planning. While all of these advisors likely have the best interests of their clients at heart, not all of them may be the best fit for each individual. It is important for residents of Cambridge to research the different advisors available to them and find one that can help them create a plan that will work best for their unique needs.

Wealth Management

Cambridge, MA residents have a lot of wealth to manage. The city is home to some of the wealthiest people in the country. But even if you're not one of the uber-rich, managing your money well is still important. That's where wealth management comes in. Wealth management can help you make the most of your money, no matter how much or how little you have. It can help you save for retirement, invest for the future, and protect your assets from financial risks. If you live in Cambridge, MA and want to start managing your wealth better, consider working with a wealth manager.

Estate Planning Lawyer

If you live in Cambridge, MA and want to make sure that your estate is handled in the way you desire, then you should consult with an estate planning lawyer. Estate planning lawyers can help residents of Cambridge create wills and trusts that will ensure their wishes are carried out after they die. They can also help residents set up guardianship arrangements for their children in case something happens to them. And if you have a business, an estate planning lawyer can help you establish a succession plan so that your business can continue to operate after you die.

Mortgage Loan Officer

Mortgage loan officers in Cambridge, MA can help residents by providing them with the best mortgage products and services available. By working with a qualified loan officer, residents can rest assured that they are getting the best possible deal on their mortgage. Loan officers can also help residents understand the mortgage process, and they can provide advice on choosing the right mortgage for each individual's needs.

Tax Services

Tax accountants can help Cambridge, MA residents in a number of ways. For one, they can help taxpayers understand their tax liability and find the best way to file their taxes. They can also help taxpayers maximize their deductions and credits, and ensure they are taking advantage of all the tax breaks available to them. In addition, tax accountants can advise businesses on their tax obligations, including how to structure their businesses to minimize their tax burden. Ultimately, tax accountants can save taxpayers time and money, and help them comply with all the relevant tax laws.


FAQs About Personal Financial Advisors in Cambridge, MA