Best Financial Advisors in Dedham, MA

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Dedham, MA Fiduciary Financial Advisors

Financial Solutions Associates
SEC File# 801-120911
CRD# 111456
Location 990 Washington St # 317, Dedham, MA 02026, USA
Phone (781) 251-0505
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 3 Allied Dr Suite 303, Dedham, MA 02026, USA
Phone (857) 347-5898
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
HMS Financial Group
Location 333 Elm St #210, Dedham, MA 02026, USA
Phone (781) 251-2655
Matt Morizio, Financial Advisor
SEC File# 801-107188
CRD# 282611
Location 858 Washington St, Dedham, MA 02026, USA
Phone (617) 209-2224
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Michael Freeman
SEC File# 801-111055
CRD# 158043
Location 250 Legacy Pl, Dedham, MA 02026, USA
Financial Advisors in Dedham, MA

Where Certified Financial Advisors in Dedham, MA Serve

Dedham, MA is a town located in Norfolk County, Massachusetts. It is situated on the Charles River and is just west of Boston. The town was founded in 1636 and is home to about 26,000 residents. Some of the town's landmarks include the John Eliot Garden, the Dedham Country and Polo Club, and the Dexter-Hamlin House. The top employers in Dedham are Stop & Shop, Harvard Pilgrim Health Care, and CVS Health. Major highways and streets in Dedham include Route 128, I-95, and Route 1. The town's neighborhoods include Upper Dedham, Lower Dedham, and West Dedham.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Dedham, MA offer a wide range of products and services to their customers. Residents can open checking and savings accounts, get loans for cars or homes, and apply for credit cards. Most banks also have ATMs where customers can withdraw cash or check their account balance. Banks typically provide free checking accounts to customers who meet certain criteria, such as maintaining a minimum balance or signing up for direct deposit.

Insurance Broker

Dedham, MA residents can find insurance brokers to help them find the best rates and coverage for their needs. Brokers can work with a variety of providers to get you the best possible rates, and they can also help you find coverage for events that may be excluded from traditional policies. They can also help you navigate the complex world of insurance, and make sure you are fully protected against any potential losses.

Retirement Planning

Dedham, MA residents have many options when it comes to retirement planning. They can work with a financial advisor to create a plan that meets their needs. Financial advisors can help residents save for retirement and make the most of their money during retirement.

Wealth Management

Dedham, MA is a town in Norfolk County with a population of about 26,000 people. It is known for its large estates and for being the birthplace of John F. Kennedy. The town is served by the Dedham Police Department, the Norfolk County Sheriff's Department and the Massachusetts State Police.Dedham residents are largely affluent, with an average household income of over $150,000 per year. This affluence puts residents in a unique position when it comes to their finances: they need to carefully manage their wealth in order to protect it and grow it over time. Wealth management services can help residents do just that.Wealth management firms offer a wide range of services designed to help individuals and families make the most of their money. Services may include investment advice, estate planning, tax planning, and more. By working with a wealth manager, Dedham residents can be sure that their finances are in good hands.

Estate Planning Lawyer

Dedham, MA residents have several estate planning options available to them. Estate planning lawyers can help residents understand the different options and choose the best one for their needs. They can also help residents put their estate plan into effect and make sure that it is carried out as intended.

Mortgage Loan Officer

Mortgage loan officers in Dedham, MA can help residents with a variety of services related to mortgages. They can help people find the right mortgage for their needs, and they can also offer advice on how to get the best deal on a mortgage. In addition, mortgage loan officers can help residents understand the terms of their mortgages, and they can provide support during the entire mortgage process.

Tax Services

Residents of Dedham, MA can benefit from the help of a tax accountant. A good tax accountant can help residents make sure they are taking advantage of all the deductions and credits to which they are entitled. They can also help residents plan for their future tax liability, and ensure that they are paying the right amount of taxes each year.


FAQs About Personal Financial Advisors in Dedham, MA