Best Financial Advisors in Duxbury, MA

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List of Firms

Duxbury, MA Fiduciary Financial Advisors

Florek Financial
SEC File# 801-110016
CRD# 152235
Location 46 Railroad Ave, Duxbury, MA 02332, USA
Phone (781) 934-9400
Windsor Group
Location 30 Tremont St # 28, Duxbury, MA 02332, USA
Phone (781) 934-2151
Mc Namara Financial Services
SEC File# 801-71682
CRD# 154311

5 out of 5

Location 1020 Plain St, Marshfield, MA 02050, USA
Phone (781) 834-2010
Peter Birnie - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 22 Depot St Ste 2, Duxbury, MA 02332, USA
Phone (781) 878-5104
1620 Investment Advisors
SEC File# 801-63977
CRD# 119262
Location 36 Cordage Park Cir # 217, Plymouth, MA 02360, USA
Phone (508) 830-4778
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
Flagship Harbor Advisors
SEC File# 801-71997
CRD# 155733

5 out of 5

Location 8 Samoset St, Plymouth, MA 02360, USA
Phone (508) 746-3077
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Charles Carroll Financial Partners
SEC File# 801-122036
CRD# 147960
Location 374 Court St, Plymouth, MA 02360, USA
Phone (508) 830-0600
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
GenLegCo
Location 90 Marshall St, Duxbury, MA 02332, USA
Phone (617) 688-2029
Apex Financial Partners
Location 892 Plain St STE 9, Marshfield, MA 02050, USA
Phone (617) 336-6338
Baker and Eitas Financial Services
Location 85 Samoset St #34, Plymouth, MA 02360, USA
Phone (508) 747-0555
Duxbury Mortgage Services

5 out of 5

Location 1 Bay Rd, Duxbury, MA 02332, USA
Phone (781) 934-0708
Plimoth Investment Advisors

4 out of 5

Location 38 Resnik Rd STE 202, Plymouth, MA 02360, USA
Phone (508) 747-6596
Edward Jones - Financial Advisor: Sandy Childs
SEC File# 801-3297
CRD# 250
Location 225 Water St Suite A205, Plymouth, MA 02360, USA
Phone (774) 343-5449
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About Duxbury, MA

Duxbury, MA is a small town located on the south shore of Massachusetts. It is known for its beaches, sailboats, and rich history. The town is home to several historical landmarks, including the Old Ship Church and the Gurnet Lighthouse. Duxbury also has a number of top employers, including Bay State Medical Center and South Shore Hospital. Major highways and streets in Duxbury include Route 3 and Route 53. Some of the town's neighborhoods include Duxbury Neck, Bayberry Point, and Powder Point.

Where Certified Financial Advisors in Duxbury, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks offer a variety of services to their customers, and Duxbury, MA residents are no exception. Banks can provide residents with checking and savings accounts, loans, mortgages, and other financial products and services. Residents should shop around to find the best bank for them, as each bank offers different products and services.

Insurance Broker

Duxbury, MA residents looking for insurance can find help from local brokers. Brokers can guide residents through the complicated process of choosing the right type of insurance, and they can also help people find discounts on their premiums. Residents should be sure to ask their broker about all the possible discounts that are available, including those for good driving records, safe homes, and membership in certain organizations.

Retirement Planning

Financial advisors in Duxbury, MA can help residents with all aspects of retirement planning. From developing a retirement plan to choosing the right investments, these professionals can provide valuable assistance. Residents who are nearing retirement age should consider meeting with a financial advisor to discuss their options and get started on the right path.

Wealth Management

Duxbury, MA residents can benefit from wealth management services in order to help them protect and grow their assets. There are a number of factors that need to be considered when it comes to managing wealth, and a professional adviser can help you make the most of your money.

Estate Planning Lawyer

Duxbury, MA residents who have not yet created an estate plan should strongly consider doing so with the help of a qualified estate planning lawyer. There are many important reasons why estate planning is crucial for everyone, regardless of age or wealth. An estate plan can help ensure that your assets are distributed according to your wishes after you die. It can also provide peace of mind in knowing that you have taken steps to protect your loved ones in case something happens to you. An experienced estate planning lawyer can help Duxbury, MA residents create an individualized plan that meets their specific needs and goals.

Mortgage Loan Officer

Mortgage loan officers in Duxbury, MA can help residents by providing them with the best available mortgage rates and terms. In addition, these professionals can assist homeowners in finding the right loan for their needs, and they can also provide guidance throughout the entire mortgage process.

Tax Services

Tax accountants can help Duxbury, MA residents in a number of ways. They can help residents file their taxes, ensure they are getting the best possible tax breaks, and help them understand complex tax laws. Tax accountants can also help businesses in Duxbury, MA file their taxes and get the best possible deals on their taxes.

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FAQs About Personal Financial Advisors in Duxbury, MA