Best Financial Advisors in East Falmouth, MA

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East Falmouth, MA Fiduciary Financial Advisors

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Bartlett Financial Services
Location 17 Academy Ln # 2, Falmouth, MA 02540, USA
Phone (508) 548-8400
Directions
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Glen Dowden
Location 50 Davis Straits, Falmouth, MA 02541, USA
Phone (508) 827-3267
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Ladner John M
Location 896 Main St, Osterville, MA 02655, USA
Phone (508) 420-1684
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Wendy's Bookkeeping Services
Location 18 Jamie Ln, East Falmouth, MA 02536, USA
Phone (508) 548-3570
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MHA Financial
Location 5 Harrisburg Ave, Falmouth, MA 02540, USA
Phone (508) 548-0399
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By the Book
Location 91 Tanglewood Dr, East Falmouth, MA 02536, USA
Phone (508) 540-3449
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Centinel Financial Group
Location 901 Main St, Osterville, MA 02655, USA
Phone (508) 420-4590
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Bank of America (with Drive-thru services)
2 out of 5
Location 871 Main St, Falmouth, MA 02540, USA
Phone (508) 457-5920
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Keeling Financial Strategies
Location 25 Bob White Way, East Falmouth, MA 02536, USA
Phone (508) 540-9623
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Carlson Financial Services
Location 14 Nye Rd, Falmouth, MA 02540, USA
Phone (508) 495-1117
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Ockway Bay Financial
Location 138 Summersea Rd, Mashpee, MA 02649, USA
Phone (508) 477-5432
Directions
Financial Advisors in East Falmouth, MA

Where Certified Financial Advisors in East Falmouth, MA Serve

East Falmouth, MA is a charming town located in Barnstable County, Massachusetts. The town is home to a number of notable landmarks, including the historic East Falmouth Library, the picturesque Falmouth Harbor, and the stunning Menauhant Beach. The town is also home to a number of top employers, including the Falmouth Public Schools, the Cape Cod Healthcare, and the Woods Hole Oceanographic Institution. Major highways and streets in the area include the scenic Route 28, the bustling Main Street, and the convenient Route 151. Neighborhoods in East Falmouth include the peaceful Seacoast Shores, the vibrant Davisville, and the charming Teaticket. With its rich history, beautiful scenery, and thriving economy, East Falmouth is truly a gem of the Cape Cod region.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of East Falmouth, MA can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a large population of retirees in East Falmouth, it is essential to have a solid plan in place to ensure a comfortable retirement. A financial advisor can help residents assess their retirement goals, create a budget, and develop an investment strategy to help achieve those goals. Additionally, a financial advisor can offer advice on managing debt, creating a savings plan, and preparing for unexpected expenses such as medical emergencies or home repairs. By working with a financial advisor, residents of East Falmouth can feel more confident about their financial future and enjoy a greater sense of financial security.

Insurance Broker

Residents of East Falmouth, MA can greatly benefit from the services of an insurance broker. With the town's proximity to the coast, homeowners and business owners may require specialized insurance coverage for potential flood and hurricane damage. An insurance broker can assist in finding the best policies that suit the specific needs of East Falmouth residents, taking into account the town's unique geographical location and climate. Additionally, an insurance broker can provide guidance on health insurance options, which is especially important for the many retirees living in East Falmouth. Overall, an insurance broker can alleviate the stress of navigating the complex world of insurance and ensure that East Falmouth residents have the coverage they need to protect their homes, businesses, and health.

Retirement Planning

Residents of East Falmouth, MA could benefit from the services of a retirement planner in a variety of ways. One specific area where a retirement planner could be particularly helpful is in navigating the unique challenges of retirement in this coastal community. With its high cost of living and limited job opportunities, East Falmouth can be a difficult place to retire comfortably. A skilled retirement planner could help residents develop a comprehensive financial plan that takes into account the specific challenges of living in this area, including the cost of housing, healthcare, and other essential expenses. By working with a retirement planner, residents of East Falmouth can feel more confident about their financial future and enjoy a more comfortable retirement.

Wealth Management

Residents of East Falmouth, MA could benefit greatly from the expertise of a wealth manager. With the town's proximity to the ocean and its reliance on seasonal tourism, residents may face unique financial challenges. A wealth manager could assist with investment strategies that take into account the cyclical nature of the local economy, as well as help residents plan for retirement and navigate the complex world of taxes and estate planning. Additionally, a wealth manager could provide guidance on charitable giving, something that is important to many residents of East Falmouth who value community involvement and giving back. Overall, a wealth manager could provide valuable insights and assistance to help residents of East Falmouth, MA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of East Falmouth, MA could benefit greatly from the assistance of a mortgage loan officer. With the town's proximity to the ocean and its abundance of outdoor recreational activities, many residents are looking to purchase their own homes or investment properties. A mortgage loan officer can help potential buyers navigate the complex process of securing a mortgage, ensuring that they receive the best possible interest rates and terms. Additionally, with the town's diverse population and range of housing options, a mortgage loan officer can provide tailored advice and support to each individual buyer, helping them find the perfect home or investment property to suit their needs. Whether it's a first-time homebuyer or a seasoned investor, a mortgage loan officer can make the process of purchasing property in East Falmouth, MA much smoother and more successful.

Tax Services

Residents of East Falmouth, MA could benefit greatly from the expertise of a tax advisor. Specifically, a tax advisor could help residents navigate the complex tax laws and regulations in Massachusetts, ensuring that they are taking advantage of all available deductions and credits. With a population of just over 6,000, East Falmouth is a small, tight-knit community where many residents run their own businesses or work as independent contractors. A tax advisor could help these individuals with tax planning, ensuring that they are setting aside enough money for quarterly estimated taxes and avoiding any penalties or fines. Additionally, a tax advisor could assist retirees in East Falmouth with tax planning strategies to minimize their tax burden and maximize their retirement income. Overall, a tax advisor can provide valuable guidance and support to residents of East Falmouth, helping them stay compliant with tax laws and regulations while minimizing their tax liability.

Estate Planning Lawyer

Residents of East Falmouth, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after death. This is particularly important in East Falmouth, MA, where many families have ties to the fishing and boating industries, and may have unique assets such as boats or waterfront property that require special consideration in their estate plans. Additionally, an estate planning lawyer can help residents of East Falmouth, MA minimize tax liabilities and ensure that their wishes are carried out in the event of incapacity or disability. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of East Falmouth, MA.

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