Best Financial Advisors in Essex, MA

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Essex, MA Fiduciary Financial Advisors

Orienteer Financial
Location 19 Lufkin St, Essex, MA 01929, USA
Phone (978) 768-0080
Hanson Financial Group

5 out of 5

Location 7 Summer St, Manchester-by-the-Sea, MA 01944, USA
Phone (978) 922-4141
Rocky Hill Advisors Inc
Location 598 Essex Ave, Gloucester, MA 01930, USA
Phone (978) 281-8515
Jeffrey Bruce Toye CPA
Location 65 Eastern Avenue Unit AB4, Essex, MA 01929, USA
Phone (978) 525-3717
New Perspective Financial
Location 65 Eastern Ave #B2A, Essex, MA 01929, USA
Phone (978) 768-3310
Associated Financial Group

1 out of 5

Location 80 Labor in Vain Rd, Ipswich, MA 01938, USA
Phone (978) 356-7276
Image of Essex, MA

About Essex, MA

Essex is a town in Massachusetts that is located on the North Shore. It is a historic town, with many of its colonial-era homes and buildings still standing. Some of the most notable landmarks in Essex are the Grange Hall, which is the oldest building in town, and the Nathan B. Young House, which is one of the most well-preserved examples of Georgian architecture in New England. The largest employers in Essex are typically small businesses or owner-operated shops. However, there are a few larger companies that have a presence in the town. These include EBSCO Industries, which is a library services company, and Atlantic Broadband, which is a provider of cable and internet services. The major highways and streets in Essex are Route 133 and Route 22. These roads connect the town to other parts of Massachusetts and provide residents with easy access to Boston and other surrounding areas. The neighborhoods in Essex are mostly residential, with a few small businesses sprinkled in. The most popular neighborhoods are the ones that are closest to the water, such as Marblehead Neck and Swampscott Neck.

Where Certified Financial Advisors in Essex, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are one of the most important businesses in Essex, MA.They provide a wide variety of services to residents, from checking and savings accounts to loans and mortgages. They also offer a variety of other services, such as online banking, bill pay, and mobile banking. This allows residents to conduct their business transactions from anywhere at any time.

Insurance Broker

Residents of Essex, MA can benefit from the services of insurance brokers. These professionals can help residents find the best insurance policies for their needs and budget. In addition, insurance brokers can assist residents with filing claims and helping them to understand their policies. Residents of Essex should consider working with an insurance broker to get the best coverage possible.

Retirement Planning

Many residents of Essex, MA are looking for help with retirement planning. Financial advisors can be a great help in this area, providing guidance and advice on how to save for retirement and manage finances during retirement years. Advisors can also help people invest their money wisely and make the most of their resources. Retirement planning is an important task, and it's helpful to have an advisor's expertise to rely on.

Wealth Management

Essex, MA is a town in the northeast of the United States. It has a population of about 19,000 people and is known for its rich history and beautiful coastline. Essex is also home to many wealthy residents, who often have complex financial needs. Wealth management firms can be very helpful for these residents, as they can provide guidance on topics such as estate planning, tax strategy, and investment management.

Estate Planning Lawyer

Estate planning lawyers can help Essex, 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 residents of Essex, MA make sure their property is distributed in the way they want, and that their loved ones are taken care of financially after they die.

Mortgage Loan Officer

Mortgage loan officers in Essex, MA can help residents by providing them with the best mortgage products and services available. By working with a mortgage loan officer, residents can rest assured that they are getting the best rates possible and that their interests are always being put first.

Tax Services

Tax accountants can help Essex, MA residents in a few ways. They can help residents understand their tax liability and how to best file their taxes to get the most savings. Accountants can also help businesses in the area understand their tax obligations and how to file taxes correctly. This expertise can both save businesses money and help them stay compliant with the law.


FAQs About Personal Financial Advisors in Essex, MA