Best Financial Advisors in Framingham, MA

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List of Firms

Framingham, MA Fiduciary Financial Advisors

Keith Investment Counsel
Location 10 Speen St, Framingham, MA 01701, USA
Phone (508) 626-0110
Tempo Financial Advisors
Location 550 Cochituate Rd # 25, Framingham, MA 01701, USA
Phone (508) 655-7827
Northeast Investment Advisors
Location 40 Speen St # 202, Framingham, MA 01701, USA
Phone (508) 424-0686
Financial Advisors in Framingham, MA

Where Certified Financial Advisors in Framingham, MA Serve

Framingham, MA is a bustling town located in Middlesex County, Massachusetts, with a population of over 70,000. It is home to several landmarks, including the Framingham State University, the Danforth Museum of Art, and the Garden in the Woods. The town boasts a diverse economy, with top employers including Bose Corporation, TJX Companies, and Staples. Major highways that run through Framingham include the Massachusetts Turnpike, Interstate 495, and Route 9. The town is divided into several neighborhoods, including Downtown Framingham, Saxonville, Nobscot, and Framingham Center, each with its own unique charm and character. With its rich history, vibrant economy, and thriving neighborhoods, Framingham is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Framingham, MA can greatly benefit from the expertise of a financial advisor. With the cost of living in Framingham being higher than the national average, a financial advisor can assist in creating a budget and developing a savings plan to help residents achieve their financial goals. Additionally, with Framingham being home to many small businesses, a financial advisor can provide guidance on business planning, tax strategies, and retirement planning. With the help of a financial advisor, residents of Framingham can feel confident in their financial decisions and work towards a secure financial future.

Insurance Broker

Residents of Framingham, MA can benefit greatly from the services of an insurance broker. With the town's diverse population and varied industries, an insurance broker can help individuals and businesses navigate the complex world of insurance and find the coverage that best suits their needs. For example, many residents of Framingham work in the healthcare industry, which comes with its own unique insurance needs. An insurance broker can help healthcare professionals find policies that cover malpractice insurance and other industry-specific risks. Additionally, with Framingham's proximity to Boston and its bustling economy, many residents may need insurance for their small businesses or startups. An insurance broker can help these entrepreneurs find the right policies to protect their businesses and assets. Overall, an insurance broker can provide invaluable guidance and support to the residents of Framingham, helping them find the insurance coverage they need to thrive in their personal and professional lives.

Retirement Planning

Residents of Framingham, MA could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing guidance on how to save for retirement. Framingham is a city with a diverse population, and many of its residents have unique financial situations. A retirement planner can help these individuals create personalized retirement plans that take into account their specific needs and goals. For example, a retirement planner can help someone who owns a small business in Framingham develop a retirement plan that accounts for the unpredictable nature of entrepreneurship. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they are maximizing their benefits. Overall, a retirement planner can provide invaluable support to Framingham residents as they plan and prepare for their golden years.

Wealth Management

Residents of Framingham, MA can benefit from a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Framingham to create a personalized financial plan that aligns with their long-term goals and objectives. This can include strategies for saving for retirement, creating a college fund for children, or investing in real estate. Secondly, a wealth manager can help residents of Framingham to manage their tax liabilities, which can be particularly complex in Massachusetts. With a wealth manager's guidance, individuals can minimize their tax burden and potentially increase their after-tax returns. Finally, a wealth manager can provide ongoing support and advice to help residents of Framingham navigate the ups and downs of the financial markets and make informed investment decisions. With a wealth manager's help, individuals in Framingham can gain peace of mind and confidence in their financial future.

Mortgage Loan Officer

Residents of Framingham, MA can benefit greatly from the services of a mortgage loan officer. One of the most common ways they can be helped is by obtaining a mortgage to buy a home in this bustling town. Framingham is a popular destination for families due to its excellent schools, diverse community, and proximity to Boston. With a mortgage loan officer's help, residents can navigate the complex process of buying a home and find the best mortgage options available to fit their unique financial situation. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgages to take advantage of lower interest rates or to access the equity in their homes. With the help of a knowledgeable mortgage loan officer, residents of Framingham can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Framingham, MA can benefit greatly from the expertise of a tax advisor. With the city's diverse population and thriving business community, tax laws and regulations can be complex and overwhelming. A tax advisor can assist individuals and businesses with tax planning, preparation, and filing, ensuring compliance with federal and state tax laws while maximizing deductions and credits. Additionally, Framingham residents may benefit from a tax advisor's knowledge of local tax incentives and credits available to them. For example, the city offers a tax exemption program for eligible senior citizens, veterans, and disabled persons. A tax advisor can help navigate these programs and ensure that eligible residents receive the maximum benefit. Overall, a tax advisor can provide valuable guidance and support to Framingham residents in navigating the often confusing and stressful world of taxes.

Estate Planning Lawyer

Residents of Framingham, MA could benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer could help residents of Framingham is by creating a will. A will is a legal document that outlines how a person's assets will be distributed after they pass away. Without a will, the state of Massachusetts will decide how assets are distributed, which may not align with the individual's wishes. Additionally, an estate planning lawyer can help residents of Framingham with other important documents such as a power of attorney or a healthcare proxy. These documents can ensure that a person's wishes are followed if they become incapacitated and are unable to make decisions for themselves. With a growing population of over 70,000 residents in Framingham, it's important for individuals to consider their estate planning needs and seek the advice of a qualified lawyer.


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