Best Financial Advisors in Lenox, MA

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List of Firms

Lenox, MA Fiduciary Financial Advisors

Renaissance Investment Group LLC
SEC File# 801-71391
CRD# 153679
Location 45 Walker St, Lenox, MA 01240, USA
Phone (413) 445-2481
Language https://rigllc.com/
Directions
Kenneth Whitestone - Financial Advisor, Ameriprise Financial Services, LLC
Location 21 Henry Ave Ste 2, Pittsfield, MA 01201, USA
Phone (413) 499-7069
Language https://www.ameripriseadvisors.com/kenneth.s.whitestone/?cid=IP_local_google
Directions
Levasseur Genne M
Location 21 Bracelan Ct, Lenox, MA 01240, USA
Phone (413) 637-0858
Directions
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
Location 137 North St, Pittsfield, MA 01201, USA
Phone (800) 833-1999
Language https://www.ubs.com/us/en/wealth.html
Directions
Berkshire Money Management
SEC File# 801-61763
CRD# 124873
Location 322 Main St, Great Barrington, MA 01230, USA
Phone (413) 997-2006
Language https://berkshiremm.com/
Directions
Advisor Financial & Tax
Location 2105 NY-203, Chatham, NY 12037, USA
Phone (518) 392-3400
Language http://www.advisor.org/
Directions
Eldercare Advisors Inc
Location 66 Old Stockbridge Rd, Lenox, MA 01240, USA
Phone (413) 637-1436
Language http://www.eldercareadvisors.com/
Directions
Guardian Life
4 out of 5
Location 700 South St, Pittsfield, MA 01201, USA
Phone (800) 819-2468
Language https://agencies.guardianlife.com/northeast/pittsfield/700-south-street
Directions
Financial Advisors in Lenox, MA

Where Certified Financial Advisors in Lenox, MA Serve

Nestled in the heart of the Berkshires, Lenox, MA is a picturesque town brimming with historic landmarks and a vibrant community. From the grandeur of The Mount, Edith Wharton's former estate, to the serene beauty of the Pleasant Valley Wildlife Sanctuary, there is no shortage of natural and cultural wonders to explore. Lenox boasts a diverse array of top employers, including Canyon Ranch, Kripalu Center for Yoga & Health, and Shakespeare & Company, all of which contribute to the town's thriving arts and wellness scene. Major highways such as the Massachusetts Turnpike and Route 7 make Lenox easily accessible, while the town's charming streets, such as Main Street and Church Street, offer a delightful blend of quaint shops, restaurants, and galleries. With distinct neighborhoods like Lenox Dale and Lenox Village, each with its own unique character and charm, Lenox is a town that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lenox, MA can greatly benefit from the guidance of a financial advisor in many ways. One of the most common ways is through retirement planning. With a high percentage of Lenox residents being retirees, a financial advisor can help them navigate the complexities of managing their retirement savings and ensuring they have enough income to sustain their lifestyle. Additionally, with Lenox being a popular tourist destination, many residents own vacation homes or rental properties. A financial advisor can assist in managing these assets and maximizing their potential for income. Overall, a financial advisor can provide valuable insight and expertise to help Lenox residents achieve their financial goals and secure their future.

Insurance Broker

Residents of Lenox, MA can greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. In Lenox, MA, where many residents own historic homes and properties, an insurance broker can provide valuable expertise in finding insurance policies that adequately cover the unique risks associated with older homes. Additionally, an insurance broker can help residents understand the nuances of flood insurance, which is particularly important in a town like Lenox, MA, which is located near several bodies of water. By working with an insurance broker, residents of Lenox, MA can rest assured that they have the best possible insurance coverage for their homes and belongings.

Retirement Planning

Residents of Lenox, Massachusetts can benefit greatly from the services of a retirement planner. With its historic charm and scenic beauty, Lenox is a popular destination for retirees looking to enjoy their golden years in a peaceful and serene environment. A retirement planner can help these residents navigate the complexities of retirement planning, including managing their finances, creating a retirement income plan, and ensuring that their assets are protected for future generations. Additionally, a retirement planner can provide guidance on healthcare and long-term care options, which is particularly important in Lenox, a town known for its large senior population. By working with a retirement planner, Lenox residents can feel confident that they are prepared for whatever the future may hold, and can enjoy their retirement years to the fullest.

Wealth Management

Residents of Lenox, MA could benefit greatly from the services of a wealth manager. With its reputation as a cultural hub in the Berkshires, Lenox is home to many retirees and wealthy individuals who may require assistance in managing their finances. A wealth manager can help residents of Lenox to develop a comprehensive financial plan, including retirement planning, investment management, and tax planning. Additionally, a wealth manager can help residents to navigate the unique financial challenges that may arise in Lenox, such as managing second homes or dealing with estate planning for valuable art collections. Overall, a wealth manager can provide valuable guidance and support to residents of Lenox, helping them to achieve their financial goals and enjoy the many cultural and recreational opportunities available in this beautiful town.

Mortgage Loan Officer

Residents of Lenox, MA could greatly benefit from the expertise and assistance of a mortgage loan officer. Specifically, many residents of Lenox are looking to purchase or refinance homes in the area, which can be a daunting and complex process. A mortgage loan officer can help guide residents through the various loan options available and provide personalized advice based on their unique financial situation. Additionally, Lenox is known for its historic homes and properties, which can present additional challenges when it comes to securing a mortgage. A knowledgeable loan officer can help residents navigate the intricacies of purchasing or refinancing a historic property, ensuring a smooth and successful transaction.

Tax Services

Residents of Lenox, MA can greatly benefit from the expertise of a tax advisor. One specific way a tax advisor can help is by providing guidance on how to maximize deductions related to the town's historic properties. Lenox is home to many historic homes and buildings, and tax advisors can help residents take advantage of tax breaks related to the preservation and restoration of these properties. Additionally, tax advisors can help Lenox residents navigate the complex tax laws related to second homes and rental properties, which are common in this popular vacation destination. By working with a tax advisor, Lenox residents can ensure they are taking advantage of all available deductions and minimizing their tax liability.

Estate Planning Lawyer

Residents of Lenox, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Lenox residents is by assisting them in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help Lenox residents minimize taxes and avoid probate court. With its rich history and cultural offerings, Lenox is a popular destination for retirees and second homeowners. An estate planning lawyer can help these individuals protect their assets and ensure their legacy is preserved for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lenox, MA

A financial advisor in Lenox, MA can provide a range of financial advising services to help clients achieve their financial goals. These services may include retirement planning, investment management, estate planning, and tax planning. Lenox, MA is known for its rich history and cultural offerings, including the Tanglewood Music Center, a summer home for the Boston Symphony Orchestra. A financial advisor in Lenox, MA can help clients take advantage of the unique tax benefits available to residents of the state, such as the Massachusetts estate tax exemption. Additionally, they can assist clients in creating a comprehensive financial plan that takes into account their specific goals and objectives, as well as their risk tolerance and investment preferences. Whether clients are planning for retirement, saving for their children's education, or looking to build wealth over the long term, a financial advisor in Lenox, MA can provide the guidance and expertise needed to achieve financial success.

Lenox, MA is the ultimate destination for those seeking financial advising. The town boasts a rich history, stunning natural beauty, and a thriving economy. The unique blend of culture and commerce makes it the perfect place to explore investment opportunities and make informed financial decisions. With a plethora of financial advisors available, Lenox, MA is the perfect place to find one that meets your specific needs. From boutique firms to large corporations, the options are endless. The town's commitment to sustainability and innovation also ensures that advisors are up-to-date with the latest trends and technologies in the industry. Whether you're looking to invest in real estate, stocks, or bonds, Lenox, MA has the expertise and resources to help you achieve your financial goals.