Best Financial Advisors in Marshfield, MA

We did the hard work of finding trustworthy partners in Marshfield, MA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Marshfield, MA Fiduciary Financial Advisors

Wellspring Financial
Location 200 Canal St, Marshfield, MA 02050, USA
Phone (781) 319-0098
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
Lighthouse Investment Group Inc

5 out of 5

Location 246 Summer St, Marshfield, MA 02050, USA
Phone (781) 834-2600
AdvisorAssist, LLC
SEC File# 801-121953
CRD# 315566

4 out of 5

Location 892 Plain St #10, Marshfield, MA 02050, USA
Phone (617) 800-0388
The Women's Advisory Group
Location 20 Congress St, Marshfield, MA 02050, USA
Phone (781) 319-1436
Regiment Capital Advisors
Location 546 Pleasant St, Marshfield, MA 02050, USA
Phone (781) 834-4314
Image of Marshfield, MA

About Marshfield, MA

Marshfield is a town in Massachusetts located on the South Shore. The town is known for its beaches and coastal scenery, as well as its many historic landmarks. Some of the most notable landmarks in Marshfield include the Capt. John Smith Monument, the Old Ship Church, and the Cedar Tree Inn. The top employers in Marshfield are South Shore Hospital, Stop & Shop, and Ocean State Job Lot. The town is served by several major highways and streets, including Route 3, Route 139, and Route 44. The town's neighborhoods include North Marshfield, Green Harbor, Marshfield Hills, and Brant Rock.

Where Certified Financial Advisors in Marshfield, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marshfield, MA can avail a number of services from local banks. These institutions offer a variety of products and services to meet the needs of their customers. In addition to checking and savings accounts, many banks offer loan products, credit cards, and investment options. They also provide online banking and other technological conveniences to make banking easier for their customers.

Insurance Broker

Residents of Marshfield, MA who are in need of insurance brokers can find help at the local branch of Marshfield Insurance. There, residents can receive assistance in finding the best policies for their needs and budget. In addition, the team at Marshfield Insurance is knowledgeable about the different types of insurance available and can help residents choose the right coverage for their situation.

Retirement Planning

Marshfield, MA residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you assess your current financial situation and develop a plan that will allow you to retire comfortably. They can also help you stay on track with your retirement savings goals and provide advice on how to make the most of your money during retirement. If you are looking for help planning for retirement, contact a financial advisor in Marshfield, MA today.

Wealth Management

Marshfield, MA residents can greatly benefit from wealth management services. Wealth management is the process of organizing, managing, and protecting a family's or individual's financial resources. A wealth manager can help individuals grow their money while also minimizing risk. There are many different types of wealth managers, so it is important to do your research before choosing one. Choosing the right wealth manager can be a great decision for Marshfield, MA residents.

Estate Planning Lawyer

Estate planning lawyers can help Marshfield, MA residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your assets are distributed according to your wishes after you die. They can also help you set up powers of attorney and health care proxies, which will allow someone you trust to make decisions on your behalf if you become unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Marshfield, MA can help residents by providing them with the best possible mortgage rates and terms. In addition, they can also offer helpful advice on choosing the right mortgage and getting the most out of your home purchase.

Tax Services

Residents of Marshfield, MA can take advantage of the tax services offered by local tax accountants. These professionals can help residents navigate the complex tax code and ensure they receive the maximum return on their investment. In addition to preparing and filing taxes, tax accountants can also offer advice on how to reduce one's taxable income.


FAQs About Personal Financial Advisors in Marshfield, MA