Best Financial Advisors in Newburyport, MA

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List of Firms

Newburyport, MA Fiduciary Financial Advisors

Resolute Financial
SEC File# 801-67898
CRD# 125739
Location 102 State St, Newburyport, MA 01950, USA
Phone (978) 463-8771
Tax & Investment Advisors
Location 29 Water St Suite 201, Newburyport, MA 01950, USA
Phone (978) 255-1128
Pathfinder Financial Group
Location 5 Water St, Newburyport, MA 01950, USA
Phone (978) 518-3136
Ameriprise Financial
Location 44 Merrimac St, Newburyport, MA 01950, USA
Phone (978) 223-1618
Keenan Financial - Newburyport
Location Downtown, Newburyport, MA 01950, USA
Phone (978) 270-1193
Erock Tax

5 out of 5

Location 61 Water St #2, Newburyport, MA 01950, USA
Phone (781) 247-5569
Sheila Brand Stehlin - Ameriprise Financial Services, Inc.
Location 1 Harris St, Newburyport, MA 01950, USA
Phone (978) 465-4188
S A Butters Financial Planning
Location 63 Prospect St, Newburyport, MA 01950, USA
Phone (978) 462-0841
College Planning Advice & Solutions
Location 10 State St, Newburyport, MA 01950, USA
Phone (978) 388-0020
Bank of America Financial Center

4 out of 5

Location 2 State St, Newburyport, MA 01950, USA
Phone (978) 499-0183
New England Fiduciary Investment
Location 10 State St, Newburyport, MA 01950, USA
Phone (978) 225-1522
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About Newburyport, MA

Newburyport is a small town in Massachusetts with a population of around 18,000. It is located on the north shore of Massachusetts, and is considered part of the Greater Boston area. Some of the town's landmarks include the Custom House Maritime Museum, the Plum Island Lighthouse, and the Newburyport Harborwalk. The town's top employers are Navigant Consulting, Philips Lighting North America, and Parexel International. Major highways and streets in Newburyport include Interstate 95, Route 1, and Route 113. The town's neighborhoods include the Downtown District, the Waterfront District, and the Hill District.

Where Certified Financial Advisors in Newburyport, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Newburyport, MA offer a variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer other services such as online banking and bill payment, as well as wealth management and investment advice. Customers can also use banks to wire money or receive money from abroad. Finally, banks provide a variety of insurance products such as car insurance, home insurance, and pet insurance.

Insurance Broker

Residents of Newburyport, MA can rely on insurance brokers to help them find the best rates and coverage for their needs. Insurance brokers have access to a variety of policies from a variety of providers, so they can help residents find the policy that is best for them. In addition, insurance brokers are experts in their field, and they can help residents understand their policies and make informed decisions about coverage.

Retirement Planning

Newburyport, MA residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents assess their current financial situation and develop a plan that will allow them to retire comfortably. Advisors can also help residents save money and make wise investment choices.

Wealth Management

Residents of Newburyport, MA can benefit from wealth management services in order to make the most of their finances. Wealth management can help residents save for retirement, invest in property and stocks, and protect their assets. By working with a wealth manager, Newburyport residents can ensure that their money is working hard for them and that they are making the most of their financial opportunities.

Estate Planning Lawyer

Estate planning lawyers can help Newburyport, 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 you make sure your property goes to the right people and that your wishes are carried out. They can also advise you on how to reduce your tax liability, and provide guidance on other aspects of estate planning. If you live in Newburyport, MA and need assistance with estate planning, please contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Newburyport, MA can help residents secure the best possible mortgage rates and terms. By shopping around for the best deal, and working with a knowledgeable loan officer, residents can save money on their home purchase. Loan officers can also help residents understand the mortgage process, and work with them to find the right loan for their needs.

Tax Services

Tax accountants can help Newburyport, MA residents in a number of ways. They can help residents understand and file their taxes, ensure that they are getting the best possible tax breaks, and help them plan for the future. Tax accountants can also help business owners in Newburyport, MA understand and file their taxes, as well as plan for the future of their businesses.


FAQs About Personal Financial Advisors in Newburyport, MA