Best Financial Advisors in Norwood, MA

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List of Firms

Norwood, MA Fiduciary Financial Advisors

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Roger Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 501 Providence Hwy, Norwood, MA 02062, USA
Phone (781) 349-8440
Directions
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Strategic Financial Services
SEC File# 801-33774
CRD# 109677
Location 1500 Boston Providence Hwy STE 34, Norwood, MA 02062, USA
Phone (781) 769-6817
Directions
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Steven Healey - Financial Advisor, Ameriprise Financial Services, LLC
Location 501 Providence Hwy, Norwood, MA 02062, USA
Phone (781) 349-8440
Directions
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Neponset Valley Financial Partners
Location 1408 Boston Providence Hwy # 124, Norwood, MA 02062, USA
Phone (781) 762-6200
Directions
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Finarc Investments
SEC File# 801-110450
CRD# 166571
Location 3 Edgewater Dr Suite 301, Norwood, MA 02062, USA
Phone (781) 762-8080
Directions
Financial Advisors in Norwood, MA

Where Certified Financial Advisors in Norwood, MA Serve

Norwood, MA is a bustling town in the heart of Norfolk County, with a rich history and a diverse community. The town is home to several landmarks, including the Norwood Memorial Municipal Building, the Norwood Theatre, and the Norwood Historical Society. Additionally, Norwood is known for its top employers, such as Analog Devices, Inc., Norwood Hospital, and the Norwood Public Schools. The town is easily accessible by major highways, including Route 1, Route 1A, and Route 95, making it a convenient location for commuters. Norwood is also home to several neighborhoods, each with its own unique character and charm, including South Norwood, Westover, and Pleasant Street. With its vibrant community, rich history, and convenient location, Norwood is a great place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Norwood, MA can benefit from the expertise of a financial advisor in several ways. One of the most common ways is by helping them create a budget and manage their expenses. With the high cost of living in Norwood, many residents struggle to make ends meet. A financial advisor can assist in identifying areas where they can cut costs and help them develop a plan to achieve their financial goals. Additionally, Norwood has a strong manufacturing industry, and a financial advisor can help residents navigate the complexities of investing in this sector. They can also provide guidance on retirement planning, college savings, and estate planning, ensuring that Norwood residents are well-prepared for their future.

Insurance Broker

Residents of Norwood, MA can benefit greatly from the services of an insurance broker. With so many insurance options available, it can be overwhelming and time-consuming to find the right coverage for your needs. An insurance broker can help simplify the process and find the best policies for you. In Norwood specifically, many residents own homes and may need assistance finding the right homeowners insurance to protect their property from the harsh New England weather. Additionally, with the high cost of healthcare, an insurance broker can help residents navigate the complex world of health insurance and find affordable coverage that meets their needs. Overall, an insurance broker can save Norwood residents time and money while providing peace of mind knowing they have the right coverage in place.

Retirement Planning

Residents of Norwood, MA can benefit greatly from the services of a retirement planner. A retirement planner can help individuals create a customized plan for their retirement, taking into account their specific financial situation and goals. In Norwood, where the cost of living is higher than the national average, a retirement planner can help individuals navigate the expenses associated with retirement, such as healthcare and housing costs. Additionally, a retirement planner can help residents of Norwood plan for unexpected expenses, such as long-term care or sudden medical bills. By working with a retirement planner, residents of Norwood can have peace of mind knowing that they have a solid plan in place for their retirement years.

Wealth Management

Residents of Norwood, MA could benefit from the services of a wealth manager in several ways. For instance, a wealth manager could help residents plan for retirement, manage their investments, and create a financial plan that aligns with their long-term goals. Additionally, a wealth manager could provide guidance on tax planning, estate planning, and risk management. One specific challenge that residents of Norwood face is the high cost of living in the area. A wealth manager could help residents navigate this challenge by identifying investment opportunities that could provide long-term growth and stability. By working with a wealth manager, residents of Norwood could gain peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Norwood, MA can greatly benefit from the assistance of a mortgage loan officer. These professionals can help residents secure a mortgage loan to purchase a home or refinance an existing mortgage. They can also provide guidance on the various loan options available and help residents choose the best one for their unique financial situation. One specific aspect of Norwood that a mortgage loan officer can help with is navigating the local real estate market. With a population of over 30,000, Norwood has a diverse range of housing options, from historic homes to modern developments. A mortgage loan officer can provide valuable insight into the local market and help residents make informed decisions when it comes to buying or refinancing a home.

Tax Services

Residents of Norwood, MA can benefit greatly from the expertise and guidance of a tax advisor. With the town's close proximity to Boston and its thriving business community, many individuals and families in Norwood may have complex tax situations that require professional assistance. A tax advisor can help residents navigate the intricacies of tax law, identify deductions and credits they may be eligible for, and ensure that they are in compliance with all applicable tax regulations. Additionally, Norwood has a high cost of living compared to other areas in Massachusetts, and a tax advisor can help residents optimize their finances to minimize their tax burden and maximize their savings. With the help of a skilled tax advisor, residents of Norwood can feel confident that their tax affairs are in order and that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Norwood, MA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist Norwood residents is by helping them create a will or trust. This is especially important in Norwood, as it has a high percentage of elderly residents who may need to plan for long-term care and ensure their assets are distributed according to their wishes. An estate planning lawyer can also assist with naming beneficiaries, setting up powers of attorney, and minimizing estate taxes. With the help of an estate planning lawyer, Norwood residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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