Best Financial Advisors in Plymouth County, MA

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List of Firms

Plymouth County, MA Fiduciary Financial Advisors

Charles Carroll Financial Partners
SEC File# 801-122036
CRD# 147960
Location 374 Court St, Plymouth, MA 02360, USA
Phone (508) 830-0600
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
SHP Financial
SEC File# 801-108679
CRD# 174697

5 out of 5

Location 225 Water St Building C, Suite C210, Plymouth, MA 02360, USA
Phone (508) 746-2400
Merrill Lynch Wealth Management
Location 113 Samoset St, Plymouth, MA 02360, USA
Phone (508) 927-7105
Baker and Eitas Financial Services
Location 85 Samoset St #34, Plymouth, MA 02360, USA
Phone (508) 747-0555
Stifel
Location 18 Main St Ext #303, Plymouth, MA 02360, USA
Phone (508) 927-7030
Jon Pierce - Financial Advisor, Ameriprise Financial Services, LLC
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
Hilary O'Malley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
Allison Financial Group, Inc.
Location 5 Pennington Rise, Plymouth, MA 02360, USA
Phone (508) 209-0905
The Woerdeman Financial Group - Ameriprise Financial Services, LLC
Location 431 Country Club Way Ste 2, Kingston, MA 02364, USA
Phone (508) 833-1359
Green and Gold Financial Planning, LLC
Location 4 Daniel Dr, Middleborough, MA 02346, USA
Phone (617) 620-5575
T L Condon & Co PC
Location 15 Caswell Ln # 3, Plymouth, MA 02360, USA
Phone (508) 746-7763
Stephen Adams - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 700 W Center St Ste 10, West Bridgewater, MA 02379, USA
Phone (781) 618-4804
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About Plymouth County, MA

Plymouth County is located in the south-eastern corner of Massachusetts. It is home to a number of beautiful beaches and coastal towns, as well as the city of Plymouth - the birthplace of America. Some of the top employers in Plymouth County include Raytheon, Wegmans, and BAE Systems. The major highways and streets in Plymouth County include Route 3, Route 44, and Route 6. Some of the neighborhoods in Plymouth County include Kingston, Duxbury, and Marshfield.

Where Certified Financial Advisors in Plymouth County, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are one of the most important services that Plymouth County, MA residents rely on. They offer a variety of products and services that help people manage their money and save for the future. In addition to traditional banking products like checking and savings accounts, banks also offer loans, mortgages, and investment products.

Insurance Broker

Residents of Plymouth County, MA can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and navigate the complex world of insurance. Residents of Plymouth County should contact an insurance broker today to get started on securing the best coverage possible.

Retirement Planning

Financial advisors can help Plymouth County, MA residents with retirement planning in a number of ways. For example, they can provide tips on how to save for retirement, help create a budget that will allow retirees to live comfortably, and offer advice on the best investments to make. In addition, financial advisors can assist with estate planning and tax preparation.

Wealth Management

Residents of Plymouth County, MA can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include everything from saving for retirement to investing in stocks or real estate.A wealth manager will work with you to create a personalized plan that fits your specific needs and goals. They can help you make smart financial decisions and avoid costly mistakes. They can also help you stay on track with your plans, so you can reach your goals faster.

Estate Planning Lawyer

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

Mortgage Loan Officer

Mortgage loan officers in Plymouth County, MA can help residents with a variety of services related to mortgages. These services include helping residents find the best mortgage rates, helping them apply for mortgages, and helping them understand the terms of their mortgages. In addition, mortgage loan officers can also help residents refinance their mortgages or get a home equity loan.

Tax Services

Tax accountants can help Plymouth County, MA residents by providing them with advice on how to file their taxes properly. They can also help residents find deductions and credits that they may be eligible for. Tax accountants can also help businesses in Plymouth County file their taxes and make sure they are taking advantage of all the deductions available to them.

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FAQs About Personal Financial Advisors in Plymouth County, MA