Best Financial Advisors in Plymouth County, MA

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Plymouth County, MA Fiduciary Financial Advisors

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
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SHP Financial
5 out of 5
Location 225 Water St Building C, Suite C210, Plymouth, MA 02360, USA
Phone (508) 746-2400
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Jon Pierce - Financial Advisor, Ameriprise Financial Services, LLC
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
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Allison Financial Group, Inc.
Location 5 Pennington Rise, Plymouth, MA 02360, USA
Phone (508) 209-0905
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T L Condon & Co PC
Location 15 Caswell Ln # 3, Plymouth, MA 02360, USA
Phone (508) 746-7763
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Stifel
SEC File# 801-10746
CRD# 793
Location 18 Main St Ext #303, Plymouth, MA 02360, USA
Phone (508) 927-7030
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Hilary O'Malley - Financial Advisor, Ameriprise Financial Services, LLC
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
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The Woerdeman Financial Group - Ameriprise Financial Services, LLC
Location 431 Country Club Way Ste 2, Kingston, MA 02364, USA
Phone (508) 833-1359
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Merrill Lynch Wealth Management
Location 113 Samoset St, Plymouth, MA 02360, USA
Phone (508) 927-7105
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Baker and Eitas Financial Services
Location 85 Samoset St #34, Plymouth, MA 02360, USA
Phone (508) 747-0555
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Green and Gold Financial Planning, LLC
Location 4 Daniel Dr, Middleborough, MA 02346, USA
Phone (617) 620-5575
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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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Financial Advisors in Plymouth County, MA

Where Certified Financial Advisors in Plymouth County, MA Serve

Plymouth County, MA is a vibrant and bustling region in the heart of Massachusetts, filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Plymouth Rock to the stunning Cape Cod Canal, this county is brimming with fascinating sights and sounds. The top employers in the region include the healthcare giant Beth Israel Deaconess, the education powerhouse Bridgewater State University, and the retail giant Walmart. Major highways and streets in the area include Route 3, Route 44, and Route 106, making it easy to navigate and explore. Some of the most popular neighborhoods in Plymouth County include Plymouth, Brockton, and Middleborough, each with its own unique charm and character. Whether you're a history buff, a nature lover, or a foodie, Plymouth County has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Plymouth County, MA can greatly benefit from the guidance of a financial advisor. With a diverse population that includes both urban and rural areas, a financial advisor can help individuals and families navigate a range of financial challenges and opportunities. For example, those living in the coastal towns of Plymouth County may need assistance with retirement planning, estate planning, and investment strategies to ensure their financial security in the long term. Meanwhile, residents in more urban areas like Brockton or Quincy may require guidance on managing debt, building credit, and creating a budget to achieve their financial goals. Whatever their specific needs may be, working with a financial advisor can provide residents of Plymouth County with the tools and knowledge they need to make informed financial decisions and achieve financial stability.

Insurance Broker

Residents of Plymouth County, MA can benefit greatly from the services of an insurance broker. For example, an insurance broker can help residents navigate the complexities of the healthcare system in Massachusetts, which can be particularly challenging in Plymouth County due to the limited number of healthcare providers. A broker can help residents find the right health insurance plan that meets their specific needs and budget. Additionally, an insurance broker can assist residents in finding affordable and comprehensive home and auto insurance policies, which are essential in a county that experiences harsh winters and unpredictable weather conditions. With an insurance broker's expertise, residents of Plymouth County can have peace of mind knowing that they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of Plymouth County, MA can benefit greatly from the services of a retirement planner. One specific way in which they can be helped is by creating a customized retirement plan that takes into account the unique features of Plymouth County. This could include considerations such as the high cost of living in certain areas, the prevalence of seasonal employment, and the potential impact of extreme weather events on retirement savings. A retirement planner can also help residents navigate the complex world of retirement accounts, social security benefits, and other financial tools to ensure that they are making the most of their resources and achieving their retirement goals. By working with a retirement planner, residents of Plymouth County can gain peace of mind knowing that they are on track to a secure and comfortable retirement.

Wealth Management

Residents of Plymouth County, MA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice that takes into account the unique financial situation of each client. This is especially important in Plymouth County, where many residents work in industries that are heavily influenced by the local economy, such as fishing and tourism. A wealth manager can help these clients navigate the ups and downs of the local economy by providing guidance on how to diversify their investments and minimize risk. Additionally, a wealth manager can help Plymouth County residents plan for their long-term financial goals, such as retirement or saving for a child's education. By working with a wealth manager, residents of Plymouth County can feel confident that their financial future is in good hands.

Mortgage Loan Officer

Residents of Plymouth County, MA can greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing or refinancing a home. With a population of over 500,000 people, Plymouth County is home to a diverse range of individuals and families with varying financial situations. A mortgage loan officer can provide personalized guidance and support to help residents navigate the complex process of securing a mortgage, whether they are first-time homebuyers or experienced homeowners. Additionally, with the county's close proximity to Boston and the surrounding areas, a mortgage loan officer can help residents take advantage of the many opportunities for growth and development in the region. From securing competitive interest rates to finding the right loan program for their unique needs, a mortgage loan officer can be an invaluable resource for residents of Plymouth County, MA.

Tax Services

Residents of Plymouth County, MA can benefit greatly from the advice and guidance of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. For example, many residents in Plymouth County, MA may be eligible for the state's Earned Income Tax Credit, which provides a significant tax break for low-income families. A tax advisor can help residents determine if they qualify for this credit and other deductions, and can also provide guidance on how to properly file their taxes to avoid any potential penalties or fines. With their expertise and knowledge of the tax code, a tax advisor can help residents in Plymouth County, MA save money and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Plymouth County, MA can benefit greatly from the services of an estate planning lawyer. With the county's population of over 500,000 people, many individuals and families may have complex financial situations that require legal guidance. An estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes after they pass away. Additionally, residents of Plymouth County may have unique concerns related to the area's high cost of living and the potential impact of estate taxes. An experienced estate planning lawyer can provide tailored advice to help individuals and families navigate these challenges and protect their assets for future generations.

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