Best Financial Advisors in Rockport, MA

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Rockport, MA Fiduciary Financial Advisors

John W Thompson - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4 Ruthern Way, Rockport, MA 01966, USA
Phone (978) 546-6429
Standard Planning Co
Location 11 School St #5, Rockport, MA 01966, USA
Phone (978) 546-9800
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About Rockport, MA

Rockport, MA is a small coastal town located in Essex County. Some of the town's landmarks include Stage Fort Park, the Abbot Worthington House, and the Rockport Art Association. The top employers in Rockport are the Rockport School District, Cape Ann Marina, and the Town of Rockport. The major highways and streets in Rockport are Massachusetts Route 127 and Main Street. The neighborhoods in Rockport are Bearskin Neck, Old Garden Beach, and Rocky Neck.

Where Certified Financial Advisors in Rockport, MA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to help Rockport, MA residents in the aftermath of the devastating tornado that struck the town on June 1, 2018. Not only do they have the resources to provide critical financial assistance, but they can also offer other important services that will be much needed in the coming weeks and months.

Insurance Broker

Rockport, MA residents are no strangers to natural disasters. In the past few years alone, they have experienced several floods and a major hurricane. As a result, many homeowners in the area have turned to insurance brokers for help in finding the right coverage.Insurance brokers are experts when it comes to understanding different types of insurance policies and what each one covers. They can also help residents compare rates from different companies, which can save them money in the long run.

Retirement Planning

Rockport, MA residents who are looking for help with their retirement planning can benefit from working with a financial advisor. Financial advisors can help you to create a plan that will allow you to retire comfortably, and they can also help you to stick to that plan. If you are looking for help with your retirement planning, it is important to choose a financial advisor who is right for you. There are many different financial advisors out there, so it is important to do your research before you choose one.

Wealth Management

Rockport, MA is a beautiful coastal town that is home to many wealthy residents. These residents need a wealth management plan to protect their assets and ensure their financial security. Wealth management can help Rockport residents achieve their goals and protect their wealth.

Estate Planning Lawyer

Estate planning lawyers in Rockport, MA can help residents create wills and trusts that will ensure their assets are distributed according to their wishes after they die. They can also help residents set up powers of attorney and medical directives, which will allow them to make decisions for themselves if they become incapacitated. And finally, estate planning lawyers can help residents reduce or eliminate estate taxes so that their heirs receive the most money possible.

Mortgage Loan Officer

Mortgage loan officers in Rockport, MA can help residents to find the best mortgage products and services available. By providing a variety of options and working with the customer to find the best rates and terms, these professionals can make the home buying process much easier for everyone involved. In addition, they can offer advice on refinancing, home equity loans, and other products that may be of interest.

Tax Services

Rockport, MA is a small town with a population of just over 10,000 people. It's located on the North Shore of Massachusetts, about 30 miles northeast of Boston. The town is known for its art galleries, antique shops and restaurants.Rockport has been hit hard by the economic recession. The unemployment rate is high and many residents have lost their jobs. Many people in Rockport are in need of help and guidance to file their tax returns. Tax accountants can help Rockport residents file their taxes and get the biggest refund possible. They can also advise residents on how to reduce their taxes and save money. Tax accountants are an essential resource for the people of Rockport during these tough times.


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