Best Financial Advisors in Rockport, MA

We did the hard work of finding trustworthy partners in Rockport, MA. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

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
Language https://www.ameripriseadvisors.com/john.w.thompson/?cid=IP_local_google
Directions
Standard Planning Co
Location 11 School St #5, Rockport, MA 01966, USA
Phone (978) 546-9800
Directions
Financial Advisors in Rockport, MA

Where Certified Financial Advisors in Rockport, MA Serve

Rockport, MA is a picturesque coastal town located on the tip of Cape Ann. Its stunning natural beauty and historic charm make it a popular tourist destination. Landmarks include the iconic red fishing shack known as Motif No. 1, the stunningly beautiful Halibut Point State Park, and the Rockport Art Association and Museum. Top employers in the area include the healthcare provider Addison Gilbert Hospital, the Rockport Public Schools, and the Cape Ann Chamber of Commerce. Major highways and streets include Route 127, which winds its way through the town, and Route 1A, which runs along the coast. Neighborhoods in Rockport include the quaint and charming Bearskin Neck, the historic Old Garden Beach area, and the upscale Pigeon Cove. Whether you're looking for natural beauty, historic architecture, or a thriving arts scene, Rockport has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rockport, MA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help Rockport residents is by providing advice on retirement planning. With a high median age of 54 years old, many Rockport residents are likely approaching retirement or have already retired. A financial advisor can help them navigate the complex world of retirement planning, including creating a budget, managing investments, and understanding Social Security benefits. Additionally, Rockport is a popular tourist destination, and many residents may own or operate small businesses in the town. A financial advisor can provide guidance on business finances, including tax planning, cash flow management, and investment strategies. Overall, a financial advisor can help Rockport residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Rockport, MA can benefit from the services of an insurance broker in several ways. One of the most common ways is by receiving guidance on the best insurance policies to protect their homes from the frequent coastal storms that hit the area. Rockport, MA is a picturesque coastal town that attracts many tourists, but it is also susceptible to severe weather conditions that can cause significant damage to homes and businesses. An insurance broker can help residents find policies that cover damages caused by hurricanes, floods, and other natural disasters. Additionally, an insurance broker can help residents find affordable health insurance plans, life insurance policies, and auto insurance coverage that suits their specific needs. By working with an insurance broker, residents of Rockport, MA can have peace of mind knowing that they are protected financially in the event of unexpected events.

Retirement Planning

Residents of Rockport, MA can benefit greatly from the expertise of a retirement planner. With its beautiful coastal location and charming small-town feel, Rockport is a popular retirement destination for many. A retirement planner can help residents navigate the unique challenges of retirement in this area, such as the high cost of living and limited job opportunities. They can also assist with creating a personalized retirement plan that takes into account factors like healthcare costs, social security benefits, and estate planning. Additionally, a retirement planner can provide valuable guidance on investment strategies and help residents maximize their retirement savings. With the help of a knowledgeable retirement planner, residents of Rockport can feel confident and prepared as they embark on their retirement journey.

Wealth Management

Residents of Rockport, 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 financial planning and investment advice. This is especially important for Rockport residents, who often have unique financial needs due to the town's reliance on tourism and seasonal businesses. A skilled wealth manager can help residents navigate these challenges and make informed decisions about their finances, whether they're planning for retirement, saving for a child's education, or managing a complex investment portfolio. Additionally, a wealth manager can provide guidance on estate planning, tax strategies, and other financial matters that can have a significant impact on a family's long-term financial security. Overall, working with a wealth manager can provide peace of mind and help Rockport residents achieve their financial goals.

Mortgage Loan Officer

Residents of Rockport, MA can benefit from the services of a mortgage loan officer in a number of ways. For starters, the officer can help them secure financing for their dream homes in this idyllic coastal town. Rockport is known for its picturesque scenery and charming New England architecture, but it can also be an expensive place to live. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, find the best rates and terms, and ensure that they are able to afford their monthly payments. Additionally, the officer can provide guidance on refinancing options, home equity loans, and other financial products that can help residents make the most of their investment in Rockport real estate.

Tax Services

Residents of Rockport, MA could benefit greatly from the services of a tax advisor. With its picturesque location on the coast of Massachusetts, Rockport is a popular tourist destination. Many residents rely on income from seasonal businesses or rental properties, which can make tax preparation more complicated. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, Rockport is known for its thriving arts community, and many residents may have unique tax situations related to their artistic endeavors. A tax advisor can provide specialized guidance in these areas, helping residents minimize their tax burden and maximize their financial well-being.

Estate Planning Lawyer

Residents of Rockport, MA can benefit greatly from the assistance of an estate planning lawyer. One of the most common ways that a lawyer can help is by creating a comprehensive plan for managing and distributing assets after death. This can include drafting a will, setting up trusts, and designating beneficiaries for life insurance policies and retirement accounts. In a town like Rockport, where many residents own property and have significant assets, having a solid estate plan in place is crucial to ensure that their wishes are carried out and their loved ones are taken care of. An estate planning lawyer can also help with other important legal matters, such as establishing power of attorney and healthcare directives, which can be especially important for older residents.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rockport, MA

A financial advisor in Rockport, MA can provide a range of financial advising services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, a financial advisor can offer tailored solutions to meet the unique needs of each client. One specific aspect of Rockport, MA that may require special attention is the town's reliance on tourism. With a bustling summer season and quieter off-season, a financial advisor can help businesses in Rockport navigate the fluctuations in revenue and expenses throughout the year. Additionally, a financial advisor can assist individuals in planning for the costs of homeownership in Rockport, where the picturesque seaside location may come with a higher price tag. With burstiness and complexity, a financial advisor in Rockport, MA can provide invaluable guidance to help clients achieve financial stability and success in this unique coastal town.

Rockport, MA is undoubtedly the best place to get financial advising due to its exceptional natural beauty and thriving economy. The town's picturesque landscape, which includes stunning beaches, lighthouses, and rocky shores, provides a serene atmosphere that is conducive to clear thinking and decision-making. Moreover, the town's economy is characterized by a diverse range of businesses, including fishing, tourism, and small-scale manufacturing, which ensures that financial advisors in Rockport are well-versed in a variety of financial matters. The town's financial advisors are highly skilled and experienced, offering personalized services that are tailored to meet the unique needs of each client. Their expertise ranges from investment management to estate planning, and they are always up-to-date with the latest trends and best practices in the financial industry. In summary, if you are looking for top-notch financial advising services, Rockport, MA is the place to be.