Retirement Planning in Barnstable County, MA

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Top Retirement Planners in Barnstable County, MA

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SHP Financial
SEC File# 801-108679
CRD# 174697
Location 724 Main St Ste. B, Hyannis, MA 02601, USA
Phone (508) 746-2400
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Washington Financial Group
Location 832 Main St J, Osterville, MA 02655, USA
Phone (508) 420-8341
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Bothfeld Financial and Insurance Services
Location Harbor, 92 Freezer Rd, Barnstable, MA 02630, USA
Phone (508) 221-8988
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Tenaglia Gardiner Wealth Management Services - UBS Financial Services Inc.
Location 1471 MA-132 #132, Hyannis, MA 02601, USA
Phone (508) 362-1894
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Cape Retirement Wealth Advisors
Location 359 Service Rd, Sandwich, MA 02563, USA
Phone (508) 245-6156
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Aspencross Financial Group
Location 1595 Main St #1154, West Barnstable, MA 02668, USA
Phone (508) 744-7792
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G E Financial Long Term Care
Location 745 Falmouth Rd, Hyannis, MA 02601, USA
Phone (508) 771-3221
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Bessette Financial
SEC File# 801-72701
CRD# 134922
5 out of 5
Location 100 Independence Drive Suite # 7, Hyannis, MA 02601, USA
Phone (508) 775-5510
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Cape Cod Estate Plan
Location 275 Millway, Barnstable, MA 02630, USA
Phone (508) 280-0774
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Barker Scott
Location 804 Main St, Osterville, MA 02655, USA
Phone (508) 888-6615
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Keeling Financial Strategies
Location 759 Falmouth Rd # 2, Mashpee, MA 02649, USA
Phone (508) 539-0900
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O'Keefe Wealth Strategies, LLC
Location 25 Pond Rd, Orleans, MA 02653, USA
Phone (508) 255-6543
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Barnstable County Retirement
3 out of 5
Location 750 Attucks Ln, Hyannis, MA 02601, USA
Phone (508) 775-1110
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Rise Private Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 105 Pleasant St Unit 1, Hyannis, MA 02601, USA
Phone (508) 779-6907
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Robert Dunkley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1284 Main St Unit A1, Osterville, MA 02655, USA
Phone (508) 957-9016
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TIAA Financial Services
Location 100 Independence Dr, Hyannis, MA 02601, USA
Phone (800) 842-2004
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Clear Sailing Financial Group
Location 832 Main St UNIT I, Osterville, MA 02655, USA
Phone (508) 539-7058
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Heslinga & Tate Wealth Management Group
Location 1513 Iyannough Rd, Hyannis, MA 02601, USA
Phone (800) 780-6328
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Ken Schaefer - Ameriprise Financial Services, LLC
Location 1284 Main St Unit A1, Osterville, MA 02655, USA
Phone (508) 957-9012
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Jonathan Todd, AWMA - UBS Financial Services Inc.
Location 1471 Iyanough Road, MA-132, Hyannis, MA 02601, USA
Phone (508) 362-1832
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Retirement Planning in Barnstable County, MA

About Barnstable County, MA for Those Planning to Retire

Barnstable County, located in the heart of Cape Cod, is a picturesque destination that boasts a rich history and vibrant culture. From the stunning beaches of Chatham and Provincetown to the charming villages of Sandwich and Barnstable, this county offers a diverse range of attractions that are sure to captivate visitors of all ages. Some of the most notable landmarks in Barnstable County include the Cape Cod National Seashore, the John F. Kennedy Hyannis Museum, and the Pilgrim Monument in Provincetown. These iconic sites are a testament to the region's storied past and offer a glimpse into the lives of the people who have called Cape Cod home over the centuries. In terms of employment, Barnstable County is home to a number of top employers, including Cape Cod Healthcare, Cape Cod Five Cents Savings Bank, and the Barnstable County Sheriff's Office. These organizations provide a wide range of career opportunities for residents and contribute significantly to the local economy.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Barnstable County, MA can benefit from a bank in numerous ways. For instance, a bank can help them secure loans for purchasing a home or a car, which is especially important in a county where the median home price is $540,000. Moreover, a bank can assist residents in saving for their future by offering various savings accounts and investment options. Given that Barnstable County is a popular tourist destination, banks can also provide services such as foreign currency exchange and travel insurance. Additionally, a bank can offer financial education to residents, which is crucial considering that the county has a high poverty rate of 7.6%. Overall, a bank can be a valuable resource for residents of Barnstable County, providing them with the financial tools and knowledge they need to achieve their goals and thrive in their community.

Insurance Broker

Residents of Barnstable County, MA can benefit from the services of an insurance broker in a multitude of ways. One specific aspect of Barnstable County that an insurance broker can assist with is the high number of seasonal homes. Due to the county's location on Cape Cod, many residents own second homes that they only occupy during certain times of the year. An insurance broker can help these homeowners navigate the complexities of insuring a seasonal property, including coverage for potential damage caused by winter storms or hurricanes. Additionally, an insurance broker can help residents of Barnstable County find the best coverage options for their unique needs and budget, whether it be for their primary residence, business, or vehicle. With their expertise in the insurance industry, a broker can provide valuable guidance and support to ensure that residents are adequately protected in the event of an unforeseen event.

Wealth Management

Residents of Barnstable County, MA can benefit from the expertise of a wealth manager in various ways. One specific aspect of Barnstable County that a wealth manager could address is the high cost of living. With the county being a popular tourist destination, the cost of housing, food, and entertainment can be steep. A wealth manager could help residents navigate their finances and investments to ensure they are making the most of their money and saving for the future. They could also provide guidance on tax planning and estate planning, which are crucial aspects of financial planning for residents of Barnstable County. Additionally, a wealth manager could assist with charitable giving, which is a common practice in the county due to the strong sense of community and philanthropy. Overall, a wealth manager could be a valuable resource for residents of Barnstable County, helping them achieve their financial goals and secure a stable future.

Financial Advisor

Residents of Barnstable County, MA could benefit from the expertise of a financial advisor in a multitude of ways. With the county being a popular tourist destination, many locals may own second homes or rental properties, which can be a complex financial investment. A financial advisor can provide guidance on managing these properties and maximizing their potential income. Additionally, with the county's high cost of living, residents may struggle with budgeting and saving for retirement. A financial advisor can help create a personalized financial plan that takes into account the unique challenges and opportunities of living in Barnstable County. Furthermore, with the county's reliance on the fishing and seafood industries, residents may need assistance with managing fluctuating income and navigating the complexities of business finances. A financial advisor can provide valuable insight into financial planning and investment strategies that can help these industries thrive. Overall, a financial advisor can provide invaluable support to Barnstable County residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Barnstable County, MA can benefit from the expertise of a mortgage loan officer in several ways. With the county's high cost of living, many individuals and families may require financial assistance to purchase a home. A mortgage loan officer can provide guidance on the best loan options available, taking into account the unique characteristics of the county's real estate market. Additionally, the officer can help residents navigate the complex application process, ensuring that they obtain the necessary documentation and meet all eligibility requirements. Furthermore, given the county's high tourism industry, a mortgage loan officer can also offer advice on investment properties and rental income opportunities. By working with a mortgage loan officer, residents of Barnstable County can secure the financing they need to achieve their homeownership goals and build wealth for their future.

Tax Services

Residents of Barnstable County, MA can benefit greatly from the expertise of a tax advisor. With the county's large population of retirees, many individuals may require assistance in navigating complex tax laws related to retirement benefits, such as social security and pension income. Additionally, the county's thriving tourism industry may require tax planning for small business owners and rental property owners. The unique geography of the county, with its many waterfront properties and conservation areas, may also require specialized tax advice related to property tax assessments and deductions. A tax advisor can provide guidance on these and many other tax-related issues, helping residents of Barnstable County, MA to maximize their financial resources and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Barnstable County, MA can benefit from the services of an estate planning lawyer in numerous ways. One specific aspect unique to Barnstable County is the prevalence of second homes and vacation properties. An estate planning lawyer can assist in creating a plan for the distribution of these assets in the event of the owner's passing, potentially avoiding disputes among family members. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Massachusetts, ensuring that their assets are protected and their beneficiaries receive the maximum benefit. Furthermore, they can assist in creating trusts to protect assets from creditors and lawsuits. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Barnstable County, MA in planning for the future and protecting their assets.

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