Retirement Planning in Bristol County, MA

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Top Retirement Planners in Bristol County, MA

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Carlos Oliveira Financial Services
Location 331 Elsbree St Unit 201, Fall River, MA 02720, USA
Phone (508) 677-4141
Directions
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Jaime Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 180 Paramount Dr Ste 2, Raynham, MA 02767, USA
Phone (508) 824-3655
Time Monday: 7:00 AM – 5:00 PM Tuesday: 7:00 AM – 5:00 PM Wednesday: 7:00 AM – 5:00 PM Thursday: 7:00 AM – 5:00 PM Friday: 7:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Marshall - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 180 Paramount Dr Ste 2, Raynham, MA 02767, USA
Phone (508) 824-3655
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Joshua Davis
Location 521 Main St, Warren, RI 02885, USA
Phone (401) 354-8505
Directions
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Scott D Illingsworth - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 275 Martine St Ste 300, Fall River, MA 02723, USA
Phone (508) 916-2480
Directions
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Nunes Jack
Location The Carriage House, 54 Longmeadow Rd, Taunton, MA 02780, USA
Phone (508) 823-3998
Directions
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J Marshall Associates
5 out of 5
Location 982 Eastern Ave, Fall River, MA 02723, USA
Phone (508) 673-3300
Directions
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GrowthFocus Wealth Management LLC
Location 959 Sharps Lot Rd, Swansea, MA 02777, USA
Phone (774) 644-6437
Directions
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RHS Associates
Location 10 N Main St, Fall River, MA 02720, USA
Phone (508) 673-3350
Directions
SEC File# 801-43656
CRD# 109829
Location 10 N Main St # 2C, Fall River, MA 02720, USA
Phone (508) 730-2300
Directions
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Financial Planning Alternatives
Location 519 American Legion Hwy #3, Westport, MA 02790, USA
Phone (508) 636-6521
Directions
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Statera Financial LLC
5 out of 5
Location 713 East St, Walpole, MA 02081, USA
Phone (781) 540-1733
Directions
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Barry Forman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 180 Paramount Dr, Raynham, MA 02767, USA
Phone (508) 824-3655
Directions
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Williams Estate and Financial Group Inc.
Location 158 Charles L McCombs Blvd, New Bedford, MA 02745, USA
Phone (774) 992-7444
Directions
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Raymond James Financial Services
1 out of 5
Location 63 Winthrop St #2, Taunton, MA 02780, USA
Phone (508) 822-0122
Directions
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Advanced Financial Group
5 out of 5
Location 725 State Rd, Westport, MA 02790, USA
Phone (508) 678-3715
Directions
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Tom Bryan - Financial Advisor, Ameriprise Financial Services, LLC
Location 400 Massasoit Ave STE 102, East Providence, RI 02914, USA
Phone (401) 434-1510
Directions
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Darrien Slaughter
Location 691 Fall River Ave, Seekonk, MA 02771, USA
Phone (774) 244-4700
Directions
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SouthCoast Financial Group
5 out of 5
Location 84 Faunce Corner Rd Suite 310, Dartmouth, MA 02747, USA
Phone (508) 965-6626
Directions
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Rene LePage Financial
Location 255 County St, Somerset, MA 02726, USA
Phone (508) 675-7765
Directions
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Asta Muldoon - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 275 Martine St Ste 302, Fall River, MA 02723, USA
Phone (508) 837-6443
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
Directions
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North Peak Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 180 Paramount Dr Ste 2, Raynham, MA 02767, USA
Phone (508) 824-3655
Directions
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Bristol Wealth Group
SEC File# 801-111055
CRD# 158043
Location 35 Broadway, Taunton, MA 02780, USA
Directions
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Ameriprise Financial
Location 180 Paramount Dr STE 2, Raynham, MA 02767, USA
Phone (508) 824-3655
Directions
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Shawn B Fiske CFP, CRPC
Location 135 Washington St, Taunton, MA 02780, USA
Phone (508) 259-8547
Directions
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Thomas Pippitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 275 Martine St Ste 302, Fall River, MA 02723, USA
Phone (508) 916-2624
Directions
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Oldrid Financial
5 out of 5
Location 236 New Boston Rd, Fall River, MA 02720, USA
Phone (508) 689-4662
Directions
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New York Life
5 out of 5
Location 65 Shove St, Somerset, MA 02726, USA
Phone (508) 271-5070
Directions
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Hirst Financial Independence Planning, Inc.
Location 21 Father Devalles Blvd Files / Admin, Fall River, MA 02723, USA
Phone (508) 636-3595
Directions
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MJP Financial Services
Location 4 Court St, Taunton, MA 02780, USA
Phone (508) 880-4779
Directions
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Main Street Financial Services
Location 38 S Main St, Assonet, MA 02702, USA
Phone (508) 644-5368
Directions
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Thomas Pavlovich - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 275 Martine St Ste 300, Fall River, MA 02723, USA
Phone (508) 916-2480
Directions
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Timmons Wealth Management
Location 300 N Main St, Attleboro, MA 02703, USA
Phone (774) 331-2172
Directions
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Carter, Bowers & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 275 Martine St Ste 302, Fall River, MA 02723, USA
Phone (508) 837-6443
Directions
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Chris Civale - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 180 Paramount Dr Ste 2, Raynham, MA 02767, USA
Phone (508) 824-3655
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 255 County St, Somerset, MA 02726, USA
Phone (508) 675-0362
Directions
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Planning for Good - Karen Melo Ticas, CFP®
5 out of 5
Location Mailing Address:, 20 Cabot Blvd STE 300, Mansfield, MA 02048, USA
Phone (877) 568-7526
Directions
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Carson Wealth
Location 16 Chestnut St Suite 111, Foxborough, MA 02035, USA
Phone (508) 850-3965
Directions
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Santoro Financial Planning Group
5 out of 5
Location 51 Man-Mar Dr Suite 5, Plainville, MA 02762, USA
Phone (508) 286-7900
Directions
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Luis Obando, Baystate Financial
1 out of 5
Location 501 Wampanoag Trail #200, Riverside, RI 02915, USA
Phone (401) 480-0474
Directions
Retirement Planning in Bristol County, MA

About Bristol County, MA for Those Planning to Retire

Bristol County, MA is a vibrant and diverse community that boasts several noteworthy landmarks, including the Taunton Green Historic District and the Fall River Heritage State Park. The county is home to several top employers, such as Raytheon, Bristol Community College, and Sturdy Memorial Hospital, which contribute to the area's thriving economy. Major highways and streets in the county include I-195, Route 24, and Route 140, providing easy access to neighboring towns and cities. Bristol County is also home to several unique neighborhoods, such as the historic district of Bristol and the bustling downtown area of New Bedford. With its rich history and dynamic culture, Bristol County is a must-visit destination for anyone looking to experience the best of Massachusetts.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bristol County, MA would greatly benefit from the services offered by a bank. With a population of over 550,000 people, Bristol County is one of the most populous counties in Massachusetts. The county is home to several major cities, including Fall River and New Bedford, both of which have a high poverty rate. A bank can provide financial education and resources to help residents manage their money and improve their financial situation. Additionally, with the county's strong ties to the fishing industry, a bank can offer specialized loans and services to support local fishermen and seafood businesses. Furthermore, with the county's proximity to Providence, Rhode Island and Boston, Massachusetts, a bank can help residents access financial services and resources beyond their immediate area. Overall, a bank can play a crucial role in helping residents of Bristol County, MA achieve financial stability and success.

Insurance Broker

Residents of Bristol County, MA can benefit from the services of an insurance broker in a multitude of ways. With the county's diverse population, an insurance broker can assist individuals and businesses in finding insurance coverage that is tailored to their specific needs. For example, residents living in coastal areas of Bristol County may require specialized coverage for flood and hurricane damage. Additionally, businesses in the county's bustling manufacturing industry may require liability coverage that is unique to their operations. An insurance broker can also provide valuable guidance and support when navigating complex insurance policies and claims processes. With the ever-changing insurance landscape, an experienced broker can help ensure that residents of Bristol County are adequately protected and prepared for any unexpected events.

Wealth Management

Residents of Bristol County, MA can benefit greatly from the services of a wealth manager. With its diverse population and thriving economy, Bristol County offers numerous opportunities for financial growth and investment. A skilled wealth manager can help residents navigate the complex world of finance, providing guidance on everything from retirement planning to tax optimization. They can also assist with estate planning, ensuring that individuals and families are prepared for the future and can pass on their wealth to future generations. In addition, a wealth manager can help residents take advantage of the unique opportunities available in Bristol County, such as investing in local businesses or real estate. Overall, a wealth manager can provide invaluable support and expertise to help residents of Bristol County achieve their financial goals and secure a prosperous future.

Financial Advisor

Residents of Bristol County, MA could benefit from the expertise of a financial advisor in a variety of ways. For example, given that Bristol County has a median household income of $68,000, a financial advisor could help families budget and allocate their income effectively. Additionally, with the county's proximity to Boston and Providence, a financial advisor could assist residents in navigating the complexities of investing in the stock market or real estate. Furthermore, with the county's strong ties to the fishing industry, a financial advisor could provide guidance on how to invest in sustainable fishing practices or start a seafood-related business. Overall, a financial advisor could help residents of Bristol County, MA achieve their financial goals and make informed decisions about their money.

Mortgage Loan Officer

Residents of Bristol County, MA can benefit from the services of a mortgage loan officer in various ways. For instance, a mortgage loan officer can assist homebuyers in navigating the complex process of securing a home loan, which is particularly crucial in a county with a high demand for housing like Bristol. Additionally, a loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. Furthermore, given that Bristol County is home to many military veterans, a loan officer can also provide guidance on VA loans, which offer favorable terms to veterans and their families. In short, a mortgage loan officer can offer invaluable assistance to residents of Bristol County, MA, whether they are first-time homebuyers or seasoned homeowners looking to refinance or access equity.

Tax Services

Residents of Bristol County, MA could benefit from the expertise of a tax advisor in a multitude of ways. One specific example is navigating the complex tax laws surrounding the county's thriving seafood industry. With the county's location on the coast of Massachusetts, many residents are employed in the fishing and seafood processing industries. A tax advisor could assist these individuals in understanding the various deductions and credits available to them, such as the fuel tax credit for commercial fishermen. Additionally, a tax advisor could help small business owners in the seafood industry with tax planning and compliance, ensuring they are maximizing their deductions and avoiding costly penalties. Overall, a tax advisor could provide valuable guidance to Bristol County residents in navigating the intricacies of the tax code and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Bristol County, MA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Bristol County, MA, where the population is diverse, and the estate planning laws can be complex. An experienced estate planning lawyer can help residents navigate these laws and develop a plan that takes into account their unique circumstances. Additionally, a lawyer can assist with the creation of trusts, which can help protect assets and minimize tax liability. They can also provide guidance on healthcare proxies, living wills, and other documents that can help ensure that a resident's wishes are respected in the event of incapacitation or death. Ultimately, an estate planning lawyer can provide peace of mind and help Bristol County, MA residents protect their families and assets for generations to come.

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Retirement Income Planning FAQs