Retirement Planning in Cambridge, MA

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Top Retirement Planners in Cambridge, MA

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Curtin and Associates - Ameriprise Financial Services, LLC
Location 20 Park Plaza Ste 465, Boston, MA 02116, USA
Phone (877) 524-5522
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Traverse Partners
Location 100 Erie St, Cambridge, MA 02139, USA
Phone (617) 492-4929
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Moore Financial Advisors, Ltd. | Financial Planning Ma | Ma Financial Advisor
Location 7 Clyde Rd, Watertown, MA 02472, USA
Phone (617) 393-9999
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Miller Financial Planning
Location 69 Bromfield Rd, Somerville, MA 02144, USA
Phone (617) 625-2551
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Sandra Cullen - TIAA Wealth Management Advisor
Location 97 Mt Auburn St, Cambridge, MA 02138, USA
Phone (866) 842-2824
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Intervale Capital
Location 20 University Rd, Cambridge, MA 02138, USA
Phone (617) 497-8282
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Sonia Andrianopoulos
Location 631 Mt Auburn St, Watertown, MA 02472, USA
Phone (617) 487-6654
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Fidelity Investments
5 out of 5
Location 200 Technology Square Suite 101, Cambridge, MA 02139, USA
Phone (800) 273-0130
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Valor Wealth Partners
Location 100 Cambridge St 14th floor, Boston, MA 02114, USA
Phone (617) 648-2700
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Infinex Financial Group
Location 100 Cambridge St Suite 1400, Boston, MA 02114, USA
Phone (617) 422-8639
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Merrill Lynch Wealth Management Advisor Xiao-Xia Erica Zhen
Location 92 Ames St, Cambridge, MA 02142, USA
Phone (617) 528-4512
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Merrill Lynch Wealth Management Advisor Matthew D. Pimental
Location 92 Ames St 2nd Floor, Cambridge, MA 02142, USA
Phone (617) 528-4503
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A&I Financials
5 out of 5
Location Riverview II, 245 First St #1800, Cambridge, MA 02142, USA
Phone (617) 544-7607
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Robert C. Merton
Location Arthur D Little Bldg, 100 Main St, Cambridge, MA 02142, USA
Phone (617) 715-2504
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Tunc Tanin
4 out of 5
Location 45 Prospect St 5th floor, Cambridge, MA 02139, USA
Phone (409) 248-3806
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SEC File# 801-110475
CRD# 131406
Location 1775 Massachusetts Ave #5, Cambridge, MA 02140, USA
Phone (617) 733-8336
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Four Ponds Financial Planning
Location 10 Post Office Square 8th floor, Boston, MA 02109, USA
Phone (888) 285-7705
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Real World Financial Planning, LLC
Location 41 Woodlawn Dr, Chestnut Hill, MA 02467, USA
Phone (917) 685-5121
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1692 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 491-1190
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Aragain Capital
Location 124 Mt Auburn St # 440S, Cambridge, MA 02138, USA
Phone (617) 868-0508
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Pioneer Financial Group LLC
Location 1972 Massachusetts Ave, Cambridge, MA 02140, USA
Phone (617) 868-6300
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Alexander Samaras
Location 822 Somerville Ave Suite 2, Cambridge, MA 02140, USA
Phone (833) 373-1955
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Childs Financial Services: Financial Planning
Location 1 Thompson Square #402, Charlestown, MA 02129, USA
Phone (617) 580-0580
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Cambridge Financial Associates
Location 22 Mill St STE 108, Arlington, MA 02476, USA
Phone (781) 648-0486
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Evergreen Retirement Planning
Location 399 Boylston St 6th Floor, Boston, MA 02116, USA
Phone (978) 495-6848
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Betterinvesting
Location 1430 Massachusetts Ave, Cambridge, MA 02138, USA
Phone (617) 491-3300
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Cambridge Retirement Board
Location 125 Cambridgepark Dr #104, Cambridge, MA 02140, USA
Phone (617) 868-3401
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Tactile Encaustic Paintings Boston Cambridge MA
Location 22 Mill St, Arlington, MA 02476, USA
Phone (781) 641-5700
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Numbers in Boxes
5 out of 5
Location 189 Cambridge St 2nd floor, Cambridge, MA 02141, USA
Phone (617) 642-9540
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Adaptive Financial Solutions
Location 245 First St 18th floor, Cambridge, MA 02142, USA
Phone (617) 775-2711
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Retirement Planning in Cambridge, MA

About Cambridge, MA for Those Planning to Retire

Cambridge, MA is a vibrant city located just across the Charles River from Boston. It is home to many world-renowned universities such as Harvard and MIT, which are among the top employers in the area. The city is also known for its iconic landmarks, including the historic Harvard Yard, the Charles River Esplanade, and the bustling Harvard Square. Major highways such as Route 2 and Interstate 93 run through the city, providing easy access to other parts of Massachusetts and beyond. The streets of Cambridge are lined with charming neighborhoods, each with their own unique character and charm. From the bustling streets of Central Square to the tree-lined avenues of West Cambridge, there is something for everyone in this vibrant and diverse city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cambridge, MA can benefit from a bank in various ways. Firstly, the bank can provide financial assistance to students attending Harvard University and the Massachusetts Institute of Technology (MIT), which are both located in Cambridge. Secondly, the bank can offer mortgage loans to residents looking to purchase property in the city's competitive real estate market. Additionally, the bank can provide small business loans to entrepreneurs looking to start or expand their businesses in Cambridge's thriving tech and biotech industries. Moreover, the bank can assist residents in managing their finances by offering personalized financial advice and investment services. Lastly, the bank can provide convenient access to ATMs and online banking services, which are essential for the busy and tech-savvy residents of Cambridge.

Insurance Broker

Residents of Cambridge, MA could benefit greatly from the services of an insurance broker. With the city's diverse population, ranging from students to professionals, families to retirees, there are a multitude of insurance needs that must be met. An experienced broker can help individuals navigate the complex world of health insurance, including finding the best coverage for pre-existing conditions or specialized treatments. Additionally, with the high cost of living in Cambridge, many residents may be looking for ways to save money on their insurance premiums. A broker can help identify discounts or bundling options that may be available. Furthermore, Cambridge is home to many small businesses, which may require specialized insurance coverage to protect against risks such as liability or property damage. An insurance broker can help these businesses find the right policies to meet their unique needs, while also ensuring they are compliant with local regulations and laws.

Wealth Management

Residents of Cambridge, MA can benefit from the services of a wealth manager in numerous ways. One of the most common ways is by creating a comprehensive financial plan that takes into account the high cost of living in Cambridge. With its proximity to Boston and numerous prestigious universities, Cambridge is known for its expensive real estate market and high taxes. A wealth manager can help residents navigate these financial challenges by providing guidance on investment strategies, retirement planning, and tax optimization. Additionally, a wealth manager can help residents with estate planning, ensuring that their assets are distributed according to their wishes, and that their loved ones are taken care of in the event of their passing. With the help of a skilled wealth manager, residents of Cambridge can achieve financial security and peace of mind, even in the face of the city's unique financial challenges.

Financial Advisor

Residents of Cambridge, MA could greatly benefit from the guidance of a financial advisor. Specifically, with the high cost of living in the area, a financial advisor could assist in creating a budget and developing a savings plan to ensure financial stability. Additionally, with the abundance of technology and biotech companies in the area, a financial advisor could offer expertise in investing in these industries and potentially maximizing returns. Furthermore, with the diverse population of Cambridge, a financial advisor could provide customized advice for individuals with unique financial situations, such as international students or those with complex tax situations. Overall, the expertise and guidance of a financial advisor could greatly benefit residents of Cambridge, MA in achieving their financial goals and navigating the complexities of the local economy.

Mortgage Loan Officer

Residents of Cambridge, MA can benefit from the expertise and guidance of a mortgage loan officer in several ways. Firstly, the Cambridge housing market is notoriously competitive and expensive, with a median home value of over $1 million. A mortgage loan officer can help residents navigate this complex market by providing tailored advice on available loan options, interest rates, and down payment requirements. Additionally, the loan officer can assist with the pre-approval process, which can give Cambridge residents a competitive edge when bidding on properties. Furthermore, Cambridge is home to several prestigious universities, including Harvard and MIT, which attract a large population of students and young professionals. A mortgage loan officer can help these individuals secure loans that are tailored to their unique financial situations, including student loan debt and irregular income streams. Overall, the expertise of a mortgage loan officer can be invaluable to Cambridge residents looking to navigate the complex and competitive housing market.

Tax Services

Residents of Cambridge, MA can benefit from the expertise of a tax advisor in a variety of ways. With the city's high cost of living and complex tax laws, a tax advisor can help residents navigate the intricacies of tax planning and preparation. For example, a tax advisor can assist residents in identifying tax deductions and credits specific to Cambridge, such as the Community Preservation Act surcharge, which can provide funding for affordable housing and historic preservation projects. Additionally, a tax advisor can advise residents on tax strategies for investing in the city's booming biotech industry, which has seen significant growth in recent years. With the help of a tax advisor, Cambridge residents can maximize their tax savings and ensure compliance with local and federal tax laws, ultimately improving their financial well-being.

Estate Planning Lawyer

Residents of Cambridge, MA can greatly benefit from the services of an estate planning lawyer. A lawyer can assist with creating a will, trust, or other estate planning documents to ensure that a person's assets are distributed according to their wishes after they pass away. Additionally, a lawyer can help with minimizing estate taxes and avoiding probate, which can be a lengthy and costly process. In Cambridge, MA, where the cost of living is high and property values are constantly increasing, it is especially important to have a well-crafted estate plan in place. An estate planning lawyer can also provide guidance on how to protect assets from potential creditors or lawsuits. With their knowledge and expertise, an estate planning lawyer can help residents of Cambridge, MA achieve peace of mind knowing that their assets are protected and their wishes will be carried out.

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