Retirement Planning in Duxbury, MA

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Top Retirement Planners in Duxbury, MA

Investment Money Management
5 out of 5
Location 28 Duxborough Trail, Duxbury, MA 02332, USA
Phone (781) 422-7118
Peter Birnie - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 22 Depot St Ste 2, Duxbury, MA 02332, USA
Phone (781) 878-5104
Time Monday: 9:00 AM – 7:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 9:00 AM – 7:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Hulien & Company, LLC, CPA's
Location 20 Tremont St #12, Duxbury, MA 02332, USA
Phone (781) 582-1136
The Gilmore Financial Group Retirement Planning Specialists / Charlie Gilmore and Kerry Stratford
Location 15 S Park Ave, Plymouth, MA 02360, USA
Phone (508) 272-9068
SEC File# 801-110016
CRD# 152235
Location 46 Railroad Ave, Duxbury, MA 02332, USA
Phone (781) 934-9400
Mc Namara Financial Services
SEC File# 801-71682
CRD# 154311
5 out of 5
Location 1020 Plain St, Marshfield, MA 02050, USA
Phone (781) 834-2010
PDS Wealth Management
SEC File# 801-69625
CRD# 145323
Location 459 Washington St #21, Duxbury, MA 02332, USA
Phone (617) 963-0929
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
The Women's Advisory Group
Location 20 Congress St, Marshfield, MA 02050, USA
Phone (781) 319-1436
Lighthouse Investment Group Inc
5 out of 5
Location 246 Summer St, Marshfield, MA 02050, USA
Phone (781) 834-2600
Retirement Planning in Duxbury, MA

About Duxbury, MA for Those Planning to Retire

Duxbury, located in Plymouth County, Massachusetts, boasts a rich history and is home to several noteworthy landmarks. The town's coastline is dotted with picturesque beaches, including Duxbury Beach and Powder Point Bridge, which offer stunning views of the Atlantic Ocean. Inland, the town is home to the Myles Standish Monument, a towering tribute to the Pilgrim leader, and the Alden House Historic Site, which showcases life in the 17th century. Duxbury is also a hub for several major employers, including The Pinehills, a large residential and commercial development, and the Duxbury Public Schools, which employ a significant portion of the town's population. The town is also home to several locally-owned businesses, such as the French Memories Bakery and the Duxbury Art Association. The town is easily accessible via several major highways, including Route 3 and Route 53, and is home to several notable streets, including Washington Street and Tremont Street.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Duxbury, MA can benefit from a bank in numerous ways. For instance, the bank can provide loans to residents who want to start businesses, buy homes, or fund their education. Additionally, the bank can offer savings accounts and investment opportunities to help residents grow their wealth. In Duxbury, a coastal town known for its historic architecture and scenic beaches, a bank can also provide financial assistance to residents affected by natural disasters such as hurricanes and floods. Moreover, the bank can partner with local organizations to support community development projects, such as building affordable housing or funding public amenities like parks and libraries. Overall, a bank can play a critical role in supporting the financial well-being and prosperity of residents in Duxbury, MA.

Insurance Broker

Residents of Duxbury, MA can benefit from the services of an insurance broker in various ways. One specific example is the broker's ability to provide tailored insurance coverage that caters to the unique needs of Duxbury residents. With its proximity to the ocean, Duxbury is prone to flooding and coastal storms, which can result in significant property damage. An insurance broker can help residents secure comprehensive coverage that protects against these risks, ensuring that their homes and possessions are adequately insured. Additionally, brokers can assist residents in navigating the complex and ever-changing insurance landscape, helping them to understand their policies and make informed decisions about their coverage. Overall, the expertise and personalized service of an insurance broker can be invaluable to Duxbury residents seeking to protect their assets and mitigate risk.

Wealth Management

Residents of Duxbury, MA could benefit from the services of a wealth manager in a multitude of ways. Firstly, a wealth manager could assist with retirement planning, ensuring that residents are on track to meet their financial goals for retirement. Additionally, Duxbury is a coastal town with a high cost of living, so a wealth manager could help residents navigate the complexities of managing their finances in an area with higher expenses. Furthermore, a wealth manager could provide guidance on tax planning and investment strategies, helping residents to maximize their financial gains and minimize their tax liabilities. With the help of a wealth manager, residents of Duxbury could feel more confident in their financial futures and better equipped to achieve their long-term financial goals.

Financial Advisor

Residents of Duxbury, MA may seek the help of a financial advisor for a variety of reasons. One specific issue that may arise in Duxbury is the management of property taxes. As a coastal town with a high median home value, property taxes in Duxbury can be a significant financial burden for residents. A financial advisor could assist in developing a plan to manage property taxes and potentially reduce the overall tax burden. Additionally, a financial advisor could provide guidance on investment strategies tailored to the unique needs and goals of Duxbury residents, such as saving for college tuition or retirement while factoring in the cost of living in a high-cost area. Overall, a financial advisor could help Duxbury residents navigate the complex financial landscape of their community and make informed decisions to secure their financial future.

Mortgage Loan Officer

Residents of Duxbury, MA would greatly benefit from the assistance of a mortgage loan officer in a variety of ways. For instance, given the town's affluent nature and high property values, a mortgage loan officer could provide guidance on securing a jumbo loan for those seeking to purchase a higher-priced home. Additionally, with Duxbury's proximity to the coast and susceptibility to natural disasters, a mortgage loan officer could advise on obtaining flood insurance and other relevant policies to protect the investment. Furthermore, a mortgage loan officer could help residents navigate the complex process of refinancing their current mortgage, potentially saving them thousands of dollars in interest payments over the life of the loan. Overall, the expertise and guidance of a mortgage loan officer would be invaluable to residents of Duxbury, MA looking to make informed decisions about their real estate investments.

Tax Services

Residents of Duxbury, MA can benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws surrounding property ownership in Duxbury. With its picturesque coastal location and historic homes, Duxbury is a highly desirable place to live, but it also comes with unique tax considerations. For example, residents who own waterfront property may be subject to additional taxes and regulations related to erosion control and conservation efforts. A tax advisor can help residents understand these complex laws and ensure that they are in compliance, while also identifying potential deductions and credits that can help reduce their tax burden. Additionally, a tax advisor can assist with estate planning and gift tax issues, which can be especially important for Duxbury residents who own valuable property or have significant assets. Overall, a tax advisor can be an invaluable resource for Duxbury residents looking to navigate the complex and ever-changing world of tax law.

Estate Planning Lawyer

Residents of Duxbury, MA would benefit greatly from the services of an estate planning lawyer. With its picturesque coastal location and affluent community, Duxbury is home to many families with complex financial situations and unique estate planning needs. An estate planning lawyer can assist residents in creating wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. They can also provide guidance on tax planning, charitable giving, and business succession planning. Additionally, Duxbury's historic homes and properties require special attention when it comes to estate planning, as they may have strict regulations and preservation requirements. An estate planning lawyer can navigate these complexities and ensure that residents' legacies are protected for generations to come.


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