Retirement Planning in Falmouth, MA

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List of Firms

Top Retirement Planners in Falmouth, MA

Sound Financial Advisors
Location 220 Main St UNIT 102, Falmouth, MA 02540, USA
Phone (888) 668-2855
Cutter Financial Group, LLC
3 out of 5
Location 84 Davis Straits, Falmouth, MA 02540, USA
Phone (508) 388-7175
Heritage at Falmouth
4 out of 5
Location 140 Ter Heun Dr, Falmouth, MA 02540, USA
Phone (508) 495-1518
Security Investments Group
Location 222 Main St, Falmouth, MA 02540, USA
Phone (508) 548-2142
Falmouth Financial Services Inc
Location 703 Main St, Falmouth, MA 02540, USA
Phone (508) 457-4985
Stephen Wiper - TIAA Wealth Management Advisor
Location 100 Independence Dr, Hyannis, MA 02601, USA
Phone (800) 842-2004
Glynn Law Offices
5 out of 5
Location 49 Locust St, Falmouth, MA 02540, USA
Phone (508) 548-8282
Glen Dowden
Location 50 Davis Straits, Falmouth, MA 02541, USA
Phone (508) 827-3267
New Harbor Investment Management
Location 1645 Falmouth Rd Ste. 1g, Centerville, MA 02632, USA
Phone (508) 957-2449
Statera Financial LLC
5 out of 5
Location 713 East St, Walpole, MA 02081, USA
Phone (781) 540-1733
Ockway Bay Financial
Location 138 Summersea Rd, Mashpee, MA 02649, USA
Phone (508) 477-5432
Location 23 Winter St, Edgartown, MA 02539, USA
Phone (508) 939-8600
Retirement Planning in Falmouth, MA

About Falmouth, MA for Those Planning to Retire

Falmouth, MA is a charming coastal town located in Barnstable County on Cape Cod, Massachusetts. This quaint town is home to several notable landmarks, including the Nobska Lighthouse, which offers breathtaking views of Martha's Vineyard and the Atlantic Ocean. The Woods Hole Oceanographic Institution, a world-renowned research institution, is also located in Falmouth. Top employers in Falmouth include the Falmouth Public Schools, Falmouth Hospital, and the Marine Biological Laboratory. Major highways that run through Falmouth include Route 28 and Route 151, which provide easy access to nearby towns and cities. Falmouth is also home to several notable streets, including Main Street, which is lined with charming shops and restaurants. Falmouth is divided into several distinct neighborhoods, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Falmouth, MA would greatly benefit from a bank in a variety of ways. For instance, with its prime location on Cape Cod, many residents rely on the tourism industry for income. A bank can help these individuals with loans to start or expand their businesses, as well as provide financial advice on how to best manage their funds. In addition, Falmouth is home to a large retired population who may require assistance with estate planning or retirement savings. A bank can offer investment options and retirement accounts to ensure that these individuals are financially secure in their golden years. Furthermore, Falmouth is known for its beautiful beaches and historic landmarks, which attract visitors from all over. A bank can assist residents in purchasing or renovating homes to capitalize on this tourism industry. Overall, a bank in Falmouth, MA would provide invaluable resources and support to its residents.

Insurance Broker

Residents of Falmouth, MA can benefit from the services of an insurance broker in various ways. An insurance broker can help individuals and families in Falmouth navigate the complex world of insurance policies and find the coverage that best suits their needs. Specifically, Falmouth residents may need specialized insurance coverage for their homes due to the town's coastal location and susceptibility to severe weather events such as hurricanes and nor'easters. An insurance broker can help Falmouth residents find policies that cover damage caused by flooding and windstorms. Additionally, Falmouth is a popular tourist destination, and insurance brokers can help local business owners find coverage for their properties and liability insurance to protect against potential lawsuits. By working with an insurance broker, Falmouth residents can have peace of mind knowing that they have the right insurance coverage to protect themselves and their assets.

Wealth Management

Residents of Falmouth, MA could greatly benefit from the services of a wealth manager in a multitude of ways. With its picturesque coastal location and thriving tourist industry, Falmouth is home to a significant number of affluent individuals and families. A skilled wealth manager could assist these individuals in navigating the complexities of tax planning, estate planning, and investment management, ensuring that their wealth is protected and maximized for future generations. Additionally, Falmouth's unique geography and climate present specific challenges when it comes to property ownership and insurance. A wealth manager can provide expert guidance on these matters, helping residents to make informed decisions about their real estate investments and ensuring that they are adequately protected against potential natural disasters. Overall, the services of a wealth manager can help Falmouth residents achieve their financial goals and secure their financial futures in a constantly evolving economic landscape.

Financial Advisor

Residents of Falmouth, MA can benefit from the services of a financial advisor in various ways. One specific area where they could use assistance is in managing their retirement savings. With Falmouth being a popular retirement destination, many residents may have accumulated significant savings over the years. A financial advisor could help them navigate the complexities of retirement planning, including determining the optimal time to retire, calculating retirement income needs, and selecting the right investment vehicles to achieve their goals. Additionally, with Falmouth's coastal location, residents may have unique financial considerations related to flood insurance and property taxes. A financial advisor can provide guidance on these matters and help residents make informed decisions to protect their financial well-being. Overall, a financial advisor can provide invaluable support to Falmouth residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Falmouth, MA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help individuals secure financing for their dream homes, investment properties, or even refinance existing mortgages. With Falmouth's prime location on Cape Cod, a mortgage loan officer can help residents take advantage of the area's booming real estate market. They can provide guidance on the best loan programs available, including those specific to the area, such as the USDA Rural Development Loan for eligible properties in Falmouth. Additionally, a mortgage loan officer can assist with navigating the complex and ever-changing lending regulations, ensuring that residents are able to secure the best possible terms for their loans. With their expertise and support, a mortgage loan officer can help make the dream of owning a home in Falmouth a reality for many residents.

Tax Services

Residents of Falmouth, MA can greatly benefit from the expertise of a tax advisor. With the town's thriving tourism industry, many residents may have income from short-term rentals or seasonal businesses, which can complicate their tax returns. Additionally, Falmouth has a high number of retirees, who may have unique tax considerations such as Social Security benefits and IRA distributions. A tax advisor can help these residents navigate the complex tax code and maximize their deductions and credits. Furthermore, Falmouth is home to many small businesses, which may have specific tax needs such as payroll taxes and business deductions. A tax advisor can assist these businesses in staying compliant with tax laws and minimizing their tax liability. Overall, a tax advisor can provide valuable assistance to residents of Falmouth, MA in navigating the intricacies of the tax code and optimizing their financial situation.

Estate Planning Lawyer

Residents of Falmouth, MA can benefit from an estate planning lawyer in various ways. For instance, these lawyers can help individuals to create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Falmouth, MA, where the population is aging and many residents own property that they want to ensure is passed down to their loved ones. Additionally, estate planning lawyers can assist with setting up trusts, creating healthcare directives, and minimizing tax liabilities. With their expertise, estate planning lawyers can help Falmouth, MA residents to navigate complex legal processes and ensure that their assets are protected for future generations.


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