Retirement Planning in Marshfield, MA

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List of Firms

Top Retirement Planners in Marshfield, MA

Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 1248 Forest St, Marshfield, MA 02050, USA
Phone (781) 837-2522
Language https://www.ameriprise.com/
Directions
The Women's Advisory Group
Location 20 Congress St, Marshfield, MA 02050, USA
Phone (781) 319-1436
Language https://www.thewomensadvisorygroup.com/contact
Directions
CAPE RETIREMENT WEALTH ADVISORS
Location 1020 Plain St # 380, Marshfield, MA 02050, USA
Phone (508) 659-5849
Language http://www.caperwa.com/
Directions
Mc Namara Financial Services
5 out of 5
Location 1020 Plain St, Marshfield, MA 02050, USA
Phone (781) 834-2010
Language http://www.mcnamarafinancial.com/
Directions
Revzon Consulting Group
Location 465 Furnace St #6, Marshfield, MA 02050, USA
Phone (781) 740-1004
Language http://www.revzonconsulting.com/
Directions
Retirement Planning in Marshfield, MA

About Marshfield, MA for Those Planning to Retire

Marshfield, MA is a picturesque coastal town located in Plymouth County. The town is home to several landmarks, including the Winslow House Museum, a historic 17th-century home, and the Daniel Webster Wildlife Sanctuary, a sprawling nature reserve. Marshfield is also known for its beautiful beaches, including Brant Rock Beach and Rexhame Beach, which attract tourists and locals alike. Top employers in Marshfield include the town government, South Shore Hospital, and several local schools and universities. Major highways that run through the town include Route 3 and Route 139, which provide easy access to Boston and other nearby cities. Some of the town's most well-known streets include Ocean Street, which runs along the coast, and Main Street, which is lined with charming shops and restaurants. Marshfield is divided into several distinct neighborhoods, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Marshfield, MA can benefit from a bank in numerous ways. One of the most common ways is through mortgage loans. Marshfield is a coastal town with a high demand for waterfront properties. A bank can offer residents the opportunity to purchase their dream home by providing them with a mortgage loan. In addition to this, banks can help residents with their daily banking needs such as checking and savings accounts, credit cards, and online banking services. With the rise of online shopping, banks can also offer residents protection against fraudulent transactions and provide them with the necessary tools to manage their finances securely. Furthermore, banks can assist local businesses in Marshfield by offering them business loans, lines of credit, and merchant services. Overall, a bank can play a vital role in the financial well-being of Marshfield's residents and businesses.

Insurance Broker

Residents of Marshfield, MA can benefit greatly from the services of an insurance broker. With the town's proximity to the coast, it is essential for homeowners to have adequate coverage for potential flood damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have the proper coverage in place. Additionally, with Marshfield's growing population, there is an increasing need for health insurance options. An insurance broker can assist residents in finding the right health insurance plan to fit their needs and budget. Furthermore, as the town continues to attract new businesses, an insurance broker can also provide guidance on commercial insurance options to protect business owners and their assets. With so many insurance options available, an insurance broker can help residents of Marshfield make informed decisions and find the best coverage for their unique situations.

Wealth Management

Residents of Marshfield, MA can greatly benefit from the expertise of a wealth manager in various ways. One of the most common ways is by helping individuals and families create a comprehensive financial plan that will help them achieve their long-term goals. This includes analyzing their current financial situation, identifying areas of improvement, and creating a roadmap for success. Additionally, a wealth manager can provide guidance on investment strategies, retirement planning, tax planning, and estate planning. With its picturesque beaches and proximity to Boston, Marshfield, MA is a desirable location for many families. However, the high cost of living in the area can make it challenging to save for the future. A wealth manager can help residents of Marshfield navigate these challenges and create a financial plan that will allow them to enjoy all that the town has to offer while also securing their financial future.

Financial Advisor

Residents of Marshfield, MA can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help them create a comprehensive financial plan that takes into account their income, expenses, and long-term financial goals. This is particularly important in Marshfield, where the cost of living is relatively high, and many residents are looking to build wealth and secure their financial future. Secondly, a financial advisor can provide guidance on investment strategies that align with their risk tolerance and financial objectives. This can be especially helpful for residents who are looking to invest in the local real estate market, which is known for its high property values and potential for long-term growth. Lastly, a financial advisor can help residents navigate the complex tax laws and regulations in Massachusetts, ensuring that they are taking advantage of all available tax breaks and deductions. Overall, a financial advisor can be a valuable resource for residents of Marshfield, helping them to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Marshfield, MA can greatly benefit from the services of a mortgage loan officer. These professionals can assist in securing a mortgage loan for a new home purchase or refinancing an existing mortgage. With Marshfield's prime location on the coast, a mortgage loan officer can help residents take advantage of the area's real estate market. Additionally, with the town's rich history, a mortgage loan officer can guide residents through the process of obtaining a historic home loan. Furthermore, given the town's proximity to Boston, a mortgage loan officer can help residents navigate the unique lending requirements of the city. Overall, a mortgage loan officer can provide invaluable assistance to residents of Marshfield, MA looking to achieve their homeownership goals.

Tax Services

Residents of Marshfield, MA can greatly benefit from the expertise of a tax advisor in a number of ways. With the town's thriving tourism industry, many residents may have rental properties or operate their own businesses, which can result in complex tax situations. A tax advisor can help these individuals navigate the intricacies of tax laws and regulations, ensuring that they are in compliance and maximizing their deductions. Additionally, with the recent changes to the federal tax code, many residents may be unsure of how these changes will impact their tax liability. A tax advisor can provide guidance on these changes and help residents adjust their financial strategies accordingly. Overall, a tax advisor can be an invaluable resource for residents of Marshfield, MA, helping them to navigate the complex world of taxes and achieve financial success.

Estate Planning Lawyer

Marshfield, MA is a beautiful coastal town that boasts a population of over 26,000 residents. As with any community, the need for estate planning is crucial. An estate planning lawyer can assist residents of Marshfield, MA in a multitude of ways. For example, they can help individuals create a will or trust to ensure their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents plan for long-term care and make arrangements for their healthcare needs. With Marshfield, MA being a popular tourist destination, an estate planning lawyer can also assist business owners in creating succession plans to ensure their business can continue to thrive in the event of their passing. Overall, an estate planning lawyer can provide invaluable assistance to residents of Marshfield, MA in ensuring their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Marshfield, MA are comprehensive and tailored to meet the specific needs of each individual. The planner can provide guidance on investment strategies, social security benefits, and estate planning. Marshfield, MA is known for its stunning beaches and rich history, which can impact retirement planning. For example, a retirement planner may advise clients to consider purchasing a beachfront property or to factor in the cost of preserving historic homes in their estate plans. Additionally, the planner may suggest exploring local volunteer opportunities or joining a community group to stay active and engaged during retirement. With the guidance of a retirement planner in Marshfield, MA, individuals can feel confident in their financial future and enjoy all that this beautiful coastal town has to offer.

Marshfield, MA is the perfect place to get a retirement planner. With its serene coastal location and vibrant community, Marshfield offers a unique blend of tranquility and excitement for retirees. The town boasts a plethora of financial experts who specialize in retirement planning, offering a wealth of knowledge and experience to those seeking to secure their future. Marshfield's rich history and culture also provide retirees with ample opportunities to explore new hobbies and interests, from boating and fishing to art and music. Moreover, the town's close proximity to Boston and other major cities ensures that retirees can enjoy all the benefits of urban living while still enjoying the peace and quiet of a small town. Overall, Marshfield's combination of natural beauty, community spirit, and financial expertise make it the ideal location for retirees to plan their future.