Retirement Planning in Middlesex County, MA

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Top Retirement Planners in Middlesex County, MA

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Condon Sullivan Wealth Management & Planning
SEC File# 801-56151
CRD# 4031
5 out of 5
Location 131 Middlesex Turnpike, Burlington, MA 01803, USA
Phone (781) 552-4900
Directions
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Compass Point Retirement Planning
SEC File# 801-111836
CRD# 289863
5 out of 5
Location 500 Edgewater Dr # 565, Wakefield, MA 01880, USA
Phone (800) 246-1433
Directions
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Steiger John
Location 460 Totten Pond Rd, Waltham, MA 02451, USA
Phone (781) 547-5620
Directions
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Long Point Financial Planning
5 out of 5
Location 747 Main St, Concord, MA 01742, USA
Phone (978) 263-5259
Directions
Retirement Planning in Middlesex County, MA

About Middlesex County, MA for Those Planning to Retire

Middlesex County, MA is a vibrant and bustling area of Massachusetts, known for its rich history, diverse communities, and top employers. From the iconic landmarks of Boston to the charming neighborhoods of Cambridge and Somerville, this county is full of life and energy. One of the most famous landmarks in Middlesex County is the historic Harvard University, which has been a center of academic excellence and innovation for centuries. Other notable landmarks include the Boston Common, the USS Constitution Museum, and the Minuteman National Historical Park. When it comes to top employers, Middlesex County is home to a wide range of companies, from biotech giants like Biogen and Genzyme to technology leaders like Raytheon and IBM. These companies provide thousands of jobs to the local community and help to drive economic growth and innovation in the region. Major highways and streets in Middlesex County include I-95, I-93, and Route 2, which provide easy access to Boston and other parts of the state.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Middlesex County, MA can benefit from a bank in various ways. For instance, a bank can provide financial assistance to individuals looking to purchase a home in the county, which is known for its high property values. Additionally, a bank can offer investment options to residents who want to grow their wealth and take advantage of the county's thriving economy. Middlesex County is also home to several prestigious universities, and a bank can provide student loans to those pursuing higher education. Moreover, a bank can help small business owners in the county by offering loans and lines of credit to fund their operations and expand their businesses. Overall, a bank can be a valuable resource for residents of Middlesex County, MA, providing them with the financial tools and resources they need to achieve their goals and thrive in a dynamic and vibrant community.

Insurance Broker

Residents of Middlesex County, MA can greatly benefit from the services of an insurance broker. With so many different insurance options available, it can be overwhelming to navigate the complexities of policies and coverage. An insurance broker can provide personalized guidance and recommendations based on the specific needs of each individual or family. In Middlesex County, where there are numerous small businesses and self-employed individuals, an insurance broker can also assist with finding the right insurance plans for these unique situations. Additionally, with the high cost of living in Middlesex County, an insurance broker can help residents find affordable health insurance options that meet their needs. The expertise and knowledge of an insurance broker can save residents time and money, while ensuring they have the coverage they need for peace of mind.

Wealth Management

Residents of Middlesex County, MA can benefit from the services of a wealth manager in a multitude of ways. With its diverse population and thriving economy, Middlesex County is home to a wide range of individuals with varying financial needs. A wealth manager can assist these individuals in developing personalized financial plans that take into account their unique circumstances, such as the high cost of living in the Boston metropolitan area. Additionally, a wealth manager can help Middlesex County residents navigate complex financial regulations and tax laws, ensuring that they are able to maximize their investments and minimize their tax liabilities. Whether it be planning for retirement, managing investments, or developing a comprehensive estate plan, a wealth manager can provide valuable expertise and guidance to help Middlesex County residents achieve their financial goals.

Financial Advisor

Residents of Middlesex County, MA could greatly benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor could provide assistance is in navigating the region's high cost of living. Middlesex County is home to some of the most expensive cities in Massachusetts, including Cambridge and Newton. A financial advisor could help residents create a budget and investment plan that takes into account the high cost of housing, transportation, and other necessities. Additionally, with many residents working in the technology and healthcare industries, a financial advisor could provide guidance on managing stock options and other complex financial instruments. Overall, a financial advisor could help Middlesex County residents make informed decisions about their finances and plan for a secure financial future in a region with unique financial challenges.

Mortgage Loan Officer

Residents of Middlesex County, MA can greatly benefit from the services of a mortgage loan officer. With the county being home to several high-tech companies and universities, the cost of living can be quite high. A mortgage loan officer can assist residents in finding the best mortgage options to suit their financial situation, whether it be for a first-time home purchase or a refinance. They can also provide guidance and advice on the various types of loans available, such as FHA, VA, and conventional loans, and can help residents navigate the complex and ever-changing mortgage market. Additionally, a mortgage loan officer can work with residents to improve their credit scores, which can ultimately lead to more favorable loan terms and interest rates. With the help of a knowledgeable and experienced mortgage loan officer, residents of Middlesex County, MA can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Middlesex County, MA can benefit from the expert advice of a tax advisor in a multitude of ways. With its diverse population and bustling economy, Middlesex County presents a unique set of challenges when it comes to navigating the tax code. A tax advisor can help residents understand the intricacies of state and federal tax laws, including those specific to Massachusetts. They can also provide guidance on tax planning and preparation, helping individuals and businesses maximize their deductions and minimize their liabilities. Additionally, a tax advisor can assist with IRS audits and appeals, ensuring that residents are properly represented and their rights are protected. Overall, the expertise of a tax advisor can be invaluable to residents of Middlesex County, MA, particularly in light of the constantly evolving tax landscape.

Estate Planning Lawyer

Residents of Middlesex County, MA can benefit from the services of an estate planning lawyer in a multitude of ways. With its diverse population and bustling urban centers, Middlesex County presents unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape of the county, including local probate courts and tax laws. Additionally, Middlesex County is home to many affluent individuals and families, making estate planning an essential tool for preserving wealth and passing it down to future generations. A skilled estate planning lawyer can assist with tasks such as creating wills and trusts, minimizing tax liabilities, and ensuring that assets are distributed according to the client's wishes. Overall, an estate planning lawyer can provide invaluable support and guidance to Middlesex County residents looking to secure their financial future and protect their legacy.

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