Retirement Planning in Newburyport, MA

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Top Retirement Planners in Newburyport, MA

SEC File# 801-110475
CRD# 131406
Location 37 1/2 Forrester St, Newburyport, MA 01950, USA
Phone (978) 992-0400
Main Street Financial Advisory
Location 291 Main St, West Newbury, MA 01985, USA
Phone (617) 797-4916
C.W. Consulting Co
Location 9 Olive St, Newburyport, MA 01950, USA
Phone (617) 875-5297
Private Trust Group of America
Location 29 Water St, Newburyport, MA 01950, USA
Phone (978) 463-9099
The Retirement Financial Center
Location 10 Liberty St, Danvers, MA 01923, USA
Phone (978) 777-5000
Northeast Planning Associates, Ryan Smith, CFP®
Location 37 1/2 Forrester St, Newburyport, MA 01950, USA
Phone (978) 465-1483
Seacoast Financial Planning
Location 314 Middle Street, Portsmouth, NH 03801, USA
Phone (603) 427-8252
Dakota Wealth Management
Location 5 Market Square #105, Amesbury, MA 01913, USA
Phone (978) 225-1400
Atlantic Wealth Strategies
Location 89 Newbury St # 200, Danvers, MA 01923, USA
Phone (978) 750-0450
SEC File# 801-67898
CRD# 125739
Location 102 State St, Newburyport, MA 01950, USA
Phone (978) 463-8771
Riley & Associates PC
3 out of 5
Location 5 Perry Way, Newburyport, MA 01950, USA
Phone (978) 463-9350
Retirement Planning in Newburyport, MA

About Newburyport, MA for Those Planning to Retire

Newburyport, MA is a charming coastal city located in Essex County that boasts a rich history and a vibrant community. The city is home to several landmarks, including the Custom House Maritime Museum, which showcases the area's seafaring past, and the historic Newburyport Harbor Light, which has been guiding ships into the harbor since 1873. Top employers in the city include Anna Jaques Hospital, Newburyport Public Schools, and the City of Newburyport itself. The city is also home to a thriving small business community, with many locally-owned shops and restaurants lining the streets of its downtown area. Major highways that run through the city include I-95 and Route 1, making it easily accessible from nearby cities like Boston and Portsmouth, NH.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Newburyport, MA can benefit from a bank in several ways. Firstly, a bank can provide them with various financial services such as checking and savings accounts, loans, and credit cards. This is especially important for the residents of Newburyport, a historic coastal town known for its vibrant arts scene and picturesque landscapes. With a bank, they can easily manage their finances and make transactions without any hassle. Secondly, a bank can offer investment opportunities to the residents of Newburyport, allowing them to grow their wealth and plan for their future. This is particularly important in a town with a high cost of living, where residents need to be strategic about their finances. Additionally, banks can provide financial education and resources to help residents make informed decisions about their money, which is crucial in a town where many residents are self-employed or work in creative industries.

Insurance Broker

Residents of Newburyport, MA can benefit from an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance policies and find the best coverage that suits their unique needs. This is particularly important in Newburyport, where the coastal location makes it vulnerable to natural disasters such as hurricanes and floods. Secondly, an insurance broker can provide guidance on the different insurance options available for businesses in the area, which can help them protect their assets and employees. Lastly, an insurance broker can help residents in Newburyport save money on their insurance premiums by comparing quotes from different insurance providers and negotiating better rates. With an insurance broker, residents of Newburyport can have peace of mind knowing that they are adequately protected against any unforeseen events.

Wealth Management

Residents of Newburyport, MA can benefit from the services of a wealth manager in various ways. A wealth manager can provide financial planning and investment management services to help individuals and families achieve their financial goals. Specifically, Newburyport residents may benefit from a wealth manager's expertise in navigating the local real estate market, which is highly competitive and constantly changing. A wealth manager can help residents make informed decisions about buying or selling property, as well as provide guidance on mortgage financing and other related financial matters. Additionally, a wealth manager can help Newburyport residents manage their tax liabilities by developing tax-efficient investment strategies and providing advice on tax planning and preparation. With the help of a wealth manager, residents of Newburyport can achieve financial security and peace of mind, even in the face of uncertain economic conditions.

Financial Advisor

Residents of Newburyport, MA could benefit from the services of a financial advisor in a multitude of ways. With its picturesque waterfront and historic architecture, Newburyport has become an increasingly popular destination for tourists and residents alike. However, the cost of living in this charming city can be quite high, making it challenging for many to save for the future. A financial advisor could help residents navigate the local real estate market and develop a comprehensive plan for saving and investing. Additionally, Newburyport is home to a thriving arts community, with numerous galleries and cultural events throughout the year. A financial advisor could assist artists and creatives in managing their finances and developing a sustainable income stream from their craft. With its unique blend of history, art, and culture, Newburyport presents both opportunities and challenges for its residents, and a skilled financial advisor could help them navigate these complexities and achieve their financial goals.

Mortgage Loan Officer

Residents of Newburyport, MA can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist in securing financing for a new home or refinancing an existing mortgage. With the unique coastal location of Newburyport, a mortgage loan officer can provide specialized knowledge on flood insurance and other factors that may impact the home buying process. Additionally, they can help navigate the competitive housing market in the area and provide insight into the best loan options for each individual's financial situation. The complexity of the mortgage process can be overwhelming, but a loan officer can simplify the process and provide guidance every step of the way. Overall, the assistance of a mortgage loan officer can make the home buying or refinancing process in Newburyport, MA much smoother and less stressful for residents.

Tax Services

Residents of Newburyport, MA can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws that are unique to Massachusetts, including the state's sales tax and income tax requirements. Additionally, Newburyport residents who own businesses or rental properties may require specialized tax planning advice to minimize their tax liability and maximize their profits. Furthermore, given the city's coastal location, residents who own boats or other watercraft may require guidance on tax deductions related to their ownership and maintenance. Ultimately, a tax advisor can provide valuable assistance to Newburyport residents in ensuring that they are in compliance with all applicable tax laws and regulations while also minimizing their tax burden.

Estate Planning Lawyer

Residents of Newburyport, MA can benefit from an estate planning lawyer in several ways. Firstly, the lawyer can assist in drafting a will that reflects the unique circumstances of the individual, which is especially important in a city like Newburyport that has a rich history and many historic properties. Additionally, the lawyer can help with setting up trusts and other estate planning tools that can help protect assets and minimize taxes. With Newburyport's proximity to the ocean, it's also important to consider the potential for natural disasters and how they can impact an individual's estate plan. An estate planning lawyer can help ensure that an individual's assets are protected in the event of a disaster. Finally, the lawyer can provide advice on how to plan for long-term care, which is increasingly important as the population ages. With its strong sense of community and commitment to preserving its history, Newburyport residents can benefit greatly from the expertise of an estate planning lawyer.


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