Retirement Planning in Quincy, MA

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Top Retirement Planners in Quincy, MA

Concord Wealth Management
Location 2 Adams Pl #110, Quincy, MA 02169, USA
Phone (617) 986-6100
Directions
Dennis & Associates, CPA's
5 out of 5
Location 176 Granite St, Quincy, MA 02169, USA
Phone (617) 479-6300
Directions
LPL Financial Services John Theophilos CFP
Location 220 Forbes Rd #113, Braintree, MA 02184, USA
Phone (781) 353-3690
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Retirement Board
Location 1212 Hancock St Suite 210A, Quincy, MA 02169, USA
Phone (617) 376-1075
Directions
Shadduck Financial Group
Location 21 McGrath Hwy STE 503, Quincy, MA 02169, USA
Phone (617) 773-7677
Directions
New York Life - David J. Sullo
Location 55 Suomi Rd, Quincy, MA 02169, USA
Phone (781) 974-2663
Directions
Leveroni Financial Management Corp.
Location 50 Braintree Hill Park #205, Braintree, MA 02184, USA
Phone (781) 848-9821
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Harbour Planning Group
Location 2 Adams Pl, Quincy, MA 02169, USA
Phone (781) 849-7200
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Northwestern Mutual Financial
Location 1 Batterymarch Park # 107, Quincy, MA 02169, USA
Phone (781) 664-1200
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College Funding Solutions of Massachusetts
Location 300 Crown Colony Dr, Quincy, MA 02169, USA
Phone (617) 481-0129
Directions
SEC File# 801-123525
CRD# 168159
Location 1 Batterymarch Park STE 310, Quincy, MA 02169, USA
Phone (617) 765-2200
Directions
Generations Retirement Group
5 out of 5
Location 45 Braintree Hill Office Pk, Braintree, MA 02184, USA
Phone (781) 535-6133
Directions
PennyTree Advisers, LLC
Location 25 Braintree Hill Office Pk, Braintree, MA 02184, USA
Phone (781) 930-3027
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Commonwealth Financial Group
Location 234 Copeland St Suite 225, Quincy, MA 02169, USA
Phone (617) 479-0075
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The Quincy Group
5 out of 5
Location 25 Braintree Hill Office Pk Suite 408, Braintree, MA 02184, USA
Phone (617) 847-4800
Directions
Edward Jones - Financial Advisor: Marie O'Riordan Kelly, AAMS™
Location 138 Franklin St, Quincy, MA 02169, USA
Phone (617) 639-0327
Directions
Merrigan Financial Strategies
Location 10 Forbes Rd Suite 110, Braintree, MA 02184, USA
Phone (781) 356-2500
Directions
Vineyard Community Living
Location 1500 Hancock St, Quincy, MA 02169, USA
Phone (617) 249-4127
Directions
Healthcare Financial, Inc. (HFI)
2 out of 5
Location 2 Heritage Dr floor 7, Quincy, MA 02171, USA
Phone (617) 482-2200
Directions
TGA Capital Management
Location 25 Braintree Hill Office Pk Suite 200, Braintree, MA 02184, USA
Phone (508) 224-9646
Directions
KAF Financial Advisors, LLC
Location 10 Forbes Road Rd. West, Suite 210, Braintree, MA 02184, USA
Phone (781) 356-2200
Directions
Retirement Planning in Quincy, MA

About Quincy, MA for Those Planning to Retire

Quincy, MA, located just south of Boston, is a bustling city with a rich history and diverse community. Home to the birthplace of presidents John Adams and John Quincy Adams, Quincy boasts several landmarks including the Adams National Historical Park, the United First Parish Church, and the Thomas Crane Public Library. The city is also home to several top employers, including State Street Corporation, Quincy Medical Center, and Stop & Shop Supermarket Company. Major highways such as I-93 and Route 3 run through the city, providing easy access to Boston and other surrounding areas. Quincy is made up of several unique neighborhoods, each with its own character and charm. Wollaston, Quincy Center, and North Quincy are among the most popular neighborhoods, each offering a variety of shops, restaurants, and entertainment options. Despite its urban setting, Quincy offers plenty of green space for residents and visitors to enjoy.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Quincy, MA can benefit from a bank in various ways. For instance, a bank can provide them with access to financial services, such as savings and checking accounts, loans, mortgages, and credit cards. Additionally, a bank can help residents of Quincy, MA to manage their finances better by offering financial planning and investment services. This is particularly important given that Quincy, MA is a bustling city with a diverse population, including many small business owners and entrepreneurs. As such, a bank can help these individuals to grow their businesses by providing them with the necessary financial resources and advice. Furthermore, a bank can help residents of Quincy, MA to protect their assets by offering insurance products such as life, home, and auto insurance. Overall, a bank can be a valuable resource for residents of Quincy, MA, helping them to achieve their financial goals and secure their future.

Insurance Broker

Residents of Quincy, MA can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents navigate the complexities of the healthcare system by identifying the most suitable health insurance plans that cater to their specific needs. Given that Quincy, MA has a diverse population with varying healthcare needs, an insurance broker can help residents find the best healthcare plans that cover their medical expenses adequately. Furthermore, an insurance broker can assist residents in finding the most affordable car insurance policies that meet the state's minimum requirements. This is particularly crucial for Quincy, MA residents who rely on their cars to commute to work or school as car accidents are a common occurrence in the area. Overall, an insurance broker can provide Quincy, MA residents with the peace of mind that comes with having the right insurance coverage to protect their assets and health.

Wealth Management

Residents of Quincy, MA could benefit from a wealth manager in several ways. Firstly, a wealth manager can help residents of Quincy, MA in creating a comprehensive financial plan that aligns with their goals and objectives. This is particularly important given that Quincy, MA has a diverse population with varying financial needs and priorities. Secondly, a wealth manager can provide personalized investment advice that takes into account the unique characteristics of the Quincy, MA market. For example, the real estate market in Quincy, MA has been growing rapidly in recent years, and a wealth manager can help residents navigate this market and make informed investment decisions. Lastly, a wealth manager can offer guidance on tax planning, estate planning, and retirement planning, which are all critical aspects of financial planning that can be complex and confusing for many residents of Quincy, MA. Overall, a wealth manager can provide invaluable support to residents of Quincy, MA in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Quincy, MA could benefit from the guidance of a financial advisor in a variety of ways. For instance, with the city's median home value being $514,000, a financial advisor could help residents navigate the complexities of the local real estate market, providing advice on mortgages, refinancing, and home equity loans. Additionally, Quincy is home to a significant number of small businesses, and a financial advisor could help entrepreneurs establish a solid financial foundation, from creating a business plan to managing cash flow. Furthermore, with the cost of living in Quincy being 27% higher than the national average, a financial advisor could assist residents in creating a budget, reducing debt, and saving for retirement. Overall, a financial advisor could provide invaluable support to Quincy residents as they navigate the unique financial challenges of living in this vibrant city.

Mortgage Loan Officer

Residents of Quincy, MA can benefit from the services of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. Additionally, loan officers can provide valuable advice on the various mortgage options available, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their financial situation. Furthermore, given that Quincy is a coastal city, a loan officer can also assist residents in securing a mortgage for a beachfront property, which may involve additional considerations such as flood insurance. Overall, the expertise and guidance of a mortgage loan officer can be invaluable for Quincy residents seeking to purchase a home or investment property in the area.

Tax Services

Residents of Quincy, MA can greatly benefit from the expertise of a tax advisor. With the city's diverse population and thriving economy, tax laws and regulations can be complex and overwhelming. A tax advisor can provide guidance on how to maximize deductions, minimize tax liability, and ensure compliance with local, state, and federal tax laws. Furthermore, with Quincy's proximity to Boston and its status as a hub for technology and healthcare industries, tax advisors can help residents navigate the intricacies of tax planning for investments, stock options, and retirement accounts. In addition, with the recent changes in tax laws, such as the Tax Cuts and Jobs Act, residents of Quincy may need assistance in understanding how these changes impact their tax situation. A tax advisor can provide valuable insight and help residents make informed decisions to optimize their financial well-being.

Estate Planning Lawyer

Residents of Quincy, MA can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can help residents of Quincy develop a comprehensive estate plan that addresses their unique needs and preferences. This plan can include drafting a will or trust, establishing a healthcare proxy, and creating a power of attorney. Additionally, an estate planning lawyer can help Quincy residents navigate the complex tax laws that govern estates and minimize the tax burden on their heirs. Furthermore, given Quincy's rich history and diverse population, an estate planning lawyer can provide culturally sensitive advice and guidance to residents with unique family structures, such as blended families or families with non-traditional relationships. Overall, an estate planning lawyer can provide invaluable support to Quincy residents as they plan for their future and ensure that their assets are distributed according to their wishes.

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