Retirement Planning in Rockport, MA

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Top Retirement Planners in Rockport, MA

Northeast Planning Associates, Inc.
SEC File# 801-110475
CRD# 131406
5 out of 5
Location 2 Forrester St, Newburyport, MA 01950, USA
Phone (978) 465-1483
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Safe Port Financial Associates LLC.
Location 108 E Main St, Gloucester, MA 01930, USA
Phone (978) 281-6600
Robert Krause - Prudential Financial
Location 23 Whistlestop Mall, Rockport, MA 01966, USA
Phone (978) 546-5135
Retirement Planning in Rockport, MA

About Rockport, MA for Those Planning to Retire

Rockport, MA is a small town located on the North Shore of Massachusetts. The town is best known for its art galleries, restaurants, and beaches. Some of the town's landmarks include the Rockport Art Association Museum, Rocky Neck Art Colony, and Abbott Park. The top employers in Rockport are typically small businesses. Major highways and streets in Rockport include Route 128 and Route 1A. The town's neighborhoods include Bearskin Neck, Gloucester Point, and Stage Fort Park.

Other Financial Planning Services for Retirement

Banks and Credit Unions

There are several banks and credit unions in Rockport, MA that offer a variety of products and services to meet the needs of its residents. Residents can take advantage of checking and savings accounts, loans, mortgages, and other financial products. In addition, many of these institutions offer online banking and other electronic services that make it easy for people to manage their money on the go.

Estate Planning Lawyer

Living in Rockport, MA comes with a lot of benefits, from the beautiful scenery to the close-knit community. However, one thing that Rockport residents may not have considered is the importance of estate planning. An estate planning lawyer can help you create a plan that will protect your loved ones and your assets in the event of your death or incapacitation.

Mortgage Loan Officer

If you're a resident of Rockport, MA and are in need of a mortgage loan, it's important to work with a qualified loan officer. A good loan officer will take the time to understand your unique situation and needs, and will work diligently to find the best mortgage product for you. They can also help you avoid common mistakes that can cost you money down the road.

Wealth Management

Living in Rockport, MA comes with its own unique set of benefits and drawbacks. While the seaside community is picturesque and offers a wealth of outdoor activities, it can also be expensive to live there. Property taxes are high, and many residents commute into Boston for work.For those who want to take advantage of everything Rockport has to offer while still managing their money responsibly, working with a wealth manager is a great option. A wealth manager can help you make the most of your income by creating a budget tailored specifically to your needs and goals. They can also help you invest your money wisely so that it grows over time.If you're looking for more financial security and peace of mind, working with a wealth manager may be the right choice for you.

Financial Advisor

Rockport, MA is a coastal community that offers its residents a relaxed lifestyle and plenty of outdoor activities. However, its residents can also benefit from working with a financial advisor to make the most of their money.A financial advisor can help Rockport residents save for retirement, invest in stocks and mutual funds, and plan for major expenses such as college tuition. Financial advisors can also help protect against unexpected events such as job loss or illness.Rockport residents who are looking for assistance in managing their finances should consider working with a local financial advisor. Advisors can provide one-on-one guidance and customized advice based on each individual's unique needs and goals.

Insurance Broker

Living in Rockport, MA comes with its own unique set of risks. Each year, the people of Rockport face a variety of risks ranging from coastal storms to fires. That's why it's important for everyone who lives in Rockport to have an insurance broker. An insurance broker can help you find the best insurance policy to protect your home and your family. They can also help you recover from any disasters that might strike.

Tax Services

Rockport, MA is a town located on the North Shore of Massachusetts. It's known for its rocky coastline, art galleries, and antique shops. While Rockport is a beautiful place to live, it also has a high cost of living. This can make it difficult for residents to manage their finances and file their taxes correctly. That's where working with a tax accountant in your area can help. A good tax accountant will be able to help you understand your financial situation and file your taxes correctly, so that you can keep more of your hard-earned money.


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