Retirement Planning in Waltham, MA

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Top Retirement Planners in Waltham, MA

KSP Financial Consultants
Location 880 Winter St #310, Waltham, MA 02451, USA
Phone (781) 890-6460
Joanna Antonopoulos, Retirement & Financial Planner
Location 201 Jones Rd Suite 620, Waltham, MA 02451, USA
Phone (781) 894-7000
Pension & Wealth Management Advisors
Location 800 South St Suite 160, Waltham, MA 02453, USA
Phone (781) 398-0077
Sensible Financial Planning
SEC File# 801-64149
CRD# 120766
Location 203 Crescent St #404, Waltham, MA 02453, USA
Phone (781) 642-0890
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Retirement Planning in Waltham, MA

About Waltham, MA for Those Planning to Retire

Waltham, MA is a bustling city located in Middlesex County, Massachusetts. The city is home to a plethora of landmarks, including the Charles River Museum of Industry and Innovation, the Gore Place, and the Robert Treat Paine Estate. These landmarks are a testament to the city's rich history and cultural heritage. The city is also home to several top employers, including Raytheon Technologies, Boston Scientific, and Brandeis University. These companies contribute significantly to the city's economy and provide numerous job opportunities for residents. Major highways such as Interstate 95 and Route 2 run through the city, making it easily accessible to commuters. The city's streets are also well-maintained and offer convenient transportation options. Waltham is divided into several neighborhoods, including the South Side, the North Side, and the West End. Each neighborhood has its own unique character and charm, making Waltham a diverse and vibrant city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Waltham, MA could benefit from a bank in numerous ways. Firstly, with the city being home to several prestigious universities, students could take advantage of student loans, credit cards, and other financial services offered by banks. Furthermore, Waltham is known for its diverse population, which means that banks could provide multilingual services to accommodate non-English speakers. Additionally, with the city's proximity to Boston, a major financial hub, residents could take advantage of investment opportunities and financial advice provided by banks. Moreover, Waltham has a thriving business community, and banks could offer business loans, merchant services, and other financial solutions to support local businesses and foster economic growth. Lastly, with the city being prone to harsh winters, banks could provide assistance to residents affected by natural disasters, such as home repair loans and insurance services.

Insurance Broker

Residents of Waltham, MA can benefit greatly from the services of an insurance broker. With the city's diverse population and varying lifestyles, an insurance broker can help individuals navigate the complex world of insurance policies and find the best coverage for their unique needs. From the bustling downtown area to the quiet suburban neighborhoods, an insurance broker can provide tailored solutions for everything from home and auto insurance to health and life insurance. Additionally, with Waltham's proximity to major highways and transportation hubs, an insurance broker can assist with commercial insurance needs for businesses of all sizes. With the help of an experienced insurance broker, residents of Waltham can rest assured that they are fully protected and prepared for any unexpected events that may arise.

Wealth Management

Residents of Waltham, MA can benefit from a wealth manager in numerous ways. Firstly, a wealth manager can help them create and stick to a financial plan that is tailored to their specific needs and goals. This is especially important in Waltham, MA, where the cost of living is higher than the national average, and residents may need to be more strategic with their finances. Additionally, a wealth manager can assist with tax planning, investment management, and retirement planning. With the increasing complexity of the financial landscape, having a professional to guide them through the process can be invaluable. Furthermore, residents can benefit from a wealth manager's expertise in estate planning, which is particularly important in Waltham, MA, where many residents own property and may need help managing their assets. Overall, a wealth manager can provide residents of Waltham, MA with the knowledge and guidance they need to achieve financial stability and security.

Financial Advisor

Waltham, MA is a city with a diverse population and a range of financial needs. A financial advisor could assist residents in a multitude of ways, such as helping them create a personalized budget, providing guidance on investment options, and planning for retirement. With the high cost of living in the Greater Boston area, many residents may struggle to balance their expenses with their income. A financial advisor could help them identify areas where they can cut back on spending or find ways to increase their income, such as taking advantage of local job opportunities. Additionally, Waltham is home to a number of small businesses, and a financial advisor could provide valuable advice on managing cash flow, creating a business plan, and securing funding. Overall, a financial advisor could be an invaluable resource for Waltham residents looking to improve their financial well-being and achieve their long-term goals.

Mortgage Loan Officer

Residents of Waltham, MA can benefit greatly from the services of a mortgage loan officer. With the city's strong economy and diverse population, there are many unique challenges that homebuyers and homeowners face. A skilled loan officer can provide invaluable guidance on navigating the local real estate market and securing the best possible financing options. They can help residents understand the complex regulations and requirements associated with obtaining a mortgage in Massachusetts, including the state's strict zoning laws and environmental regulations. Additionally, loan officers can assist residents in finding creative financing solutions, such as FHA loans or VA loans, that may be better suited to their specific needs. Overall, a mortgage loan officer can be an essential resource for residents of Waltham, MA who are looking to purchase or refinance a home.

Tax Services

Residents of Waltham, MA can benefit from the assistance of a tax advisor in various ways. For instance, they can help with tax planning and preparation, ensuring that individuals and businesses comply with tax laws while minimizing their tax liabilities. Additionally, tax advisors can provide guidance on tax-related issues such as estate planning, retirement planning, and investment strategies. Waltham, MA residents can also benefit from tax advisors' expertise in dealing with the state's tax laws, which can be complex and confusing. For example, Massachusetts is one of the few states that levies a tax on short-term rentals, and tax advisors can help residents navigate this unique tax requirement. Overall, a tax advisor can provide invaluable assistance to Waltham, MA residents in managing their finances and minimizing their tax burdens.

Estate Planning Lawyer

Residents of Waltham, MA can benefit from the expertise of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Waltham, MA, where the cost of living is higher than the national average. An estate planning lawyer can help residents navigate the complexities of Massachusetts estate laws and minimize the tax burden on their beneficiaries. Additionally, an estate planning lawyer can assist with drafting important documents such as wills, trusts, and powers of attorney, which can help protect their assets and ensure their healthcare wishes are respected. In short, an estate planning lawyer can provide invaluable guidance and support to Waltham, MA residents looking to secure their financial future and protect their loved ones.


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