Barnstable County, MA Financial Advisors and Resources



Financial Advisor Firms in Barnstable County, MA


BEACON FINANCIAL PLANNING OF CAPE COD

Website

(508) 790-7039

72 Pine Street

Hyannis, MA 2601

SEC#: 801-113811
Years in Business: 3 years

ASSET MANAGEMENT RESOURCES, LLC

Website

(508) 771-8900

1060 Falmouth Road
Suite B-2
Hyannis, MA 2601

SEC#: 801-107394
Years in Business: 5 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 4 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 4 years

INFINEX INVESTMENTS, INC.

Website

(508) 771-7620

171 Falmouth Road

Hyannis, MA 2601

SEC#: 801-67242
Years in Business: 14 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 4 years

WEST BRANCH CAPITAL LLC

Website

(508) 255-9800

100 Independence Drive
Suite 7-123
Hyannis, MA 2601

SEC#: 801-78332
Years in Business: 8 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(508) 815-3186

100 Independence Drive
Suite 7
Hyannis, MA 2601

SEC#: 801-71997
Years in Business: 10 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

724 Main Street
Suite B
Hyannis, MA 2601

SEC#: 801-108679
Years in Business: 4 years


How Retirement-Friendly is Barnstable County, MA?

  • Population: 213,496
  • % of Population 62 Years and Over: 35.5%
  • Average Home Value: $382,000
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $99,954
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)


Barnstable County, MA Financial Advisor FAQs

Yes. You should always have a financial advisor because without one, your newly-immaculate earnings are just going to be wasted on unnecessary things you could have avoided had you been aware of the profit margins.
Financial advisors help their clients minimize the taxes they owe, by utilizing strategies such as managing taxable income and reducing potential capital gains.
The overarching factor is assessing the person's education and certification in advance before working with them. You will also want to dig into what certificates or licenses they hold for investments management.
First, make sure that you understand your goals and agree with them before starting an advisory relationship. Rather than have a broker or advisor work for you, set out to find a broker or advisor who is aligned with your financial goals. The first step of this process is to create a vision statement that will serve as the guiding touchstone for you and your chosen advisor(s).