Dukes County, MA Financial Advisors and Resources

Financial Advisor Firms in Dukes County, MA



(508) 693-8850

496 State Rd

West Tisbury, MA 2575

SEC#: 801-112370
Years in Business: 3 years

How Retirement-Friendly is Dukes County, MA?

  • Population: 17,312
  • % of Population 62 Years and Over: 28.7%
  • Average Home Value: $681,200
  • Average Monthly Housing Cost: $1,610
  • Average Household Income: $107,446
  • 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.)

Dukes County, MA Financial Advisor FAQs

A financial advisor acts as a fiduciary, which means they are legally bound to act in the best interests of an individual or company. They help clients understand investments, retirement savings plans, insurance coverage, and other financial areas that could have tax implications for their income.
Yes. Many people enter retirement without a plan and find themselves in trouble later on.
In choosing a financial advisor, it's important to know what type of advisor you're looking for.
Financial advisors get paid by the client, and their fee can vary based on a number of factors.