Essex County, MA Financial Advisors and Resources



Financial Advisor Firms in Essex County, MA


ABBOT FINANCIAL MANAGEMENT, INC

Website

(978) 688-9010

510 Turnpike Street
Ste 101
North Andover, MA 1845

SEC#: 801-19944
Years in Business: 37 years

BRADFORD FINANCIAL SERVICES, INC.

Website

(978) 685-8529

232-234 Sutton Street

North Andover, MA 1845

SEC#: 801-117576
Years in Business: 1 years

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

Website

(978) 975-2559

231 Sutton Street
Suites 2A/2B
North Andover, MA 1845

SEC#: 801-67679
Years in Business: 14 years

BOSTON HILL ADVISORS, LLC

Website

(877) 227-0847

100 Andover Bypass Street
Suite 201
North Andover, MA 1845

SEC#: 801-67048
Years in Business: 15 years

FLYING POINT FINANCIAL, INC.

Website

(978) 975-3000

855 Turnpike Street

North Andover, MA 1845

SEC#: 801-95168
Years in Business: 6 years

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Website

(877) 227-0847

100 Andover Bypass Road
Suite 201
North Andover, MA 1845

SEC#: 801-60301
Years in Business: 20 years

MASSACHUSETTS WEALTH MANAGEMENT, LLC

Website

(978) 685-1050

807 Turnpike Street

North Andover, MA 1845

SEC#: 801-112083
Years in Business: 3 years

HOUSE HANOVER LLC

Website

(978) 794-3366

800 Turnpike Street
Suite 300
North Andover, MA 1845

SEC#: 801-108252
Years in Business: 5 years

BOLTON SECURITIES CORP

Website

(978) 681-0700

2 Johnson Street

North Andover, MA 1845

SEC#: 801-66962
Years in Business: 15 years


How Retirement-Friendly is Essex County, MA?

  • Population: 783,676
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $415,200
  • Average Monthly Housing Cost: $1,558
  • Average Household Income: $109,575
  • 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.)


Essex County, MA Financial Advisor FAQs

To ensure that your financial advisor has your best interests at heart, ask them their credentials.
Financial advisors work on a retainer, hourly, or project-based fee basis. Rates vary depending on the advisor's experience and services offered.
You should first formulate your goals and objectives with respect to your investments. You can then use this as a frame for evaluating the nature of the service you need from a financial advisor. Choose a financial advisor who is aligned with your needs and whose style is most closely resembles yours.
Yes. Responsible advice helps you budget and plan for the future, monitoring your investments and retirement savings, while simultaneously optimizing your income.