Find a Financial Advisor in Essex, MA

 

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We did the hard work of finding trustworthy partners in Essex, MA.

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We Only Work With The Best Essex Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Essex, MA


  • Financial Advisor Close to Essex, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Essex, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Essex, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Essex financial advisors.
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How Retirement-Friendly is Essex, MA?

  • Population: 1,393
  • % of Population 62 Years and Over: 28.6%
  • Average Home Value: $511,800
  • Average Monthly Housing Cost: $1,962
  • Average Household Income: $126,180
  • 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.)



The Top Financial Advisor Firms in Essex, MA

 

EAST COAST ASSET MANAGEMENT, LLC

Website

(978) 801-0860

16 Martin Street

Essex, MA 1929

SEC#: 801-69456
Years in Business: 13 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 675-9941

15 Martin St

Essex, MA 1929

SEC#: 801-80245
Years in Business: 7 years

 


Essex, MA Financial Advisor FAQs

Financial advisors vary in cost. The fee you will pay is based on the financial advisor's experience and what you need help with.
Financial advisors can work at banks, credit unions, insurance companies, brokerage firms, or certain mutual fund firms. Financial advisors are responsible for managing their client's investments and other financial matters. They also offer recommendations on investments or give advice to make the right decisions about financial planning such as college savings accounts and healthcare insurance policies.
What is your strategy for ensuring that my investments will be stable while giving me a reliable return on investment? What are the risks of your suggested investment portfolio? Do you offer investment rebalancing services?
It's not uncommon for people to find themselves in a financial pickle through no fault of their own. Throttled by student loans, car payment interest rates, credit card debt, and trying to save for retirement at the same time. If you're feeling swamped with data and advice from every angle - yes you probably need a good financial advisor to sort through all the available information and help you make decisions based on your personal goals.