Essex, MA Financial Advisors and Resources



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


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.)


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.