Fall River, MA Financial Advisors and Resources



Financial Advisor Firms in Fall River, MA


SUCCESSFUL MONEY STRATEGIES INC

Website

(508) 730-2300

10 North Main Street

Fall River, MA 2720

SEC#: 801-43656
Years in Business: 28 years


How Retirement-Friendly is Fall River, MA?

  • Population: 89,388
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $253,300
  • Average Monthly Housing Cost: $862
  • Average Household Income: $57,807
  • 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.)


Fall River, MA Financial Advisor FAQs

Financial advisors get paid in many different ways. It's important to know whether an advisor charges a fee-based, commission-based, or fee and commission based system before investing with them.
Search the website for Securities and Exchange Commission. They offer a search tool that will help in selecting a qualified professional, and provide contact information to verify their suitability.
Looking for a financial advisor is no easy task. It's important to find one that aligns with your values and has experience in the areas you would like them to specialize in.
If you are unsure about your personal finance situation or how to set goals in certain areas like retirement, then seeking the assistance of someone who specializes in these fields for further guidance can be helpful.