Find a Financial Advisor in Fall River, MA

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Fall River 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 Fall River, MA


  • Financial Advisor Close to Fall River, 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 Fall River, 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 Fall River, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Fall River financial advisors.
  • This field is for validation purposes and should be left unchanged.


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.)



The Top 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: 29 years

 


Fall River, MA Financial Advisor FAQs

Fall River is a city in the United States, located in Bristol County. The population of Fall River was 94,000 at the time of the 2020 United States Census, placing it the state's tenth-largest city. At the mouth of the Taunton River, along the eastern edge of Mount Hope Bay. Lightolier, based in Fall River, Massachusetts, is a major player in the manufacturing industry, with annual revenue of $500.0 million. . It employs 3,000 people and is the area's largest employer. Fall River, Massachusetts is best known for its Fall River Lighthouse. It is also home to several colleges and universities, including the University of Massachusetts Dartmouth. Fall River is a great place to live and work, and it offers something for everyone. Our financial advisors are ready to serve you in Fall River, MA. Fall River is a city in Bristol County, Massachusetts, United States. Located near the mouth of the Taunton River on the eastern edge of Mount Hope Bay, the city rose to prominence as the country's premier textile manufacturing center during the nineteenth century. It is also the only American city with a municipal hall built on top of an interstate highway. Manufacturing firm, Lightolier, employs 3,000 people and is the city's biggest employer. There are many financial advisors close by, and the list below should help you find one that is right for your needs.

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.