Find a Financial Advisor in Falmouth, MA

 

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

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We Only Work With The Best Falmouth 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 Falmouth, MA


  • Financial Advisor Close to Falmouth, 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 Falmouth, 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 Falmouth, MA

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

  • Population: 3,540
  • % of Population 62 Years and Over: 50.9%
  • Average Home Value: $546,500
  • Average Monthly Housing Cost: $987
  • Average Household Income: $85,066
  • 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 Falmouth, MA

 

MICHAEL J. CREW, INVESTMENT ADVISOR

Website

(508) 548-2218

205 Worcester Court
C3
Falmouth, MA 2540

SEC#: 801-19835
Years in Business: 38 years

PINNEY & SCOFIELD, INC.

Website

(617) 492-6223

39 Old Homestead Rd

Falmouth, MA 2540

SEC#: 801-23657
Years in Business: 36 years

FIRST NATIONAL CORPORATION

Website

(508) 495-9555

20 Academy Lane

Falmouth, MA 2540

SEC#: 801-66086
Years in Business: 15 years

FORTE CAPITAL LLC

Website

(585) 586-8100

85 Hudson Street

Falmouth, MA 2536

SEC#: 801-55817
Years in Business: 23 years

FORTE CAPITAL LLC

Website

(585) 586-8100

85 Hudson Street

Falmouth, MA 2536

SEC#: 801-55817
Years in Business: 23 years

CROWN CAPITAL SECURITIES, L.P.

Website

(508) 495-1117

14 Nye Rd.

Falmouth, MA 2540

SEC#: 801-57663
Years in Business: 21 years

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Website

(508) 684-4161

397 Palmer Ave

Falmouth, MA 2540

SEC#: 801-112370
Years in Business: 3 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(508) 563-5601

350 Gifford St
Suite W-22
Falmouth, MA 2540

SEC#: 801-71997
Years in Business: 11 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(508) 563-5601

350 Gifford St
Suite W-22
Falmouth, MA 2540

SEC#: 801-71997
Years in Business: 11 years

 


Falmouth, MA Financial Advisor FAQs

The best way to find the right financial advisor for your needs is to ask friends, family members, or others in your community who they recommend. Next, you'll want to get referrals from these referrals and search on line for more qualified candidates. It's important to identify someone that has credentials that are good enough for the level of risk that fits your needs.
A financial advisor does what they can to make sure you are making the best decision for your future financial security. They compare different investments, give advice on how much you should save and talk through your options for loans or credit cards.
Choosing a financial advisor should be based on your needs and style. Different advisors work with people looking for aggressive growth, retirement funds, college tuition savings, and more.
Yes. A financial advisor can ensure that you are taking the necessary steps to keep yourself on track by handing all aspects of your financial life. If properly educated, a qualified financial advisor can help to plan for future expenses and make sure that both short-term goals and long-term goals are met.