Gloucester, MA Financial Advisors and Resources



Financial Advisor Firms in Gloucester, MA


WERNAU ASSET MANAGEMENT

Website

(617) 871-0029

30 Western Ave
Suite 206
Gloucester, MA 1930

SEC#: 801-118713
Years in Business: 1 years

GOOD HARBOR ADVISORS, INC.

Website

(978) 515-7119

1 Blackburn Drive

Gloucester, MA 1930

SEC#: 801-112632
Years in Business: 3 years

OUTFITTER FINANCIAL

Website

(978) 865-3787

33 Commercial Street
3rd Floor
Gloucester, MA 1930

SEC#: 801-112316
Years in Business: 3 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 921-4107

160 Main Street

Gloucester, MA 1930

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

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 675-9941

5 Haskell Street

Gloucester, MA 1930

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

CITIZENS SECURITIES, INC.

Website

(978) 283-0610

147 Main Street
Ms: Ma-745
Gloucester, MA 1930

SEC#: 801-61902
Years in Business: 18 years

VALMARK ADVISERS INC

Website

(978) 283-0748

3 Heritage Way
Suite 2
Gloucester, MA 1930

SEC#: 801-55564
Years in Business: 23 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 675-9941

5 Haskell Street

Gloucester, MA 1930

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

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 675-9941

5 Haskell Street

Gloucester, MA 1930

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


How Retirement-Friendly is Gloucester, MA?

  • Population: 30,162
  • % of Population 62 Years and Over: 29.6%
  • Average Home Value: $420,100
  • Average Monthly Housing Cost: $1,468
  • Average Household Income: $96,980
  • 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.)


Gloucester, MA Financial Advisor FAQs

It's a good idea to seek the advice of a financial advisor. If you're not very knowledgeable about sound investment or savings practices, these professionals can help you avoid making poor decisions that may cost you in the long run.
Financial advisors help their clients plan for major financial commitments like buying a house, getting married, saving for retirement, and preparing to send children to college. Some advisers end up advising people on everything that could impact their long-term financial security including taxes and social security.
Financial advisors are paid on many basis points gained, meaning if their commission is 2% of assets or operations under management, they get compensation when the advisor brings in 2%.
It's important to choose someone who is experienced and understands your needs, as well as those of your family. There are many credentials an advisor might have, but the most important factors you should take into account when getting started are their professionalism and ethics.