Great Barrington, MA Financial Advisors and Resources



Financial Advisor Firms in Great Barrington, MA


ROCKINGSTONE ADVISORS

Website

(212) 430-2240

292 Main Street
Suite 32
Great Barrington, MA 1230

SEC#: 801-77696
Years in Business: 8 years

AMERICAN INVESTMENT SERVICES INC

Website

(888) 528-1216

250 Division Street

Great Barrington, MA 1230

SEC#: 801-14337
Years in Business: 42 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

INTEGRATED ADVISORS NETWORK LLC

Website

(413) 854-8096

314 Main St
Suite 13
Great Barrington, MA 1230

SEC#: 801-96203
Years in Business: 6 years

BLUE SPARK CAPITAL ADVISORS LLC

Website

(413) 551-7000

321 Main St
Suite 205
Great Barrington, MA 1230

SEC#: 801-100499
Years in Business: 6 years


How Retirement-Friendly is Great Barrington, MA?

  • Population: 2,070
  • % of Population 62 Years and Over: 28.3%
  • Average Home Value: $375,600
  • Average Monthly Housing Cost: $1,181
  • Average Household Income: $70,188
  • 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.)


Great Barrington, MA Financial Advisor FAQs

The range of fees varies quite a bit depending upon the complexity and scope of advice given as well as how much work is required to do the job well. Fees can range from $5000 for basic asset management to $20,000 and higher for more comprehensive planning and substantial investment consultations.
The short answer is yes. A financial advisor can help with a number of things that would simplify and streamline your finances including: creating and implementing a personal budget, helping someone with money moves like saving for retirement or buying a home, managing debt, planning for college expenses.
The best way to choose a financial advisor is by talking with other people about their experiences. If you come across someone who had a negative experience with one person, read reviews on the company's site to help prevent the same thing happening to you.
Financial advisors work with people who have a wide range of income levels from those just starting off to those nearing retirement age. Finances are usually the number one stressor for most clients so it is up to an advisor's job description to educate them about how best they can prosper financially.