Haverhill, MA Financial Advisors and Resources



Financial Advisor Firms in Haverhill, MA


BEATON MANAGEMENT CO INC

Website

(978) 372-3008

150 Summer Street

Haverhill, MA 1830

SEC#: 801-22549
Years in Business: 37 years

TRUST ADVISORY GROUP LTD

Website

(978) 994-3533

10 Phoenix Row

Haverhill, MA 1832

SEC#: 801-46919
Years in Business: 27 years

TRUST ADVISORY GROUP LTD

Website

(978) 372-0965

150 Summer Street

Haverhill, MA 1830

SEC#: 801-46919
Years in Business: 27 years


How Retirement-Friendly is Haverhill, MA?

  • Population: 63,533
  • % of Population 62 Years and Over: 16%
  • Average Home Value: $304,400
  • Average Monthly Housing Cost: $1,411
  • Average Household Income: $86,187
  • 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.)


Haverhill, MA Financial Advisor FAQs

There is not always a set monthly fee for financial advisors. Some may seek an hourly fee per meeting, while others may charge a percentage of assets in the account.
A financial advisor can help people make smart decisions about their money, which in turn can lead to better access to other services like buying a home or investing for retirement. Anyone who has significant assets, joint bank account holdership, or an inability to manage their finances on their own should consider talking with a qualified financial advisor.
What are the long-term goals for this account? Do you have any other accounts or investments that I should look into or diversify my funds across in order to minimize my overall risk and maximize potential returns?
Financial advisors get paid in many ways. They can charge by the hour or receive a flat fee for completing certain specified tasks, like developing a financial plan, developing an investment portfolio, managing an investment portfolio, and/or offering individual financial planning advice.