Ipswich, MA Financial Advisors and Resources



Financial Advisor Firms in Ipswich, MA


IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Website

(978) 356-6333

53 S. Main Street

Ipswich, MA 1938

SEC#: 801-26465
Years in Business: 35 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(978) 675-9941

143 High St

Ipswich, MA 1938

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

R.W. ROGE & COMPANY, INC

Website

(631) 218-0077

25 Market Street
First Floor, Suite 112
Ipswich, MA 1938

SEC#: 801-28012
Years in Business: 35 years


How Retirement-Friendly is Ipswich, MA?

  • Population: 4,699
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $427,700
  • Average Monthly Housing Cost: $1,342
  • Average Household Income: $89,351
  • 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.)


Ipswich, MA Financial Advisor FAQs

The most common form of compensation offered to financial advisors is a percentage of assets under management, which varies according to the services rendered.
If this is a situation in which you have the ability to choose, it is recommended that you fully research 3-5 advisors and narrow it down to those with a solid track record. Ask them for copies of statements from portfolios they’ve managed that are nearly identical to your holdings. Interview them on the phone or schedule in-person consultations. Inquire about how much money you’ll need to invest, when, and what level of risk you should be comfortable with adjusting accordingly.
If you want sound, objective advice on what you should be doing with your money today and beyond, getting a financial advisor would be the best choice.
A large number of companies offer retirement plans through their human resource benefits department to their employees. If your employer offers this service, you may want to speak to someone within that department (i.e., recruiters) who will be able to provide advice on things like investing strategies or types of funds.