Kingston, MA Financial Advisors and Resources

Financial Advisor Firms in Kingston, MA



(888) 797-9009

13 Tremont Street

Kingston, MA 2364

SEC#: 801-117397
Years in Business: 2 years

How Retirement-Friendly is Kingston, MA?

  • Population: 6,278
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $333,200
  • Average Monthly Housing Cost: $1,555
  • Average Household Income: $110,433
  • 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.)

Kingston, MA Financial Advisor FAQs

To find the right advisor, you're going to need to do your research. Read reviews of potential advisors to get an idea of the quality of service they offer. Check out their qualifications and trustworthiness so you can be sure that they will provide good advice for your financial goals. Talk with several advisors about what type of investment might be best for you before making your final selection.
A financial advisor helps individuals and families understand how to plan for their finances, such as retirement and estate planning. They provide clients with knowledge on the markets, funds, securities and types of insurance.
Be sure to find out what his fee structure is like - some advisors charge on a percentage basis, some charge by the hour, and others work on retainer arrangements with clients. Ask for examples or case studies of successful portfolios handled by this professional so you can get an idea of the type of service you might expect.
Many financial advisors get paid when they execute a trade for clients. That is, fees are taken at the time of the execution rather than when money is actually invested.