Lenox, MA Financial Advisors and Resources



Financial Advisor Firms in Lenox, MA


RENAISSANCE INVESTMENT GROUP, LLC

Website

(413) 445-2481

55 Pittsfield Road, Suite 1A

Lenox, MA 1240

SEC#: 801-71391
Years in Business: 11 years

APELLA CAPITAL, LLC

Website

(413) 637-2900

5 Walker Street

Lenox, MA 1240

SEC#: 801-79650
Years in Business: 7 years

BLUE SPARK CAPITAL ADVISORS LLC

Website

(413) 551-7000

93 Church St

Lenox, MA 1240

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

APELLA CAPITAL, LLC

Website

(413) 637-2900

5 Walker Street

Lenox, MA 1240

SEC#: 801-79650
Years in Business: 7 years


How Retirement-Friendly is Lenox, MA?

  • Population: 1,899
  • % of Population 62 Years and Over: 48.9%
  • Average Home Value: $317,600
  • Average Monthly Housing Cost: $893
  • Average Household Income: $89,605
  • 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.)


Lenox, MA Financial Advisor FAQs

Financial advisors are professionals who help individuals with optimizing their financial lives by making wise decisions about investments, retirement savings, insurance policies, and more. Choosing a financial advisor is an important decision that can have long-term consequences on your finances--you should take some time to explore the information online about the advisors you are considering hiring before deciding which one to work with.
Finding someone who could work with you would be through referrals from friends, doing an internet search, calling a business directory service or speaking with a family member who has experience in this area.
Yes, everyone needs a financial plan because it covers all aspects of your life. A financial plan includes not only the what and how much money should be saved or invested but also the when, where and why that money should be spent or released.
If you have a sizable amount of assets to invest, or already have investments for retirement, then hiring a financial advisor is really going to help you avoid making costly mistakes that might not only hurt your finances in the short term but also in the long run.