Marblehead, MA Financial Advisors and Resources



Financial Advisor Firms in Marblehead, MA


HARVEST FUNDS MANAGEMENT, LLC

Website

(781) 639-2750

18 Sewall Street

Marblehead, MA 1945

SEC#: 801-77988
Years in Business: 8 years

LITTLE HARBOR ADVISORS, LLC

Website

(781) 639-3000

30 Doaks Lane

Marblehead, MA 1945

SEC#: 801-78486
Years in Business: 8 years

MOODY ALDRICH PARTNERS, LLC

Website

(781) 639-2750

18 Sewall Street

Marblehead, MA 1945

SEC#: 801-32888
Years in Business: 33 years

APELLA CAPITAL, LLC

Website

(781) 639-0036

51 Atlantic Ave.

Marblehead, MA 1945

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

SENSIBLE MONEY, LLC

Website

(781) 995-3600

44 Maple Street

Marblehead, MA 1945

SEC#: 801-110039
Years in Business: 4 years

FOURSTAR WEALTH ADVISORS, LLC

Website

(800) 888-5164

22 School Street
Suite 4
Marblehead, MA 1945

SEC#: 801-110467
Years in Business: 4 years

CAPITAL ADVISORS GROUP, INC

Website

(617) 630-8100

22 B Atlantic Ave
Suite 270
Marblehead, MA 1945

SEC#: 801-60262
Years in Business: 20 years

APELLA CAPITAL, LLC

Website

(781) 639-0036

51 Atlantic Ave.

Marblehead, MA 1945

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


How Retirement-Friendly is Marblehead, MA?

  • Population: 20,500
  • % of Population 62 Years and Over: 26.6%
  • Average Home Value: $667,100
  • Average Monthly Housing Cost: $1,983
  • Average Household Income: $172,829
  • 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.)


Marblehead, MA Financial Advisor FAQs

Financial advisors provide their clients with expert advice for their financial needs. They can give suggestions on saving or investing money, tax preparation, budgeting, and financial strategies.
Financial advisors are paid in a variety of ways, but the most common by far is commission. The commission may be based on type of mutual fund, so an investor with holdings in stocks might pay the advisor less than one who has built up their portfolio with bonds. The other big chunk of commissions are commissions for things like insurance.
The first question to ask should be what services does the advisor offer. Does the advisor just offer financial advice, or do they advise on managing taxes? What kinds of investments can you recommend? The more services that are offered, the more expensive it will be. The next question is about fees.
It's important to find a financial advisor who can work with your goals. Your goals are what will guide the selection process so it's best not to jump into anything without first thinking it over.