Find a Financial Advisor in Marlborough, MA

 

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We did the hard work of finding trustworthy partners in Marlborough, MA.

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We Only Work With The Best Marlborough Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Marlborough, MA


  • Financial Advisor Close to Marlborough, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Marlborough, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Marlborough, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Marlborough financial advisors.
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How Retirement-Friendly is Marlborough, MA?

  • Population: 39,736
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $356,600
  • Average Monthly Housing Cost: $1,626
  • Average Household Income: $102,739
  • 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.)



The Top Financial Advisor Firms in Marlborough, MA

 

TRITON FINANCIAL GROUP, INC.

Website

(508) 480-8383

61 Florence Street

Marlborough, MA 1752

SEC#: 801-110006
Years in Business: 4 years

FERRIS CAPITAL, LLC

Website

(508) 281-5200

325 Donald Lynch Blvd.
Suite 200
Marlborough, MA 1752

SEC#: 801-76607
Years in Business: 9 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 787-5132

200 Main Street

Marlborough, MA 1752

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

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 787-5128

200 Main Street

Marlborough, MA 1752

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

BCU WEALTH ADVISORS, LLC

Website

(847) 932-8007

100 Boston Scientic Way

Marlborough, MA 1752

SEC#: 801-81122
Years in Business: 6 years

BCU WEALTH ADVISORS, LLC

Website

(847) 932-8007

100 Boston Scientic Way

Marlborough, MA 1752

SEC#: 801-81122
Years in Business: 6 years

MARSHFIELD ASSOCIATES, INC.

Website

(508) 786-1922

241 Boston Post Road, West

Marlborough, MA 1752

SEC#: 801-70275
Years in Business: 12 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 787-5128

200 Main Street

Marlborough, MA 1752

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

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 787-5128

200 Main Street

Marlborough, MA 1752

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

 


Marlborough, MA Financial Advisor FAQs

It depends on your situation. It's advised that people with a significant amount of assets should seek the help of a financial advisor, as they have expertise in evaluating and monitoring risk, which is what can make or break wealth over time. If you don't have a high net worth, you might not need to hire one off the bat, but it's wise to talk with a financial planner before making any decisions for retirement planning or investing your money.
Financial advisors charge varying rates depending on their experience and the services they provide.
A financial advisor helps individuals and families with their particular needs by assessing risk, providing advice, making recommendations on investments or other assets that could help towards achieving your objectives, and by maintaining records.
The specific ways in which they get paid vary but the most common form is commissions. This means they receive a commission for doing something like selling an investment product ( e.g., stocks) or insurance policy (e.g., life insurance).