Needham, MA Financial Advisors and Resources



Financial Advisor Firms in Needham, MA


COMMONS CAPITAL ADVISORS, LLC

Website

(617) 431-7200

254 Second Avenue
Suite 130
Needham, MA 2494

SEC#: 801-113208
Years in Business: 3 years

FORNESS FINANCIAL LLC

Website

(781) 400-2604

105 Chestnut Street
Suite 12
Needham, MA 2492

SEC#: 801-112637
Years in Business: 3 years

TRAUB CAPITAL MANAGEMENT

Website

(781) 453-3929

97 Chapel St
Suite 7
Needham, MA 2492

SEC#: 801-70068
Years in Business: 12 years

GOODMAN ADVISORY GROUP, LLC

Website

(781) 559-0320

197 First Avenue
Suite 130
Needham, MA 2494

SEC#: 801-108671
Years in Business: 4 years

STAGE HARBOR FINANCIAL

Website

(781) 934-3130

197 First Avenue
Suite 220
Needham, MA 2494

SEC#: 801-112359
Years in Business: 3 years

BEAUMONT FINANCIAL PARTNERS LLC

Website

(781) 400-2800

250 1st Avenue
Suite 101
Needham, MA 2494

SEC#: 801-57100
Years in Business: 21 years

CENTERPOINT ADVISORS, LLC

Website

(781) 400-1748

175 Highland Avenue
Suite 302
Needham, MA 2494

SEC#: 801-72619
Years in Business: 10 years

FSA WEALTH MANAGEMENT, LLC

Website

(781) 455-1020

144 Gould Street
Suite 120
Needham, MA 2494

SEC#: 801-110991
Years in Business: 4 years

BEAUMONT CAPITAL MANAGEMENT, LLC

Website

(888) 777-0535

75 2nd Avenue
Suite 700
Needham, MA 2494

SEC#: 801-117772
Years in Business: 1 years


How Retirement-Friendly is Needham, MA?

  • Population: 30,970
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $889,900
  • Average Monthly Housing Cost: $2,455
  • Average Household Income: $223,894
  • 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.)


Needham, MA Financial Advisor FAQs

There are many good advisors out there, so the first thing you need to do is figure out what areas of your finances they specialize in. Once you've chosen someone that specializes in the area(s) that's important to you, ask them to give you some testimonials of their work. See if they're held to any regulations and talk about how much it will cost for consults with them.
Financial advisors are specialists in all aspects of personal finance. A financial advisor assists clients with achieving specific goals, often using investment strategies including investment management or retirement planning.
Generally, there are two main business models for financial advisors. Options include charging an hourly rate or commission-based payment.
A good place to start is by research and narrowing your choices. There are a lot of online tools you can use in addition to calling several financial advisors and asking them questions about their services or even meeting with them face-to-face.