Newburyport, MA Financial Advisors and Resources



Financial Advisor Firms in Newburyport, MA


RESOLUTE FINANCIAL, LLC

Website

(978) 463-8771

102 State Street
Suite E
Newburyport, MA 1950

SEC#: 801-67898
Years in Business: 14 years

THE FINANCIAL ADVISORS, LLC

Website

(978) 463-6660

40R Merrimac Street

Newburyport, MA 1950

SEC#: 801-68921
Years in Business: 13 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(978) 358-8153

7 Prince Pl
Suite 202
Newburyport, MA 1950

SEC#: 801-71997
Years in Business: 10 years

NORTHEAST PLANNING ASSOCIATES, INC.

Website

(978) 465-1483

37 1/2 Forrester Street

Newburyport, MA 1950

SEC#: 801-110475
Years in Business: 4 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(978) 358-8153

7 Prince Pl
Suite 202
Newburyport, MA 1950

SEC#: 801-71997
Years in Business: 10 years


How Retirement-Friendly is Newburyport, MA?

  • Population: 18,077
  • % of Population 62 Years and Over: 26.1%
  • Average Home Value: $549,500
  • Average Monthly Housing Cost: $1,795
  • Average Household Income: $145,502
  • 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.)


Newburyport, MA Financial Advisor FAQs

If you're currently investing your money then it's a good idea to see if a financial advisor can help increase your return somehow or help you better meet your goals. Otherwise, depending on how comfortable and knowledgeable you are with investing already, a brief consultation might be worth it for the know-how and perspective gain.
It really depends on your needs and how much you're willing to spend. Many people find that, over time, they spent less by getting a financial advisor than they would without one.
Financial advisors might offer advice to help you manage your budget, save for the future, plan for retirement, and more. They can help you implement strategies about how to grow your wealth by creating a personal balance of risk based on your priorities.
If you want to better understand the services offered in this area it can be helpful to ask specific questions about their background in the industry, their fees and how they are compensated, in what capacity they plan to work with you, what your financial goals are and more.