Best Financial Advisors in Norfolk County, MA

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List of Firms

Norfolk County, MA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sean P Hogan
Location 24 N Main St, Sherborn, MA 01770, USA
Phone (617) 738-0008
Language https://www.edwardjones.com/us-en/financial-advisor/sean-hogan
Directions
Edward Jones - Financial Advisor: Brian E Smith, CFP®|AAMS™
Location 30 Mechanic St Suite 1, Foxborough, MA 02035, USA
Phone (508) 543-8885
Language https://www.edwardjones.com/us-en/financial-advisor/brian-smith3
Directions
Client Priority Financial Advisors LLC
Location 105 High St, Needham, MA 02494, USA
Phone (617) 980-9880
Language http://www.clientpriority.com/
Directions
Longtide Financial Partners LLC
Location 858 Washington St suite 202 suite 202, Dedham, MA 02026, USA
Phone (781) 461-6886
Language http://www.longtide.com/
Directions
New Shore Financial, LLC
Location 513 South St Suite 201, Wrentham, MA 02093, USA
Phone (617) 699-6585
Language https://newshorefinancial.com/
Directions
Statera Financial LLC
5 out of 5
Location 713 East St, Walpole, MA 02081, USA
Phone (781) 540-1733
Language http://www.staterafinancial.com/
Directions
Carson Wealth
Location 16 Chestnut St Suite 111, Foxborough, MA 02035, USA
Phone (508) 850-3965
Language https://www.carsonwealth.com/locations/foxborough-ma/
Directions
Kevin P Meredith - Financial Advisor, Ameriprise Financial Services, LLC
1 out of 5
Location 869 Main St Ste 6, Walpole, MA 02081, USA
Phone (508) 660-2332
Language https://www.ameripriseadvisors.com/kevin.p.meredith/?cid=IP_local_google
Directions
Mark S Cohen Certified Financial
Location 64 Medway St, Norfolk, MA 02056, USA
Phone (508) 553-9599
Directions
Financial Advisors in Norfolk County, MA

Where Certified Financial Advisors in Norfolk County, MA Serve

Norfolk County, located in eastern Massachusetts, is a diverse and dynamic area boasting a rich history and vibrant culture. Home to a number of notable landmarks, including the iconic Foxboro Stadium and the renowned Franklin Park Zoo, this county is a hub of activity and excitement. With top employers such as the prestigious Massachusetts General Hospital and the world-renowned Dunkin' Brands, Norfolk County is a thriving economic center. Major highways and streets, such as Route 1 and Route 95, connect the county to neighboring areas and provide easy access to the bustling city of Boston. From the charming neighborhoods of Brookline and Needham to the bustling city of Quincy, Norfolk County is a diverse and exciting place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Norfolk County, MA can greatly benefit from the guidance of a financial advisor. With a median household income of $95,000, many families in the area have significant assets that they want to protect and grow. A financial advisor can help these families create a comprehensive financial plan that takes into account their unique goals and circumstances. For example, a financial advisor can help families in Norfolk County plan for their children's college education, which is particularly important given the high cost of tuition in the area. Additionally, a financial advisor can help residents of Norfolk County navigate the complex world of retirement planning, ensuring that they have enough saved to enjoy a comfortable retirement. Overall, a financial advisor can provide valuable guidance and peace of mind to families in Norfolk County, helping them achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Norfolk County, MA can benefit from the services of an insurance broker in a variety of ways. One specific benefit for Norfolk County residents is the broker's knowledge of the local healthcare providers and insurance plans. With a broker's help, residents can find an insurance plan that covers the healthcare providers they prefer and is accepted by those providers. Additionally, brokers can help residents navigate the often-confusing world of insurance, ensuring that they are getting the coverage they need at a price they can afford. Whether it's finding the right plan for a family or helping a small business owner provide insurance for their employees, an insurance broker can make a big difference for residents of Norfolk County, MA.

Retirement Planning

Residents of Norfolk County, MA can benefit from the services of a retirement planner in a variety of ways. One of the most common ways is by creating a customized retirement plan that takes into account their unique financial situation, goals, and needs. This can help ensure that they have enough money saved for retirement and can enjoy their golden years without financial stress. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning. In Norfolk County specifically, a retirement planner can help residents navigate the high cost of living and housing expenses in the area, which can be a challenge for those on a fixed income. By working with a retirement planner, residents can feel confident that they are making the most of their retirement savings and are prepared for any financial challenges that may arise.

Wealth Management

Residents of Norfolk County, MA can benefit greatly from the services of a wealth manager. A wealth manager can help individuals and families in Norfolk County to achieve their financial goals and secure their financial future. With the high cost of living in Norfolk County, many residents struggle to save enough money for retirement or to pay for their children's education. A wealth manager can provide guidance on investment strategies, tax planning, and estate planning to help residents of Norfolk County build wealth and protect their assets. Additionally, a wealth manager can help residents navigate the local real estate market, which can be especially challenging in a county with a growing population and limited housing supply. Overall, a wealth manager can provide valuable support and advice to residents of Norfolk County, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Norfolk County, MA could benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to save up enough money for a down payment on a home. A mortgage loan officer can help these individuals explore their options for financing a home purchase, including various loan programs and down payment assistance programs. Additionally, Norfolk County is home to many military families due to its proximity to several military bases. A mortgage loan officer can provide specialized assistance to these families, including VA loan options and guidance on navigating the unique challenges of military relocation. Overall, a mortgage loan officer can be an invaluable resource for residents of Norfolk County looking to achieve their dream of homeownership.

Tax Services

Residents of Norfolk County, MA can benefit from the expertise of a tax advisor in a variety of ways. One specific issue that residents may face is navigating the state's complex tax laws. Massachusetts has its own set of tax laws and regulations that can be confusing for taxpayers. A tax advisor can help residents understand the state's tax code and ensure that they are taking advantage of all available deductions and credits. Additionally, residents who own property in Norfolk County may benefit from the advice of a tax advisor when it comes to property taxes. With the help of a tax advisor, residents can ensure that they are paying the correct amount of taxes on their property and that they are not overpaying. Overall, a tax advisor can provide valuable guidance and assistance to residents of Norfolk County, MA, helping them navigate the complexities of the state's tax system and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Norfolk County, MA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan that outlines how a person's assets will be distributed after they pass away. In Norfolk County, where the cost of living is higher than the national average, having a solid estate plan in place can help ensure that loved ones are taken care of and that assets are distributed in a way that minimizes tax liabilities. An estate planning lawyer can also help with other important matters, such as setting up trusts, establishing guardianships for minor children, and planning for long-term care. By working with an estate planning lawyer, residents of Norfolk County can have peace of mind knowing that their wishes will be carried out and their loved ones will be protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Norfolk County, MA

A financial advisor in Norfolk County, MA can provide a range of financial advising services to clients. They can offer personalized investment advice, create financial plans, and provide guidance on retirement planning. Additionally, they can help clients navigate complex tax laws and optimize their tax strategies. One specific aspect of Norfolk County, MA that financial advisors must consider is the high cost of living in the area. This means that clients may need to save more aggressively for retirement and may require more comprehensive financial planning to ensure they can achieve their financial goals. Furthermore, the county's proximity to Boston means that clients may have unique investment opportunities and challenges that require specialized knowledge and experience. Overall, a financial advisor in Norfolk County, MA can provide valuable expertise and guidance to help clients achieve financial success in a complex and dynamic environment.

Norfolk County, MA is the optimal location to obtain financial advising due to its diverse range of financial institutions and knowledgeable professionals. The county is home to a plethora of reputable banks, credit unions, and financial planning firms, each offering unique and tailored services to meet the needs of its clients. Furthermore, Norfolk County boasts a high concentration of financial experts, including certified financial planners, wealth managers, and investment advisors, who possess a wealth of knowledge and experience in the field. With such a vast array of resources available, individuals seeking financial guidance can rest assured that they will receive top-notch advice and support. Whether it be retirement planning, investment management, or debt consolidation, Norfolk County has the expertise and resources to help individuals achieve their financial goals.