Pittsfield, MA Financial Advisors and Resources



Financial Advisor Firms in Pittsfield, MA


WILLOW

Website

(413) 236-2980

101 Hawthorne Avenue

Pittsfield, MA 1201

SEC#: 801-70407
Years in Business: 12 years

ENVISION FINANCIAL TRANSPARENCY, LLC

Website

(413) 443-9122

809 North Street

Pittsfield, MA 1201

SEC#: 801-113605
Years in Business: 3 years


How Retirement-Friendly is Pittsfield, MA?

  • Population: 42,766
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $170,000
  • Average Monthly Housing Cost: $1,003
  • Average Household Income: $69,764
  • 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.)


Pittsfield, MA Financial Advisor FAQs

The best way to find an advisor is through a referral that has built trust with you. You will want someone who has experience in your finances and sector of interest. A good place to start your search would be the FINRA website where advisors must register, but it wouldn't hurt to also consider referrals from friends and family members.
A financial advisor is a professional who provides advice and guidance on investment products, retirement planning, tax strategy, insurance planning, estate planning and more.
There are some financial advisors who offer fee-only services in which you pay them for their expertise in managing your finances - that payment comes only when you buy or sell something like stocks or real estate because that's when they could make money off of commissions.
Furthermore, if you feel woefully uneducated on the topic of personal finance and investments then it's probably safe to assume that an advisor could serve as a great resource for acquiring new information and sound advice.