Best Financial Advisors in Plymouth, MA

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Plymouth, MA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sandy Childs
Location 225 Water St Suite A205, Plymouth, MA 02360, USA
Phone (774) 343-5449
Language https://www.edwardjones.com/us-en/financial-advisor/sandy-childs
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Plimoth Investment Advisors
4 out of 5
Location 38 Resnik Rd STE 202, Plymouth, MA 02360, USA
Phone (508) 747-6596
Language https://plimothinvestmentadvisors.com/
Directions
Prosperity Financial Planning - Lori A. Ulm
Location 34 Main St Ext #201, Plymouth, MA 02360, USA
Phone (508) 337-4500
Language http://prosperityfp.com/
Directions
Emre Oztunc
1 out of 5
Location 20 N Park Ave, Plymouth, MA 02360, USA
Phone (508) 732-5418
Language https://fa.citizensbank.com/ma/plymouth/emre-oztunc-j049142
Directions
SHP Financial
5 out of 5
Location 225 Water St Building C, Suite C210, Plymouth, MA 02360, USA
Phone (508) 746-2400
Language http://shpfinancial.com/
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Financial Advisors in Plymouth, MA

Where Certified Financial Advisors in Plymouth, MA Serve

Plymouth, MA is a quaint coastal town that boasts a rich history and many landmarks. From the iconic Plymouth Rock to the Mayflower II, visitors can immerse themselves in the early days of American settlement. The town is also home to several top employers, including the Plymouth Public Schools and the Beth Israel Deaconess Hospital. Major highways like Route 3 and Route 44 make it easy to access neighboring towns, while streets like Court Street and Water Street offer charming shops and restaurants. The town is divided into several neighborhoods, each with its own unique character. From the historic downtown area to the beachside community of Manomet, there is something for everyone in Plymouth.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Plymouth, MA can benefit from the guidance of a financial advisor in many ways. One of the most common ways is by helping them navigate the local real estate market. Plymouth is a popular tourist destination, and many residents own vacation homes or rental properties. A financial advisor can provide insight into the best ways to invest in and manage these properties, as well as help homeowners plan for unexpected expenses such as hurricane damage. Additionally, a financial advisor can help residents plan for retirement and manage their investments, taking into account the unique economic factors that affect Plymouth, such as the seasonal fluctuations in tourism. With the help of a financial advisor, residents of Plymouth can feel confident in their financial future and make informed decisions about their money.

Insurance Broker

Residents of Plymouth, MA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the right coverage at the best price. This is particularly important in Plymouth, which is a coastal town that is prone to natural disasters such as hurricanes and floods. An insurance broker can help residents understand the risks they face and ensure that they have adequate coverage in case of a disaster. Additionally, an insurance broker can help residents save money by identifying discounts and bundling policies together. This can be especially helpful for families in Plymouth, who may need coverage for their home, car, and other assets. Overall, an insurance broker can provide valuable support and peace of mind for residents of Plymouth, MA.

Retirement Planning

Residents of Plymouth, MA would greatly benefit from the expertise of a retirement planner. With its large population of retirees, many individuals in Plymouth are likely concerned about their financial future and ensuring they have enough saved for retirement. A retirement planner can help these residents create a comprehensive plan that takes into account their current financial situation, goals for retirement, and potential risks. Specifically, a retirement planner can assist Plymouth residents in navigating the complex world of Social Security benefits and Medicare enrollment, as well as provide guidance on investment strategies and tax planning. With the help of a retirement planner, residents of Plymouth can feel more confident and secure in their financial future.

Wealth Management

Residents of Plymouth, MA could benefit greatly from the expertise of a wealth manager. With its rich history and scenic beauty, Plymouth is a popular tourist destination and a desirable place to live. However, the cost of living can be high, and many residents may not have a clear plan for their financial future. A wealth manager can help these individuals navigate the complex world of investments and financial planning, providing guidance on everything from retirement savings to estate planning. Additionally, with Plymouth's proximity to Boston, many residents may work in industries such as finance or technology, which can present unique financial challenges. A wealth manager can help these individuals optimize their investments and manage their assets to achieve their financial goals.

Mortgage Loan Officer

Residents of Plymouth, MA can greatly benefit from the expertise of a mortgage loan officer. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, whether it be for a new home purchase or a refinance. In particular, residents of Plymouth, MA may benefit from a loan officer who is familiar with the unique housing market in the area. With its rich history and picturesque seaside location, Plymouth offers a wide variety of housing options, from historic homes to modern waterfront properties. A knowledgeable loan officer can help residents find the right mortgage product for their specific needs and budget, and guide them through the application and approval process. Additionally, a loan officer can provide valuable advice on improving credit scores, managing debt, and saving for a down payment, all of which can help residents achieve their dream of homeownership in Plymouth, MA.

Tax Services

Residents of Plymouth, MA can benefit from the services of a tax advisor in many ways. One of the most common ways is through assistance with tax preparation and filing. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they take advantage of all available deductions and credits while avoiding costly mistakes. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liability over the long term. With Plymouth being a popular tourist destination, a tax advisor can also provide guidance on how to properly report income from short-term rentals, such as those offered through Airbnb, to avoid potential tax penalties.

Estate Planning Lawyer

Residents of Plymouth, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist residents of Plymouth is by helping them create a will or trust. This is especially important in Plymouth, as the town is known for its historic landmarks and attractions, such as Plymouth Rock and the Mayflower II. Many residents have valuable assets and property that they want to ensure are passed down to their loved ones in a clear and organized manner. An estate planning lawyer can also help residents with other important legal documents, such as powers of attorney and healthcare directives, to ensure that their wishes are carried out in the event of incapacity or illness. Overall, an estate planning lawyer can provide valuable peace of mind to residents of Plymouth, knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Plymouth, MA

A financial advisor in Plymouth, MA can provide a range of financial advising services to help individuals and businesses achieve their financial goals. With a deep understanding of the local economy and financial landscape, a Plymouth-based financial advisor can provide tailored advice that takes into account the unique challenges and opportunities of the region. From retirement planning and investment management to tax planning and estate planning, a financial advisor in Plymouth can help clients navigate complex financial decisions with confidence and clarity. With a burst of energy and complexity, a financial advisor in Plymouth can help clients make informed decisions that lead to financial success and security in the long term.

Plymouth, MA is the ideal location to seek financial advising due to its rich history and diverse economy. The town is steeped in tradition and is known for its strong work ethic, which is reflected in the financial services provided by its advisors. Additionally, Plymouth's economy is a mix of small businesses and larger corporations, providing a unique perspective on financial planning and investment strategies. The town's proximity to Boston also offers access to a wide range of financial resources. Furthermore, Plymouth's commitment to community is evident in the personalized attention given to each client by its financial advisors. With a strong emphasis on education and communication, Plymouth's financial advisors work tirelessly to ensure that their clients are informed and confident in their financial decisions. Overall, Plymouth, MA is the perfect place to get financial advising for anyone seeking a personalized and comprehensive approach to financial planning.