Plymouth, MA Financial Advisors and Resources



Financial Advisor Firms in Plymouth, MA


1620 INVESTMENT ADVISORS, INC.

Website

(508) 830-4778

36 Cordage Park Circle
Suite 217
Plymouth, MA 2360

SEC#: 801-63977
Years in Business: 16 years

SHP WEALTH MANAGEMENT, LLC

Website

(508) 746-2400

225 Water St
Suite C210
Plymouth, MA 2360

SEC#: 801-108679
Years in Business: 4 years

LINCHRIS CAPITAL MANAGEMENT, LLC

Website

(781) 826-8824

225 Water Street
Suite A-125
Plymouth, MA 2360

SEC#: 801-119034
Years in Business: 1 years

CITIZENS SECURITIES, INC.

Website

(508) 732-5439

20 North Park Ave.

Plymouth, MA 2360

SEC#: 801-61902
Years in Business: 18 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(508) 746-3077

8 Samoset Street

Plymouth, MA 2360

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

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(508) 746-7526

81 Samoset Street

Plymouth, MA 2360

SEC#: 801-12471
Years in Business: 44 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(508) 746-3077

8 Samoset Street

Plymouth, MA 2360

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

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(508) 746-7526

81 Samoset Street

Plymouth, MA 2360

SEC#: 801-12471
Years in Business: 44 years

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Website

(508) 746-7526

81 Samoset Street

Plymouth, MA 2360

SEC#: 801-12471
Years in Business: 44 years


How Retirement-Friendly is Plymouth, MA?

  • Population: 7,081
  • % of Population 62 Years and Over: 25.4%
  • Average Home Value: $352,500
  • Average Monthly Housing Cost: $1,534
  • Average Household Income: $97,431
  • 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.)


Plymouth, MA Financial Advisor FAQs

A financial advisor is what people call you if they think you're really good at handling money responsibly. The typical financial advisor will mainly try and help people understand what they need in their lives, either for retirement or something else. They generally provide services like investing or estate planning, though different advisors specialize in different areas.
If you're building your wealth, doing high value transactions with cryptocurrency, do investing in a 401k or IRA, have more than $65 thousand worth of assets and needs advice on how to maximize tax efficiency and estate taxes, you need a financial advisor. Otherwise it depends on whether you prefer DIY investing versus a hands-off approach by a financial advisor.
Choosing a financial advisor depends on your goals, risk aversion level, and budget. Make sure that when choosing an advisor that they are certified by either The Certified Financial Planner Board of Standards or have credentials from other professional organizations.
It's hard to say what financial advisors cost without more details, because some will charge by an hourly rate while others may offer packages that are set on a retainer.