Rockport, MA Financial Advisors and Resources

Financial Advisor Firms in Rockport, MA



(978) 546-2462

9 Cleaves Street

Rockport, MA 1966

SEC#: 801-19482
Years in Business: 38 years



(978) 999-5170

121 Main St.

Rockport, MA 1966

SEC#: 801-33422
Years in Business: 32 years

How Retirement-Friendly is Rockport, MA?

  • Population: 5,260
  • % of Population 62 Years and Over: 39.6%
  • Average Home Value: $530,000
  • Average Monthly Housing Cost: $1,523
  • Average Household Income: $112,663
  • 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.)

Rockport, MA Financial Advisor FAQs

Financial advisors are often paid either hourly or on a per-project basis. Some financial planners and wealth managers work on their own and charge an hourly fee. Others work for a brokerage firm and make commissions off of the products they sell, such as stocks, mutual funds, life insurance etc.
A financial advisor is a person who advises people on their investments with the use of capital markets, including stocks and bonds. This includes general advice about which accounts to invest in and sells securities for clients, performing research and evaluating the market and individual securities with investment advisers. This may involve advising or investing on behalf of individuals, small businesses or large organisations such as pension funds.
Get references and ask questions. Do some research about the person or company before getting in touch with them. Find out what they've done for other people and if they give personalized advice or just stuff off of a shelf.
A financial advisor will be able to help you plan on what your next move should be with your money. This is especially helpful when it seems like there is never any money left, and you have no idea how to pay for things on time.