Sandwich, MA Financial Advisors and Resources



Financial Advisor Firms in Sandwich, MA


CAMBRIDGE CAPE COD ADVISORS

Website

(508) 888-9300

128 Route 6A

Sandwich, MA 2563

SEC#: 801-113572
Years in Business: 3 years

MARINO, STRAM AND ASSOCIATES LLC

Website

(508) 833-9555

90 Route 6A
Unit 4A
Sandwich, MA 2563

SEC#: 801-72425
Years in Business: 10 years

MARINO, STRAM AND ASSOCIATES LLC

Website

(508) 833-9555

90 Route 6A
Unit 4A
Sandwich, MA 2563

SEC#: 801-72425
Years in Business: 10 years

BEAUMONT CAPITAL MANAGEMENT, LLC

Website

(888) 777-0535

7 State Street

Sandwich, MA 2563

SEC#: 801-117772
Years in Business: 1 years


How Retirement-Friendly is Sandwich, MA?

  • Population: 3,002
  • % of Population 62 Years and Over: 32.5%
  • Average Home Value: $388,000
  • Average Monthly Housing Cost: $1,502
  • Average Household Income: $121,219
  • 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.)


Sandwich, MA Financial Advisor FAQs

Some advisors charge a percentage of assets under management (AUM), some receive commissions for each service they offer, and others may receive or not receive incentive payments from the very investments they recommend, depending on the compensation arrangement with clients' employers.
It's important to look at the credentials of any financial advisor before deciding on one. Check to see if they're accredited with organizations like Financial Planning Association or have experience in their field.
It's very important to find an advisor whose personality meshes well with yours because this will affect how long you'll feel comfortable working together--particularly if changes are required for one of your rules philosophies or investment decisions down the future. Lastly, it may be helpful to conduct some independent research on potential advisors by checking out their websites and reviewing references from past satisfied customers.
If you have a lot of money to invest, then it may be a good idea to speak with a financial advisor. Their job is not supposed to take care of your whole life or whatever happens in it. They will provide the background knowledge and strategies so that you can make an informed decision on how you want to invest your funds.