Topsfield, MA Financial Advisors and Resources



Financial Advisor Firms in Topsfield, MA


ESSEX PRIVATE WEALTH MANAGEMENT, LLC

Website

(978) 887-5981

6 Park Street

Topsfield, MA 1983

SEC#: 801-108702
Years in Business: 4 years

HARBOR ISLAND CAPITAL LLC

Website

(978) 887-3174

7 Grove Street
Unit 302
Topsfield, MA 1983

SEC#: 801-113401
Years in Business: 3 years

NOVEM GROUP

Website

(978) 887-6778

7 Grove Street
Suite 301
Topsfield, MA 1983

SEC#: 801-72741
Years in Business: 10 years


How Retirement-Friendly is Topsfield, MA?

  • Population: 3,216
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $596,700
  • Average Monthly Housing Cost: $2,292
  • Average Household Income: $145,419
  • 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.)


Topsfield, MA Financial Advisor FAQs

Financial advisors typically get paid using one of two payment structures: commission or fee-based.
Look for someone who has passed FINRA exams or at least someone who has over 15 years experience in their field of work.
A financial advisor is an individual who provides advice on how to invest money. Their job can range from investments, banking, insurance or lending (loans). All the while creating strategies for clients to make the best choices according to their time preference and risk tolerance.
When speaking with a financial advisor, which is a profession in which someone who sell investments and financial services to clients, the most important thing you should ask is what types of financial services they offer.