Woburn, MA Financial Advisors and Resources



Financial Advisor Firms in Woburn, MA


GARRETT NAGLE & CO., INC.

Website

(617) 737-9090

300 Unicorn Park Drive

Woburn, MA 1801

SEC#: 801-11370
Years in Business: 45 years

SALEM CAPITAL MANAGEMENT INC

Website

(781) 932-9005

400 Unicorn Park Drive

Woburn, MA 1801

SEC#: 801-34265
Years in Business: 32 years

IQVESTMENT, LLC

Website

(877) 486-4702

12 Gill St.
Suite 5700
Woburn, MA 1801

SEC#: 801-79638
Years in Business: 7 years

PINNACLE PRIVATE WEALTH, LLC

Website

(781) 932-1044

100 Trade Center, Suite 600

Woburn, MA 1801

SEC#: 801-107018
Years in Business: 5 years

FLAGSHIP PRIVATE WEALTH

Website

(781) 756-0090

400 Trade Center - Suite 4990

Woburn, MA 1801

SEC#: 801-108301
Years in Business: 5 years

TRUST ADVISORY GROUP LTD

Website

(781) 933-6100

444 Washington Street
Suite 407
Woburn, MA 1801

SEC#: 801-46919
Years in Business: 27 years

93 FINANCIAL GROUP, LLC

Website

(781) 938-6361

600 Unicorn Park Drive

Woburn, MA 1801

SEC#: 801-78076
Years in Business: 8 years

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Website

(781) 933-8266

800 Cummings Park West
Suite 3600
Woburn, MA 1801

SEC#: 801-68114
Years in Business: 14 years

INSPIRE ADVISORS, LLC

Website

(978) 290-8878

400 Tradecenter Dr
Suite 5900
Woburn, MA 1801

SEC#: 801-114673
Years in Business: 2 years


How Retirement-Friendly is Woburn, MA?

  • Population: 40,304
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $462,000
  • Average Monthly Housing Cost: $1,681
  • Average Household Income: $108,751
  • 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.)


Woburn, MA Financial Advisor FAQs

A client should always ask their financial advisor for clarification of the services they are receiving, clarification of fees associated with the service, clarification of any investments being discussed, and referrals to other professionals in case there is not a service which the financial advisor is providing.
If you would like to reduce or avoid completely your risk of financial difficulties, discourage surprises, make the most of your hard-earned money and ensure a stable retirement, then yes.
As with any profession, the cost of a financial advisor varies based on such factors as personal preferences for tasks and frequency of meeting (quarterly, semi-annually, annually), amount of assets under management (lower amounts require less time to manage) etc.
A financial advisor's career is focused on offering wise ways for one to allocate their money in order to meet a client's particular needs. Financial advisors specialize in investments, retirement planning, insurance, trust funds and more.