Retirement Planning in Essex, MA

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List of Firms

Top Retirement Planners in Essex, MA

New Perspective Financial
Location 65 Eastern Ave #B2A, Essex, MA 01929, USA
Phone (978) 768-3310
Language http://www.npfinancial.net/
Directions
Philpott Bal & Werner
Location 48 Central St, Manchester-by-the-Sea, MA 01944, USA
Phone (978) 526-4200
Language http://www.pbandw.com/
Directions
Sensible Financial Planning
SEC File# 801-64149
CRD# 120766
Location 203 Crescent St #404, Waltham, MA 02453, USA
Phone (781) 642-0890
Language https://www.sensiblefinancial.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Mark Paone - UBS Financial Services Inc.
Location 8 Essex Center Dr 2nd Floor, Peabody, MA 01960, USA
Phone (617) 439-8132
Language https://advisors.ubs.com/mark.paone/?utm_source=Yext&utm_medium=GMB&utm_campaign=162428&y_source=1_MjI3MDU5ODktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Retirement Plan Resources Inc
Location 5 Essex Green Ln STE 24, Peabody, MA 01960, USA
Phone (978) 531-0112
Directions
Jennifer Blank - Financial Advisor, Ameriprise Financial Services, LLC
Location 35 Village Rd Ste 500, Middleton, MA 01949, USA
Phone (617) 580-4230
Language https://www.ameripriseadvisors.com/Jennifer.Blank/?cid=IP_local_google
Directions
South Shore Retirement Services
5 out of 5
Location 25 Recreation Park Dr #104, Hingham, MA 02043, USA
Phone (781) 836-4214
Language https://southshoreretirementservices.com/
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Retirement Planning in Essex, MA

About Essex, MA for Those Planning to Retire

Essex, a picturesque town in Massachusetts, is a hidden gem of New England. With its rich history and stunning landmarks, this town is a must-visit for any traveler. The town is home to several notable landmarks, including the Essex Shipbuilding Museum, the Essex River, and the Cape Ann Museum. These landmarks showcase the town's maritime history and the development of the fishing industry. Essex is also home to several top employers, including the Essex Elementary School, the Essex County Sheriff's Department, and the Essex County District Attorney's Office. These employers provide a range of job opportunities for residents and contribute to the town's economic growth. Major highways and streets in Essex include Route 133, which runs through the heart of the town, and Route 22, which connects Essex to neighboring towns. These highways make it easy for residents and visitors to travel to and from the town. The neighborhoods in Essex are diverse and offer a range of housing options, from historic homes to modern apartments.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Essex, MA can benefit from a bank in a myriad of ways. For starters, a bank can provide financial assistance to individuals looking to purchase a home in the town. With its picturesque scenery and historic charm, Essex is a highly sought-after location for homebuyers. Furthermore, a bank can help residents manage their finances by offering a range of services such as checking and savings accounts, credit cards, and loans. This is particularly important for the many small business owners in Essex who need access to capital to grow their enterprises. Additionally, a bank can help residents plan for their future by providing investment and retirement planning services. With its aging population, many residents of Essex are looking to ensure that they have enough financial security to enjoy their golden years. In short, a bank can play a crucial role in helping residents of Essex achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Essex, MA would greatly benefit from the services of an insurance broker. With the town's proximity to the ocean, residents may face unique risks associated with coastal living, such as flooding and hurricane damage. An insurance broker can assist residents in finding policies that provide adequate coverage for these risks, as well as other common risks like fire and theft. Additionally, many residents in Essex are small business owners or self-employed, and an insurance broker can help them navigate the complex world of business insurance. With the right coverage, business owners can protect their assets and ensure their livelihoods in the event of unexpected events such as lawsuits or property damage. Overall, an insurance broker can provide invaluable assistance to residents of Essex, MA, helping them to protect themselves, their families, and their businesses from a range of potential risks and liabilities.

Wealth Management

Residents of Essex, MA can greatly benefit from the services of a wealth manager. With its rich history as a fishing and shipbuilding town, many residents have inherited assets and property that require careful management. A skilled wealth manager can provide guidance on estate planning, tax strategies, and investment opportunities that are tailored to the unique needs of Essex residents. Additionally, with the town's proximity to the ocean and its susceptibility to coastal flooding, a wealth manager can help residents prepare for potential natural disasters by creating a comprehensive disaster recovery plan. The complexity of managing wealth can be overwhelming, but a wealth manager can provide peace of mind and help residents achieve their financial goals.

Financial Advisor

Residents of Essex, MA could benefit from the services of a financial advisor in a number of ways. For example, a financial advisor could help them create a budget that takes into account the unique cost of living in Essex, such as the high property taxes and the seasonal fluctuations in tourism. They could also assist with retirement planning, as many residents of Essex are nearing retirement age and may need guidance on how to maximize their savings and investments. Additionally, a financial advisor could help residents navigate the complicated tax laws in Massachusetts, including the state's strict regulations on real estate transactions. Overall, a knowledgeable and experienced financial advisor could provide invaluable assistance to the residents of Essex, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Essex, MA would greatly benefit from the expertise of a mortgage loan officer. With a population of just over 3,500, Essex is a quaint coastal town that is home to a diverse group of individuals. One specific way that a mortgage loan officer could assist residents of Essex is by helping them navigate the unique challenges of purchasing a home in a flood zone. Being located on the coast, many homes in Essex are at risk of flooding during severe weather events. A mortgage loan officer could provide valuable insight into flood insurance requirements and help residents secure financing for homes in these areas. Additionally, with the median home price in Essex being over $600,000, a mortgage loan officer could assist residents in finding the best mortgage rates and terms to make their dream of homeownership a reality.

Tax Services

Residents of Essex, MA could greatly benefit from the assistance of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations specific to Essex. With its rich history and unique cultural offerings, Essex is home to a number of small businesses and self-employed individuals. A tax advisor could help these individuals understand the tax implications of their business operations and ensure they are taking advantage of all available deductions and credits. Additionally, with the high cost of living in the area, a tax advisor could help residents maximize their tax savings and minimize their tax liabilities, freeing up more of their hard-earned income for other expenses. Overall, the expertise and guidance of a tax advisor could be invaluable to the residents of Essex, MA in achieving their financial goals and maintaining their financial health.

Estate Planning Lawyer

Residents of Essex, MA can benefit from the services of an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to assist with the creation of a comprehensive estate plan that takes into account the unique needs of the community. With its rich history as a fishing and shipbuilding town, Essex has a large population of residents who own valuable waterfront properties and assets related to the maritime industry. An estate planning lawyer can help these residents navigate the complex legal issues surrounding the transfer of these assets to their heirs, ensuring that their wishes are carried out and their loved ones are protected. Additionally, the lawyer can help residents minimize their tax liability and avoid potential legal disputes over their estate. Overall, the services of an estate planning lawyer can provide invaluable peace of mind to residents of Essex, MA.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Essex, MA are tailored to meet the unique needs of each client. The planner can help individuals navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also provide guidance on investment strategies and help clients create a comprehensive retirement plan. Essex, MA is a historic town located on the North Shore of Massachusetts. It is known for its beautiful beaches, charming downtown area, and rich maritime history. The retirement planner in Essex, MA can help clients take advantage of the town's many resources, including its vibrant arts community and numerous recreational opportunities. With their expertise and knowledge of the local area, the retirement planner can help clients plan for a fulfilling and enjoyable retirement in this picturesque New England town.

Essex, MA is the ultimate destination for anyone seeking a retirement planner. The town's rich history, coupled with its serene and picturesque environment, makes it an ideal spot for those looking to plan their golden years. With its quaint streets and charming architecture, Essex offers an atmosphere of tranquility and calmness that is perfect for retirees. Furthermore, the town is home to several financial planning firms that specialize in retirement planning. These firms have a wealth of experience and knowledge, and they offer personalized services that cater to each client's unique needs. Essex's financial planners are well-versed in the latest retirement trends and can help retirees navigate the complex retirement landscape. So if you're looking to plan your retirement, look no further than Essex, MA.