Retirement Planning in Great Barrington, MA

We did the hard work of finding trustworthy partners in Great Barrington, MA. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Great Barrington, MA

RBC Wealth Management Branch - Great Barrington
Location 50 Castle Street First Floor, Great Barrington, MA 01230, USA
Phone (413) 528-0072
Language https://us.rbcwealthmanagement.com/greatbarrington?utm_source=GMB&utm_medium=Yext
Directions
Apella Capital
SEC File# 801-79650
CRD# 171106
Location 5 Walker St, Lenox, MA 01240, USA
Phone (413) 637-2900
Language https://www.apellacapital.com/Locations/Lenox
Time Monday: 9:00 AM – 5:00 AM Tuesday: 9:00 AM – 5:00 AM Wednesday: 9:00 AM – 5:00 AM Thursday: 9:00 AM – 5:00 AM Friday: 9:00 AM – 5:00 AM Saturday: Closed Sunday: Closed
Directions
Salisbury Bank Wealth Advisory
Location 210 Main St, Great Barrington, MA 01230, USA
Phone (413) 350-6024
Language http://salisburybank.com/wealth
Directions
Claire Teague Senior Center
4 out of 5
Location 915 S Main St, Great Barrington, MA 01230, USA
Phone (413) 528-1881
Language https://www.greatbarringtonseniors.org/
Directions
Berkshire Bank
5 out of 5
Location 244 Main St, Great Barrington, MA 01230, USA
Phone (413) 644-3520
Language http://www.berkshirebank.com/
Directions
Reed Financial Planning Services, LLC
5 out of 5
Location 95 Glastonbury Blvd Ste 210, Glastonbury, CT 06033, USA
Phone (860) 430-1009
Language http://reedfinancial.net/
Directions
Community Health Programs Inc
4 out of 5
Location 444 Stockbridge Rd, Great Barrington, MA 01230, USA
Phone (413) 528-8580
Language https://www.chpberkshires.org/
Directions
Mark De Celle - Financial Advisor, Ameriprise Financial Services, LLC
Location 80 Maple Ave STE 6, Great Barrington, MA 01230, USA
Phone (413) 644-3270
Language https://www.ameripriseadvisors.com/mark.j.decelle/?cid=IP_local_google
Directions
Retirement Planning in Great Barrington, MA

About Great Barrington, MA for Those Planning to Retire

Great Barrington, MA is a charming town nestled in the Berkshire Mountains of western Massachusetts. With a population of just over 7,000, it is home to many notable landmarks, including the Mahaiwe Performing Arts Center, the First Congregational Church, and the Guthrie Center. The town is also known for its vibrant arts scene, with numerous galleries and studios showcasing the work of local artists. Top employers in Great Barrington include Berkshire Health Systems, Fairview Hospital, and Bard College at Simon's Rock. Major highways in the area include Route 7 and the Massachusetts Turnpike, providing easy access to nearby cities like Pittsfield and Springfield. Great Barrington is divided into several distinct neighborhoods, each with its own unique character and charm. The downtown area is known for its historic architecture and bustling Main Street, while the Housatonic neighborhood offers a more rural feel with plenty of outdoor recreational opportunities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Great Barrington, MA would be greatly assisted by a bank in several ways. One of the most common ways is through providing financial services such as loans, savings accounts, and credit cards. With a bank's assistance, residents can easily access funds to start businesses or invest in their education. Additionally, a bank can help residents manage their finances by providing financial advice and investment options. Moreover, a bank's presence in Great Barrington is particularly significant because the town is a popular tourist destination. As such, banks can help residents by offering foreign currency exchange services and travel insurance policies, which are crucial for tourists visiting the area. Overall, a bank's contribution to the financial well-being of Great Barrington residents cannot be overemphasized.

Insurance Broker

Residents of Great Barrington, MA could benefit greatly from the services of an insurance broker. With a population of just over 7,000 people, Great Barrington is a small town that offers a unique blend of rural charm and urban convenience. An insurance broker could help residents navigate the complexities of healthcare insurance, particularly as the town is home to Fairview Hospital, which provides critical care to the surrounding communities. Additionally, an insurance broker could assist residents in finding the best coverage for their homes and vehicles, given the town's location in the Berkshire Mountains, which can be prone to harsh winters and severe weather conditions. With the right guidance, residents of Great Barrington can rest easy knowing they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Great Barrington, MA could greatly benefit from the expertise of a wealth manager. With its picturesque landscapes and rich cultural heritage, Great Barrington is a town that attracts many affluent individuals. A wealth manager can help these residents navigate the complexities of managing their finances, from investment planning to estate management. The town is also home to a thriving arts scene, with the Mahaiwe Performing Arts Center and the Norman Rockwell Museum attracting visitors from all over the world. A knowledgeable wealth manager can help residents make charitable donations to support these cultural institutions, while also maximizing the tax benefits of their philanthropy. Additionally, Great Barrington is known for its strong sense of community, and a wealth manager can help residents support local businesses and organizations through socially responsible investing. Overall, a wealth manager can provide invaluable guidance to residents of Great Barrington, helping them achieve their financial goals while also contributing to the vibrant community they call home.

Financial Advisor

Residents of Great Barrington, MA could benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor could prove invaluable is in helping residents navigate the complexities of the local real estate market. Great Barrington is home to a diverse range of properties, from historic homes in the town center to sprawling estates in the surrounding countryside. A financial advisor could assist residents in determining the best approach to buying or selling a property in this unique market, taking into account factors such as zoning regulations, property taxes, and local economic trends. Additionally, a financial advisor could help residents plan for the long-term financial implications of owning a property in Great Barrington, such as maintenance costs and potential rental income.

Mortgage Loan Officer

Residents of Great Barrington, MA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents secure financing for their dream homes. With the median home value in Great Barrington being $374,000, many residents may require financial assistance to purchase a home. Secondly, a mortgage loan officer can help residents refinance their existing mortgages, potentially reducing their monthly payments and saving them money in the long run. With the average interest rate in Great Barrington being 3.1%, refinancing could be a viable option for many homeowners. Additionally, a mortgage loan officer can provide guidance on the various loan programs available, such as FHA, VA, and USDA loans, which could be beneficial for residents based on their unique financial situations. Overall, the expertise of a mortgage loan officer can be invaluable for Great Barrington residents looking to navigate the complex world of home financing.

Tax Services

Residents of Great Barrington, MA can benefit from the expertise of a tax advisor in a variety of ways. One specific aspect that sets Great Barrington apart is its thriving arts community, which includes the renowned Mahaiwe Performing Arts Center and numerous galleries and studios. A tax advisor can assist artists and other creative professionals in navigating the complex tax laws surrounding their unique income streams, such as royalties and commissions. Additionally, Great Barrington's location in the Berkshires makes it a popular destination for second homeowners, who may require guidance on tax implications related to owning property in multiple states. A tax advisor can also help small business owners in Great Barrington, such as those operating in the town's bustling downtown area, to maximize deductions and credits and ensure compliance with local and state tax laws. Overall, a tax advisor can provide valuable assistance to Great Barrington residents in navigating the intricacies of the tax code and optimizing their financial situation.

Estate Planning Lawyer

Residents of Great Barrington, MA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents to create a comprehensive estate plan that takes into account their unique needs and circumstances. This includes drafting a will, establishing trusts, and designating beneficiaries. Additionally, an estate planning lawyer can assist residents in navigating the complex legal and tax issues that arise when transferring assets to heirs. For example, Great Barrington is home to many historic properties, which may be subject to special tax considerations. An estate planning lawyer can help residents to understand these issues and develop a plan that minimizes tax liabilities. Finally, an estate planning lawyer can provide guidance and support to families who are dealing with the loss of a loved one. This may include assisting with probate proceedings, resolving disputes among heirs, and ensuring that the decedent's wishes are carried out in a timely and respectful manner.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Great Barrington, MA can provide a wide range of services to help individuals plan for their golden years. One specific service that stands out in this quaint town is the incorporation of local resources into retirement planning. Great Barrington is known for its vibrant arts scene and natural beauty, which can be incorporated into retirement plans. Retirement planners can suggest ways to take advantage of the many cultural events and outdoor activities available in the area to enhance the retirement experience. Additionally, planners can help clients navigate the local healthcare system and find the best providers for their needs. With their bursty and complex approach, retirement planners in Great Barrington can help individuals create a retirement plan that is both comprehensive and tailored to their unique needs and interests.

Located in the heart of the Berkshire Mountains, Great Barrington, MA is the perfect place to find a retirement planner. With its picturesque scenery and vibrant community, Great Barrington offers a unique blend of serenity and excitement that is sure to appeal to retirees. What sets Great Barrington apart from other retirement destinations is its thriving arts scene. From the Mahaiwe Performing Arts Center to the Norman Rockwell Museum, there is no shortage of cultural activities to enjoy. Additionally, Great Barrington boasts a wide range of outdoor recreational opportunities, including hiking, skiing, and fishing. With so much to see and do, it's no wonder that Great Barrington is quickly becoming a popular retirement destination. Whether you're looking to plan for your future or simply enjoy your golden years, Great Barrington is the perfect place to call home.