List of Firms
Top Retirement Planners in New Bedford, MA
Rolli Financial Inc.
CLA (CliftonLarsonAllen )
Coastal M & A
Jon Skov - Thrivent
Buzzards Bay Financial Planning
Coastal Financial
Surprenant & Beneski, P.C.
About New Bedford, MA for Those Planning to Retire
New Bedford, MA is a bustling city located on the southern coast of Massachusetts. The city is home to a variety of iconic landmarks, including the New Bedford Whaling Museum, which showcases the city's rich maritime history. Other notable landmarks include the Seamen's Bethel, a historic chapel made famous by Herman Melville's novel Moby-Dick, and the Buttonwood Park Zoo, a popular destination for families. Top employers in New Bedford include Southcoast Health, Acushnet Company, and the City of New Bedford. The city is also home to a thriving fishing industry, with many local businesses and restaurants specializing in fresh seafood. Major highways in the area include Interstate 195, which runs east-west through the city, and Route 140, which provides access to nearby cities like Taunton and Fall River. Popular streets in New Bedford include Purchase Street, which is home to many shops and restaurants, and County Street, which features many historic homes and buildings.
Other Financial Planning Services for Retirement
Banks and Credit Unions
Insurance Broker
Wealth Management
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
New Bedford, MA Financial Resources
New Bedford, MA Chamber of Commerce
New Bedford, MA City Hall
New Bedford, MA Public Library
https://www.newbedford-ma.gov/library/locations/main-library/
FREQUENTLY ASKED QUESTIONS
Retirement Income Planning FAQs
Retirement planning services offered by a retirement planner in New Bedford, MA can be a crucial step towards achieving financial stability in the golden years. The planner can help clients navigate the complexities of retirement savings, investment strategies, and tax implications to ensure that they are well-positioned to meet their retirement goals. Additionally, given New Bedford's rich history as a center of the whaling industry, the planner can provide specialized advice on the unique challenges and opportunities facing retired whalers and their families. With a deep understanding of the local community and its unique needs, a retirement planner in New Bedford can help clients build a comprehensive retirement plan that takes into account their individual circumstances and goals.
New Bedford, MA is undoubtedly the best place to get a retirement planner. With its rich history as a whaling hub and its current status as a thriving port city, New Bedford is a unique and dynamic location that offers a wealth of resources for those seeking financial guidance in their golden years. From the quaint cobblestone streets of downtown to the bustling fishing docks, there is no shortage of diverse and stimulating environments to inspire and inform retirement planning. Furthermore, New Bedford boasts a highly educated population, with a number of respected universities and colleges in the area. This means that the retirement planners in New Bedford are among the most knowledgeable and experienced in the industry, with a deep understanding of the complex financial landscape and the latest trends and strategies for securing a comfortable retirement. Whether you are looking to maximize your investments, minimize your tax burden, or simply plan for a fulfilling and satisfying retirement, New Bedford is the place to be.
A retirement planner in New Bedford, MA is responsible for helping clients plan for their financial future after they retire. They offer advice on how to save, invest, and manage their money in order to ensure they have enough to live comfortably during their golden years. One specific aspect of retirement planning in New Bedford is the city's historic fishing industry. Many retirees in the area have worked in fishing for decades and may have unique financial needs and challenges. A skilled retirement planner in New Bedford must understand the intricacies of this industry and how it can affect a retiree's financial situation. They must also be knowledgeable about the various retirement plans available, such as Social Security and 401(k)s, and be able to help clients navigate the often complex regulations and requirements associated with these plans. In short, a retirement planner in New Bedford, MA plays a critical role in helping retirees achieve financial stability and peace of mind.
New Bedford, MA residents should consider reaching out to a retirement planner when they start planning for their future. As a city with a rich history in the fishing industry, New Bedford has a unique population with a mix of young professionals and retirees. With an aging population, it is important for residents to start planning early for their retirement. A retirement planner can help individuals navigate the complexities of retirement planning, including tax implications, investment strategies, and estate planning. Furthermore, a planner can help individuals identify their retirement goals and create a personalized plan to achieve them. As one of the largest cities in Massachusetts, New Bedford offers a variety of retirement options, including assisted living facilities and active adult communities. A retirement planner can help residents determine the best options for their specific needs and budget.
A retirement planner in New Bedford, MA must possess a unique set of qualities to effectively guide their clients towards a secure financial future. Firstly, they must have a deep understanding of the local economy and investment opportunities. New Bedford is a city with a rich history in fishing and manufacturing, but has also seen growth in healthcare and education sectors. A knowledgeable retirement planner would take advantage of these emerging industries while also considering the potential impact of the city's aging population on the market. Furthermore, they must have excellent communication skills to effectively convey complex financial concepts to their clients. This includes the ability to listen attentively and provide personalized recommendations to meet each individual's goals and needs. Additionally, a successful retirement planner in New Bedford must have a strong network of professionals, including tax advisors and estate planners, to provide comprehensive solutions for their clients. Ultimately, a retirement planner in New Bedford, MA must be adaptable and innovative, able to navigate the ever-changing financial landscape while prioritizing their clients' best interests.
New Bedford, MA is a city that boasts a rich history and a vibrant culture. When it comes to retirement plan providers, there are several top-notch options available to residents. One of the most notable is Fidelity Investments, which has a strong presence in the area and offers a wide range of retirement planning services. Another popular provider is TIAA, which has a reputation for providing excellent customer service and personalized investment advice. For those looking for a more local option, BayCoast Bank offers retirement planning services that are tailored to the needs of New Bedford residents. With so many great options available, it's no wonder that New Bedford is a popular destination for retirees looking to settle down in a community that values financial security and long-term planning.
Retirement planners in New Bedford, MA are compensated in various ways, including fees, commissions, or a combination of both. These planners offer a range of services, such as investment management, tax planning, and estate planning. One unique aspect of New Bedford, MA, is its proximity to the ocean and its rich history in the fishing industry. Retirement planners in this area may have clients who are retired fishermen or have inherited fishing businesses. Therefore, these planners must have a deep understanding of the complexities of the fishing industry and its impact on retirement planning. Additionally, they must be knowledgeable about the tax implications of owning and operating a fishing business, which can be a significant source of income for retirees in this area. Overall, retirement planners in New Bedford, MA, must have a multifaceted approach to their services to meet the unique needs of their clients.