Retirement Planning in New Bedford, MA

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List of Firms

Top Retirement Planners in New Bedford, MA

Rolli Financial Inc.
Location 106 Spring St #114, New Bedford, MA 02740, USA
Phone (508) 997-6100
Language http://www.rollifinancialinc.com/
Directions
CLA (CliftonLarsonAllen )
5 out of 5
Location 700 Pleasant St 4th Floor, New Bedford, MA 02740, USA
Phone (508) 441-3300
Language http://www.claconnect.com/locations/massachusetts/offices/cla-new-bedford
Directions
Coastal M & A
Location 700 Pleasant St Suite 330D, New Bedford, MA 02740, USA
Phone (508) 990-9800
Language http://www.coastalmanda.com/
Directions
Jon Skov - Thrivent
Location 86 Faunce Corner Mall Rd UNIT 430, North Dartmouth, MA 02747, USA
Phone (774) 202-2240
Language https://connect.thrivent.com/jon-skov?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzY5MjYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Buzzards Bay Financial Planning
Location 47 N 2nd St #3, New Bedford, MA 02740, USA
Phone (774) 328-9106
Language http://www.buzzardsbayfinancialplanning.com/
Directions
Coastal Financial
5 out of 5
Location 62 State Rd, North Dartmouth, MA 02747, USA
Phone (508) 990-1583
Language http://www.coastalfinancial.com/
Directions
Surprenant & Beneski, P.C.
5 out of 5
Location 35 Arnold St, New Bedford, MA 02740, USA
Phone (508) 994-5200
Language https://www.myfamilyestateplanning.com/
Directions
Retirement Planning in New Bedford, MA

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

Residents of New Bedford, MA could benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. This is especially important in New Bedford, which has a large fishing industry and many small businesses that rely on loans and credit to operate. Additionally, banks can provide financial education to residents, helping them to make informed decisions about their money and investments. This is particularly important in New Bedford, which has a diverse population with varying levels of financial literacy. Finally, banks can support the local economy by investing in community development projects, such as affordable housing and small business grants. This is critical in New Bedford, which has struggled with poverty and unemployment in recent years. By providing these services, banks can play a vital role in improving the financial health and well-being of New Bedford residents.

Insurance Broker

Residents of New Bedford, MA can benefit from the services of an insurance broker in multiple ways. Firstly, an insurance broker can help residents in New Bedford to navigate the complexities of the healthcare system. With a large population of elderly residents and a high rate of chronic diseases such as diabetes and heart disease, residents of New Bedford often require specialized healthcare services. An insurance broker can help residents to find the best insurance policies that cover these services, ensuring that they receive the care they need. Additionally, New Bedford is a coastal city that is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents to find insurance policies that cover damages caused by these disasters, giving them peace of mind and financial security in case of an emergency. Overall, an insurance broker can provide valuable assistance to residents of New Bedford, helping them to navigate the complexities of the insurance industry and find policies that meet their unique needs.

Wealth Management

Residents of New Bedford, MA could benefit from the expertise of a wealth manager in a number of ways. For instance, a wealth manager could help them navigate the complex world of investments and financial planning, providing guidance on how to build and maintain a diversified portfolio that aligns with their goals and risk tolerance. Additionally, given New Bedford's strong ties to the fishing industry, a wealth manager could offer specialized knowledge and advice on how to manage income fluctuations and plan for retirement in a profession that can be unpredictable. Furthermore, with the city's rich history and cultural heritage, a wealth manager could help residents incorporate philanthropy and charitable giving into their financial planning, supporting local organizations and initiatives that align with their values. Overall, a wealth manager could provide residents of New Bedford with the tools and knowledge they need to achieve their financial goals and secure a brighter future for themselves and their families.

Financial Advisor

Residents of New Bedford, MA can benefit greatly from the services of a financial advisor. With a population of over 95,000 people, the city is home to a diverse community with varying financial needs. A financial advisor can help individuals and families in New Bedford navigate the complexities of retirement planning, investment management, and debt reduction. Specifically, given that the city is a hub for the fishing industry, a financial advisor can assist fishermen and their families with specialized financial planning. This may include advice on creating a sustainable income stream, managing fluctuating income, and planning for unexpected expenses. Additionally, a financial advisor can help residents of New Bedford who may be struggling with debt, as the city has a higher poverty rate than the national average. By providing guidance on budgeting, debt consolidation, and credit repair, a financial advisor can help individuals and families in New Bedford achieve financial stability and security.

Mortgage Loan Officer

Residents of New Bedford, MA can benefit greatly from the services of a mortgage loan officer. With the city's rich history in the fishing industry, many residents have unique financial situations that require specialized attention. A mortgage loan officer can offer assistance with securing a loan for a home in the city's historic district, which features beautiful architecture and cultural landmarks. Additionally, the officer can provide guidance on obtaining financing for a home in the city's up-and-coming neighborhoods, such as the North End and the South End. With the city's diverse population, a mortgage loan officer can also offer specialized assistance to non-native English speakers, helping them navigate the complex process of obtaining a mortgage. Overall, a mortgage loan officer can be a valuable resource for residents of New Bedford, MA, helping them achieve their dream of homeownership in this vibrant and unique city.

Tax Services

Residents of New Bedford, MA can benefit from the services of a tax advisor in numerous ways. One specific example is navigating the intricacies of the state's tax laws. Massachusetts has one of the highest income tax rates in the country, and New Bedford residents may need assistance in understanding how to minimize their tax liability while still complying with state regulations. Additionally, the city has a large fishing industry, and tax advisors can provide guidance on specialized deductions and credits available to fishermen and related businesses. Furthermore, New Bedford is a diverse community with a significant immigrant population, and tax advisors can provide multilingual support to ensure that all residents are able to understand and comply with tax laws. Overall, a tax advisor can provide valuable assistance to New Bedford residents in navigating the complexities of tax regulations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of New Bedford, MA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of wills and trusts, which can ensure that assets are distributed according to the individual's wishes. Additionally, estate planning lawyers can help residents with healthcare proxies and power of attorney documents, allowing them to make important decisions about their medical care and finances. In New Bedford, a specific concern is the city's high poverty rate, which can make estate planning even more important for low-income residents. A skilled estate planning lawyer can help these individuals navigate complex legal issues and ensure that their assets are protected for future generations. Overall, working with an estate planning lawyer can provide peace of mind and security for New Bedford residents and their families.

New Bedford, MA Financial Resources

New Bedford, MA Chamber of Commerce

https://onesouthcoast.com/

New Bedford, MA City Hall

https://www.newbedford-ma.gov/

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.