Wealth Management in Marblehead, MA

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List of Firms

Marblehead, MA Wealth Management Firms

Finer Wealth Management, Inc.
SEC File# 801-121773
CRD# 129987
5 out of 5
Location 530 Loring Ave #302, Salem, MA 01970, USA
Phone (978) 740-1011
Language http://www.finer.com/
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Bentley Wealth Management
5 out of 5
Location 89 Front St, Marblehead, MA 01945, USA
Phone (781) 990-0808
Language http://www.bentleywm.com/
Directions
Jody P. Chadwick - RBC Wealth Management Financial Advisor
Location 222 Rosewood Dr Suite 510, Danvers, MA 01923, USA
Phone (978) 646-1168
Language https://us.rbcwealthmanagement.com/dicarlochadwick?utm_source=GMB&utm_medium=Yext
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Ocean Gate Capital
Location 5 Sewall St, Marblehead, MA 01945, USA
Phone (781) 631-0449
Language http://oceangatecapital.com/
Directions
LaGreca Wealth Management
Location 100 Cummings Center, Suite 330-B, Beverly, MA 01915-6114, Beverly, MA 01915, USA
Phone (978) 338-5711
Language http://www.lagrecawealth.com/
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The Case Wealth Management Group - UBS Financial Services Inc.
Location 2 Town House Square, Marblehead, MA 01945, USA
Phone (781) 990-5158
Language https://advisors.ubs.com/casegroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166319&y_source=1_MjA0MTQ5NTEtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Wealth Management in Marblehead, MA

Where Wealth Management Advisors in Marblehead, MA Serve

Marblehead, MA is a charming coastal town located on the North Shore of Massachusetts. The town is home to several landmarks, including the famous Marblehead Light, the historic Abbot Hall, and the Marblehead Neck Wildlife Sanctuary. The town's top employers include the Marblehead Public Schools, the town government, and a number of small businesses in the downtown area. Major highways and streets in Marblehead include Route 114, Atlantic Avenue, and Pleasant Street. The town is also easily accessible by public transportation, with several MBTA bus routes and a commuter rail station located nearby. Marblehead is divided into several distinct neighborhoods, each with its own unique character and charm. These include Old Town, with its historic homes and quaint streets, Marblehead Neck, known for its stunning ocean views and luxury homes, and Clifton, a quiet residential area located on the outskirts of town.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Marblehead, MA can benefit from a bank in several ways. Firstly, a bank can provide them with access to financial products and services that can help them manage their money better. This is particularly important in Marblehead, which is known for its high cost of living and affluent population. Secondly, a bank can help residents with their savings goals by offering them a range of savings accounts and investment options. This is crucial in a town where many residents are looking to save for their children's education or retirement. Thirdly, a bank can provide residents with access to loans and credit facilities that can help them finance major purchases or emergencies. This is particularly important in a town where many residents own expensive homes and may need to borrow money to cover unexpected expenses. Overall, a bank can be a valuable resource for residents of Marblehead, providing them with the financial tools they need to achieve their goals and maintain their standard of living.

Insurance Broker

Marblehead, MA is a beautiful coastal town with a rich history, but like any other place, its residents face risks that need to be addressed. An insurance broker can help them in many ways, such as finding the right coverage for their homes, cars, and businesses. For instance, Marblehead is known for its historic homes, and an insurance broker can help residents find policies that cover the unique risks associated with owning a historic property, such as damage from natural disasters or theft of antiques. Additionally, Marblehead is a popular tourist destination, and businesses in the town may need liability insurance to protect themselves from lawsuits in case of accidents or injuries. With the help of an insurance broker, residents of Marblehead can have peace of mind knowing that they are adequately covered in case of unexpected events.

Retirement Planning

Residents of Marblehead, MA can benefit greatly from the services of a retirement planner. The town's population is primarily made up of older adults, with a median age of 49 years old. This means that many residents are likely approaching retirement age or have already retired. A retirement planner can assist with a variety of financial planning needs, such as creating a retirement budget, managing investments, and planning for healthcare expenses. Additionally, Marblehead is known for its high cost of living, which can make it challenging for retirees to make their savings last. A retirement planner can help residents navigate these financial challenges and create a plan that is tailored to their unique needs and goals. With the help of a retirement planner, residents of Marblehead can feel confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Marblehead, MA is a beautiful coastal town with a rich history and a strong sense of community. However, like many other towns, its residents face financial challenges. This is where a financial advisor can be of great help. For instance, a financial advisor can assist residents in planning for retirement, setting up a college fund for their children, or creating a budget that takes into account the high cost of living in Marblehead. Additionally, a financial advisor can help residents navigate the complexities of investing in the stock market, real estate, or other types of assets. With its picturesque harbor, quaint shops, and historic homes, Marblehead is a desirable place to live, but it can also be an expensive one. A financial advisor can help residents make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Marblehead, MA can greatly benefit from the expertise of a mortgage loan officer. With its picturesque coastal location and historic charm, Marblehead is a highly desirable place to live. However, the high cost of living can make it difficult for many residents to purchase a home without assistance. A mortgage loan officer can help residents navigate the complex process of securing a loan, providing guidance on everything from credit scores and down payments to interest rates and closing costs. They can also help residents understand the unique challenges and opportunities presented by the Marblehead housing market, including the town's strict zoning regulations and limited inventory of available homes. With the help of a mortgage loan officer, residents of Marblehead can achieve their dream of owning a home in this beautiful and vibrant community.

Tax Services

Marblehead, MA residents can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to Massachusetts. With its high property values and affluent population, Marblehead presents unique challenges when it comes to tax planning and compliance. A tax advisor can help residents take advantage of tax breaks and deductions, such as the Community Preservation Act, which provides funding for affordable housing and historic preservation projects. Additionally, a tax advisor can assist residents with estate planning, ensuring that their assets are protected and distributed according to their wishes. With its rich history and picturesque waterfront, Marblehead is a desirable place to live, but it also comes with a high cost of living. A tax advisor can help residents manage their finances and minimize their tax burden, allowing them to enjoy all that Marblehead has to offer without breaking the bank.

Estate Planning Lawyer

Marblehead, MA is a quaint coastal town that is home to many affluent residents who could greatly benefit from the services of an estate planning lawyer. These lawyers are experts in crafting legal documents that help individuals plan for the distribution of their assets after their passing. For residents of Marblehead, this could mean creating a trust or will that ensures their property and possessions are passed down to their loved ones in a way that minimizes tax implications. Additionally, estate planning lawyers can help residents establish healthcare directives and powers of attorney, which can be crucial in the event of a medical emergency. With its rich history and unique architecture, Marblehead is a town that many people are proud to call home, and an estate planning lawyer can help ensure that their legacy is protected for generations to come.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Marblehead, MA can provide a range of wealth management services to clients looking to grow and manage their wealth. From investment management to financial planning, estate planning, and tax planning, a wealth manager can help clients achieve their financial goals and secure their financial future. Marblehead, MA, with its rich history and picturesque coastal location, presents unique opportunities and challenges for wealth management. With a wealth manager in Marblehead, MA, clients can benefit from a deep understanding of the local economy, including the real estate market, tourism industry, and local businesses. Additionally, a wealth manager can help clients navigate the complex tax laws and regulations in Massachusetts, ensuring that they minimize their tax liability and maximize their wealth-building potential. Overall, a wealth manager in Marblehead, MA can provide comprehensive and tailored wealth management services that meet the unique needs and goals of each client.

Marblehead, MA is undoubtedly the best place to find a wealth manager. This picturesque coastal town boasts a rich history and an abundance of financial expertise. With its thriving economy and high standard of living, Marblehead attracts some of the most talented and experienced wealth managers in the industry. In fact, many of these professionals have chosen to make their homes in Marblehead, drawn by the town's unique blend of charm and sophistication. From boutique firms to large financial institutions, Marblehead has a wealth of options when it comes to finding the right wealth manager for you. Whether you're a seasoned investor or just starting out, you can trust that the professionals in Marblehead have the knowledge and experience to help you achieve your financial goals.