Wealth Management in Duxbury, MA

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List of Firms

Duxbury, MA Wealth Management Firms

Donovan Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 175 Derby St Unit 1, Hingham, MA 02043, USA
Phone (781) 749-7747
Language https://www.ameripriseadvisors.com/team/donovan-wealth-management-group/?cid=IP_local_google
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Shoreline Private Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 25 Recreation Park Dr Ste 210, Hingham, MA 02043, USA
Phone (781) 556-0480
Language https://www.ameripriseadvisors.com/team/shoreline-private-wealth-management/?cid=IP_local_google
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Odinic Advisors LLC
Location 64 Court St #2, Plymouth, MA 02360, USA
Phone (774) 343-5172
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HMC Investment Management
Location 19 Depot St, Duxbury, MA 02332, USA
Phone (781) 934-5432
Language http://www.jamiehansman.com/
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Irving Wealth Management
Location Suite 109, South, 800 Hingham St, Rockland, MA 02370, USA
Phone (781) 871-9160
Language https://www.jayirving.com/
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Blue Hills Wealth Management
5 out of 5
Location 300 Crown Colony Dr # 102, Quincy, MA 02169, USA
Phone (617) 471-6800
Language http://www.bluehillswm.com/
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Tidegate Capital LLC
Location 405 Washington St, Duxbury, MA 02332, USA
Phone (781) 285-3502
Language http://www.tidegatecapital.com/
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Wealth Management in Duxbury, MA

Where Wealth Management Advisors in Duxbury, MA Serve

Nestled on the coast of Massachusetts, Duxbury is a charming town with a rich history and vibrant community. From the iconic Duxbury Beach to the stunning Powder Point Bridge, this town boasts a plethora of landmarks that are sure to captivate any visitor. In terms of top employers, Duxbury is home to a variety of businesses, including the Duxbury Public Schools, Mirbeau Inn & Spa, and the Duxbury Bay Maritime School. These companies provide ample job opportunities for the town's residents and contribute to the local economy. When it comes to major highways and streets, Duxbury is conveniently located near Route 3 and Route 53, making it easy to travel to nearby cities like Boston and Plymouth. Additionally, the town's main street, Washington Street, is lined with quaint shops and restaurants that are perfect for a leisurely stroll. Duxbury is divided into several neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Duxbury, MA could benefit from a bank in numerous ways. For starters, the bank could offer various financial services such as checking and savings accounts, loans, and credit cards. Additionally, the bank could provide investment opportunities for those looking to grow their money. Moreover, with Duxbury being a coastal town, the bank could offer specific services related to maritime industries such as boat loans and insurance. Furthermore, the bank could assist in financing the restoration of historical homes, which Duxbury is known for. Lastly, the bank could offer financial education and resources to the community, helping residents make informed decisions about their money and investments. Overall, a bank in Duxbury would provide essential financial services and support for the community.

Insurance Broker

Residents of Duxbury, MA can benefit from the services of an insurance broker in several ways. An insurance broker can help residents navigate the complex world of insurance and find the right coverage for their unique needs. With Duxbury being a coastal town, residents may need specialized insurance coverage for their homes and properties to protect against potential damage from storms and flooding. Additionally, an insurance broker can help residents find affordable health insurance options and ensure they have adequate coverage for medical expenses. Furthermore, an insurance broker can assist residents in finding the best auto insurance policy to protect against accidents and liability. With so many insurance options available, an insurance broker can help residents save time and money by finding the right coverage at the best price.

Retirement Planning

Residents of Duxbury, MA could benefit from the services of a retirement planner in a number of ways. One specific area where a planner could provide valuable assistance is in navigating the complex tax laws that apply to retirement savings in Massachusetts. With its high cost of living and relatively high state income tax rates, Duxbury residents may need to take extra care to maximize their retirement savings and minimize their tax liabilities. A retirement planner could help residents to develop a comprehensive tax strategy that takes into account their unique financial situation and goals. Additionally, a planner could help residents to identify the most appropriate retirement savings vehicles, such as IRAs or 401(k) plans, and to optimize their investment portfolios for maximum growth and income. Finally, a planner could provide guidance on estate planning and other related issues, helping residents to ensure that their assets are protected and their loved ones are provided for in the event of their passing.

Financial Advisor

Residents of Duxbury, MA would benefit from the guidance of a financial advisor in several ways. Firstly, with the median household income of $128,000, Duxbury is considered a wealthy town, and a financial advisor can help residents manage their wealth effectively. Secondly, with a high cost of living, residents may need advice on how to budget and save for future expenses. Additionally, Duxbury has a significant senior population, and a financial advisor can assist them in planning for retirement and managing their investments. Furthermore, with the town's proximity to Boston, residents may need assistance in navigating complex tax laws and maximizing their tax savings. Lastly, with a strong emphasis on education in Duxbury, a financial advisor can help families plan for the high costs of college tuition and create a savings plan for their children's future education. Overall, a financial advisor can provide valuable guidance and support to residents of Duxbury in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Residents of Duxbury, MA may seek assistance from a mortgage loan officer for a multitude of reasons. One specific need that stands out in this affluent coastal community is the desire to purchase a second home. With its picturesque scenery and proximity to Boston, Duxbury is a highly sought-after location for vacation homes. A knowledgeable mortgage loan officer can guide residents through the complex process of securing a second mortgage, including navigating the intricacies of investment property financing and understanding the tax implications of owning a second home. Additionally, residents may seek the expertise of a mortgage loan officer when refinancing their primary residence, consolidating debt, or tapping into the equity of their home for home improvements or other expenses. With a mortgage loan officer's help, residents of Duxbury can make informed decisions about their financial future and achieve their homeownership goals.

Tax Services

Residents of Duxbury, MA can benefit greatly from the expertise of a tax advisor. With its affluent population and high property values, Duxbury residents may have more complex financial situations than those in other towns. A tax advisor can help residents navigate the intricacies of the tax code, particularly with regard to deductions and credits that may be unique to Duxbury's local tax laws. Additionally, with many residents owning small businesses or rental properties, a tax advisor can provide guidance on how to maximize deductions and minimize tax liabilities. With the constantly changing tax laws and regulations, a tax advisor can also help residents stay up-to-date on any changes that may affect their financial situation. Overall, a tax advisor can provide invaluable assistance to Duxbury residents in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Duxbury, MA can benefit greatly from the services of an estate planning lawyer. With a population of just over 15,000, Duxbury is a small but affluent coastal town in Plymouth County, Massachusetts. An estate planning lawyer can assist Duxbury residents in a variety of ways, such as creating wills and trusts, establishing powers of attorney, and developing healthcare directives. Additionally, the lawyer can help residents navigate the complex and ever-changing tax laws that apply to estate planning. Given the high property values and significant wealth of many Duxbury residents, it is especially important to have an estate planning lawyer who understands the intricacies of Massachusetts estate law and can help clients protect their assets and ensure their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Duxbury, MA can provide a plethora of wealth management services to clients. From investment management to estate planning, a wealth manager can help clients achieve their financial goals. Duxbury, MA, known for its stunning beaches and picturesque landscapes, is also home to a vibrant community of entrepreneurs and business owners. As such, a wealth manager in Duxbury can provide specialized services to help these individuals manage their wealth effectively. This may include business succession planning, tax planning, and risk management strategies. With their knowledge of the local economy and business landscape, a wealth manager in Duxbury can help clients navigate the unique challenges and opportunities that come with building and maintaining wealth in this bustling community.

Duxbury, MA is the perfect place to find a wealth manager due to its affluent community and access to top-notch financial resources. With a population of just over 15,000, Duxbury is a tight-knit community that values financial stability and security. The town is home to some of the most prestigious financial institutions in the country, including Fidelity Investments and State Street Corporation. These companies offer a wealth of financial knowledge and expertise that can be invaluable when it comes to managing your assets. Additionally, Duxbury is known for its beautiful beaches and stunning natural scenery, making it an ideal place to live for those who value a high quality of life. With its combination of financial resources and natural beauty, Duxbury is the perfect place to find a wealth manager who can help you achieve your financial goals.