Wealth Management in Essex, MA

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Essex, MA Wealth Management Firms

SEC File# 801-69456
CRD# 147910
Location 16 Martin St, Essex, MA 01929, USA
Phone (978) 801-0860
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
US Advisory Group
Location 152 Conant St S201, Beverly, MA 01915, USA
Phone (781) 246-0222
Wealth Management in Essex, MA

Where Wealth Management Advisors in Essex, MA Serve

Essex, MA is a quaint New England town that boasts a number of historic landmarks, including the Essex Shipbuilding Museum, which showcases the town's rich seafaring history. Other notable landmarks include the First Congregational Church and the Cox Reservation, a beautiful nature preserve that offers stunning views of the surrounding landscape. In terms of top employers, Essex is primarily a residential community, with many residents commuting to nearby cities for work. However, the town does have a number of small businesses and restaurants that provide local employment opportunities. Major highways and streets in the area include Route 133, which runs through the heart of town, as well as Route 1A and Route 128, which provide easy access to nearby cities and towns. Essex is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Essex, MA would greatly benefit from a bank in a variety of ways. For starters, with its rich history in shipbuilding, fishing, and agriculture, Essex is home to many small businesses that require financial support. A bank could provide loans and lines of credit to these businesses, allowing them to grow and thrive. Additionally, many residents in Essex are homeowners and may need assistance with mortgages or home equity loans. A bank could offer guidance on these matters and help residents make informed decisions. Furthermore, with the town being located near the coast, residents may need access to safe deposit boxes to store valuable items during hurricane season. A bank could provide this service and offer peace of mind to residents. Overall, a bank in Essex would be a valuable resource for the community, providing financial support and security to its residents.

Insurance Broker

Residents of Essex, MA can benefit greatly from the services of an insurance broker. With the town located near the coast, residents may require specialized insurance coverage for flood and hurricane damage. Additionally, the town is home to many historic homes and buildings, which may require unique insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their specific needs. They can also assist with claims processing and ensure that residents receive the compensation they deserve in the event of a loss. With the help of an insurance broker, residents of Essex, MA can have peace of mind knowing that they are adequately protected in the face of unforeseen events.

Retirement Planning

Residents of Essex, MA can benefit greatly from the services of a retirement planner. With its rich history as a fishing village and its location on the scenic North Shore, Essex is a unique community with specific needs and challenges when it comes to retirement planning. A retirement planner can help residents navigate the complexities of Social Security and Medicare, as well as provide guidance on investments and estate planning. Additionally, the planner can assist with long-term care planning, which is especially important for the aging population of Essex. With its strong sense of community and emphasis on preserving its historic charm, Essex residents can trust a retirement planner to help them achieve their financial goals while also preserving their legacy for future generations.

Financial Advisor

Residents of Essex, MA can greatly benefit from the guidance of a financial advisor. With a population of just over 3,500, Essex is a small town that is home to many retirees and families. A financial advisor can help these individuals navigate the complexities of retirement planning, including managing pensions, social security benefits, and investment portfolios. Additionally, many residents of Essex own businesses or are self-employed, and a financial advisor can provide valuable guidance on tax planning and business financial management. With its location on the coast, Essex is also home to many individuals with unique financial needs related to owning and maintaining waterfront property. A financial advisor can help these individuals navigate the complexities of property ownership, including insurance, taxes, and estate planning. Overall, a financial advisor can provide invaluable support to the residents of Essex, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Essex, MA could greatly benefit from the services of a mortgage loan officer. With the town's close proximity to the coast, many residents may be interested in purchasing a waterfront property or renovating their existing home to withstand the harsh ocean climate. A knowledgeable mortgage loan officer can help residents navigate the complexities of securing a loan for these types of properties, which often require additional insurance and inspections. Additionally, with the town's rich history and charming New England architecture, many residents may be interested in purchasing a historic home. A mortgage loan officer can assist in securing a loan for these unique properties, which often require specialized appraisals and inspections. Overall, a mortgage loan officer can provide valuable expertise and support to residents of Essex, MA as they navigate the home-buying or renovation process.

Tax Services

Residents of Essex, MA can benefit from the expertise of a tax advisor in many ways. One specific area where a tax advisor can be of great assistance is in navigating the complex tax laws surrounding the town's thriving seafood industry. With a population of just over 3,500, Essex is known for its long history of fishing and shellfishing, which generates significant revenue for the town. A tax advisor can help seafood businesses and individuals in the industry stay compliant with tax regulations, maximize deductions, and minimize tax liabilities. Additionally, a tax advisor can provide guidance on issues unique to the seafood industry, such as how to properly account for inventory and handle depreciation of fishing equipment. Overall, a tax advisor can be an invaluable resource to residents of Essex, MA looking to optimize their financial situation and stay ahead of ever-changing tax laws.

Estate Planning Lawyer

Residents of Essex, MA can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures the smooth transfer of assets to their intended beneficiaries upon their death. This is particularly important in Essex, MA, where many residents own historic homes and properties that have been passed down through generations. An estate planning lawyer can also help residents minimize estate taxes and avoid probate court, which can be time-consuming and costly. Additionally, an estate planning lawyer can assist with the establishment of trusts, guardianships, and powers of attorney, which can provide peace of mind to residents in the event of incapacity or disability. Overall, an estate planning lawyer can help residents of Essex, MA protect their assets and ensure that their wishes are carried out after they pass away.


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