Wealth Management in Haverhill, MA

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List of Firms

Haverhill, MA Wealth Management Firms

Beaton Management Co
SEC File# 801-22549
CRD# 104728
Location 150 Summer St, Haverhill, MA 01830, USA
Phone (978) 372-3008
Language http://beatonmanagement.com/
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Wealth Management in Haverhill, MA

Where Wealth Management Advisors in Haverhill, MA Serve

Haverhill, MA is a bustling city located in Essex County, Massachusetts. This historic city is known for its stunning landmarks, including the Buttonwoods Museum, the John Greenleaf Whittier Birthplace, and the Winnekenni Castle. The city is also home to several top employers, such as the Greater Lawrence Family Health Center, the Whittier Health Network, and the Haverhill Public Schools. Major highways and streets in Haverhill include Interstate 495, Route 125, and Route 97. The city is divided into several distinct neighborhoods, including the Bradford, Riverside, and Ayers Village neighborhoods. With its rich history, lively culture, and vibrant community, Haverhill, MA is a must-visit destination for anyone traveling through the region.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Haverhill, MA could benefit from a bank in a number of ways. For instance, a bank could provide access to financial services such as savings accounts, loans, and credit cards. This could be particularly helpful for individuals and families who are looking to save for a down payment on a home or to fund a child's education. Additionally, a bank could offer financial literacy programs that could help residents better understand how to manage their money and make informed financial decisions. In a city like Haverhill, where the median household income is below the national average, these types of programs could be especially valuable. Furthermore, a bank could provide small business loans and other resources to support local entrepreneurs, which could help to stimulate economic growth and create jobs in the community. Overall, a bank could play a critical role in helping residents of Haverhill achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Haverhill, MA could greatly benefit from the expertise of an insurance broker. With the city's proximity to the Merrimack River, flooding is a common concern for homeowners and businesses alike. An insurance broker can help residents navigate the complex world of flood insurance, ensuring they have adequate coverage and are prepared for any potential disasters. In addition, Haverhill is home to a large number of small businesses, many of which may not have the resources to fully understand their insurance needs. An insurance broker can work with these businesses to assess their risks and provide tailored solutions that protect their assets and livelihoods. With the ever-changing insurance landscape, an insurance broker can also help residents stay up-to-date on the latest trends and regulations, providing peace of mind and the knowledge they need to make informed decisions.

Retirement Planning

Residents of Haverhill, MA can benefit from a retirement planner in various ways. Firstly, a retirement planner can assist them in creating a comprehensive financial plan that takes into account their current financial situation and future goals. This could include setting up a retirement savings account, managing debt, and creating a budget. Additionally, Haverhill residents may benefit from a retirement planner's knowledge of the local economy and job market. Haverhill is a city with a diverse economy, including manufacturing, healthcare, and education. A retirement planner could help residents navigate these industries and offer guidance on how to maximize their retirement savings. Finally, a retirement planner could provide peace of mind by helping residents plan for unexpected events, such as medical emergencies or job loss. With a retirement planner's expertise, Haverhill residents can feel confident about their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Haverhill, MA could benefit from the guidance of a financial advisor in several ways. Firstly, the city's economy is heavily reliant on manufacturing, healthcare, and education industries. Therefore, a skilled financial advisor could assist residents in making informed investment decisions that align with the city's economic trends. Additionally, Haverhill has a diverse population, with a significant number of immigrants and low-income families. An experienced financial advisor could help these individuals create and implement financial plans that prioritize their unique needs and goals. Furthermore, Haverhill is located in Essex County, which has some of the highest property taxes in the state. A financial advisor could provide insight into tax planning and help residents reduce their tax burden. Overall, a financial advisor could play a crucial role in helping Haverhill residents navigate the complex financial landscape and achieve their long-term financial objectives.

Mortgage Loan Officer

Residents of Haverhill, MA would greatly benefit from the expertise of a mortgage loan officer. With Haverhill being a predominantly residential city, a mortgage loan officer can assist residents in navigating the complex and often confusing world of home financing. They can provide guidance on the various types of loans available and help residents choose the best option for their unique financial situation. Additionally, Haverhill is known for its historic homes, which may require special considerations when it comes to financing. A mortgage loan officer can assist residents in securing a loan that meets the specific needs of their historic property. Furthermore, with Haverhill being located in Essex County, which has some of the highest property values in Massachusetts, a mortgage loan officer can help residents secure a competitive interest rate and ensure they are getting the best deal possible.

Tax Services

Residents of Haverhill, MA can benefit greatly from the expertise of a tax advisor. With the city's diverse population and mix of industries, a tax advisor can provide tailored advice to individuals and businesses alike. For instance, Haverhill has a strong manufacturing sector, which means that tax advisors can help businesses navigate the complex tax implications of equipment purchases and depreciation schedules. Additionally, Haverhill has a significant number of retirees, who may need guidance on tax-efficient ways to withdraw from their retirement accounts. A tax advisor can also help residents take advantage of Massachusetts-specific tax credits and deductions, such as the state's Earned Income Tax Credit and property tax relief programs. Overall, a tax advisor can help residents of Haverhill optimize their tax situations and keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Haverhill, MA can benefit from the expertise of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for their assets and property in the event of their death or incapacitation. This is particularly important in Haverhill, MA, where the median home value is $302,100, which is higher than the national average. Secondly, an estate planning lawyer can assist residents in minimizing estate taxes and avoiding probate, which can be a time-consuming and costly process. Additionally, an estate planning lawyer can help residents designate beneficiaries for their assets, establish trusts for their children or other loved ones, and create a plan for their healthcare and end-of-life decisions. Overall, the services of an estate planning lawyer can provide peace of mind and ensure that a resident's assets are protected and distributed according to their wishes.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Haverhill, MA are designed to help clients achieve their financial goals and secure their future. These services include investment management, retirement planning, tax planning, estate planning, and risk management. With its rich history dating back to the 17th century, Haverhill, MA is a city that is steeped in culture and tradition. The wealth manager in Haverhill, MA can leverage this rich history to provide clients with unique investment opportunities in the city's thriving real estate market. Furthermore, the wealth manager can also help clients navigate the complex tax laws in Massachusetts to minimize their tax liability and maximize their returns. With a deep understanding of the local market and a commitment to providing customized solutions, a wealth manager in Haverhill, MA can help clients achieve financial success and peace of mind.

Haverhill, MA is the ideal location for individuals searching for a competent wealth manager. This charming city boasts a rich history dating back to the 17th century and has a thriving economy that attracts numerous businesses and investors. One of the unique features that make Haverhill stand out is its proximity to Boston, which is the financial hub of the region. This means that residents can easily access a wealth of financial resources and expertise, making it easier to find the right wealth manager. Additionally, Haverhill has a diverse population, which provides a wealth of knowledge and experience that can be leveraged by wealth managers to create customized financial plans that meet the unique needs of each client. With its blend of history, economic growth, and cultural diversity, Haverhill, MA is the perfect place to find a skilled wealth manager who can help you achieve your financial goals.