Wealth Management in Middlesex County, MA

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Middlesex County, MA Wealth Management Firms

Condon Sullivan Wealth Management & Planning
SEC File# 801-56151
CRD# 4031
5 out of 5
Location 131 Middlesex Turnpike, Burlington, MA 01803, USA
Phone (781) 552-4900
COMPASS Wealth Management, LLC
Location 290 Baker Ave n101, Concord, MA 01742, USA
Phone (978) 828-5681
SEC File# 801-60480
CRD# 111908
Location 801 Main St #14, Concord, MA 01742, USA
Phone (978) 369-7705
Dms Asset Management Inc
Location 41 Dunelm Rd, Bedford, MA 01730, USA
Phone (781) 275-7665
Wealth Management in Middlesex County, MA

Where Wealth Management Advisors in Middlesex County, MA Serve

Middlesex County is located in Massachusetts and is home to a number of landmarks including the USS Constitution Museum, the Boston Tea Party Museum, and Fenway Park. The top employers in the county are Philips Medical Systems, Liberty Mutual Insurance, and John Hancock Financial Services. Major highways and streets include Route 2 and I-95. The neighborhoods in Middlesex County include Charlestown, Beacon Hill, the Financial District, and Downtown Crossing.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Middlesex County, MA offer a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, many banks also offer online banking and other electronic services for their customers' convenience.

Retirement Planning

Middlesex County, MA is a great place to retire. The county offers plenty of activities and events for seniors, as well as a wide variety of retirement communities and assisted living facilities. In addition, the cost of living in Middlesex County is relatively low, making it a affordable place to retire.

Tax Services

Tax accountants in Middlesex County, MA can help individuals and businesses with their tax planning and preparation needs. They can also provide guidance on how to minimize taxes and file taxes properly. In addition, tax accountants may offer other services such as bookkeeping, accounting, and financial planning.

Financial Advisor

A financial advisor in Middlesex County, MA helps individuals and businesses make financial decisions. They provide guidance on investments, insurance, and retirement planning. Financial advisors may also be involved in estate planning and tax preparation.

Insurance Broker

An insurance broker is a professional who helps clients find the best insurance policy for their needs. They work with a variety of insurance companies, and can help you find the right coverage for your home, car, or business. Brokers are licensed by the state in which they operate, and must meet minimum requirements in order to sell insurance products. If you're looking for help finding the right insurance policy, contact an insurance broker in Middlesex County, MA today.

Mortgage Loan Officer

Mortgage loan officers in Middlesex County, MA help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Middlesex County, MA helps people to create a will and plan for their estate. This includes making decisions about who will inherit their property and assets, as well as setting up trusts and other legal arrangements. In some cases, an estate planning lawyer may also be responsible for handling the administration of an estate after someone has died.


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