Wealth Management in Middlesex County, MA

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List of Firms

Middlesex County, MA Wealth Management Firms

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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
Directions
SEC File# 801-60480
CRD# 111908
Location 801 Main St #14, Concord, MA 01742, USA
Phone (978) 369-7705
Directions
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COMPASS Wealth Management, LLC
Location 290 Baker Ave n101, Concord, MA 01742, USA
Phone (978) 828-5681
Directions
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Dms Asset Management Inc
Location 41 Dunelm Rd, Bedford, MA 01730, USA
Phone (781) 275-7665
Directions
Wealth Management in Middlesex County, MA

Where Wealth Management Advisors in Middlesex County, MA Serve

Middlesex County, MA is a bustling region with a plethora of landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Minuteman National Park to the iconic Fenway Park, there is no shortage of notable places to visit. The county is home to several top employers such as Raytheon Technologies, Massachusetts General Hospital, and Bose Corporation. The major highways and streets that run through Middlesex County include Route 128, I-93, and the Massachusetts Turnpike, making transportation convenient and accessible. The neighborhoods in Middlesex County are as varied as they are vibrant, from the bustling city of Cambridge to the serene suburbs of Lexington and Concord. Whether you're looking for culture, commerce, or community, Middlesex County has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Middlesex County, MA can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to individuals looking to purchase a home in the county, which is known for its high cost of living. Furthermore, banks can offer loans to small businesses looking to establish themselves in the area, which is home to several major technology companies and a thriving startup scene. Additionally, banks can provide resources and guidance to residents looking to invest in the stock market, which can be a complex and daunting task for many. Overall, a bank can serve as a valuable resource for residents of Middlesex County, MA, offering a range of financial services to help them achieve their goals and navigate the unique challenges of living in this bustling and diverse region.

Insurance Broker

Residents of Middlesex County, MA can benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker can help individuals and families in Middlesex County navigate the complex healthcare system by finding the right insurance plan that meets their unique needs and budget. Additionally, an insurance broker can help homeowners in Middlesex County protect their most valuable asset by finding the right homeowners insurance policy that covers their property and belongings in the event of damage or theft. Moreover, an insurance broker can help businesses in Middlesex County protect their assets and employees by finding the right commercial insurance policy that covers liability, property damage, and workers' compensation. With the help of an insurance broker, residents of Middlesex County can have peace of mind knowing that they have the right insurance coverage to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Middlesex County, MA can greatly benefit from the services of a retirement planner. With a population of over 1.5 million, Middlesex County is the most populous county in Massachusetts, and as such, there are a myriad of retirement planning options available to its residents. A retirement planner can help Middlesex County residents navigate the complex world of retirement planning, including creating a personalized retirement plan, maximizing Social Security benefits, and managing investment portfolios. Additionally, Middlesex County is home to many high-tech and biotech companies, making it a hub for innovation and entrepreneurship. A retirement planner can also provide guidance on how to navigate the unique retirement challenges faced by entrepreneurs and small business owners in Middlesex County. With the help of a retirement planner, Middlesex County residents can rest assured that they have a solid plan in place for their golden years.

Financial Advisor

Middlesex County, MA is a thriving community with a diverse population and a strong economy. However, many residents of this county struggle with managing their finances and planning for the future. This is where a financial advisor can be of great assistance. By providing expert guidance on topics such as budgeting, debt management, retirement planning, and investment strategies, a financial advisor can help Middlesex County residents achieve their financial goals and secure their financial future. For example, a financial advisor could help a young family in Cambridge save for their children's college education while also planning for their own retirement. Or, they could assist a small business owner in Lowell with managing cash flow and developing a growth strategy. With the help of a skilled financial advisor, residents of Middlesex County can navigate the complex world of finance and make informed decisions that will benefit them and their families for years to come.

Mortgage Loan Officer

Residents of Middlesex County, MA can benefit from the expertise of a mortgage loan officer in a plethora of ways. With a population of over 1.5 million people, Middlesex County is one of the most populous counties in Massachusetts, and as such, residents are likely to require assistance with securing a mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including analyzing their financial situation, explaining the different types of mortgages available, and helping them find the best rates and terms for their unique needs. Additionally, with Middlesex County being home to some of the most expensive real estate in the state, a mortgage loan officer can help residents understand how to qualify for a jumbo loan, which is necessary for properties that exceed the conforming loan limits set by Fannie Mae and Freddie Mac.

Tax Services

Residents of Middlesex County, MA would greatly benefit from the expertise of a tax advisor in navigating the complex tax laws and regulations in the state. With a population of over 1.5 million people, Middlesex County is the most populous county in Massachusetts and home to a diverse range of individuals and businesses. Tax advisors can provide specialized guidance on tax planning, deductions, and credits, which can help residents minimize their tax liability and maximize their refund. Additionally, Middlesex County is home to a number of high-tech companies and startups, which can benefit from tax advisors who are well-versed in the unique tax implications of these industries. With the constantly changing tax landscape, it is important for residents of Middlesex County to have a knowledgeable tax advisor on their side to ensure compliance and optimize their financial situation.

Estate Planning Lawyer

Residents of Middlesex County, MA can benefit from the expertise of an estate planning lawyer in a multitude of ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is especially important in Middlesex County, MA, which is home to many affluent communities and individuals with complex financial portfolios. An estate planning lawyer can also help residents minimize their tax liabilities, protect their assets from creditors, and establish trusts for the care of minor children or elderly parents. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney documents, which are crucial in the event of incapacitation or medical emergencies. Overall, an estate planning lawyer can provide Middlesex County, MA residents with peace of mind and security for themselves and their loved ones.

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