Wealth Management in Plymouth County, MA

We did the hard work of finding trustworthy partners in Plymouth County, MA. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Plymouth County, MA Wealth Management Firms

generic_business-71
Cape Cod 5 Lending and Wealth Management Office
Location 163 Front St, Marion, MA 02738, USA
Phone (508) 247-1779
Directions
generic_business-71
Streamline Financial Solutions
Location 29 S Park Ave, Plymouth, MA 02360, USA
Phone (774) 283-4780
Directions
generic_business-71
Emre Oztunc
1 out of 5
Location 20 N Park Ave, Plymouth, MA 02360, USA
Phone (508) 732-5418
Directions
generic_business-71
Joe Hayes - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
Directions
generic_business-71
J G Rubin Financial Services
Location 93 Court St A, Plymouth, MA 02360, USA
Phone (508) 747-2227
Directions
generic_business-71
Hills Pension Associates
Location 2 Montello St Suite 4A, Carver, MA 02330, USA
Phone (508) 928-7172
Directions
generic_business-71
Royal Alliance Associates Inc
Location 50 Resnik Rd #300, Plymouth, MA 02360, USA
Phone (508) 747-2237
Directions
generic_business-71
Granite Wealth Management LLC
Location 32 Court St #2, Plymouth, MA 02360, USA
Phone (508) 746-4228
Directions
generic_business-71
Tringale Financial
Location 47 Main St #1, Plymouth, MA 02360, USA
Phone (508) 746-0500
Directions
generic_business-71
AE Goslin Capital Management
Location 132 Barnfield Dr, Plymouth, MA 02360, USA
Phone (781) 726-0740
Directions
generic_business-71
Gomes Wealth Management
Location 1143 Broadway, Hanover, MA 02339, USA
Phone (781) 826-4446
Directions
generic_business-71
SHP Financial
SEC File# 801-108679
CRD# 174697
5 out of 5
Location 225 Water St Building C, Suite C210, Plymouth, MA 02360, USA
Phone (508) 746-2400
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Sandy Childs
SEC File# 801-3297
CRD# 250
Location 225 Water St Suite A205, Plymouth, MA 02360, USA
Phone (774) 343-5449
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Plimoth Investment Advisors
4 out of 5
Location 38 Resnik Rd STE 202, Plymouth, MA 02360, USA
Phone (508) 747-6596
Directions
generic_business-71
North Light Financial Services
5 out of 5
Location 81 Samoset St, Plymouth, MA 02360, USA
Phone (774) 773-3104
Directions
generic_business-71
Prosperity Financial Planning - Lori A. Ulm
Location 34 Main St Ext #201, Plymouth, MA 02360, USA
Phone (508) 337-4500
Directions
generic_business-71
Bowen Advisors
Location 34 Main St Ext #203, Plymouth, MA 02360, USA
Phone (617) 245-1666
Directions
generic_business-71
Stifel
Location 18 Main St Ext #303, Plymouth, MA 02360, USA
Phone (508) 927-7030
Directions
generic_business-71
Financial Management Group Llc
Location 73 Seacliff Dr, Plymouth, MA 02360, USA
Phone (978) 369-6128
Directions
generic_business-71
Joyal Capital Management, LLC
Location 50 Resnik Rd, Plymouth, MA 02360, USA
Phone (508) 747-2237
Directions
generic_business-71
Anchor Advisory Services Corporation
Location 54 Holman Rd Building D3, Plymouth, MA 02360, USA
Phone (774) 773-3984
Directions
generic_business-71
Rossomando Wealth Management
Location 170 Water St, Plymouth, MA 02360, USA
Phone (774) 404-7692
Directions
generic_business-71
Plymouth Rock Financial Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
New England Financial
Location 728 State Rd, Plymouth, MA 02360, USA
Phone (508) 224-0222
Directions
generic_business-71
Powder Point Wealth Management, LLC
Location 30 Corporate Park Dr Suite 220, Pembroke, MA 02359, USA
Phone (774) 231-0500
Directions
generic_business-71
Walker Wealth Management
Location 802 Washington St, South Easton, MA 02375, USA
Phone (508) 230-9800
Directions
generic_business-71
Northeast Wealth Management
Location 80 Washington St Suite 22, Building D, Norwell, MA 02061, USA
Phone (781) 356-2969
Directions
SEC File# 801-71997
CRD# 155733
5 out of 5
Location 8 Samoset St, Plymouth, MA 02360, USA
Phone (508) 746-3077
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Axelson Wealth Management, Wells Fargo Advisors, Daniel Axelson Managing Principal
Location 2 Essington Dr #1672, Hingham, MA 02043, USA
Phone (781) 836-0081
Directions
generic_business-71
NEXT Financial Group, Inc
5 out of 5
Location 410 Laurel St, Bridgewater, MA 02324, USA
Phone (508) 279-8020
Directions
generic_business-71
Watertree Financial Wellness LLC.
Location 91 Samoset St, Plymouth, MA 02360, USA
Phone (508) 245-6023
Directions
generic_business-71
T L Condon & Co PC
Location 15 Caswell Ln # 3, Plymouth, MA 02360, USA
Phone (508) 746-7763
Directions
generic_business-71
Jane Ricardi, CFP
Location 81 Samoset St #1, Plymouth, MA 02360, USA
Phone (774) 773-3104
Directions
generic_business-71
Financial Services
SEC File# 801-111055
CRD# 158043
Location 7 Middle St, Plymouth, MA 02360, USA
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Neil G Murtagh
Location 101 Derby St Suite 100, Hingham, MA 02043, USA
Phone (781) 741-9528
Directions
generic_business-71
Hilary O'Malley - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
Directions
SEC File# 801-122036
CRD# 147960
Location 374 Court St, Plymouth, MA 02360, USA
Phone (508) 830-0600
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
David S Whiting Financial Services
Location 124 Long Pond Rd STE 6, Plymouth, MA 02360, USA
Phone (508) 746-0773
Directions
generic_business-71
With Integrity Wealth Management
Location 1 Village Green N # 122, Plymouth, MA 02360, USA
Phone (508) 224-3131
Directions
SEC File# 801-10970
CRD# 6413
Location 16 Allerton St, Plymouth, MA 02360, USA
Phone (508) 746-3077
Directions
generic_business-71
Campbell Financial Services
5 out of 5
Location 18 North St #1, Plymouth, MA 02360, USA
Phone (508) 747-5249
Directions
generic_business-71
Genesis Strategic Advisors
Location 17 Vitos Run, Plymouth, MA 02360, USA
Phone (617) 763-8317
Directions
generic_business-71
Merrill Lynch Wealth Management
Location 113 Samoset St, Plymouth, MA 02360, USA
Phone (508) 927-7105
Directions
generic_business-71
Ned Deane - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (508) 830-4641
Directions
generic_business-71
Baker and Eitas Financial Services
Location 85 Samoset St #34, Plymouth, MA 02360, USA
Phone (508) 747-0555
Directions
generic_business-71
Maritime Wealth Advisors, LLC.
5 out of 5
Location 51 Mill St # D102, Hanover, MA 02339, USA
Phone (781) 826-8100
Directions
generic_business-71
Joe Pierce - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15 Caswell Ln STE 1, Plymouth, MA 02360, USA
Phone (800) 277-7750
Directions
Wealth Management in Plymouth County, MA

Where Wealth Management Advisors in Plymouth County, MA Serve

Plymouth County, located in southeastern Massachusetts, is a diverse and historic region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Plymouth Rock to the charming seaside town of Scituate, this county is home to some of the most breathtaking natural landscapes and cultural attractions in the state. With top employers such as the South Shore Health System, Bridgewater State University, and the Plymouth County Sheriff's Department, there is no shortage of career opportunities in this bustling region. Major highways and streets such as Route 3, Route 44, and Route 106 provide easy access to neighboring communities and cities, while neighborhoods like Duxbury, Marshfield, and Kingston offer a unique blend of small-town charm and urban amenities. Whether you're looking for a relaxing day at the beach or a night out on the town, Plymouth County has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Plymouth County, MA can benefit from a bank in a multitude of ways. For instance, banks can provide financial assistance to small businesses in the area, which is especially important in Plymouth County where tourism is a major industry. Additionally, banks can offer mortgages and loans to residents looking to buy a home in the county, which has a diverse range of housing options from historic New England homes to modern waterfront properties. Banks can also provide investment opportunities for residents looking to grow their wealth, which is crucial in a county with a high cost of living. Furthermore, banks can offer financial education and resources to help residents manage their money effectively, which is important in a county with a large population of retirees. Overall, a bank can be a valuable resource for residents of Plymouth County, MA, providing them with the financial tools and resources necessary to thrive in a diverse and dynamic community.

Insurance Broker

Residents of Plymouth County, MA can benefit from the expertise of an insurance broker in various ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best policies that suit their unique needs and budget. This is particularly important in Plymouth County, which is known for its diverse economy, ranging from fishing and agriculture to healthcare and education. Secondly, an insurance broker can assist residents in understanding the intricacies of insurance policies, such as deductibles, coverage limits, and exclusions. This is crucial in Plymouth County, which is prone to natural disasters such as hurricanes and floods. Lastly, an insurance broker can provide ongoing support and advice to residents, ensuring that their policies remain up-to-date and relevant. This is especially important in Plymouth County, which has a rapidly growing population and a dynamic business environment. In conclusion, the services of an insurance broker can be invaluable to residents of Plymouth County, MA, helping them to protect their homes, businesses, and families in an ever-changing world.

Retirement Planning

Residents of Plymouth County, MA can benefit greatly from the assistance of a retirement planner. One specific way a retirement planner can help is by providing guidance on how to navigate the complex tax laws in Massachusetts. With a state income tax rate of 5%, residents of Plymouth County may be looking for ways to minimize their tax burden in retirement. A retirement planner can help by providing advice on tax-efficient investment strategies and retirement income sources. Additionally, with the cost of living in Plymouth County being higher than the national average, a retirement planner can help residents create a comprehensive retirement plan that takes into account their unique financial situation and goals. This may include strategies for managing debt, saving for healthcare costs, and maximizing Social Security benefits. With the help of a retirement planner, residents of Plymouth County can feel confident that they are on track to achieve their retirement goals and live a comfortable and financially secure life in retirement.

Financial Advisor

Residents of Plymouth County, MA could greatly benefit from the expertise of a financial advisor. With its diverse economy, ranging from tourism to healthcare, Plymouth County presents unique financial challenges for its residents. A financial advisor could assist in creating a personalized budget and savings plan to help residents navigate the high cost of living in the area. Additionally, with the county's proximity to Boston and its thriving tech industry, a financial advisor could provide guidance on investing in stocks and mutual funds. Furthermore, with the prevalence of seasonal employment in the county's tourism industry, a financial advisor could advise on creating a plan to manage income fluctuations. Overall, a financial advisor could provide invaluable advice and guidance to help Plymouth County residents achieve their financial goals and navigate the complexities of the local economy.

Mortgage Loan Officer

Residents of Plymouth County, MA can benefit from the expertise of a mortgage loan officer in many ways. With the county's diverse population and unique housing market, a loan officer can help residents navigate the complexities of the mortgage process. For example, the county's coastal towns, such as Plymouth and Duxbury, have high property values and require specialized knowledge of flood insurance and other regulations. On the other hand, the county's inland communities, like Brockton and East Bridgewater, have more affordable housing options but may require a different approach to financing. A skilled loan officer can provide personalized guidance to residents based on their individual needs and circumstances. Additionally, with the current low interest rates, a loan officer can help residents take advantage of the market and secure the best possible mortgage terms.

Tax Services

Residents of Plymouth County, MA could benefit greatly from the assistance of a tax advisor. With a population of over 500,000 people, the county is home to a diverse range of individuals and businesses who all have unique tax needs. A skilled tax advisor could help residents navigate the complex tax laws and regulations that are specific to Massachusetts, including the state's income tax, sales tax, and property tax laws. They could also provide guidance on tax planning strategies that could help residents save money and maximize their tax benefits. Additionally, a tax advisor could assist businesses in Plymouth County with tax preparation and compliance, helping them avoid costly penalties and fines. With so many tax-related challenges facing residents and businesses in Plymouth County, MA, a tax advisor could be an invaluable resource for anyone looking to manage their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Plymouth County, MA can benefit greatly from the services of an estate planning lawyer. These legal professionals can help individuals and families create comprehensive plans for the distribution of their assets after they pass away. In Plymouth County, which has a large population of retirees and elderly individuals, estate planning is particularly important. An estate planning lawyer can assist with tasks such as drafting wills and trusts, creating powers of attorney, and setting up healthcare directives. They can also help clients navigate the complex tax laws and regulations that apply to estate planning. With the help of an experienced estate planning lawyer, residents of Plymouth County can ensure that their assets are distributed according to their wishes and that their loved ones are provided for after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs