Nationwide Financial Planners

National Coverage

Local Professionals

Financial Planning Advice

New Bedford Financial Planners

New Bedford financial planners can help you to take control of your finances and prepare you for a prosperous, comfortable, and lucrative retirement. Without the help of a planner in New Bedford, Massachusetts, you could be taking unnecessary risks with your finances. Having a plan to retire and invest your money while doing so is very important, and getting a local New Bedford financial planner will help you to prepare a plan that will benefit you for years to come. The services that a financial planner in New Bedford offers are very valuable, and should be taken seriously when you decide it is time to begin planning for your future.

If you are thinking about retiring, or simply want to begin the process of preparing for when you retire, you should consider sitting down with New Bedford, Massachusetts financial advisors to let them assess your finances and create a plan that will benefit you in your plans to retire. Planners can explain investment options to you that will help you generate income even after you stop working, and advise you on ways to save your money through a Roth IRA, an IRA, or your 401K. These are just a few of the things that New Bedford financial planners can do to help you stay financially stable and independent.

A Planner's Job

Financial planners in New Bedford, MA, that you will find through this website are reliable and certified, which will give you a great deal of comfort when you begin the process of planning to retire and start saving your money. Chances are, you already have a savings account and have worked hard your whole life to get your account to where it needs to be. Now that you have that money, you might not be sure about how to properly invest it, which is where a New Bedford financial planner comes in. You may also have other sources to mine from when you retire, and a MA financial planner can help you to properly organize your finances and use those sources to make sure that when you retire you are comfortable and secure.

A New Bedford financial planner, like all planners, can perform a variety of functions for their clients. The best way to break down what a free financial planning advisor actually does is to look at the most basic functions of their services. They take every aspect of your finances and formulate a plan that will show you how to save your money and invest it in the proper ways so that your investments are safe and yield a high return. They will assess all aspects of your finances, including your taxes, income, savings, real estate value, stocks, and bonds to see what exact resources you have in order to put together a plan that teaches you how to save your money and invest it in a safe and effective way. They can also help you set up a college fund for your children. Taking advantage of this type of service is something that everyone should consider, as it can benefit you in ways that most people don't think about until they are extremely close to retiring. At that point, the planning could be somewhat restricted compared to how you would have been able to plan to retire if you had begun the process earlier.

Compensation for a Planner

When you are looking around for a New Bedford financial planner, you should take a few things into consideration. You want to be sure that they are certified and able to perform the services you need; first and foremost. Aside from that, you will want to be totally clear on how your planner will be paid, as each planner might have different ways that they receive compensation for their services. Some planners charge per hour or charge a fixed rate, while others will use the commission they make from selling investment products to you to earn their compensation. Some planners in New Bedford, Massachusetts, will combine the two, charging an hourly fee or fixed rate, while also receiving commission on investment products. If you plan on investing extensively, be sure to let your financial planner know about this so that they can figure out how to charge you appropriately.

New Bedford financial planners are not only local, but reliable and trustworthy. Not many people are comfortable with living in New Bedford, MA, while their financial planners live in New York, for instance. You want a New Bedford financial planner that will sit down with you face to face to assess your finances, not someone in a different state that might see you as just another customer. Trust is very important in a relationship between you and your planner, so be sure that when you choose someone to handle your finances in New Bedford, you choose someone you know you can trust.

Choose a Qualified Financial Planner

Compare Planners From Top Firms

Find a Planner

Your information is encrypted Your Information is Encrypted, Private, and Secure

Financial Planners Feedback

What People Are Saying

With the help of this site, I got to spend less time searching for an advisor and more time actually working with one to develop a financial plan!
Carol M, Baltimore MD

Financial Planners in New Bedford

John Finn
John Finn
294 Valley Rd
Middletown, RI 02842

Jonathan Pierce
Jonathan Pierce
15 Caswell Lane
Plymouth, MA 02360

Mark Lavallee
Mark Lavallee
931 Jefferson Blvd
Suite 2005
Warwick, RI 02886

Christian Grundel
Christian Grundel
1000 Bald Hill Road
Suite 5
Warwick, RI 02886

Christian Grundel
Christian Grundel
1000 Bald Hill Rd
Suite 5
Warwick, RI 02886

Annette M Crowley CRPC®, LUTCF®
Annette M Crowley CRPC®, LUTCF®
57 West Bat Rd
Osterville, MA 02655

Bill Hayes, CFP
Bill Hayes, CFP
374 Court Street
Plymouth, MA 02043

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.