Lowell Financial Advisor

A Lowell financial advisor is a certified professional who can handle your financial ups and downs calmly and skilfully. Although some Massachusetts residents seek expert advice to manage significant wealth, many residents of the state need guidance in basic budgeting principles or retirement planning. Others look to a Lowell advisor for support and guidance they recover from a crisis.

The city of Lowell, MA has its roots in the booming textile industry of the 19th century. Since then, the Lowell economy has fluctuated, but the city has grown into a diverse urban community. With the proximity of numerous private and public institutions of higher learning, many residents of the city seek the help of a Lowell financial advisor in funding their children's college education.

If investing in stocks, bonds or mutual funds is your goal, a Lowell financial advisor who's a certified securities expert can advise you on developing your portfolio. Diversity and patience are the keys to earning a profit in investments in MA. Ask a Lowell financial professional for tips on making your money grow. If your goals center around family and parenthood, your Massachusetts advisor can suggest less aggressive investment strategies.

Financial Planning and Foreclosure

The prospect of losing your home may be one of the most devastating crises you can face. In the current economy, it's easy to be overtaken by debt. If you can't cover your mortgage or other basic expenses, consult a Lowell financial advisor about your options for saving your home. The sooner you talk with an objective, knowledgeable professional, the stronger your chances of avoiding foreclosure.

The increasing number of home foreclosures in the United States has caught the attention of the federal and Massachusetts governments. Public agencies offer solutions for borrowers who exceeded their resources when buying a home. Your Lowell financial advisor searches can give you the names of agencies that provide counseling to home-owners who are in danger of losing a property. Talk to your advisor about improving the health of your finances so you can recover from debt and prevent future emergencies.

Home Insurance in MA

While some Lowell residents risk losing a house to foreclosure, others aren't prepared for the potential loss of their property due to a natural disaster or fire. Your home is not only a source of security and comfort for your family, but one of your greatest financial assets. If you haven't secured home-owner's insurance, your Lowell financial advisor can direct you to an insurance carrier who can cover your property.

A savvy advisor can give you tips for saving money on insurance. If your credit score needs a boost, you may be able to reduce your rates by paying off loans or taking other measures to improve your rating. If you're able to set aside money for a higher deductible, your monthly premiums may go down. Make sure your carrier is aware of any improvements you've made or new property you've added to your personal inventory.

Emergency Planning in Lowell

Financial emergencies may be tragic or joyful, depending on the circumstances. A death in the family, the loss of a job or an unexpected injury may take a bite out of the funds you've contributed to your 401k. On the other hand, an unanticipated pregnancy or wedding may also require some last-minute financial planning and the need to tap into your resources. A Lowell financial advisor helps you prepare for all of these contingencies.

Retiring in Massachusetts may cost more than you realize by the time you're ready to stop working. To avoid having to dip into your IRA or Roth IRA before you're eligible to collect distributions, sit down with your Lowell financial advisor to determine how you can set aside more money for unforeseen events. If you haven't purchased life insurance, ask your advisor to recommend a carrier that offers adequate coverage at affordable premiums.

To prepare for a fire, blizzard or other natural disaster, secure your important documents and valuables in a fireproof safe at home or in a safe deposit box at your bank. Identify the safest ways to evacuate your home in case of a disaster, and instruct your family on how to handle these events. Make sure your will is up-to-date, and that you've identified a spouse or other loved one who can legally act on your behalf if anything should happen to you.

Your Lowell financial advisor can review your health and life insurance documents, your will and advance directives with you. Building a secure future requires facing the possibility of adversity as well as planning for happy milestones. The strategies you develop with your advisor and the monies you save will allow you to cover life's emergencies without jeopardizing the plans you've made for your future.

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Financial Advisors In Lowell

Jared Rubin
Jared Rubin
25 Burlington Mall Road
Suite 405
Burlington, MA 01803

Spencer Betts
Spencer Betts
35 Bedford Street
Suite 15
Lexington, MA 02420

Melissa Gallant CFP, CRPC, AWMA
Melissa Gallant CFP, CRPC, AWMA
400 Trade Center
Suite 4850
Woburn, MA 01801

Tom Fisher CFP
Tom Fisher CFP
2000 Westpark Drive
Suite 125
Waltham, MA 02451

Fredric Weldon, CFA
Fredric Weldon, CFA
550 Cochituate Road
East Wing, Floor 4, Suite 25
Framingham, MA 01701

David Shapiro
David Shapiro
233 Needham Street Suite 300
Newton, MA 02464

Patrick Lawler, CFP
Patrick Lawler, CFP
84 State Street
Suite 1040
Boston, MA 02109

Noah French
Noah French
57 Wells Ave.
Suite 31
Newton, MA 02459

Bob Andreola
Bob Andreola
16 Chestnut St.
Suite 220
Foxboro, MA 02035