TOP 10 Best Financial planning for seniors in Fall River, Massachusetts

Nathan Richard is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street in Fall River, Massachusetts. With a strong background in finance and a commitment to helping clients achieve their financial goals, Nathan provides personalized financial planning services to individuals and families. Whether you are saving for retirement, planning for college expenses, or looking to grow your investments, Nathan Richard can help you navigate the complexities of the financial world and make informed decisions about your money. Contact Nathan Richard today to schedule a consultation and take the first step towards a secure financial future.

Joshua Woerdeman is a financial advisor at Ameriprise Financial Services, LLC located at 275 Martine St, Fall River, Massachusetts, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Joshua Woerdeman has received the prestigious 2024 Five Star Wealth Manager award for providing excellent service to clients. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC. Joshua Woerdeman may only conduct securities business with residents of states in which he is properly registered. Let's meet to discuss your financial goals and create a plan for a more confident financial future. Please refer to FINRA's BrokerCheck website for more information.

Welcome to the Fall River Retirement Board, a dedicated local government office serving the community of Fall River, Massachusetts. Conveniently located at 21 Father Devalles Boulevard, Fall River, MA 02723, our office is committed to providing exceptional support and services to the city's public employees and retirees. We specialize in managing and administering retirement benefits, ensuring that our valued public servants receive the assistance and information they need to plan for a secure and fulfilling retirement. Our knowledgeable and friendly staff are here to guide you through every step of the retirement process, offering personalized consultations and resources tailored to your individual needs. At the Fall River Retirement Board, we pride ourselves on our transparency, integrity, and dedication to the community. Visit us today to learn more about how we can support your retirement journey.

N.E. Family Insurance is a top-rated health insurance agency located in Fall River, Massachusetts. With a commitment to providing the best price and service for life, our experienced team guarantees quality coverage and peace of mind for you and your loved ones. Visit us at 545 Brayton Avenue to learn more about our comprehensive insurance options and personalized assistance in navigating the complexities of healthcare. Trust N.E. Family Insurance to protect your health and financial well-being.

Welcome to BankFive, your trusted financial partner located at 1301 Pleasant Street, Fall River, Massachusetts. As a dedicated community bank, we pride ourselves on offering a comprehensive range of financial services to meet all your banking needs. Whether you're looking for a reliable ATM for quick transactions, seeking personal or business banking solutions, or needing expert financial advice, BankFive is here to help. Our friendly and professional team is committed to providing exceptional customer service and personalized financial solutions. Visit us today and experience the difference of banking with a community-focused institution that truly values its customers. BankFive – where your financial success is our priority.

Stafford & Co Insurance is a reputable insurance agency located at 1000 North Main Street in Fall River, Massachusetts, United States. Specializing in a variety of insurance services, we are dedicated to protecting our clients in every aspect of their lives. Whether you are looking for auto insurance, including coverage for motorcycles, or need business liability insurance for your company, Stafford & Co Insurance has you covered. Our team of experienced professionals can assist you with technology insurance, general business insurance, life insurance, and retirement planning services such as IRAs and 401(k) options.

Medicare Help 65 is an insurance agency located at 375 Rockdale Avenue in New Bedford, Massachusetts, United States. Specializing in Medicare insurance programs, Joseph O'Neil has been helping Medicare participants in the New Bedford, Fall River, and Dartmouth area for 12 years. As a licensed insurance broker, Joseph is dedicated to educating his clients on the various programs and companies within the Medicare spectrum to select the best program for each client's specific medical and prescription needs. With Medicare being a complex topic, Joseph O'Neil helps clients understand the rules and regulations to make informed decisions about their healthcare. Whether you are new to Medicare or looking to switch plans, Joseph O'Neil at Medicare Help 65 is there to guide you through the process and ensure you have the coverage that meets your needs. Contact Joseph O'Neil for all your Medicare insurance needs and receive professional and personalized service.

RDA Insurance is a reputable insurance agency located at 155 North Main Street in Fall River, Massachusetts, United States. With a commitment to providing top-notch insurance services, RDA Insurance offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you're looking for auto, home, life, or business insurance, RDA Insurance has you covered. Their team of experienced agents are dedicated to helping clients find the best insurance solutions at competitive rates. Visit RDA Insurance today for all your insurance needs.

Tax Pro USA is a comprehensive financial institution located at 691 Fall River Avenue in Seekonk, Massachusetts. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial regulations. Whether you need assistance with tax preparation, financial planning, or legal advice, Tax Pro USA is here to provide expert guidance and support. Trust us to handle all of your financial needs with precision and care.

Easy Life Insurance Co is a reputable insurance agency located at 491 Division Street in Fall River, Massachusetts. We specialize in providing affordable and customizable life insurance policies to protect you and your loved ones in times of need. Our experienced agents are dedicated to helping you find the perfect coverage that fits your budget and lifestyle. Contact us today to learn more about our services and how we can help secure your future.

Welcome to JMR and Company LLC, your trusted partner in accounting and finance, located at 215 Pleasant Street, Fall River, Massachusetts. With a commitment to excellence and a wealth of experience, we provide extensive and effective accounting, tax, and consulting services tailored to meet the unique needs of your business. Founded by Rose Jardim and Christie Marotta, both Certified Public Accountants with over 15 years of experience, our firm is dedicated to helping small to medium-sized businesses achieve financial success. Rose brings her expertise in public accounting, finance, and corporate taxation from her tenure at PricewaterhouseCoopers, while Christie excels in providing accounting and tax services to closely held businesses, with a focus on efficiency and internal controls.