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TOP 30 Advanced estate planning in Sturbridge, MA
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Capstone Planning Group
Capstone Planning Group is a finance institution located at 200 Charlton Road in Sturbridge, Massachusetts, United States. We offer a comprehensive service experience for relationships over $250,000, providing private clients with personal financial guidance, retirement income planning, and custom recommendations from a dedicated Financial Consultant. Our Capstone EDGE program gives access to Guided Wealth Portfolios, an online platform for investors who do not require advanced financial planning. Portfolios of low-cost ETFs are professionally managed based on your risk profile. You can check the background of our financial professionals on FINRA's BrokerCheck. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer. Insurance products are also available through LPL or its licensed affiliates. Please note that Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, and may lose value.
Legacy Counsellors, P.C.
Legacy Counsellors, P.C. is an Estate Planning Law Firm located at 135 Main Street in Sturbridge, Massachusetts. They specialize in helping clients protect their assets and enhance the legacy they leave behind for their loved ones. Whether you are thinking about estate planning, retirement planning, or buying a home, Legacy Counsellors, P.C. can provide expert guidance and assistance. They serve clients in Massachusetts, Connecticut, and surrounding areas, including Easthampton, Southampton, Northampton, Hartford, Tolland, Windham, and more. With a focus on asset protection and preserving wealth for future generations, Legacy Counsellors, P.C. is dedicated to helping clients navigate the complexities of estate planning and financial security. Contact them today for a consultation and explore how they can help you secure your legacy.
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