Diversified investment portfolio management in East Longmeadow, MA
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Horizon Investment Management Group
● ClosedHorizon Investment Management Group is a leading finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. With a focus on providing expert investment management services, Horizon is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Horizon offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Horizon Investment Management Group is committed to providing top-notch financial services and guidance.
200 N Main St, East Longmeadow, MA 01028, United States -
M Scott Investment Services, Inc. / Michael S. Poggi, CFP(R)
● OpenM Scott Investment Services, Inc. / Michael S. Poggi, CFP(R) is a finance and insurance agency located at 61R North Main Street in East Longmeadow, Massachusetts, United States. Led by President and Wealth Advisor Michael S. Poggi, CFP(R), MBA, the institution prides itself on providing objective, comprehensive, and individually tailored financial advice to each client. Since 1999, M Scott Investment Services has been dedicated to offering sound financial advice and excellent service, building a loyal client base along the way. They believe that a successful financial plan requires a professional who truly understands and cares about each client, utilizing a wide range of financial services and products to help clients pursue their unique financial goals.
61R N Main St #3, East Longmeadow, MA 01028, United States -
Command Wealth Management, Keith E Tatlock, CFP
● ClosedCommand Wealth Management, located at 200 North Main Street in East Longmeadow, Massachusetts, is a finance and insurance agency led by Keith E Tatlock, CFP. The institution's business philosophy is centered around honesty, transparency, trust, and loyalty, with a focus on collaboration to empower clients to make informed financial decisions tailored to their unique situations. CWM is an independent financial services firm that utilizes technology to provide efficient and high-quality service to clients in both the accumulation and distribution phases of their financial lives. Services offered include retirement planning, portfolio review and evaluation, cash flow analysis, debt management, insurance review, education funding advice, estate analysis, behavioral coaching, and wealth mentoring.
200 N Main St STE 1, East Longmeadow, MA 01028, United States -
Ferrentino Wealth Management - Raymond James
● OpenFerrentino Wealth Management - Raymond James is a finance institution located at 294 North Main Street in East Longmeadow, Massachusetts, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
294 N Main St SUITE 103, East Longmeadow, MA 01028, United States -
Louis J Pantuosco - Ameriprise Financial Services, LLC
● OpenLouis J Pantuosco - Ameriprise Financial Services, LLC is a finance institution located at 200 North Main Street, East Longmeadow, Massachusetts, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can easily access their accounts and track their progress online. Louis J Pantuosco may only conduct securities business with residents of certain states. The institution also provides consultations on financial planning concepts and aims to help clients achieve their financial goals. They are a member of FINRA and SIPC, ensuring privacy and security for clients. Referrals are welcomed and will be contacted promptly. Get in touch to start planning for a secure financial future.
200 N Main St STE 1202, East Longmeadow, MA 01028, United States -
Jim Shuttleworth- Thrivent Financial
● OpenJim Shuttleworth- Thrivent Financial, located at 200 North Main Street, East Longmeadow, Massachusetts, United States, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer assistance in matching clients with resources based on their top financial concerns, understanding their unique situation and goals, and identifying strategies to help achieve those goals. Money Canvas™, a free virtual coaching service, empowers clients to build healthier money habits at their own pace. The institution prioritizes creating a financial plan that aligns with what matters most to the client, whether they are just starting out, building a foundation, or nearing retirement. Financial advisors help clients navigate the challenges and opportunities that life presents, and can assist in developing a plan to stay focused on their priorities during difficult times.
200 N Main St Ste. 18, East Longmeadow, MA 01028, United States
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