The 30 Best Estate planning services offered in Longmeadow, Massachusetts

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M 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.

Debbra Gorczycki, a Financial Advisor at Ameriprise Financial Services, LLC, located at 734 Longmeadow Street in Longmeadow, Massachusetts, offers a wide range of financial services to individuals. Debbra holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing personalized financial advice, Debbra is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are a retiree, small business owner, or high net worth individual, Debbra's comprehensive knowledge and commitment to ethical standards make her a trusted partner in managing your finances.

Jamie Hensch - Ameriprise Financial Services, LLC is a finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. They offer a variety of financial services and certifications to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, their advisors are well-equipped to provide expert advice on asset management, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Jamie Hensch - Ameriprise Financial Services, LLC has the expertise to help you make informed financial decisions.

Louis 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.

JP SANTANIELLO Retirement Planning Solutions is a trusted finance institution located at 813 Williams Street in Longmeadow, Massachusetts. With a focus on helping individuals plan for a secure and comfortable retirement, our team of experts offers personalized financial advice and solutions tailored to each client's unique needs and goals. Whether you are just starting to plan for retirement or looking to optimize your current retirement savings, JP SANTANIELLO Retirement Planning Solutions is dedicated to helping you achieve financial peace of mind for your future.

Lend Lease Re Investments is a reputable institution located at 415 Porter Lake Drive in Longmeadow, Massachusetts, United States. Specializing in real estate investments, Lend Lease Re Investments offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on property investments, asset management, and portfolio diversification. Whether you are a seasoned investor or a first-time buyer, Lend Lease Re Investments is dedicated to helping you make informed decisions and maximize your returns in the real estate market.

Bond Financial Group, Inc. is a finance institution located at 180 Denslow Road, East Longmeadow, Massachusetts, United States. Our motto is "Live empowered. Live fulfilled. Live your best retirement." We specialize in helping individuals plan for a retirement with no regrets through our unique Empowered Retirement JourneyTM. Our goal is to provide you with the confidence and guidance needed to fulfill your dreams and make the most of every moment in your retirement. At Bond Financial Group, we take into consideration who you are, what matters to you, where you are today, where you want to be, and any gaps along the way in order to create a personalized retirement strategy tailored to your needs and objectives. We offer a variety of investment and insurance products to help you reach your financial goals.

Ernst Financial Group is a reputable finance and insurance agency located at 180 Denslow Road in East Longmeadow, Massachusetts, United States. With a team of experienced professionals, Ernst Financial Group offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Ernst Financial Group is dedicated to providing personalized and reliable guidance to help you achieve your goals. Contact us today to schedule a consultation and start planning for a secure financial future.

Vitae Wealth Management is a premier finance and insurance agency located at 734 Longmeadow Street in Longmeadow, Massachusetts, United States. With a team of experienced professionals, Vitae Wealth Management offers personalized financial planning and insurance solutions to help clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Vitae Wealth Management is dedicated to providing top-notch service and expertise to meet your needs.

Kemple Financial is a leading finance institution located at 601 North Main Street in East Longmeadow, Massachusetts, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you need assistance with investments, retirement planning, or wealth management, Kemple Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Peak Wealth Advisors, located at 96 Shaker Road in East Longmeadow, Massachusetts, is a finance institution that specializes in helping retirees navigate the complexities of retirement planning. With over 35 years of experience, our firm provides a step-by-step blueprint to guide you through the annual steps necessary for a comfortable and stress-free retirement. We offer a comprehensive approach to retirement planning, integrating all aspects of your financial life to ensure a secure future. Please note that our services do not constitute legal or tax advice, and we recommend seeking guidance from your own legal and tax counsel. Estate planning is done in collaboration with your estate planning attorney, tax attorney, and/or CPA. Life insurance loans and death benefit proceeds are currently taxed as tax-free assets, but tax laws are subject to change. Our team at Peak Wealth Advisors is dedicated to providing the very best analytical tools to analyze and monitor your financial well-being. Securities and Registered Investment Advisory Services are offered through Silver Oak Securities, Inc., and we are proud to be a member of FINRA/SIPC. Peak Wealth Advisors, Silver Oak, and Peak Business Value are not affiliated entities. Contact us today to learn more about how we can help you achieve your retirement goals.

King Covenant Financial is a reputable finance institution located at 69 Maple Street in East Longmeadow, Massachusetts, United States. With a strong commitment to providing top-notch financial services, King Covenant Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at King Covenant Financial is dedicated to helping you achieve your financial goals. Trust in King Covenant Financial for all your financial needs.

Command 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.

King Covenant Financial (LPL) is a reputable finance and insurance agency located at 69 Maple Street in East Longmeadow, Massachusetts. Led by Harold King, CFP, the institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to providing personalized and comprehensive financial planning, King Covenant Financial is dedicated to helping clients secure their financial future. Contact us today to schedule a consultation and start planning for a secure tomorrow.

Burgess, Robb, & Grassetti, P.C. is a highly collaborative accounting and finance firm located at 2 Center Square in East Longmeadow, Massachusetts, United States. With a client-focused perspective, we offer direct access to our staff and have been proudly serving the Pioneer Valley for over 35 years. Our traditional assurance services provide organizations with reliable business data, while our tax planning and preparation services help clients navigate the ever-changing tax environment to achieve maximum savings. We assist business owners in identifying opportunities and avoiding pitfalls in today's dynamic business environment. Contact us at 413.525.0025 or visit BRGCPA.COM to learn more.

Claudia Pereira - TD Wealth Financial Advisor is a leading finance institution located at 465 North Main Street in East Longmeadow, Massachusetts, United States. As a trusted financial advisor, Claudia Pereira offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, clients can feel confident in their financial decisions. Whether you are looking to invest, plan for retirement, or manage your assets, Claudia Pereira is dedicated to helping you navigate the complexities of the financial world. Contact Claudia Pereira - TD Wealth Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Sean R Parent is a reputable financial institution located at 296 North Main Street in East Longmeadow, Massachusetts. As a trusted advisor, Sean R Parent offers personalized financial planning services to help clients achieve their long-term goals. Whether you are looking to save for retirement, plan for your children's education, or grow your investments, Sean R Parent can provide expert guidance and support. With a focus on building strong relationships and understanding each client's unique needs, this institution is committed to helping individuals and families secure their financial future. Contact Edward Jones - Financial Advisor: Sean R Parent today to schedule a consultation and take the first step towards financial success.

Duncan Financial is a reputable finance institution located at 70 Stonehill Road in East Longmeadow, Massachusetts, United States. With a strong commitment to providing top-notch financial services, Duncan Financial offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Duncan Financial is dedicated to helping you achieve your financial goals. Trust in Duncan Financial to provide expert guidance and personalized service to help you navigate the complexities of the financial world.

Austin Shuttleworth - Thrivent is a finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option to further engage with Dedicated Planning Services for written recommendations for a fee.

Jim 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.

Keith Brown CPA, CFP is a reputable institution located in Longmeadow, Massachusetts, United States. Specializing in accounting, finance, and insurance services, the institution offers expert guidance and support to individuals and businesses seeking to manage their finances effectively. With a team of experienced professionals, including Certified Public Accountants and Certified Financial Planners, Keith Brown CPA, CFP is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for tax planning, investment advice, or insurance coverage, this institution is committed to helping you achieve your financial goals.

Garvey Daniel is a reputable law firm located at 124 Shaker Road in East Longmeadow, Massachusetts, United States. With a team of experienced lawyers, Garvey Daniel specializes in providing expert legal services to clients in need of representation. Whether you are facing a criminal charge, dealing with a family law matter, or in need of estate planning assistance, Garvey Daniel is dedicated to helping you navigate the legal system with confidence. Trust in Garvey Daniel for professional and reliable legal counsel.

Joseph Cabrera Jr. Attorney at Law is a reputable legal institution located at 274 Hampden Road in East Longmeadow, Massachusetts, United States. Specializing in various areas of law, Joseph Cabrera Jr. offers expert legal advice and representation to clients in need. With a strong commitment to upholding justice and protecting the rights of individuals, Joseph Cabrera Jr. Attorney at Law is known for providing personalized and effective legal solutions for a wide range of legal matters. Whether you are facing a criminal charge, dealing with a family law issue, or seeking assistance with estate planning, Joseph Cabrera Jr. is dedicated to helping you navigate the complexities of the legal system with skill and compassion. Contact Joseph Cabrera Jr. Attorney at Law today to schedule a consultation and discuss your legal needs.

Gregg Desmarais - TD Wealth Relationship Manager is a finance institution located at 175 Main Street in Northampton, Massachusetts, United States. As a relationship manager, Gregg Desmarais specializes in providing personalized wealth management services to clients, helping them achieve their financial goals and secure their financial future. With a focus on building strong relationships and understanding each client's unique needs, Gregg Desmarais offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trustworthy and dedicated, Gregg Desmarais is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Seabury & Brown is a prestigious law firm located at 200 North Main Street in East Longmeadow, Massachusetts, United States. With a team of experienced and dedicated lawyers, Seabury & Brown offers a wide range of legal services to clients in the area. Whether you are in need of representation for a personal injury case, assistance with estate planning, or guidance through a complex business transaction, the skilled attorneys at Seabury & Brown are here to help. Known for their professionalism, expertise, and commitment to client satisfaction, Seabury & Brown is a trusted institution in the legal community.