Estate planning strategies in Massachusetts
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Edward Jones - Financial Advisor: Pat Sherman
● OpenEdward Jones - Financial Advisor: Pat Sherman is a trusted financial institution located at 175 Dwight Road in Longmeadow, Massachusetts. As a dedicated financial advisor, Pat Sherman provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the expertise of Pat Sherman and Edward Jones. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Pat Sherman is committed to helping you navigate the complexities of the financial world.
175 Dwight Rd Suite 301, Longmeadow, MA 01106, United States -
Claudia Pereira - TD Wealth Financial Advisor
● ClosedClaudia Pereira - TD Wealth Financial Advisor is a reputable financial institution located at 441 Cooley Street in Springfield, Massachusetts, United States. As a trusted advisor, Claudia Pereira provides expert financial guidance and personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, clients can rely on Claudia Pereira for sound financial advice and strategies tailored to their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Claudia Pereira is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
441 Cooley St, Springfield, MA 01128, United States -
Duncan Financial
● OpenDuncan 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.
70 Stonehill Rd, East Longmeadow, MA 01028, United States -
Allen O Cheung - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAllen O Cheung is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 North Main Street in East Longmeadow, Massachusetts, United States. Allen holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. As a Certified Divorce Financial Analyst and Certified Kingdom Advisor®, Allen is equipped to provide specialized financial advice to clients in various life situations. With a commitment to ethical practices and ongoing education, Allen is dedicated to helping individuals make informed financial decisions. Contact Allen O Cheung for comprehensive financial planning services tailored to your specific needs.
200 N Main St STE 1202, East Longmeadow, MA 01028, United States -
James Valenti - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Valenti, a financial advisor at Ameriprise Financial Services, LLC, located at 75 Post Office Park in Wilbraham, Massachusetts, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, James provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients have access to their investments and accounts at any time, from any device, allowing them to track their progress towards their goals securely. For those interested in learning more about how James can help them secure a more confident financial future, scheduling a complimentary initial consultation is the first step. This consultation provides an overview of financial planning concepts without written analysis or recommendations.
75 Post Office Park Ste 5, Wilbraham, MA 01095, United States -
Mark Brannigan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMark Brannigan - Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Wilbraham, Massachusetts, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Mark takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. With a background in finance and qualifications available on FINRA's BrokerCheck website, clients can trust in Mark's expertise. By offering tailored advice, clients can feel more confident and in control of their financial future.
75 Post Office Park Ste 5, Wilbraham, MA 01095, United States -
Claudia Pereira - TD Wealth Financial Advisor
● ClosedClaudia Pereira - TD Wealth Financial Advisor is a trusted financial institution located at 1800 Boston Road in Springfield, Massachusetts. As a dedicated financial advisor, Claudia Pereira provides expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Claudia Pereira offers professional advice and support to help you make informed decisions. With a focus on building long-term relationships and delivering exceptional service, Claudia Pereira - TD Wealth Financial Advisor is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
1800 Boston Rd, Springfield, MA 01129, United States -
Jamie Hensch - Ameriprise Financial Services, LLC
● ClosedJamie 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.
200 N Main St STE 1202, East Longmeadow, MA 01028, United States -
Gregg Desmarais - TD Wealth Relationship Manager
● ClosedGregg Desmarais - TD Wealth Relationship Manager is a financial institution located at 465 North Main Street in East Longmeadow, Massachusetts, United States. As a relationship manager at TD Wealth, Gregg Desmarais provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Gregg Desmarais is dedicated to providing expert guidance and support in wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Gregg Desmarais can help you navigate the complexities of the financial world with confidence and peace of mind.
465 N Main St, East Longmeadow, MA 01028, United States -
Gregg Desmarais - TD Wealth Relationship Manager
● ClosedGregg Desmarais - TD Wealth Relationship Manager is a finance institution located at 1800 Boston Road in Springfield, Massachusetts, United States. As a Relationship Manager at TD Wealth, Gregg Desmarais provides personalized financial advice and services to help clients achieve their financial goals. With expertise in wealth management, investment planning, and retirement solutions, Gregg is dedicated to building strong relationships with clients and helping them navigate the complexities of their financial portfolios. Visit Gregg Desmarais - TD Wealth Relationship Manager for expert financial guidance and support.
1800 Boston Rd, Springfield, MA 01129, 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 -
Austin Shuttleworth - Thrivent
● ClosedAustin 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.
200 N Main St, East Longmeadow, MA 01028, United States -
Edward Jones - Financial Advisor: Hunter E Boody, ChFC®
● ClosedEdward Jones - Financial Advisor: Hunter E Boody, ChFC® is a trusted financial institution located at 1448 North Main Street in Palmer, Massachusetts, United States. Hunter E Boody, a Chartered Financial Consultant, is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Hunter E Boody, ChFC® is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1448 N Main St, Palmer, MA 01069, United States -
Edward Jones - Financial Advisor: Steven A Crespo
● ClosedEdward Jones - Financial Advisor: Steven A Crespo is a finance institution located at 658 Center Street, Ludlow, Massachusetts, United States. With a focus on personalized financial planning and investment strategies, Steven A Crespo provides expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for college, or build wealth for the future, Steven A Crespo offers tailored solutions to meet your individual needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Steven A Crespo is a trusted partner in helping you secure your financial future.
658 Center St, Ludlow, MA 01056, 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 -
Nancy Miller - Prudential Financial
● OpenNancy Miller - Prudential Financial is a reputable finance and insurance agency located at 666 Bliss Road in Longmeadow, Massachusetts, United States. With a commitment to providing top-notch financial services and insurance solutions, Nancy Miller and her team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Nancy Miller - Prudential Financial is dedicated to providing personalized and professional service to meet your needs. Visit us today to see how we can help secure your financial future.
666 Bliss Rd Suite 5, Longmeadow, MA 01106, United States -
Richard O'Donnell - Ameriprise Financial Services, LLC
● OpenRichard O'Donnell - Ameriprise Financial Services, LLC is a finance institution located at 67 Hunt Street in Agawam, Massachusetts, United States. Each Ameriprise advisor at this institution has "Top areas of focus" that can help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. By filling out the "Request consultation" form, you can connect with your desired advisor who will then reach out to schedule a complimentary initial consultation.
67 Hunt St #200, Agawam, MA 01001, United States -
Ideal Financial Services
● OpenIdeal Financial Services is a trusted finance institution located at 935 Main Street in Springfield, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, retirement planning, or managing your finances, we are here to help. With a focus on personalized service and tailored solutions, Ideal Financial Services is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in reaching financial success.
935 Main St, Springfield, MA 01103, United States -
Merrill Lynch Financial Advisor Robert E Young
● ClosedMerrill Lynch Financial Advisor Robert E Young, located at 1414 Main Street, Springfield, Massachusetts, United States, offers personalized retirement strategies to help you manage, grow, and preserve your wealth. With a focus on understanding your goals and priorities, our experienced team will work with you to develop a customized financial approach tailored to your needs. We believe in ongoing communication and regular reviews to ensure your financial plan reflects any changes in your life or the markets. Our mission is to help you achieve your goals and live your best financial life. Contact us today to start the conversation.
1414 Main St 23rd Floor, Springfield, MA 01144, United States -
Brannigan & Associates - Ameriprise Financial Services, LLC
● OpenBrannigan & Associates - Ameriprise Financial Services, LLC is a finance institution located at 75 Post Office Park in Wilbraham, Massachusetts, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution values regular communication with clients to review progress, update strategies, and track goals. Clients can access their accounts and investments securely from any device. Those interested can schedule a complimentary initial consultation to discuss their financial needs and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. The institution cannot guarantee future financial results but strives to help clients achieve their financial goals. Clients can refer friends or family members to the institution for financial assistance. The institution is a member of FINRA and SIPC, and users of the website agree to adhere to the terms and regulations outlined by Ameriprise Financial.
75 Post Office Park Ste 5, Wilbraham, MA 01095, United States -
Irene M Garand - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIrene M Garand is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Sturbridge, Massachusetts, United States. Irene holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Irene specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in the field of finance. Contact Irene M Garand for expert advice on investment strategies, estate planning, retirement planning, insurance products, and more.
113 Main St Ste 3, Sturbridge, MA 01566, United States -
Joshua Elterman - Morgan Stanley
● OpenJoshua Elterman - Morgan Stanley is a finance institution located at 1500 Main Street in Springfield, Massachusetts, United States. As a branch of the renowned Morgan Stanley, it offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Joshua Elterman - Morgan Stanley is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, this institution is committed to helping you navigate the complexities of the financial world.
1500 Main St 19th Fl, Springfield, MA 01115, United States -
M P Financial Services LLP
● OpenM P Financial Services LLP is a trusted finance institution located at 1 Monarch Pl, Springfield, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including financial planning, investment management, and retirement planning. We strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you in managing your finances effectively.
1 Monarch Pl # 900, Springfield, MA 01144, United States -
James Dowd - Raymond James
● OpenJames Dowd - Raymond James is a reputable financial institution located at 1500 Main Street in Springfield, Massachusetts, United States. With a focus on providing personalized financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer a wide range of financial solutions tailored to meet your individual needs. Trust James Dowd - Raymond James to provide expert guidance and support to help you navigate the complexities of the financial world.
1500 Main St, Springfield, MA 01115, 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 -
Merrill Lynch Financial Advisor Brendan McMahon
● ClosedMerrill Lynch Financial Advisor Brendan McMahon is a finance institution located at One Monarch Place in Springfield, Massachusetts, United States. They believe in starting every client relationship with a conversation to understand and prioritize individual financial goals. By listening and getting to know you and your family, they customize a financial approach to help you pursue your passions and make informed decisions. The institution offers a personalized Investment Personality Assessment to gain a deeper understanding of your investing preferences and goals. They provide tools to help you track changes in your life and goals, ensuring that your financial approach evolves accordingly. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a plan that addresses your financial needs.
1414 Main St, One Monarch Place Suite 2300, Springfield, MA 01144, United States -
Merrill Lynch Financial Advisor Nithin V Eranezhath
● ClosedCertified Investment Management Analyst®" and is specifically designed for financial professionals who want to attain advanced knowledge and skills in the area of investment management. This certification signifies expertise in the field and a commitment to providing the highest level of service to clients. By working with a CIMA® certified advisor like Nithin V Eranezhath, clients can be assured that they are receiving advice and guidance from a highly qualified professional who has undergone rigorous training and testing to achieve this prestigious designation. With a focus on investment management and portfolio construction, a CIMA® certified advisor can help clients navigate the complexities of the financial markets and develop personalized investment strategies that align with their goals and risk tolerance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, working with a CIMA® certified advisor can provide you with the expertise and insight needed to make informed decisions and achieve your financial objectives.
1414 Main St 23rd Floor, Springfield, MA 01144, United States -
Brenda Kantor - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBrenda Kantor is a Financial Advisor at Ameriprise Financial Services, LLC located in Springfield, Massachusetts, United States. Brenda holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brenda provides comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. With a commitment to ethical standards and continuing education, Brenda Kantor is dedicated to helping clients achieve their financial goals and secure their financial future.
59 Interstate Dr, W #4, Springfield, MA 01089, United States -
Navigator Financial Services
● ClosedNavigator Financial Services is a leading finance institution located at 8 Lake Street in Webster, Massachusetts, United States. Our team of experienced financial experts are dedicated to helping clients navigate through their financial goals and challenges. Whether you are looking to invest, save for the future, or plan for retirement, our personalized services cater to your individual needs. Trust Navigator Financial Services to guide you towards a secure and prosperous financial future.
8 Lake St #4, Webster, MA 01570, United States -
Edward Jones - Financial Advisor: Dennis Antonopoulos
● ClosedEdward Jones - Financial Advisor: Dennis Antonopoulos is a reputable finance institution located at 5 Albert Street in Auburn, Massachusetts, United States. As a trusted financial advisor, Dennis Antonopoulos provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for a child's education, or investing for the future, Dennis Antonopoulos and the team at Edward Jones are here to provide expert guidance every step of the way.
5 Albert St, Auburn, MA 01501, United States
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