Fiduciary practices in Middleton, Massachusetts

Todd Darling, a Financial Advisor at Ameriprise Financial Services, LLC, located at 35 Village Road in Middleton, Massachusetts, is certified in various areas of finance. With the AAMS™ certification, Todd has demonstrated expertise in asset management, investment strategies, estate planning, and insurance products. He is also an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. Additionally, Todd holds the AEP® designation from the National Association of Estate Planners & Councils, recognizing his expertise in estate planning. As an Accredited Investment Fiduciary® (AIF®), Todd has a comprehensive knowledge of fiduciary practices and adheres to a strict code of ethics. With the APMA™ designation, Todd is well-versed in client assessment, risk/return, and investment objectives. He also holds the AWMA℠ certification, focusing on asset management needs for individuals. Todd is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing comprehensive financial planning services. With his expertise in fixed-rate and variable annuities, Todd offers expert advice to his clients. He is also a Certified Financial Planner™ (CFP®), recognized for his excellence in personal financial planning. Todd's dedication to continuous learning and professional development is evident in his numerous certifications, making him a trusted and knowledgeable financial advisor.

Bank of America - Middleton, Massachusetts Welcome to Bank of America located at 140 South Main Street, Middleton, MA 01949. As a trusted leader in the financial industry, we offer a wide range of services to meet your banking needs, including ATM services and comprehensive financial solutions.

Welcome to Leo P Varriale - Financial Advisor, Ameriprise Financial Services, LLC, located at 35 Village Road, Middleton, Massachusetts. As a dedicated financial advisor, Leo P Varriale offers a wealth of expertise and personalized financial services to help clients achieve their financial goals. Our firm is committed to providing comprehensive financial planning and investment management services tailored to meet the unique needs of each client. Leo holds several prestigious certifications, ensuring a high standard of professional knowledge and ethical practice. These certifications include the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), AIF® (Accredited Investment Fiduciary®), APMA™ (Accredited Portfolio Management Advisor™), and many more.

Welcome to G. Fuls Jr. Real Estate Co, your trusted partner for all your real estate needs in the heart of the Berkshires. Conveniently located at 610 Main Street, Williamstown, Massachusetts, we specialize in helping you navigate the often complex world of buying and selling properties with ease and confidence. At G. Fuls Jr. Real Estate Co, we understand that selling your property is both a financial and emotional decision. Our experienced team is here to guide you through the process, ensuring that your property is priced right to attract serious buyers. We utilize our extensive knowledge of market trends, comparative properties, and local insights to set a realistic and competitive selling price, avoiding the pitfalls of overpricing that can lead to frustration and missed opportunities.