Financial advisor in Massachusetts

Edward Jones - Financial Advisor: Tim Flynn is a trusted financial institution located at 20 Elm Street in Westfield, Massachusetts, United States. As a leading finance advisor, Tim Flynn offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Tim Flynn provides expert guidance and tailored solutions to help clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Tim Flynn and his team are dedicated to helping you make informed financial decisions. Contact Edward Jones - Financial Advisor: Tim Flynn today to schedule a consultation and take the first step towards financial success.

Located at 94 North Elm Street in Westfield, Massachusetts, Paul Silvernail - Ameriprise Financial Services, LLC is a finance institution that has been recognized with the Ameriprise Ultimate Digital Excellence Award in 2023. Paul Silvernail, a qualified advisor, can only conduct securities business with residents of states where he is properly registered. The institution offers consultations to discuss financial planning concepts and help clients achieve their financial goals. Visitors to the website are bound by the Ameriprise Financial Website Rules and Regulations, and can find important disclosures and information on privacy and security. With a focus on helping clients navigate the stock market and achieve positive financial outcomes, Paul Silvernail - Ameriprise Financial Services, LLC is dedicated to providing personalized financial advice and guidance.

Christopher Alvanos is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1349 Springfield Street, Agawam, Massachusetts, United States. Christopher holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. Christopher is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. His commitment to ethical practices and continuing education ensures that he stays current with industry trends and best practices. Contact Christopher Alvanos for personalized financial advice and wealth management services.

Patrick Woodhouse - Financial Advisor - Ion Investments is a highly reputable institution located at 200 Silver Street, Agawam, Massachusetts, United States. Our team of financial professionals is known for their expertise, communication, planning, and integrity. We operate as a family and business that is dedicated to looking out for our customers. Through our partnership with Osaic Institutions Inc., we offer a wide range of financial products and services with a personalized touch that you can only find at Ion Investments. We specialize in financial planning and risk management through our unique 5 Step Process designed to help you achieve your financial goals. Our advisors are skilled in helping you meet your financial goals using our proven and repeatable process. We provide economic insights and market alerts to guide our decision-making process and keep you informed.

Edward Jones - Financial Advisor: Bob Oliver is a reputable financial institution located at 202 South Westfield Street in Agawam, Massachusetts. As a dedicated finance professional, Bob Oliver offers personalized financial advice and services to help individuals achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Bob Oliver is committed to providing expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Bob Oliver is a trusted partner in helping clients secure their financial future.

Brian Costello - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Silver Street, Agawam, Massachusetts, United States, is a finance institution offering a wide range of services to meet the individual needs of clients. Brian Costello holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. The institution also offers specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to providing comprehensive financial planning and investment advice, Brian Costello and his team strive to help clients achieve their financial goals and secure their financial future.

Daryl deVillier - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1414 Main Street, Springfield, Massachusetts, United States. Daryl deVillier is a certified financial advisor with expertise in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Daryl deVillier holds various certifications including 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®, CFP®, 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®. Daryl deVillier is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and those with special needs. Contact Daryl deVillier - Financial Advisor, Ameriprise Financial Services, LLC for expert financial guidance and support.

Edward Jones - Financial Advisor: Jason S Hicklen, CFP® is a leading financial institution located at 475 Longmeadow Street in Longmeadow, Massachusetts, United States. With a focus on providing personalized financial planning services, Jason S Hicklen, a Certified Financial Planner, helps clients achieve their financial goals through tailored investment strategies and wealth management solutions. Whether you are planning for retirement, saving for education, or building your investment portfolio, Edward Jones - Financial Advisor: Jason S Hicklen, CFP® is dedicated to providing expert guidance and support every step of the way. Trust in their expertise and experience to secure your financial future.

Charlie Alvanos is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1349 Springfield Street, Agawam, Massachusetts, United States. Charlie 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®. These certifications demonstrate Charlie's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as domestic partners, retirees, small business owners, and high net worth clients. With a commitment to ethical practice and continuous education, Charlie Alvanos provides comprehensive financial services to help clients achieve their financial goals.

Claudia Pereira - TD Wealth Financial Advisor is a premier finance institution located at 847 Williams Street in 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 guidance, clients can trust in Claudia Pereira to navigate the complexities of investing and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Claudia Pereira is dedicated to helping you secure a prosperous financial future.

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.

Susan N Alvanos is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1349 Springfield Street in Agawam, Massachusetts, United States. Susan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise and commitment to providing comprehensive financial planning and wealth management services. With a focus on asset management, retirement planning, estate planning, and investment strategies, Susan is dedicated to helping individuals achieve their financial goals and secure their financial future. Contact Susan N Alvanos for personalized and professional financial advice.

Shawn Barnes is a Financial Advisor at Ameriprise Financial Services, LLC located in W, Springfield, Massachusetts, United States. Shawn Barnes holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Shawn's expertise in asset management, estate planning, retirement planning, investment strategies, and fiduciary practices. Shawn Barnes is dedicated to providing high-quality financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. Contact Shawn Barnes today for comprehensive financial planning services tailored to your specific needs and goals.

Merrill Lynch Financial Advisor David F Lusteg is a finance institution located at 1414 Main Street in Springfield, Massachusetts, United States. The team at Merrill Lynch is dedicated to helping clients achieve their financial goals through personalized service and care. They believe in placing clients at the center of the wealth management process, working together to design a goals-based financial approach tailored to each individual's needs. The Lusteg Dwyer Wealth Management Group serves a diverse clientele, including physicians, dentists, executives, business owners, and retirees, both in Massachusetts, New England, and nationwide. The team focuses on helping clients identify and prioritize their goals, whether it's planning for retirement, saving for a home, funding a child's education, or passing wealth to future generations. They utilize the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly. The team also helps clients express their personal values through E.S.G. investing without sacrificing performance.

Nicholas Alvanos, a Financial Advisor at Ameriprise Financial Services, LLC located in Agawam, Massachusetts, offers personalized advice to help clients achieve their financial goals. With a focus on retirement planning, Nicholas helps clients navigate important issues such as ensuring they have enough money to last through retirement, understanding how market fluctuations can impact their income, and addressing concerns about inflation. Through the Retirement InteractiveSM tool, clients can explore potential challenges that may affect their retirement income. Nicholas Alvanos is registered to conduct securities business in certain states, and clients can access background and qualification information on FINRA's BrokerCheck website.

Alvanos & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1349 Springfield Street, Agawam, Massachusetts, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They document goals, review progress regularly, and update approaches as life changes. Clients can access their investments and accounts from any device securely. The institution helps clients track progress towards their goals and offers personalized advice to reach financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. They offer a Retirement Interactive tool to explore important issues that could affect retirement income. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They appreciate referrals and assure privacy and security for clients.

James Valenti is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Silver Street in Agawam, Massachusetts, United States. With a focus on individual goals such as retirement planning or major purchases, James provides personalized investment recommendations based on risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their accounts and progress tracking online. Background and qualifications can be verified on FINRA's BrokerCheck website. Initial consultations are complimentary for those interested in a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including potential loss of principal. James Valenti can conduct securities business with residents of states where properly registered. Privacy and security are a priority at Ameriprise Financial Services, LLC.

Money Concepts Financial Planning Centre is a leading institution in accounting and finance located at 1111 Elm Street in West Springfield, Massachusetts, United States. With a team of experienced professionals, we provide comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you need help with retirement planning, investment management, tax planning, or estate planning, our experts are here to guide you every step of the way. Visit us today and let us help you secure a stable financial future.

Michael T DelGallo is a Financial Advisor at Ameriprise Financial Services, LLC located at 1414 Main Street, Springfield, Massachusetts, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael T DelGallo offers expertise in asset management, estate planning, retirement planning, and investment strategies. As a Chartered Financial Analyst® and a Certified Financial Planner™, Michael T DelGallo is committed to providing excellent financial planning services to individuals and businesses. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning, or wealth transfers, Michael T DelGallo has the knowledge and experience to help you make informed decisions about your financial future.

Post Game Financial is a leading finance institution located at 330 Whitney Avenue in Holyoke, Massachusetts, United States. Specializing in providing financial services tailored to athletes and sports professionals, Post Game Financial offers expert advice and solutions to help clients manage their wealth and investments. With a team of experienced financial advisors, Post Game Financial is committed to helping clients achieve their financial goals both on and off the field.

Edward Jones - Financial Advisor: John A McAndrew is a reputable finance institution located at 1593 Northampton Street in Holyoke, Massachusetts, United States. With a focus on personalized financial planning and investment strategies, John A McAndrew and his team strive to help clients achieve their financial goals and secure their financial future. With a commitment to integrity and excellent customer service, Edward Jones - Financial Advisor: John A McAndrew is a trusted partner in navigating the complexities of the financial world.

Ayca Akisik - TD Wealth Financial Advisor is a trusted financial institution located at 153 Meadow Street in Chicopee, Massachusetts. As a dedicated financial advisor, Ayca Akisik offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Ayca Akisik is committed to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your wealth, Ayca Akisik - TD Wealth Financial Advisor is here to help you every step of the way.

Parkview Financial is a reputable finance institution located at 164 Race Street in Holyoke, Massachusetts, United States. Specializing in providing a wide range of financial services, Parkview Financial is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a dedication to customer satisfaction, Parkview Financial is a trusted partner for all your financial needs. Whether you are looking for loans, investment advice, or financial planning services, Parkview Financial is here to help you every step of the way.

Ayca Akisik is a trusted financial advisor at TD Wealth, located at 693 Memorial Drive in Chicopee, Massachusetts. With years of experience and expertise in the finance industry, Ayca is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Ayca can provide personalized advice and guidance to help you make informed decisions. Contact Ayca Akisik at TD Wealth today to start your journey towards financial success.

Merrill Lynch Financial Advisor James Capella is a finance institution located at 1414 Main Street in Springfield, Massachusetts, United States. With a focus on managing wealth and understanding your financial goals, James Capella offers personalized wealth management strategies tailored to your needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, James Capella helps clients create flexible strategies in today's changing market conditions. Through the Merrill Personal Wealth Analysis™, personalized plans are developed centered on your goals and aspirations. James Capella believes in building strong relationships with clients, starting with a conversation to identify priorities and goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of your investing preferences to customize a financial approach that aligns with your values. With a commitment to helping clients achieve their financial goals, James Capella offers ongoing support and guidance to adapt to changes in life and the financial markets. Let James Capella help you pursue your financial aspirations and create a plan designed to address your needs and goals.

Joe Pantuosco is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 200 North Main Street, East Longmeadow, Massachusetts, United States. With a focus on finance, Joe Pantuosco holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Joe Pantuosco is committed to upholding a high standard of ethics and providing personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for investment advice, retirement planning, or estate planning, Joe Pantuosco is dedicated to helping you achieve your financial goals.

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.

Edward 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.

Claudia 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.