Financial management in Massachusetts

Claudia Pereira - TD Wealth Financial Advisor is a reputable financial institution located at 549 Center Street in Ludlow, Massachusetts, United States. As a trusted financial advisor, Claudia Pereira offers a wide range of wealth management services to help clients achieve their financial goals. With a strong focus on personalized financial planning, investment strategies, and retirement planning, clients can rely on Claudia Pereira for expert advice and guidance in navigating the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Claudia Pereira is dedicated to providing top-notch financial services tailored to your individual needs.

Gregg Desmarais - TD Wealth Relationship Manager is a premier financial institution located at 1441 Main Street in Springfield, Massachusetts, United States. As a trusted TD Wealth Relationship Manager, Gregg Desmarais provides personalized financial solutions and expert guidance to help clients achieve their financial goals. With a strong focus on building lasting relationships and delivering exceptional service, Gregg Desmarais is dedicated to helping clients navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Gregg Desmarais is committed to providing tailored solutions to meet your unique needs. Visit Gregg Desmarais - TD Wealth Relationship Manager today to experience the difference of working with a knowledgeable and experienced financial professional.

Edward 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.

Edward Jones - Financial Advisor: Jeff Burdick is a finance institution located at 419 Main Street in Sturbridge, Massachusetts, United States. Jeff Burdick is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Jeff Burdick can provide personalized financial advice to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeff Burdick is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

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.

Gregg Desmarais is a dedicated TD Wealth Relationship Manager located at 847 Williams Street in Longmeadow, Massachusetts. As a finance professional, Gregg is committed to helping clients navigate their financial goals and achieve long-term success. With a focus on personalized service and tailored financial solutions, Gregg Desmarais is a trusted advisor for individuals and families looking to grow and protect their wealth. Contact Gregg today to schedule a consultation and take the first step towards securing your financial future.

Nancy 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.

Richard 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.

Ideal 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.

Vincent Petrangelo - Branch Manager at Ameriprise Financial Services, LLC, located at 1414 Main Street, Springfield, Massachusetts, United States, offers a wide range of financial services. Vincent Petrangelo 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®, 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®. Vincent Petrangelo is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Vincent Petrangelo is committed to helping clients achieve their financial goals. Vincent Petrangelo also specializes in working with veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® (CFMA®) designation.Vincent Petrangelo is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, Vincent Petrangelo is committed to helping clients achieve their financial goals. Vincent Petrangelo also specializes in working with veterans, active duty, Reserve, National Guard and their families through the Certified Military Financial Advisor® (CFMA®) designation.

Merrill 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.

Brannigan & 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.

Irene 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.

M 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.

Brendon Hutchins, CFP - UBS Financial Services Inc. is a leading financial institution located at One Monarch Place in Springfield, Massachusetts, United States. Specializing in comprehensive financial planning and investment management, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of financial guidance and support. Contact us today to learn more about how we can help you navigate the complexities of the financial world and build a secure financial future.

Merrill Lynch Financial Advisor Christopher Tarantino, located at One Monarch Place in Springfield, Massachusetts, is dedicated to helping clients achieve their financial goals. By starting with a conversation to understand your priorities, the institution offers personalized financial approaches tailored to your needs. Drawing upon research in behavioral finance, Merrill uses the Investment Personality Assessment to gain a deeper understanding of your investing preferences. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution works with you to develop a plan to manage, grow, and preserve your wealth. The team, led by experienced advisor Rob, is committed to building strong client relationships based on trust and personalized service. The institution offers the Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. By regularly reviewing your goals and financial approach, the institution helps you stay on track to achieve what matters most to you. With a focus on understanding your personality and priorities, Merrill Lynch Financial Advisor Christopher Tarantino aims to help you achieve your financial goals.

Edward Jones - Financial Advisor: Trevor Nielsen is a reputable finance institution located at 419 Main Street in Sturbridge, Massachusetts, United States. With a focus on providing personalized financial advice and services, Trevor Nielsen and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or create a comprehensive financial strategy, Edward Jones is committed to providing top-notch guidance and support every step of the way. Contact Trevor Nielsen today to schedule a consultation and start building a brighter financial future.

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.

Merrill 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.

Certified 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.

Brenda 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.

Rick John Simoneau is the Branch Sales Manager at Fairway Independent Mortgage Corporation in Sturbridge, Massachusetts, United States. With years of experience in the finance industry, Rick leads a team of professionals dedicated to providing top-notch mortgage services to clients. Whether you are a first-time homebuyer or looking to refinance, Rick and his team will work with you to find the best solution for your financial needs. Trust in Rick John Simoneau and Fairway Independent Mortgage Corporation for all your mortgage needs.

Navigator 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.

Edward 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.

Edward Jones - Financial Advisor: Jamie DeCaire is a trusted financial institution located at 5 Albert Street in Auburn, Massachusetts. Specializing in personalized financial planning and investment strategies, Jamie DeCaire is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to meet their specific needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jamie DeCaire is committed to providing professional and reliable financial services.

Income Research Management is a finance institution located at 100 Federal Street in Boston, Massachusetts, United States. Specializing in fixed income investments, our client-focused approach sets us apart as independently owned partners for our clients. Our collegial culture is known for its warmth and inclusivity, creating a welcoming environment for all. We are proud to announce our recent partnership with BondBloxx, a provider of bond ETFs, and the launch of the BondBloxx IR M Tax-Aware Short Duration ETF. This new offering provides an exciting opportunity for investors looking for tax-efficient short duration options.

Suzanne Matheson - TD Wealth Relationship Manager is a finance institution located at 460 Southbridge Street in Auburn, Massachusetts, United States. As a Relationship Manager at TD Wealth, Suzanne Matheson provides personalized financial advice and guidance to clients to help them achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Suzanne Matheson offers wealth management solutions tailored to individual circumstances. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Suzanne Matheson can provide expert advice and support to help you navigate the complexities of the financial world.

Odyssey Wealth Management Group LLC is a finance institution located at 369 Main Street in Spencer, Massachusetts, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial services tailored to your specific needs. Trust Odyssey Wealth Management Group LLC to guide you on your financial journey towards a secure and prosperous future.

Raymond James Financial Services is a finance institution located at 400 Southbridge Street in Auburn, Massachusetts, United States. As a trusted financial services provider, Raymond James offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Raymond James is dedicated to providing clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Raymond James Financial Services is here to help you make informed decisions and secure your financial future.

Verderese Financial is a leading finance institution located at 492 Washington Street in Auburn, Massachusetts, United States. Our team of experienced financial experts are dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and exceptional customer service. Whether you are looking to invest, save for the future, or secure a loan, Verderese Financial is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and reach your financial aspirations. Visit us today to learn more about how we can help you secure a brighter financial future.