Financial risk assessment in Lee, Massachusetts

October Mountain Financial Advisors is a trusted finance institution located at 103 West Park Street in Lee, Massachusetts, United States. Our team is a collaboration between two well-established companies, Lee Bank and St. Germain Investment Management, who share a commitment to serving our community and clients with integrity and expertise. With a history of guiding thousands of clients towards their financial goals, we understand the importance of asset allocation, security selection, and diversification in today's ever-evolving financial landscape. Led by Managing Director and Financial Advisor Gary M. Schiff, our team believes in the timeless principles of patience and strategic planning when it comes to achieving financial success. Whether you are in Sheffield, Williamstown, or beyond Berkshire County, October Mountain Financial Advisors is here to assist you in creating a personalized plan to help you reach your financial objectives. Contact us today to begin your journey towards a secure financial future.

James Lee - UBS Financial Services Inc. is a reputable finance institution located at 55 William Street in Wellesley, Massachusetts, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust in James Lee - UBS Financial Services Inc. for all your financial needs.

Consolati Tax Prep, located at 71 Main Street in Lee, Massachusetts, offers a personalized and professional approach to accounting and finance services. Unlike national tax prep services, we provide expert tax preparation without the use of per form changes, instant refunds, or refund anticipation loans. We pride ourselves on developing long-term relationships with our clients, spanning across generations. In addition to tax preparation, Consolati can assist with navigating the complexities of the Massachusetts Health Connector for self-employed individuals seeking health insurance. We also offer support in compiling financial paperwork for various purposes, such as loans, FASFA, or divorce proceedings.