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TOP 30 Financial services in Amherst, MA
48 results found
Search for local businesses, places and services near you
Umass Amherst
Umass Amherst is a renowned university located in Chicopee, Massachusetts, United States. It is known for its prestigious academic programs, cutting-edge research initiatives, and vibrant campus community. With a focus on innovation and excellence, Umass Amherst offers a wide range of undergraduate and graduate programs to students from around the world. The institution is committed to providing a supportive and inclusive learning environment where students can thrive and reach their full potential. Whether you are interested in business, engineering, liberal arts, or any other field, Umass Amherst has something to offer for everyone. Come and be a part of this dynamic and forward-thinking institution.
Stern Financial
Stern Financial, located at 433 West Street in Amherst, Massachusetts, is a finance institution dedicated to providing clients with comprehensive services and solutions for their complex financial needs. Our team is committed to upholding the highest ethical standards and delivering world-class service to our clients. At Stern Financial, we understand the importance of trust and comfort in the relationships we build with our clients. We strive to provide exceptional service every day, ensuring that you have optimal portfolio and wealth management solutions tailored to your individual needs.
Financial Development Agency (FDA)
The Financial Development Agency (FDA) is a leading institution located at 49 South Pleasant Street in Amherst, Massachusetts, United States. Our agency specializes in providing expert financial guidance and support to individuals, businesses, and organizations looking to achieve their financial goals. With a team of experienced professionals and a commitment to excellence, we offer a wide range of services including financial planning, investment management, and wealth building strategies. Whether you are looking to grow your savings, plan for retirement, or secure your financial future, the FDA is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving financial success.
Merrill Lynch Financial Advisor Vincent T Todd Jr
Merrill Lynch Financial Advisor Vincent T Todd Jr, located at 2221 Washington Street, Newton, Massachusetts, United States, offers over 40 years of experience in providing clients with individually tailored financial and wealth strategies. Vincent Todd is committed to building enduring client relationships through outstanding guidance and service. He advises on wealth accumulation, preservation, and transfer through customized wealth management strategies. Vincent Todd is a graduate of the University of Massachusetts-Amherst, School of Business and is actively involved in volunteering with various organizations in his community. The institution offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on client goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Vincent Todd believes in designing and implementing personalized financial plans to help clients pursue their goals while managing investment risk. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address financial needs. By understanding client goals and priorities, Vincent Todd creates a financial approach that reflects individual personalities and helps clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Vincent Todd helps clients navigate financial complexities and build customized investment approaches to pursue their goals. The institution emphasizes personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Vincent Todd Jr is registered to do business in multiple states. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
H B Financial Group LLC
H B Financial Group LLC is a leading finance institution located at 28 Amity Street in Amherst, Massachusetts, United States. With a strong track record of providing top-notch financial services, H B Financial Group LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experts is dedicated to helping clients achieve their financial goals. Visit us today to learn more about how H B Financial Group LLC can help you secure your financial future.
Edward Jones - Financial Advisor: Rich Friese Jr
Edward Jones - Financial Advisor: Rich Friese Jr is a trusted financial institution located at 495 West Street in Amherst, Massachusetts, United States. Specializing in personalized financial planning and investment services, Rich Friese Jr and his team are dedicated to helping clients achieve their financial goals. With a commitment to providing top-notch customer service and expert financial advice, Edward Jones is a reliable partner in helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Rich Friese Jr is here to help you every step of the way.
Ayca Akisik - TD Wealth Financial Advisor
Ayca Akisik - TD Wealth Financial Advisor is a trusted institution located at 243 Triangle Street in Amherst, Massachusetts. As a finance institution, Ayca Akisik provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Ayca Akisik is dedicated to helping individuals and families build and protect their wealth for the future. Whether you are looking to plan for retirement, save for education, or grow your investments, Ayca Akisik is committed to providing tailored solutions to meet your financial needs. Contact them today to schedule a consultation and take the first step towards financial security and success.
Hart & Patterson Financial Group
Hart & Patterson Financial Group is a leading finance institution located at 19 Research Drive in Amherst, Massachusetts, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
Livictus Financial Services
Livictus Financial Services is a leading finance institution located at 20 Gatehouse Road in Amherst, Massachusetts, United States. With a team of experienced professionals, Livictus offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. Whether you are an individual looking to secure your financial future or a business seeking strategic financial solutions, Livictus is dedicated to providing personalized and comprehensive services to help you achieve your financial goals. Visit us today to learn more about how Livictus Financial Services can support your financial needs.
Edward Jones - Financial Advisor: Jeff Carlson
Edward Jones - Financial Advisor: Jeff Carlson is a trusted institution located at 100 University Drive in Amherst, Massachusetts. Specializing in finance, Jeff Carlson provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong, lasting relationships, Jeff Carlson takes the time to understand each client's unique financial situation and create a customized plan to meet their needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jeff Carlson is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
Bank of America Financial Center
The Bank of America Financial Center in Amherst, Massachusetts is a trusted institution offering a wide range of banking and financial services to individuals and businesses. Conveniently located at 1 South Pleasant Street, this branch provides customers with personalized assistance and innovative solutions for all their financial needs. Whether you're looking to open a checking account, apply for a loan, or invest in your future, the Bank of America Financial Center is committed to helping you achieve your financial goals. Visit us today and experience the difference of banking with a leading institution in the United States.
Student Accounts & Financial Aid
Student Accounts & Financial Aid is a university institution located in Amherst, Massachusetts, United States. The student accounts office strives to offer exceptional customer service while upholding professional ethics and integrity. For any inquiries regarding accounts receivable, you can contact Lisa Consolmagno, the accounts receivable assistant, at lcAR@hampshire.edu. Any updates to personal information such as address, phone number, or name changes should be communicated via email to centralrecords@hampshire.edu. Questions regarding financial aid can be directed to the financial aid office at 413.559.5484 or by email to financialaid@hampshire.edu.
Financial Aid Office
The Financial Aid Office at Hampshire College in Amherst, Massachusetts, United States, is dedicated to assisting students and families with the financial aid process. As a member of the National Association of Student Financial Aid Administrators, we uphold ethical principles and values in providing financial assistance. Our office reviews applications, determines eligibility, prepares aid offers, and offers counseling on loans and student employment. We work closely with student accounts to coordinate financial aid. Our average need-based grant for the 2022-23 year was $44,177, with the average aid package totaling $47,990. We are committed to making Hampshire College affordable for all students. To apply for financial aid, US citizens and eligible non-citizens can complete the Free Application for Federal Student Aid (FAFSA). Updates to the FAFSA form for the 2024-25 year will be available in December 2023. We provide various disclosures, information, and reports for current and prospective students and employees. Documents can be securely uploaded to the Net Partner portal, faxed, or mailed to our office. We do not accept documents via email to ensure data security.
Amherst Divorce
Amherst Divorce is a reputable law firm specializing in divorce and family law located at 409 Main Street in Amherst, Massachusetts. Our team of experienced lawyers is dedicated to providing compassionate and personalized legal representation to clients going through the difficult process of divorce. We understand the emotional and financial challenges that come with divorce, and we are committed to guiding our clients through every step of the legal process to achieve the best possible outcome. Whether you are facing a contested divorce, child custody issues, or spousal support disputes, Amherst Divorce is here to help. Contact us today to schedule a consultation and take the first step towards a brighter future.
Florence Bank - Amherst
Florence Bank - Amherst is a trusted financial institution located at 385 College Street in Amherst, Massachusetts, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to personalized service and community involvement, Florence Bank - Amherst is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with us.
Hampshire College
Hampshire College is a unique liberal arts university located at 893 West Street in Amherst, Massachusetts, United States. Founded in 1970, Hampshire College offers a personalized and innovative educational experience for students. With a focus on interdisciplinary learning and hands-on projects, students have the freedom to design their own curriculum and pursue their passions. The campus is nestled in a picturesque New England setting, providing a tranquil environment for academic and personal growth. Hampshire College is known for its commitment to social justice, sustainability, and experiential learning, making it a top choice for students seeking a transformative college experience.
Marjan Z. Khodadoust, DMD
Marjan Z. Khodadoust, DMD is a dental institution located at 203 Triangle Street in Amherst, Massachusetts, United States. Dr. Khodadoust, known as Dr. K, has been serving the community for over 20 years. The institution prides itself on providing quality care in a relaxing environment and is dedicated to meeting patient goals and needs. The team at Marjan Z. Khodadoust, DMD promotes good oral health through advanced patient education and offers a range of services including nitrous oxide sedation and GLO teeth whitening technology. The institution also understands the financial concerns of patients and offers various payment options, including a membership club program for cash paying patients. With a focus on patient comfort and care, Marjan Z. Khodadoust, DMD aims to make every visit a pleasant experience.
413 LEASE
413 LEASE is a premier real estate agency located at 10 Gatehouse Road in Amherst, Massachusetts. Specializing in property leasing, our dedicated team of professionals is committed to helping clients find the perfect rental property to suit their needs. Whether you are looking for a cozy apartment, a spacious house, or a commercial space, we have a wide range of listings to choose from. With our expertise and personalized service, we make the leasing process smooth and stress-free for both tenants and landlords. Contact 413 LEASE today to find your next dream rental property in the beautiful town of Amherst.
Verité
Verité is a renowned institution located at 44 Belchertown Road in Amherst, Massachusetts, United States. Known for its commitment to promoting social responsibility and ethical business practices, Verité works with companies, governments, and NGOs to ensure fair labor practices and supply chain transparency. Their research and consulting services help organizations navigate complex global supply chains and address issues such as forced labor, human trafficking, and worker exploitation. With a team of experts and a track record of impactful work, Verité is a trusted partner in the fight for fair labor practices worldwide.
CFO Solutions, LLC
CFO Solutions, LLC is a reputable financial consulting firm located at 6 University Drive in Amherst, Massachusetts, United States. With a team of experienced CFOs and financial experts, we provide comprehensive financial solutions and strategic guidance to help businesses thrive and succeed. Our services include financial planning, budgeting, forecasting, risk management, and more. Whether you are a small startup or a large corporation, CFO Solutions, LLC is dedicated to helping you achieve your financial goals and maximize your profitability. Contact us today to learn more about how we can support your business.
Liebert Wealth Management
Liebert Wealth Management is a prestigious finance institution located at 101 Blue Hills Road in Amherst, Massachusetts, United States. With a strong focus on personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Liebert Wealth Management offers tailored solutions to meet your individual needs. Trust us to provide expert advice, exceptional service, and a commitment to helping you build and preserve your wealth for generations to come.
Pennyfarthing Investment Management
Pennyfarthing Investment Management is a leading finance institution located at 6 South East Street in Amherst, Massachusetts, United States. With a strong track record of success, our team of experienced professionals offers personalized investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Pennyfarthing Investment Management is dedicated to providing expert guidance and tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you secure a prosperous financial future.
Gerald Hersh EA
Gerald Hersh EA is a reputable accounting and finance institution located at 800 Main Street in Amherst, Massachusetts, United States. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust Gerald Hersh EA for all your accounting and finance needs.
Murphy M Eric CPA
Murphy M Eric CPA is a reputable accounting and finance institution located at 43 Aubinwood Road in Amherst, Massachusetts, United States. With years of experience in the industry, they offer expert financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to providing personalized and professional assistance with tax preparation, auditing, bookkeeping, and more. Trust Murphy M Eric CPA to help you manage your finances efficiently and effectively.
Liberty Tax
Liberty Tax is a finance institution located at 362 College Street in Amherst, Massachusetts, United States. They specialize in providing a wide range of tax services and financial advice to individuals and businesses. With a team of experienced professionals, Liberty Tax is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Liberty Tax is committed to delivering personalized and reliable services to meet your needs. Visit their office today to experience top-notch financial assistance and guidance.
Isenberg Real Estate Advisors
Isenberg Real Estate Advisors is a leading real estate agency located at 121 Presidents Drive in Amherst, Massachusetts, United States. With a team of experienced professionals, Isenberg Real Estate Advisors offers a wide range of services including property management, real estate investment consulting, and brokerage services. Whether you are looking to buy, sell, or invest in real estate, Isenberg Real Estate Advisors is dedicated to providing personalized and expert guidance to help you achieve your real estate goals. Contact us today to learn more about how we can assist you with all of your real estate needs.
West Branch Capital LLC
West Branch Capital LLC is an independent, fee-only SEC Registered Investment Adviser located at 9 Research Drive in Amherst, Massachusetts. Recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm, we offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors. Our team of fiduciaries is committed to always acting in the best interests of our clients, providing customized portfolios tailored to their specific goals and financial situations. We also offer financial planning services at no additional cost, addressing key areas of our clients' financial lives such as estate planning, insurance, college savings, and retirement needs. With a focus on transparency, integrity, and trust, we work tirelessly to help our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can help you plan for a secure financial future.
John L. Gauthier, CFP, ChFC, CLTC
John L. Gauthier, CFP, ChFC, CLTC is a finance institution located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, our team has been helping consumers create programs and portfolios to pursue long-term financial goals. Specializing in investments, retirement, and public employee systems, we offer independent guidance and a strong commitment to ethics and integrity. Our focus is on providing comprehensive financial planning for individuals and couples, with a particular emphasis on the planning needs of public employees. As a Certified Financial Planner Professional ® with a background as a public employee and retirement counselor, John Gauthier has the knowledge and experience to provide specialized analysis to maximize pensions and protect loved ones. With expertise in retirement planning, investments, and insurance, John offers strategies to help clients pursue their financial goals. His wife, also a financial advisor, focuses on tax-advantaged retirement savings plans like 403(b)s for eligible public-school personnel.
Merrill Lynch Wealth Management
Located at 1 South Pleasant Street in Amherst, Massachusetts, Merrill Lynch Wealth Management offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with us, Merrill understands that every financial journey is unique. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to receive actionable next steps for your long-term financial goals. Remember that investing involves risk and past performance does not guarantee future results. Consult with legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services to meet your needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Bank of America Private Bank and U.S. Trust Company of Delaware are divisions of Bank of America, N.A. and wholly owned subsidiaries of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and its affiliated banks. Contact a Merrill financial advisor to learn more about the differences between brokerage and investment advisory services.
Stakeholders Capital, a Perigon Partner
Stakeholders Capital, a Perigon Partner, is a finance institution located at 321 Main Street in Amherst, Massachusetts, United States. We specialize in investing for the common good, managing assets, and planning for the future sustainably. Our mission is to help clients align their values with their financial goals. At Stakeholders Capital, we believe in maximizing both financial returns and positive impact in the world. We offer customized investment plans that consider each client's goals, risk tolerance, and impact objectives. Our team combines traditional investment strategies with expertise in impact and sustainable investing to create diversified portfolios tailored to individual needs.
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