TOP 30 Individually tailored financial plans in Sheffield, Massachusetts

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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.

Welcome to O'Connor and Agar LLC, your trusted partner in accounting and finance located in the heart of Sheffield, Massachusetts. Situated at 73 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. At O'Connor and Agar LLC, we pride ourselves on delivering personalized and comprehensive solutions that help our clients achieve their financial goals. Our team of experienced professionals is committed to offering a wide range of services, including accounting, tax preparation, financial planning, and business consulting. We understand that each client is unique, and we work diligently to provide customized strategies that align with your specific objectives.