Insurance broker services in Amherst, Massachusetts
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Cynthia A Therrien, CLTC
Cynthia A Therrien, CLTC is an insurance agency located at 30 Boltwood Walk in Amherst, Massachusetts, United States. Since 1995, the team at Cynthia A Therrien has been dedicated to helping consumers create programs and portfolios to pursue their long-term financial goals. Specializing in financial planning for public employees, Cynthia, a Certified Financial Planner Professional, offers comprehensive services including retirement planning, investments, and insurance. With a strong commitment to ethics and integrity, Cynthia and her husband John provide independent guidance to help clients maximize their pensions and protect their loved ones. The agency offers flexible appointment hours during the day, evening, and weekends to accommodate everyone's scheduling needs. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Copyright 2020 Gauthier Therrien Financial Partner.
Danielle Berthiaume - Mortgage Loan Officer
Danielle Berthiaume - Mortgage Loan Officer is a trusted finance institution located at 243 Triangle Street in Amherst, Massachusetts, United States. Specializing in mortgage loans, Danielle Berthiaume offers personalized services to help clients secure the best financing options for their home purchases. With years of experience and expertise in the industry, clients can trust Danielle Berthiaume to guide them through the loan process with professionalism and efficiency. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Danielle Berthiaume is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Dan Whiting
Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
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