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TOP 30 Legal risk management strategies in East Longmeadow, MA
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Bond Financial Group, Inc.
Bond Financial Group, Inc. is a finance institution located at 180 Denslow Road, East Longmeadow, Massachusetts, United States. Our motto is "Live empowered. Live fulfilled. Live your best retirement." We specialize in helping individuals plan for a retirement with no regrets through our unique Empowered Retirement JourneyTM. Our goal is to provide you with the confidence and guidance needed to fulfill your dreams and make the most of every moment in your retirement. At Bond Financial Group, we take into consideration who you are, what matters to you, where you are today, where you want to be, and any gaps along the way in order to create a personalized retirement strategy tailored to your needs and objectives. We offer a variety of investment and insurance products to help you reach your financial goals.
Peak Wealth Advisors
Peak Wealth Advisors, located at 96 Shaker Road in East Longmeadow, Massachusetts, is a finance institution that specializes in helping retirees navigate the complexities of retirement planning. With over 35 years of experience, our firm provides a step-by-step blueprint to guide you through the annual steps necessary for a comfortable and stress-free retirement. We offer a comprehensive approach to retirement planning, integrating all aspects of your financial life to ensure a secure future. Please note that our services do not constitute legal or tax advice, and we recommend seeking guidance from your own legal and tax counsel. Estate planning is done in collaboration with your estate planning attorney, tax attorney, and/or CPA. Life insurance loans and death benefit proceeds are currently taxed as tax-free assets, but tax laws are subject to change. Our team at Peak Wealth Advisors is dedicated to providing the very best analytical tools to analyze and monitor your financial well-being. Securities and Registered Investment Advisory Services are offered through Silver Oak Securities, Inc., and we are proud to be a member of FINRA/SIPC. Peak Wealth Advisors, Silver Oak, and Peak Business Value are not affiliated entities. Contact us today to learn more about how we can help you achieve your retirement goals.
Austin Shuttleworth - Thrivent
Austin Shuttleworth - Thrivent is a finance institution located at 200 North Main Street in East Longmeadow, Massachusetts, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, and WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult with their attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option to further engage with Dedicated Planning Services for written recommendations for a fee.
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