Personal financial management in Greenfield, MA
14 results found
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Clarity Wealth Management
● ClosedClarity Wealth Management is a leading financial institution located at 117 Main Street in Greenfield, Massachusetts, United States. As a finance institution, we specialize in providing tailored wealth management services to help our clients achieve their financial goals and secure their financial future. Our team of experienced financial advisors offers personalized investment strategies, retirement planning, estate planning, and more to ensure our clients have a clear path to financial success. Visit us at Clarity Wealth Management to start planning for your financial future today.
117 Main St, Greenfield, MA 01301, United States -
Brady Associates Asset Management
● OpenBrady Associates Asset Management, located at 40 School Street in Greenfield, Massachusetts, is a finance institution that values personal relationships and a deep understanding of each client's unique financial needs. The Brady Team helps clients navigate the complexities of investing so they can focus on what is important to them and their families. As fiduciaries, the team ensures that the client's interests always come first. Passionate about investing in their clients, Brady Associates Asset Management provides the highest level of service, accurate information, and independent unbiased planning to create financial strategies that are important to each individual. Working together, the team creates custom-tailored financial plans to help build, manage, and spend wealth.
40 School St, Greenfield, MA 01301, United States -
Travis Shine - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTravis Shine - Financial Advisor, Ameriprise Financial Services, LLC, located at 48 Federal Street in Greenfield, Massachusetts, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Travis Shine holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. As a Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA), Travis Shine is dedicated to providing clients with personalized financial solutions tailored to their specific goals and needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Travis Shine is committed to helping you achieve financial success. Contact Travis Shine - Financial Advisor, Ameriprise Financial Services, LLC today to schedule a consultation and start planning for a secure financial future.
48 Federal St, Greenfield, MA 01301, United States -
Goodwin, Shine and Associates - Ameriprise Financial Services, LLC
● ClosedGoodwin, Shine and Associates - Ameriprise Financial Services, LLC is a finance institution located at 48 Federal Street in Greenfield, Massachusetts, United States. Travis Shine, recipient of the Ameriprise Ultimate Digital Excellence Award in 2023, leads a team that focuses on understanding and prioritizing your financial goals. They offer investment recommendations tailored to your individual goals and risk tolerance, regularly review your progress, and adjust your approach as needed. With easy access to your investments and accounts from any device, you can track your progress towards your goals securely. Their services include retirement planning, education savings, asset allocation, and portfolio management. They also offer complimentary initial consultations to help you get started on your financial journey. Ameriprise financial advisors are registered in specific U.S. states, so it's important to check their personal website or FINRA's BrokerCheck for more details.
48 Federal St, Greenfield, MA 01301, United States -
Edward Jones - Financial Advisor: Corinne McFadden
● ClosedEdward Jones - Financial Advisor: Corinne McFadden is a trusted financial institution located at 55 Federal Street in Greenfield, Massachusetts, United States. Specializing in personalized financial planning and investment services, Corinne McFadden and her team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they provide expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Corinne McFadden is committed to helping you make informed decisions and secure your financial future.
55 Federal St Ste 260, Greenfield, MA 01301, United States -
Greenfield Savings Bank
● ClosedGreenfield Savings Bank is a trusted financial institution located at 400 Main Street in Greenfield, Massachusetts. 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 make managing your finances easy and accessible. With a commitment to providing personalized customer service and competitive rates, Greenfield Savings Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.
400 Main St, Greenfield, MA 01301, United States -
CrossPoint Clinical Services, Inc.
● ClosedCrossPoint Clinical Services, Inc. is a mental health counseling institution located at 117 Park Avenue in West Springfield, Massachusetts. We offer counseling services for adults, teens, children, couples, and families from a Christian perspective. Our non-profit organization also provides traditional forms of treatment for those who prefer a non-religious approach. Our experienced clinicians offer confidential counseling sessions in person, by phone, or through video calls in the Springfield, Greenfield, Worcester, and Stoughton areas. In addition to mental health counseling, we offer health and wellness programs that focus on the mind, body, and spirit. Our certified trainers and wellness coaches help individuals achieve physical and spiritual well-being through personalized training sessions. We also provide programs and workshops on various topics such as marriage preparation, financial wellness, anger management, and divorce recovery.
117 Park Ave #201a, West Springfield, MA 01089, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 238 Main Street in Greenfield, Massachusetts, United States. With a focus on providing financial security and peace of mind to its clients, Northwestern Mutual offers a wide range of services including wealth management, retirement planning, and insurance solutions. Their team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and protect their assets for the future. Whether you are looking for investment advice or insurance coverage, Northwestern Mutual is committed to providing personalized solutions tailored to your specific needs.
238 Main St STE 2, Greenfield, MA 01301, United States -
ProsperiTea Planning
● ClosedProsperiTea Planning is a finance institution located at 3 Grinnell Street in Greenfield, Massachusetts. Led by Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, the team at ProsperiTea Planning offers professional financial advising and comprehensive planning services in a comfortable and supportive environment. Specializing in investment advising, comprehensive planning, and tax planning and preparation, ProsperiTea Planning is dedicated to providing deeply integrated financial services to a manageable number of clients. As a fee-only fiduciary firm, they do not sell products and offer fixed-price engagements with terms disclosed in advance. Members of NAPFA, the Alliance of Comprehensive Planners, and the AICPA Personal Financial Planning Section, Wendy and Sam are registered investment advisors in Massachusetts. Clients can enjoy a cup of tea and pet Wendy's dog, River, during their visit to the Victorian home office. With a focus on transparency and client education, ProsperiTea Planning's blog provides valuable insights into financial matters. Accessible from Main Street, the office is easily identifiable by the teapot sign and privet hedge surrounding the building. Whether you're a new prospect or a returning client, ProsperiTea Planning welcomes you to their office without the need to ring or knock.
3 Grinnell St, Greenfield, MA 01301, United States -
Margola Rosner & Associates
● ClosedMargola Rosner & Associates is a leading accounting and finance institution located at 377 Main Street in Greenfield, Massachusetts. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or navigating complex tax laws, our dedicated team is here to assist you every step of the way. Visit us today to learn how we can help you achieve your financial goals.
377 Main St, Greenfield, MA 01301, United States -
Michelle Spaziani - Raymond James
● OpenMichelle Spaziani - Raymond James is a finance institution located at 525 Bernardston Road in Greenfield, Massachusetts, United States. Specializing in a wide range of financial services, including investment planning, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Michelle Spaziani - Raymond James is committed to providing top-notch financial guidance to individuals and businesses alike. Contact us today to schedule a consultation and take the first step towards securing your financial future.
525 Bernardston Rd #1, Greenfield, MA 01301, United States -
Family Legacy Partners
● OpenFamily Legacy Partners is a reputable finance institution located at 465 Colrain Road in Greenfield, Massachusetts, United States. With a strong focus on helping families secure their financial futures, our team of experts provides personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or pass on a lasting legacy to future generations, Family Legacy Partners is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can support you in building a strong financial foundation for your family's future.
465 Colrain Rd, Greenfield, MA 01301, United States -
Secure Futures Insurance Co
● ClosedSecure Futures Insurance Co is a reputable insurance agency located at 486 Main Street in Greenfield, Massachusetts, United States. We specialize in providing comprehensive insurance solutions to protect your future and give you peace of mind. Our experienced agents are dedicated to helping you find the right coverage for your unique needs, whether it's for your home, auto, business, or life insurance. Trust Secure Futures Insurance Co to provide you with reliable and personalized service to ensure you are properly protected for whatever life may bring. Visit us today to learn more about our offerings and how we can help safeguard your future.
486 Main St, Greenfield, MA 01301, United States -
Continental Moving Company LLC
● ClosedWelcome to Continental Moving Company LLC, your trusted partner in seamless relocations and secure storage solutions. Located at 132 Emerson Street, Boston, Massachusetts, we are dedicated to making your moving experience stress-free and efficient, whether you're moving locally within Boston or across state lines. At Continental Moving Company, we understand that moving can be a daunting task, whether you're transitioning from a sprawling residence or a cozy one-bedroom apartment. Our team of experienced professionals is here to shoulder the burden, ensuring your move is smooth and well-organized every time.
132 Emerson Street, Boston, Massachusetts 02127, United States
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